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 |
|---|---|---|---|---|---|
| United Services Automobile Association | 6,555 | $502.3K | 0.02% | +6,555 | New |
| Envestnet Portfolio Solutions, Inc. | 6,407 | $494.6K | 0.00% | −4,340−40.4% | Reduced |
| Sterling Capital Management LLC | 6,343 | $489.6K | 0.01% | −659−9.4% | Reduced |
| Commerce Bank | 6,279 | $484.7K | 0.00% | −124−1.9% | Reduced |
| Vestmark Advisory Solutions, Inc. | 6,200 | $478.6K | 0.01% | +3,134+102.2% | Added |
| Virtu Financial LLC | 6,198 | $478.0K | 0.03% | +6,198 | New |
| Harvest Fund Management Co., Ltd | 6,110 | $472.0K | 0.02% | +1,000+19.6% | Added |
| Point72 Asset Management, L.P. | 6,108 | $471.4K | 0.00% | +6,108 | New |
| Atlantic Union Bankshares Corp | 6,040 | $466.2K | 0.03% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 6,013 | $464.1K | 0.00% | +462+8.3% | Added |
| Duff & Phelps Investment Management Co | 6,000 | $463.1K | 0.01% | 00.0% | Unchanged |
| DoubleLine ETF Adviser LP | 5,980 | $461.6K | 0.15% | −1,233−17.1% | Reduced |
| Trust Co of Toledo NA | 5,863 | $452.6K | 0.06% | 00.0% | Unchanged |
| Spire Wealth Management | 5,840 | $450.8K | 0.01% | 00.0% | Unchanged |
| Cambria Investment Management, L.P. | 5,827 | $449.8K | 0.03% | +5,827 | New |
| Engineers Gate Manager LP | 5,803 | $447.9K | 0.01% | −21,376−78.6% | Reduced |
| Nomura Holdings Inc | 5,559 | $429.1K | 0.00% | −19,366−77.7% | Reduced |
| Total Wealth Planning & Management, Inc. | 5,462 | $421.6K | 0.43% | +98+1.8% | Added |
| Utah Retirement Systems | 5,460 | $421.5K | 0.00% | −340−5.9% | Reduced |
| Fiduciary Trust Co | 5,455 | $421.1K | 0.01% | +5,455 | New |
| Integrated Investment Consultants, LLC | 5,301 | $409.2K | 0.08% | 00.0% | Unchanged |
| Abel Hall, LLC | 5,124 | $395.5K | 0.24% | +5+0.1% | Added |
| Maryland State Retirement & Pension System | 4,994 | $385.5K | 0.01% | −668−11.8% | Reduced |
| Norinchukin Bank, The | 4,939 | $381.2K | 0.01% | +373+8.2% | Added |
| Coldstream Capital Management Inc | 4,852 | $374.5K | 0.01% | +117+2.5% | Added |
| Greenleaf Trust | 4,835 | $373.2K | 0.00% | +31+0.6% | Added |
| Sequoia Financial Advisors, LLC | 4,729 | $365.0K | 0.00% | +139+3.0% | Added |
| Two Sigma Securities, LLC | 4,720 | $364.3K | 0.06% | +4,720 | New |
| Sage Investment Counsel LLC | 4,683 | $361.5K | 0.46% | +16+0.3% | Added |
| AE Wealth Management LLC | 4,638 | $358.0K | 0.00% | +4,638 | New |
| J.W. Cole Advisors, Inc. | 4,617 | $356.4K | 0.01% | +4,617 | New |
| Baird Financial Group, Inc. | 4,615 | $356.2K | 0.00% | −63−1.3% | Reduced |
| ProShare Advisors LLC | 4,560 | $352.0K | 0.00% | −268−5.6% | Reduced |
| Fifth Third Bancorp | 4,518 | $348.7K | 0.00% | −151−3.2% | Reduced |
| Cornercap Investment Counsel Inc | 4,481 | $345.9K | 0.18% | −68−1.5% | Reduced |
| Evergreen Capital Management LLC | 4,441 | $343.9K | 0.01% | +232+5.5% | Added |
| Perbak Capital Partners LLP | 4,435 | $342.3K | 0.25% | +4,435 | New |
| CAPROCK Group, Inc. | 4,388 | $340.3K | 0.01% | +921+26.6% | Added |
| O'Shaughnessy Asset Management, LLC | 4,381 | $338.2K | 0.00% | +512+13.2% | Added |
| Mercer Global Advisors Inc | 4,397 | $337.0K | 0.00% | +4,397 | New |
| Bank of Nova Scotia | 4,363 | $336.8K | 0.00% | −9,002−67.4% | Reduced |
| KBC Group NV | 4,332 | $334.0K | 0.00% | −39,229−90.1% | Reduced |
| Wealthspire Advisors, LLC | 4,185 | $323.0K | 0.00% | −363−8.0% | Reduced |
| EP Wealth Advisors, LLC | 4,007 | $309.3K | 0.00% | −143−3.4% | Reduced |
| NJ State Employees Deferred Compensation Plan | 4,000 | $308.8K | 0.04% | 00.0% | Unchanged |
| Bailard, Inc. | 3,890 | $300.3K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 3,844 | $296.7K | 0.02% | +743+24.0% | Added |
| Shelton Capital Management | 3,709 | $286.3K | 0.01% | −231−5.9% | Reduced |
| Atomi Financial Group, Inc. | 3,704 | $285.9K | 0.01% | +297+8.7% | Added |
| Regions Financial Corp | 3,605 | $278.3K | 0.00% | −21−0.6% | Reduced |
| Bayforest Capital Ltd | 3,491 | $269.5K | 0.12% | +3,491 | New |
| CWM, LLC | 3,455 | $267.0K | 0.00% | −8−0.2% | Reduced |
| Resources Investment Advisors, LLC. | 3,440 | $265.5K | 0.00% | −41−1.2% | Reduced |
| Keel Point, LLC | 3,412 | $263.4K | 0.02% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 3,405 | $262.8K | 0.02% | +3,405 | New |
| Schechter Investment Advisors, LLC | 3,385 | $261.3K | 0.02% | 00.0% | Unchanged |
| Clarkston Capital Partners, LLC | 3,300 | $254.7K | 0.01% | −1,400−29.8% | Reduced |
| NewEdge Wealth, LLC | 3,261 | $251.7K | 0.00% | −149−4.4% | Reduced |
| Fifth Third Wealth Advisors LLC | 3,200 | $247.0K | 0.01% | −444−12.2% | Reduced |
| CIBC Asset Management Inc | 3,174 | $245.0K | 0.00% | +52+1.7% | Added |
| QRG Capital Management, Inc. | 3,088 | $238.3K | 0.00% | +3,088 | New |
| Rockland Trust Co | 3,020 | $233.1K | 0.01% | 00.0% | Unchanged |
| Longboard Asset Management, LP | 2,990 | $230.8K | 0.68% | 00.0% | Unchanged |
| 1492 Capital Management LLC | 2,973 | $229.5K | 0.12% | 00.0% | Unchanged |
| HighPoint Advisor Group LLC | 2,963 | $229.1K | 0.01% | −65−2.1% | Reduced |
| TownSquare Capital, LLC | 2,963 | $228.7K | 0.00% | +2,963 | New |
| GWM Advisors LLC | 2,870 | $221.6K | 0.00% | −730−20.3% | Reduced |
| Lindbrook Capital, LLC | 2,832 | $218.6K | 0.02% | +2,046+260.3% | Added |
| Allie Family Office LLC | 2,814 | $217.2K | 0.12% | +2,814 | New |
| Central Pacific Bank - Trust Division | 2,784 | $214.9K | 0.03% | +474+20.5% | Added |
| Mirae Asset Global Investments Co., Ltd. | 2,796 | $214.3K | 0.00% | −12−0.4% | Reduced |
| Legacy Capital Wealth Partners, LLC | 2,736 | $211.2K | 0.05% | +2,736 | New |
| GAMMA Investing LLC | 2,708 | $209.0K | 0.02% | −189−6.5% | Reduced |
| Covestor Ltd | 2,651 | $205.0K | 0.14% | +10.0% | Added |
| GeoWealth Management, LLC | 2,647 | $204.3K | 0.01% | +108+4.3% | Added |
| GF Fund Management Co. Ltd. | 1,961 | $151.4K | 0.00% | +132+7.2% | Added |
| Kestra Advisory Services, LLC | 1,919 | $148.1K | 0.00% | +1,919 | New |
| Kestra Investment Management, LLC | 1,896 | $146.4K | 0.00% | +1,896 | New |
| Parallel Advisors, LLC | 1,759 | $135.8K | 0.00% | −932−34.6% | Reduced |
| Umb Bank N A | 1,745 | $134.7K | 0.00% | +606+53.2% | Added |
| Private Trust Co NA | 1,711 | $132.1K | 0.01% | +22+1.3% | Added |
| Ci Investments Inc. | 1,425 | $110.0K | 0.00% | +19+1.4% | Added |
| Smartleaf Asset Management LLC | 1,423 | $109.1K | 0.01% | +117+9.0% | Added |
| State of Wyoming | 1,385 | $106.9K | 0.01% | +106+8.3% | Added |
| Steward Partners Investment Advisory, LLC | 1,232 | $95.1K | 0.00% | −165−11.8% | Reduced |
| Ronald Blue Trust, Inc. | 1,226 | $94.6K | 0.00% | −3,687−75.0% | Reduced |
| Brown Brothers Harriman & Co | 1,139 | $87.9K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 1,127 | $87.0K | 0.02% | +390+52.9% | Added |
| Bryn Mawr Trust Co | 1,060 | $81.8K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 1,142 | $80.5K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 1,000 | $77.2K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 915 | $70.6K | 0.00% | +17+1.9% | Added |
| Jones Financial Companies LLLP | 817 | $62.6K | 0.00% | +247+43.3% | Added |
| Sound Income Strategies, LLC | 789 | $60.9K | 0.00% | +4+0.5% | Added |
| Bessemer Group Inc | 669 | $51.0K | 0.00% | −77−10.3% | Reduced |
| Allworth Financial LP | 629 | $48.0K | 0.00% | +105+20.0% | Added |
| Gables Capital Management Inc. | 600 | $46.3K | 0.02% | 00.0% | Unchanged |
| Huntington National Bank | 587 | $45.3K | 0.00% | −17−2.8% | Reduced |
| Larson Financial Group LLC | 546 | $42.1K | 0.00% | +440+415.1% | Added |
| Versant Capital Management, Inc | 531 | $41.0K | 0.01% | +111+26.4% | Added |