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 |
|---|---|---|---|---|---|
| Corebridge Financial, Inc. | 118,186 | $9.12M | 0.05% | +1,274+1.1% | Added |
| New York State Teachers Retirement System | 113,976 | $8.80M | 0.02% | +1,400+1.2% | Added |
| Brookfield Asset Management Inc. | 113,606 | $8.77M | 0.01% | −229,407−66.9% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 112,702 | $8.70M | 0.25% | +49,282+77.7% | Added |
| New York State Common Retirement Fund | 108,326 | $8.36M | 0.01% | −101,579−48.4% | Reduced |
| Bamco Inc | 108,132 | $8.35M | 0.02% | +17,292+19.0% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 106,813 | $8.24M | 0.02% | +106,813 | New |
| Victory Capital Management Inc | 104,863 | $8.09M | 0.01% | +54,410+107.8% | Added |
| Fisher Asset Management, LLC | 104,044 | $8.03M | 0.00% | −13,021−11.1% | Reduced |
| New Age Alpha Advisors, LLC | 101,843 | $7.86M | 0.35% | +35,491+53.5% | Added |
| Natixis Advisors, L.P. | 100,991 | $7.80M | 0.01% | +8,913+9.7% | Added |
| Impax Asset Management Group plc | 100,000 | $7.72M | 0.05% | −15,000−13.0% | Reduced |
| Susquehanna Fundamental Investments, LLC | 99,766 | $7.70M | 0.13% | +99,766 | New |
| Phocas Financial Corp. | 99,294 | $7.66M | 1.18% | −5,661−5.4% | Reduced |
| California State Teachers Retirement System | 97,329 | $7.51M | 0.01% | +2,737+2.9% | Added |
| Ibex Wealth Advisors | 93,603 | $7.23M | 0.96% | +126+0.1% | Added |
| Manufacturers Life Insurance Company, The | 93,151 | $7.19M | 0.01% | +4,230+4.8% | Added |
| Allianz Asset Management GmbH | 91,329 | $7.05M | 0.01% | +91,329 | New |
| Barclays PLC | 87,785 | $6.78M | 0.00% | −35,943−29.1% | Reduced |
| Edgestream Partners, L.P. | 86,707 | $6.69M | 0.23% | +86,707 | New |
| Twin Tree Management, LP | 86,173 | $6.65M | 0.15% | +86,159+615,421.4% | Added |
| Tudor Investment Corp Et Al | 84,528 | $6.52M | 0.06% | −103,547−55.1% | Reduced |
| HSBC Holdings PLC | 82,762 | $6.39M | 0.00% | +2,839+3.6% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 82,371 | $6.36M | 0.02% | +1,798+2.2% | Added |
| Creative Planning | 82,223 | $6.35M | 0.01% | +6,715+8.9% | Added |
| Jump Financial, LLC | 77,152 | $5.96M | 0.09% | −2,625−3.3% | Reduced |
| Jain Global LLC | 76,931 | $5.94M | 0.12% | +76,931 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 73,805 | $5.70M | 0.01% | +5,782+8.5% | Added |
| Aptus Capital Advisors, LLC | 72,131 | $5.57M | 0.06% | +8,130+12.7% | Added |
| LMCG Investments, LLC | 71,010 | $5.48M | 0.36% | +26,834+60.7% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 71,000 | $5.48M | 0.06% | +71,000 | New |
| Greenland Capital Management LP | 68,363 | $5.28M | 0.91% | +61,367+877.2% | Added |
| MetLife Investment Management | 62,398 | $4.82M | 0.03% | +1,072+1.7% | Added |
| State of Alaska, Department of Revenue | 62,320 | $4.81M | 0.05% | −1,004−1.6% | Reduced |
| Dark Forest Capital Management LP | 59,501 | $4.59M | 0.21% | +59,501 | New |
| Amundi | 59,035 | $4.53M | 0.00% | +1,577+2.7% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 58,708 | $4.53M | 0.03% | +1,134+2.0% | Added |
| DekaBank Deutsche Girozentrale | 59,583 | $4.51M | 0.01% | −3,959−6.2% | Reduced |
| Great Lakes Advisors, LLC | 58,416 | $4.51M | 0.04% | +50,796+666.6% | Added |
| Squarepoint Ops LLC | 56,935 | $4.39M | 0.01% | +7,110+14.3% | Added |
| Mutual of America Capital Management LLC | 55,086 | $4.25M | 0.05% | +519+1.0% | Added |
| Exchange Traded Concepts, LLC | 52,263 | $4.03M | 0.07% | −3,532−6.3% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 51,372 | $3.96M | 0.01% | +414+0.8% | Added |
| Truist Financial Corp | 50,658 | $3.91M | 0.01% | −806−1.6% | Reduced |
| First Trust Advisors LP | 50,541 | $3.90M | 0.00% | −42,716−45.8% | Reduced |
| Amalgamated Bank | 48,742 | $3.76M | 0.03% | −230−0.5% | Reduced |
| BNP Paribas Arbitrage, SA | 48,287 | $3.73M | 0.00% | +3,466+7.7% | Added |
| Ilex Capital Partners (UK) LLP | 47,805 | $3.69M | 0.15% | +47,805 | New |
| State of Tennessee, Treasury Department | 47,515 | $3.67M | 0.01% | 00.0% | Unchanged |
