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 |
|---|---|---|---|---|---|
| State of New Jersey Common Pension Fund D | 298,479 | $23.0M | 0.10% | −767−0.3% | Reduced |
| Citadel Advisors LLC | 302,114 | $23.3M | 0.02% | +34,691+13.0% | Added |
| Rhumbline Advisers | 321,578 | $24.8M | 0.02% | +3,199+1.0% | Added |
| Loomis Sayles & Co L P | 322,910 | $24.9M | 0.04% | −942−0.3% | Reduced |
| ExodusPoint Capital Management, LP | 323,750 | $25.0M | 0.33% | −138,696−30.0% | Reduced |
| Systematic Financial Management LP | 324,167 | $25.0M | 0.71% | −3,593−1.1% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 350,228 | $27.0M | 0.02% | −12,495−3.4% | Reduced |
| Wells Fargo & Company | 354,334 | $27.4M | 0.01% | +9,928+2.9% | Added |
| APG Asset Management US Inc. | 360,343 | $27.7M | 0.21% | 00.0% | Unchanged |
| Adelante Capital Management LLC | 370,652 | $28.6M | 2.17% | +358,767+3,018.7% | Added |
| T. Rowe Price Investment Management, Inc. | 380,107 | $29.3M | 0.02% | −39,794−9.5% | Reduced |
| D. E. Shaw & Co., Inc. | 426,008 | $32.9M | 0.04% | +13,080+3.2% | Added |
| Price T Rowe Associates Inc | 436,655 | $33.7M | 0.00% | +8,687+2.0% | Added |
| Leeward Investments, LLC - MA | 454,016 | $35.0M | 1.86% | −19,368−4.1% | Reduced |
| California Public Employees Retirement System | 486,047 | $37.5M | 0.03% | +2,211+0.5% | Added |
| FMR LLC | 490,603 | $37.9M | 0.00% | −1,172,344−70.5% | Reduced |
| Heitman Real Estate Securities LLC | 500,292 | $38.6M | 2.50% | −239,369−32.4% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 532,637 | $41.1M | 0.08% | +532,637 | New |
| Deprince Race & Zollo Inc | 533,640 | $41.2M | 0.85% | −7,300−1.3% | Reduced |
| Bahl & Gaynor Inc | 549,225 | $42.4M | 0.22% | +78,205+16.6% | Added |
| Burkehill Global Management, LP | 550,000 | $42.5M | 3.16% | +450,000+450.0% | Added |
| SEI Investments Co | 586,273 | $45.3M | 0.06% | +132,020+29.1% | Added |
| Norges Bank | 609,185 | $47.0M | 0.01% | −84,385−12.2% | Reduced |
| Legal & General Group Plc | 665,108 | $51.3M | 0.01% | +2,588+0.4% | Added |
| William Blair Investment Management, LLC | 673,236 | $52.0M | 0.15% | −18,281−2.6% | Reduced |
| Citigroup Inc | 703,463 | $54.3M | 0.04% | −9,582−1.3% | Reduced |
| Voloridge Investment Management, LLC | 725,243 | $56.0M | 0.21% | −49,863−6.4% | Reduced |
| UBS Asset Management Americas Inc | 733,623 | $56.6M | 0.01% | +26,202+3.7% | Added |
| GEM Realty Capital | 742,060 | $57.3M | 5.96% | +232,341+45.6% | Added |
| Bank of America Corp | 752,603 | $58.1M | 0.01% | +227,371+43.3% | Added |
| Allspring Global Investments Holdings, LLC | 788,752 | $60.6M | 0.11% | +90,408+12.9% | Added |
| Cincinnati Insurance Co | 789,500 | $60.9M | 1.06% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 798,657 | $61.2M | 0.03% | −5,792−0.7% | Reduced |
| Cbre Clarion Securities LLC | 821,090 | $63.4M | 0.97% | +407,820+98.7% | Added |
| Nuveen, LLC | 911,254 | $64.8M | 0.02% | +911,254 | New |
| Millennium Management LLC | 871,332 | $67.3M | 0.07% | −299,965−25.6% | Reduced |
| Resolution Capital Ltd | 907,475 | $70.0M | 1.36% | +192,660+27.0% | Added |
| Thrivent Financial for Lutherans | 937,575 | $72.4M | 0.16% | −74,893−7.4% | Reduced |
| PGGM Investments | 956,246 | $73.8M | 1.00% | +791,598+480.8% | Added |
| Wellington Management Group LLP | 1,016,593 | $78.5M | 0.02% | +425,748+72.1% | Added |
| GW&K Investment Management, LLC | 1,041,865 | $80.4M | 0.74% | −14,206−1.3% | Reduced |
| Frontier Capital Management Co LLC | 1,043,998 | $80.6M | 0.88% | +13,793+1.3% | Added |
| Bank of New York Mellon Corp | 1,087,610 | $84.0M | 0.02% | −131,902−10.8% | Reduced |
| Alyeska Investment Group, L.P. | 1,170,106 | $90.3M | 0.36% | +99,155+9.3% | Added |
| Balyasny Asset Management LLC | 1,195,091 | $92.2M | 0.23% | +1,012,363+554.0% | Added |
| Russell Investments Group, Ltd. | 1,276,096 | $98.5M | 0.14% | +228,611+21.8% | Added |
| Raymond James Financial Inc | 1,459,633 | $112.7M | 0.04% | +20,575+1.4% | Added |
