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 |
|---|---|---|---|---|---|
| Vanderbilt University | 22,489 | $1.74M | 0.33% | −3,390−13.1% | Reduced |
| Redmond Asset Management, LLC | 22,459 | $1.73M | 0.45% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 22,261 | $1.72M | 0.00% | −3,739−14.4% | Reduced |
| Bridgefront Capital, LLC | 22,024 | $1.70M | 0.49% | +5,527+33.5% | Added |
| Harvest Portfolios Group Inc. | 21,993 | $1.70M | 0.05% | −1,069−4.6% | Reduced |
| Oregon Public Employees Retirement Fund | 21,754 | $1.68M | 0.03% | +700+3.3% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 21,745 | $1.68M | 0.02% | +326+1.5% | Added |
| Oppenheimer Asset Management Inc. | 21,070 | $1.63M | 0.02% | +1,941+10.1% | Added |
| Ameritas Investment Partners, Inc. | 21,059 | $1.63M | 0.06% | +461+2.2% | Added |
| New Mexico Educational Retirement Board | 20,700 | $1.60M | 0.06% | 00.0% | Unchanged |
| IFM Investors Pty Ltd | 20,569 | $1.59M | 0.02% | −4,218−17.0% | Reduced |
| Freestone Grove Partners LP | 19,986 | $1.54M | 0.02% | −11,127−35.8% | Reduced |
| Landscape Capital Management, L.L.C. | 19,778 | $1.53M | 0.14% | −2,080−9.5% | Reduced |
| Moran Wealth Management, LLC | 19,300 | $1.49M | 0.05% | −154−0.8% | Reduced |
| Nicola Wealth Management Ltd. | 19,046 | $1.47M | 0.14% | −2,300−10.8% | Reduced |
| Fox Run Management, L.L.C. | 19,035 | $1.47M | 0.23% | +19,035 | New |
| Keybank National Association | 17,866 | $1.38M | 0.01% | +1,104+6.6% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 17,535 | $1.35M | 0.53% | +17,535 | New |
| Citizens National Bank Trust Department | 17,511 | $1.35M | 0.29% | +1,613+10.1% | Added |
| Pathway Financial Advisers, LLC | 17,139 | $1.32M | 0.45% | +392+2.3% | Added |
| Parr McKnight Wealth Management Group, LLC | 16,879 | $1.30M | 0.19% | +1,607+10.5% | Added |
| Mariner, LLC | 16,776 | $1.29M | 0.00% | +426+2.6% | Added |
| Bank of Montreal | 16,757 | $1.29M | 0.00% | −1,229−6.8% | Reduced |
| Foresight Group Ltd Liability Partnership | 16,865 | $1.29M | 0.18% | −1,125−6.3% | Reduced |
| Illinois Municipal Retirement Fund | 16,738 | $1.29M | 0.02% | 00.0% | Unchanged |
| Cincinnati Specialty Underwriters Insurance CO | 16,500 | $1.27M | 0.38% | 00.0% | Unchanged |
| JustInvest LLC | 16,160 | $1.25M | 0.02% | +761+4.9% | Added |
| Quadrant Capital Group LLC | 16,084 | $1.24M | 0.05% | +9,898+160.0% | Added |
| Assetmark, Inc | 15,806 | $1.22M | 0.00% | +36+0.2% | Added |
| SummitTX Capital, L.P. | 15,315 | $1.18M | 0.05% | +15,315 | New |
| Nissay Asset Management Corp | 15,199 | $1.17M | 0.01% | +288+1.9% | Added |
| Pitcairn Co | 15,171 | $1.17M | 0.07% | −1,113−6.8% | Reduced |
| Cubist Systematic Strategies, LLC | 15,044 | $1.16M | 0.02% | +15,044 | New |
| Walleye Capital LLC | 14,925 | $1.15M | 0.01% | +9,661+183.5% | Added |
| US Bancorp | 14,891 | $1.15M | 0.00% | −784−5.0% | Reduced |
| Quantinno Capital Management LP | 14,646 | $1.13M | 0.01% | +4,320+41.8% | Added |
| Cambridge Investment Research Advisors, Inc. | 14,644 | $1.13M | 0.00% | −4,524−23.6% | Reduced |
| The PNC Financial Services Group, Inc. | 14,230 | $1.10M | 0.00% | +11+0.1% | Added |
| Capital Square, LLC | 14,031 | $1.08M | 0.64% | −1,491−9.6% | Reduced |
| Metis Global Partners, LLC | 13,556 | $1.05M | 0.03% | +2,045+17.8% | Added |
| Federated Hermes, Inc. | 13,415 | $1.04M | 0.00% | +417+3.2% | Added |
| SG Americas Securities, LLC | 12,907 | $996.0K | 0.00% | −15,578−54.7% | Reduced |
| Voya Investment Management LLC | 12,720 | $981.9K | 0.00% | −7,410−36.8% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 12,806 | $980.9K | 0.01% | +596+4.9% | Added |
| Neuberger Berman Group LLC | 12,494 | $964.4K | 0.00% | +37+0.3% | Added |
| Atria Investments LLC | 12,423 | $959.0K | 0.01% | +295+2.4% | Added |
| Gilman Hill Asset Management, LLC | 12,240 | $944.8K | 0.16% | +4,582+59.8% | Added |
| Xponance, Inc. | 12,086 | $932.9K | 0.01% | +124+1.0% | Added |
| Janney Montgomery Scott LLC | 11,982 | $925.0K | 0.00% | +4,551+61.2% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 11,825 | $912.8K | 0.00% | +11,825 | New |
| Silvercrest Asset Management Group LLC | 11,783 | $909.5K | 0.01% | −1,225−9.4% | Reduced |
| Friedenthal Financial | 11,616 | $896.6K | 0.54% | +11,616 | New |
| Wealth Enhancement Advisory Services, LLC | 11,609 | $896.1K | 0.00% | +504+4.5% | Added |
| FJ Capital Management LLC | 11,514 | $888.8K | 0.09% | +8,406+270.5% | Added |
| Applied Capital LLC | 11,163 | $861.7K | 0.69% | −50−0.4% | Reduced |
| New York Life Investment Management LLC | 10,972 | $846.9K | 0.01% | +413+3.9% | Added |
| James Investment Research Inc | 10,822 | $835.3K | 0.11% | +10.0% | Added |
| Gsa Capital Partners LLP | 10,531 | $813.0K | 0.07% | −4,407−29.5% | Reduced |
| Pinebridge Investments, L.P. | 10,343 | $798.4K | 0.01% | −17,916−63.4% | Reduced |
| Center for Financial Planning, Inc. | 10,237 | $790.2K | 0.10% | 00.0% | Unchanged |
| XTX Topco Ltd | 10,179 | $785.7K | 0.04% | +2,267+28.7% | Added |
| Intrust Bank NA | 10,065 | $776.9K | 0.08% | +1,440+16.7% | Added |
| Signaturefd, LLC | 9,966 | $769.3K | 0.01% | +63+0.6% | Added |
| Invst, LLC | 9,906 | $764.6K | 0.10% | +9,906 | New |
| Oak Thistle LLC | 9,886 | $763.1K | 0.15% | +9,886 | New |
| RSM US Wealth Management LLC | 9,637 | $746.3K | 0.01% | −25−0.3% | Reduced |
| Caxton Associates LLP | 9,616 | $742.3K | 0.03% | +9,616 | New |
| Schnieders Capital Management LLC | 9,501 | $733.4K | 0.16% | −2,700−22.1% | Reduced |
| Texas Yale Capital Corp. | 9,195 | $709.8K | 0.03% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 9,118 | $703.8K | 0.02% | +1,934+26.9% | Added |
| Ethic Inc. | 8,850 | $680.0K | 0.01% | +5,713+182.1% | Added |
| Captrust Financial Advisors | 8,737 | $674.4K | 0.00% | −328−3.6% | Reduced |
| Aster Capital Management (DIFC) Ltd | 8,958 | $661.1K | 0.12% | +8,958 | New |
| 1620 Investment Advisors, Inc. | 8,562 | $660.9K | 0.51% | +88+1.0% | Added |
| Advisors Asset Management, Inc. | 8,521 | $657.7K | 0.01% | −4,951−36.8% | Reduced |
| Securian Asset Management, Inc | 8,129 | $627.5K | 0.02% | +322+4.1% | Added |
| Spirit of America Management Corp | 8,100 | $625.2K | 0.13% | 00.0% | Unchanged |
| CSU Producer Resources, Inc. | 8,000 | $617.5K | 2.05% | 00.0% | Unchanged |
| Trust Point Inc. | 7,980 | $616.0K | 0.06% | −4,031−33.6% | Reduced |
| MML Investors Services, LLC | 7,955 | $614.0K | 0.00% | −938−10.5% | Reduced |
| Public Employees Retirement Association of Colorado | 7,909 | $610.0K | 0.00% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 7,846 | $605.6K | 0.01% | −12−0.2% | Reduced |
| Virtus ETF Advisers LLC | 7,815 | $603.2K | 0.39% | +5,440+229.1% | Added |
| First National Advisers, LLC | 7,494 | $578.5K | 0.09% | +7,494 | New |
| Vident Advisory, LLC | 7,477 | $577.2K | 0.01% | −2,817−27.4% | Reduced |
| Garden State Investment Advisory Services LLC | 7,329 | $565.7K | 0.18% | +7,329 | New |
| Commonwealth Equity Services, LLC | 7,260 | $560.0K | 0.00% | +1,220+20.2% | Added |
| Atom Investors LP | 7,116 | $549.3K | 0.07% | −91,118−92.8% | Reduced |
| Avantax Advisory Services, Inc. | 6,938 | $535.5K | 0.00% | −355−4.9% | Reduced |
| Park Avenue Securities LLC | 6,888 | $532.0K | 0.01% | −5−0.1% | Reduced |
| Azzad Asset Management Inc | 6,884 | $531.3K | 0.06% | +187+2.8% | Added |
| Carmel Capital Partners, LLC | 6,824 | $526.7K | 0.21% | −70−1.0% | Reduced |
| Concurrent Investment Advisors, LLC | 6,778 | $523.2K | 0.01% | +110+1.6% | Added |
| Pacer Advisors, Inc. | 6,730 | $519.5K | 0.00% | −8,271−55.1% | Reduced |
| Golden State Equity Partners | 6,699 | $517.1K | 0.10% | −643−8.8% | Reduced |
| Koshinski Asset Management, Inc. | 6,652 | $513.5K | 0.04% | 00.0% | Unchanged |
| Graham Capital Management, L.P. | 6,632 | $511.9K | 0.02% | +36+0.5% | Added |
| Journey Strategic Wealth LLC | 6,592 | $508.8K | 0.02% | +229+3.6% | Added |
| Advisor Group Holdings, Inc. | 6,587 | $508.7K | 0.00% | −1,617−19.7% | Reduced |
| Ethos Financial Group, LLC | 6,554 | $505.9K | 0.05% | +6,554 | New |