| Community Trust & Investment Co | 47,212 | $3.64M | 0.23% | −1,780−3.6% | Reduced |
| Treasurer of the State of North Carolina | 46,616 | $3.60M | 0.01% | −370−0.8% | Reduced |
| Resona Asset Management Co.,Ltd. | 46,677 | $3.58M | 0.02% | +5,444+13.2% | Added |
| Van Eck Associates Corp | 46,007 | $3.55M | 0.00% | +2,455+5.6% | Added |
| LPL Financial LLC | 44,238 | $3.41M | 0.00% | +4,896+12.4% | Added |
| CoreCap Advisors, LLC | 41,840 | $3.23M | 0.14% | +40,977+4,748.2% | Added |
| Portfolio Design Labs, LLC | 41,368 | $3.19M | 0.66% | +37,206+893.9% | Added |
| Quest Partners LLC | 40,831 | $3.15M | 0.34% | −6,522−13.8% | Reduced |
| Yousif Capital Management, LLC | 40,036 | $3.09M | 0.04% | +456+1.2% | Added |
| Community Bank of Raymore | 39,515 | $3.05M | 2.47% | −4,490−10.2% | Reduced |
| GSI Capital Advisors LLC | 39,375 | $3.04M | 1.59% | +493+1.3% | Added |
| Cerity Partners LLC | 39,122 | $3.02M | 0.01% | +536+1.4% | Added |
| Police & Firemen's Retirement System of New Jersey | 38,086 | $2.94M | 0.03% | −750−1.9% | Reduced |
| Blue Chip Partners, Inc. | 38,065 | $2.94M | 0.25% | −73−0.2% | Reduced |
| Employees Retirement System of Texas | 38,000 | $2.93M | 0.03% | −33,000−46.5% | Reduced |
| Agf Management Ltd | 36,805 | $2.84M | 0.01% | +2,715+8.0% | Added |
| State Board of Administration of Florida Retirement System | 36,599 | $2.83M | 0.01% | 00.0% | Unchanged |
| First National Bank of Omaha | 36,070 | $2.78M | 0.19% | +787+2.2% | Added |
| Presima Inc. | 35,969 | $2.78M | 0.62% | +501+1.4% | Added |
| Element Capital Management LLC | 35,966 | $2.78M | 0.69% | +35,966 | New |
| Stifel Financial Corp | 35,457 | $2.74M | 0.00% | +263+0.7% | Added |
| Lazard Asset Management LLC | 34,050 | $2.63M | 0.00% | −29,311−46.3% | Reduced |
| Allstate Corp | 33,824 | $2.61M | 0.08% | 00.0% | Unchanged |
| M&T Bank Corp | 33,452 | $2.58M | 0.01% | −1,611−4.6% | Reduced |
| Ascent Group, LLC | 31,862 | $2.46M | 0.11% | +31,862 | New |
| Ensign Peak Advisors, Inc | 31,788 | $2.45M | 0.00% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 31,602 | $2.44M | 0.01% | +4,914+18.4% | Added |
| Cetera Investment Advisers | 30,671 | $2.37M | 0.00% | +2,781+10.0% | Added |
| Louisiana State Employees Retirement System | 30,000 | $2.32M | 0.05% | +1,300+4.5% | Added |
| Nisa Investment Advisors, LLC | 29,830 | $2.31M | 0.01% | −4,059−12.0% | Reduced |
| CIBC World Markets Corp | 29,900 | $2.31M | 0.02% | −195−0.6% | Reduced |
| Arizona State Retirement System | 29,694 | $2.29M | 0.01% | +490+1.7% | Added |
| UniSuper Management Pty Ltd | 28,800 | $2.22M | 0.02% | −1,200−4.0% | Reduced |
| E. Ohman J:or Asset Management AB | 27,883 | $2.15M | 0.06% | +4,245+18.0% | Added |
| Handelsbanken Fonder AB | 27,537 | $2.13M | 0.01% | +6,200+29.1% | Added |
| Brevan Howard Capital Management LP | 27,414 | $2.12M | 0.06% | +4,434+19.3% | Added |
| Jane Street Group, LLC | 27,365 | $2.11M | 0.00% | +23,848+678.1% | Added |
| Standard Life Aberdeen plc | 27,239 | $2.10M | 0.00% | −258−0.9% | Reduced |
| Teachers Retirement System of the State of Kentucky | 27,131 | $2.09M | 0.02% | 00.0% | Unchanged |
| KLP Kapitalforvaltning AS | 26,600 | $2.06M | 0.01% | +900+3.5% | 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 |
| State of Michigan Retirement System | 25,600 | $1.98M | 0.01% | +1,100+4.5% | Added |
| Transcend Wealth Collective, LLC | 24,934 | $1.92M | 0.14% | +237+1.0% | Added |
| Teacher Retirement System of Texas | 24,400 | $1.88M | 0.01% | +8,391+52.4% | Added |
| Dana Investment Advisors, Inc. | 24,131 | $1.86M | 0.07% | −4,068−14.4% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 23,797 | $1.84M | 0.03% | +839+3.7% | Added |
| Gotham Asset Management, LLC | 23,344 | $1.80M | 0.02% | +23,344 | New |
| Motley Fool Wealth Management, LLC | 23,187 | $1.79M | 0.11% | −2,810−10.8% | Reduced |
| Entropy Technologies, LP | 23,172 | $1.79M | 0.17% | +23,172 | New |
| Pictet Asset Management Holding SA | 22,839 | $1.76M | 0.00% | −8,961−28.2% | Reduced |