| Two Sigma Investments, LP | 1,497,423 | $115.6M | 0.25% | +569,390+61.4% | Added |
| Northern Trust Corp | 1,546,582 | $119.4M | 0.02% | +23,302+1.5% | Added |
| Dimensional Fund Advisors LP | 1,581,170 | $122.0M | 0.03% | +31,030+2.0% | Added |
| Invesco Ltd. | 1,659,858 | $128.1M | 0.02% | −552,994−25.0% | Reduced |
| Charles Schwab Investment Management Inc | 1,695,297 | $130.9M | 0.02% | +49,645+3.0% | Added |
| Morgan Stanley | 1,727,313 | $133.3M | 0.01% | +330,522+23.7% | Added |
| American Century Companies Inc | 1,751,030 | $135.2M | 0.08% | −143,017−7.6% | Reduced |
| Prudential Financial Inc | 1,868,616 | $144.2M | 0.21% | +928,077+98.7% | Added |
| Macquarie Group Ltd | 1,934,040 | $149.3M | 0.19% | −172,075−8.2% | Reduced |
| Two Sigma Advisers, LP | 2,077,687 | $160.4M | 0.36% | +920,100+79.5% | Added |
| JPMorgan Chase & Co | 2,338,219 | $180.5M | 0.01% | +353,884+17.8% | Added |
| Daiwa Securities Group Inc. | 2,358,979 | $182.1M | 0.77% | +125,602+5.6% | Added |
| Centersquare Investment Management LLC | 2,431,960 | $187.7M | 1.94% | +234,641+10.7% | Added |
| Deutsche Bank AG | 2,528,230 | $195.2M | 0.08% | +5,826+0.2% | Added |
| Geode Capital Management, LLC | 2,509,590 | $203.1M | 0.02% | +377,338+17.7% | Added |
| Principal Financial Group Inc | 2,669,333 | $206.0M | 0.12% | −58,986−2.2% | Reduced |
| State Street Corp | 5,383,541 | $416.9M | 0.02% | +119,519+2.3% | Added |
| Cohen & Steers, Inc. | 9,866,824 | $761.6M | 1.41% | +99,192+1.0% | Added |
| BlackRock, Inc. | 12,997,431 | $1.00B | 0.02% | −362,921−2.7% | Reduced |
| Vanguard Group Inc | 14,913,633 | $1.15B | 0.02% | +363,681+2.5% | Added |
| Proequities, Inc. | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| Long Pond Capital, LP | 0 | $0 | 0.00% | −3,029,301−100.0% | Sold out |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −362,349−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −261,974−100.0% | Sold out |
| Waterfront Capital Partners, LLC | 0 | $0 | 0.00% | −253,466−100.0% | Sold out |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 0 | $0 | 0.00% | −215,000−100.0% | Sold out |
| Easterly Investment Partners LLC | 0 | $0 | 0.00% | −117,540−100.0% | Sold out |
| Crestline Management, LP | 0 | $0 | 0.00% | −57,734−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −36,000−100.0% | Sold out |
| Savant Capital, LLC | 0 | $0 | 0.00% | −22,304−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −22,196−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −13,853−100.0% | Sold out |
| Virtus Investment Advisers, Inc. | 0 | $0 | 0.00% | −7,815−100.0% | Sold out |
| Fieldview Capital Management, LLC | 0 | $0 | 0.00% | −6,621−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −5,889−100.0% | Sold out |
| Kapitalo Investimentos Ltda | 0 | $0 | 0.00% | −5,869−100.0% | Sold out |
| Ballentine Partners, LLC | 0 | $0 | 0.00% | −5,450−100.0% | Sold out |
| Toroso Investments, LLC | 0 | $0 | 0.00% | −5,122−100.0% | Sold out |
| USA Financial Portformulas Corp | 0 | $0 | 0.00% | −5,093−100.0% | Sold out |
| Private Advisor Group, LLC | 0 | $0 | 0.00% | −4,909−100.0% | Sold out |
| Ontario Teachers Pension Plan Board | 0 | $0 | 0.00% | −4,853−100.0% | Sold out |
| Kovack Advisors, Inc. | 0 | $0 | 0.00% | −4,290−100.0% | Sold out |
| PEAK6 LLC | 0 | $0 | 0.00% | −3,153−100.0% | Sold out |
| PharVision Advisers, LLC | 0 | $0 | 0.00% | −3,120−100.0% | Sold out |
| Custom Index Systems, LLC | 0 | $0 | 0.00% | −2,863−100.0% | Sold out |
| Venturi Wealth Management, LLC | 0 | $0 | 0.00% | −2,227−100.0% | Sold out |
| Coppell Advisory Solutions LLC | 0 | $0 | 0.00% | −2,025−100.0% | Sold out |
| Vestcor Inc | 0 | $0 | 0.00% | −1,480−100.0% | Sold out |
| Arcadia Investment Management Corp | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| FIL Ltd | 0 | $0 | 0.00% | −863−100.0% | Sold out |
| Financial Life Planners | 0 | $0 | 0.00% | −626−100.0% | Sold out |
| TD Waterhouse Canada Inc. | 0 | $0 | 0.00% | −293−100.0% | Sold out |
| Bartlett & Co. Wealth Management LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |