Agree Realty Corp
ADC- Exchange
- NYSE
- Industry
- Real Estate Investment Trusts
- SEC CIK
- 0000917251
In the last 90 days, Agree Realty Corp insiders filed 5 open-market purchases and 0 sales; 497 institutions reported holding it in 13F filings for Q2 2026, worth $10.8B in total; no superinvestor holds it.
Other share classesADC.PA
13F holders, Q1 2025
Institutional positions in Agree Realty Corp as of Mar 31, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 467
- +21 vs. Q4 2024
- Shares held
- 121.2M
- +4.94M (+4.2%) vs. Q4 2024
- Total value
- $9.36B
- +$1.17B (+14.2%) vs. Q4 2024
- New holders
- 62
- 201 more added
- Sold out
- 41
- 140 more reduced
5 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting ADC on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 497 | $10.8B |
| Q1 2026 | 502 | $10.5B |
| Q4 2025 | 492 | $9.33B |
| Q3 2025 | 479 | $8.97B |
| Q2 2025 | 471 | $9.15B |
| Q1 2025 | 467 | $9.36B |
| Q4 2024 | 451 | $8.27B |
| Q3 2024 | 431 | $8.39B |
| Q2 2024 | 409 | $6.46B |
| Q1 2024 | 395 | $5.71B |
| Q4 2023 | 367 | $6.42B |
| Q3 2023 | 372 | $5.27B |
| Q2 2023 | 375 | $6.23B |
| Q1 2023 | 360 | $6.70B |
| Q4 2022 | 358 | $6.97B |
| Q3 2022 | 360 | $6.34B |
| Q2 2022 | 340 | $6.22B |
| Q1 2022 | 319 | $5.18B |
| Q4 2021 | 326 | $5.44B |
| Q3 2021 | 322 | $4.84B |
| Q2 2021 | 312 | $5.47B |
| Q1 2021 | 301 | $4.58B |
Institutions, Q1 2025
Shares, value and share of portfolio for each institution holding Agree Realty Corp; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Caxton Associates LLP | 9,616 | $742.3K | 0.03% | +9,616 | New |
| RSM US Wealth Management LLC | 9,637 | $746.3K | 0.01% | −25−0.3% | Reduced |
| Oak Thistle LLC | 9,886 | $763.1K | 0.15% | +9,886 | New |
| Invst, LLC | 9,906 | $764.6K | 0.10% | +9,906 | New |
| Signaturefd, LLC | 9,966 | $769.3K | 0.01% | +63+0.6% | Added |
| Intrust Bank NA | 10,065 | $776.9K | 0.08% | +1,440+16.7% | Added |
| XTX Topco Ltd | 10,179 | $785.7K | 0.04% | +2,267+28.7% | Added |
| Center for Financial Planning, Inc. | 10,237 | $790.2K | 0.10% | 00.0% | Unchanged |
| Pinebridge Investments, L.P. | 10,343 | $798.4K | 0.01% | −17,916−63.4% | Reduced |
| Gsa Capital Partners LLP | 10,531 | $813.0K | 0.07% | −4,407−29.5% | Reduced |
| James Investment Research Inc | 10,822 | $835.3K | 0.11% | +10.0% | Added |
| New York Life Investment Management LLC | 10,972 | $846.9K | 0.01% | +413+3.9% | Added |
| Applied Capital LLC | 11,163 | $861.7K | 0.69% | −50−0.4% | Reduced |
| FJ Capital Management LLC | 11,514 | $888.8K | 0.09% | +8,406+270.5% | Added |
| Wealth Enhancement Advisory Services, LLC | 11,609 | $896.1K | 0.00% | +504+4.5% | Added |
| Friedenthal Financial | 11,616 | $896.6K | 0.54% | +11,616 | New |
| Silvercrest Asset Management Group LLC | 11,783 | $909.5K | 0.01% | −1,225−9.4% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 11,825 | $912.8K | 0.00% | +11,825 | New |
| Janney Montgomery Scott LLC | 11,982 | $925.0K | 0.00% | +4,551+61.2% | Added |
| Xponance, Inc. | 12,086 | $932.9K | 0.01% | +124+1.0% | Added |
| Gilman Hill Asset Management, LLC | 12,240 | $944.8K | 0.16% | +4,582+59.8% | Added |
| Atria Investments LLC | 12,423 | $959.0K | 0.01% | +295+2.4% | Added |
| Neuberger Berman Group LLC | 12,494 | $964.4K | 0.00% | +37+0.3% | Added |
| Wiley Bros.-Aintree Capital, LLC | 12,806 | $980.9K | 0.01% | +596+4.9% | Added |
| Voya Investment Management LLC | 12,720 | $981.9K | 0.00% | −7,410−36.8% | Reduced |
| SG Americas Securities, LLC | 12,907 | $996.0K | 0.00% | −15,578−54.7% | Reduced |
| Federated Hermes, Inc. | 13,415 | $1.04M | 0.00% | +417+3.2% | Added |
| Metis Global Partners, LLC | 13,556 | $1.05M | 0.03% | +2,045+17.8% | Added |
| Capital Square, LLC | 14,031 | $1.08M | 0.64% | −1,491−9.6% | Reduced |
| The PNC Financial Services Group, Inc. | 14,230 | $1.10M | 0.00% | +11+0.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 14,644 | $1.13M | 0.00% | −4,524−23.6% | Reduced |
| Quantinno Capital Management LP | 14,646 | $1.13M | 0.01% | +4,320+41.8% | Added |
| US Bancorp | 14,891 | $1.15M | 0.00% | −784−5.0% | Reduced |
| Walleye Capital LLC | 14,925 | $1.15M | 0.01% | +9,661+183.5% | Added |
| Cubist Systematic Strategies, LLC | 15,044 | $1.16M | 0.02% | +15,044 | New |
| Pitcairn Co | 15,171 | $1.17M | 0.07% | −1,113−6.8% | Reduced |
| Nissay Asset Management Corp | 15,199 | $1.17M | 0.01% | +288+1.9% | Added |
| SummitTX Capital, L.P. | 15,315 | $1.18M | 0.05% | +15,315 | New |
| Assetmark, Inc | 15,806 | $1.22M | 0.00% | +36+0.2% | Added |
| Quadrant Capital Group LLC | 16,084 | $1.24M | 0.05% | +9,898+160.0% | Added |
| JustInvest LLC | 16,160 | $1.25M | 0.02% | +761+4.9% | Added |
| Cincinnati Specialty Underwriters Insurance CO | 16,500 | $1.27M | 0.38% | 00.0% | Unchanged |
| Illinois Municipal Retirement Fund | 16,738 | $1.29M | 0.02% | 00.0% | Unchanged |
| Foresight Group Ltd Liability Partnership | 16,865 | $1.29M | 0.18% | −1,125−6.3% | Reduced |
| Bank of Montreal | 16,757 | $1.29M | 0.00% | −1,229−6.8% | Reduced |
| Mariner, LLC | 16,776 | $1.29M | 0.00% | +426+2.6% | Added |
| Parr McKnight Wealth Management Group, LLC | 16,879 | $1.30M | 0.19% | +1,607+10.5% | Added |
| Pathway Financial Advisers, LLC | 17,139 | $1.32M | 0.45% | +392+2.3% | Added |
| Citizens National Bank Trust Department | 17,511 | $1.35M | 0.29% | +1,613+10.1% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 17,535 | $1.35M | 0.53% | +17,535 | New |
| Keybank National Association | 17,866 | $1.38M | 0.01% | +1,104+6.6% | Added |
| Fox Run Management, L.L.C. | 19,035 | $1.47M | 0.23% | +19,035 | New |
| Nicola Wealth Management Ltd. | 19,046 | $1.47M | 0.14% | −2,300−10.8% | Reduced |
| Moran Wealth Management, LLC | 19,300 | $1.49M | 0.05% | −154−0.8% | Reduced |
| Landscape Capital Management, L.L.C. | 19,778 | $1.53M | 0.14% | −2,080−9.5% | Reduced |
| Freestone Grove Partners LP | 19,986 | $1.54M | 0.02% | −11,127−35.8% | Reduced |
| IFM Investors Pty Ltd | 20,569 | $1.59M | 0.02% | −4,218−17.0% | Reduced |
| New Mexico Educational Retirement Board | 20,700 | $1.60M | 0.06% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 21,059 | $1.63M | 0.06% | +461+2.2% | Added |
| Oppenheimer Asset Management Inc. | 21,070 | $1.63M | 0.02% | +1,941+10.1% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 21,745 | $1.68M | 0.02% | +326+1.5% | Added |
| Oregon Public Employees Retirement Fund | 21,754 | $1.68M | 0.03% | +700+3.3% | Added |
| Harvest Portfolios Group Inc. | 21,993 | $1.70M | 0.05% | −1,069−4.6% | Reduced |
| Bridgefront Capital, LLC | 22,024 | $1.70M | 0.49% | +5,527+33.5% | Added |
| HighTower Advisors, LLC | 22,261 | $1.72M | 0.00% | −3,739−14.4% | Reduced |
| Redmond Asset Management, LLC | 22,459 | $1.73M | 0.45% | 00.0% | Unchanged |
| Vanderbilt University | 22,489 | $1.74M | 0.33% | −3,390−13.1% | Reduced |
| Pictet Asset Management Holding SA | 22,839 | $1.76M | 0.00% | −8,961−28.2% | Reduced |
| Entropy Technologies, LP | 23,172 | $1.79M | 0.17% | +23,172 | New |
| Motley Fool Wealth Management, LLC | 23,187 | $1.79M | 0.11% | −2,810−10.8% | Reduced |
| Gotham Asset Management, LLC | 23,344 | $1.80M | 0.02% | +23,344 | New |
| Northwestern Mutual Investment Management Company, LLC | 23,797 | $1.84M | 0.03% | +839+3.7% | Added |
| Dana Investment Advisors, Inc. | 24,131 | $1.86M | 0.07% | −4,068−14.4% | Reduced |
| Teacher Retirement System of Texas | 24,400 | $1.88M | 0.01% | +8,391+52.4% | Added |
| Transcend Wealth Collective, LLC | 24,934 | $1.92M | 0.14% | +237+1.0% | Added |
| State of Michigan Retirement System | 25,600 | $1.98M | 0.01% | +1,100+4.5% | Added |
| Brinker Capital Investments, LLC | 26,058 | $2.01M | 0.02% | +3,245+14.2% | Added |
| Orion Portfolio Solutions, LLC | 26,058 | $2.01M | 0.02% | +3,245+14.2% | Added |
| KLP Kapitalforvaltning AS | 26,600 | $2.06M | 0.01% | +900+3.5% | Added |
| Teachers Retirement System of the State of Kentucky | 27,131 | $2.09M | 0.02% | 00.0% | Unchanged |
| Standard Life Aberdeen plc | 27,239 | $2.10M | 0.00% | −258−0.9% | Reduced |
| Jane Street Group, LLC | 27,365 | $2.11M | 0.00% | +23,848+678.1% | Added |
| Brevan Howard Capital Management LP | 27,414 | $2.12M | 0.06% | +4,434+19.3% | Added |
| Handelsbanken Fonder AB | 27,537 | $2.13M | 0.01% | +6,200+29.1% | Added |
| E. Ohman J:or Asset Management AB | 27,883 | $2.15M | 0.06% | +4,245+18.0% | Added |
| UniSuper Management Pty Ltd | 28,800 | $2.22M | 0.02% | −1,200−4.0% | Reduced |
| Arizona State Retirement System | 29,694 | $2.29M | 0.01% | +490+1.7% | Added |
| CIBC World Markets Corp | 29,900 | $2.31M | 0.02% | −195−0.6% | Reduced |
| Nisa Investment Advisors, LLC | 29,830 | $2.31M | 0.01% | −4,059−12.0% | Reduced |
| Louisiana State Employees Retirement System | 30,000 | $2.32M | 0.05% | +1,300+4.5% | Added |
| Cetera Investment Advisers | 30,671 | $2.37M | 0.00% | +2,781+10.0% | Added |
| Pathstone Holdings, LLC | 31,602 | $2.44M | 0.01% | +4,914+18.4% | Added |
| Ensign Peak Advisors, Inc | 31,788 | $2.45M | 0.00% | 00.0% | Unchanged |
| Ascent Group, LLC | 31,862 | $2.46M | 0.11% | +31,862 | New |
| M&T Bank Corp | 33,452 | $2.58M | 0.01% | −1,611−4.6% | Reduced |
| Allstate Corp | 33,824 | $2.61M | 0.08% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 34,050 | $2.63M | 0.00% | −29,311−46.3% | Reduced |
| Stifel Financial Corp | 35,457 | $2.74M | 0.00% | +263+0.7% | Added |
| Element Capital Management LLC | 35,966 | $2.78M | 0.69% | +35,966 | New |
| Presima Inc. | 35,969 | $2.78M | 0.62% | +501+1.4% | Added |