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 |
|---|---|---|---|---|---|
| Smithfield Trust Co | 510 | $39.0K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 518 | $39.0K | 0.00% | +518 | New |
| North Star Investment Management Corp. | 500 | $38.6K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 500 | $38.6K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 482 | $37.2K | 0.00% | +2+0.4% | Added |
| Capital Advisors, Ltd. LLC | 466 | $36.0K | 0.00% | +270+137.8% | Added |
| Headlands Technologies LLC | 462 | $35.7K | 0.00% | −96−17.2% | Reduced |
| Bernard Wealth Management Corp. | 446 | $34.4K | 0.02% | 00.0% | Unchanged |
| Wiser Advisor Group LLC | 441 | $34.1K | 0.05% | +4+0.9% | Added |
| Boston Private Wealth LLC | 426 | $32.9K | 0.00% | +426 | New |
| Caitong International Asset Management Co., Ltd | 412 | $31.8K | 0.02% | −938−69.5% | Reduced |
| MAI Capital Management | 408 | $31.5K | 0.00% | +54+15.3% | Added |
| Aew Capital Management L P | 400 | $30.9K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 393 | $30.3K | 0.00% | +48+13.9% | Added |
| Cullen/Frost Bankers, Inc. | 350 | $27.0K | 0.00% | +350 | New |
| Capital Analysts, LLC | 321 | $25.0K | 0.00% | +2+0.6% | Added |
| Hantz Financial Services, Inc. | 292 | $23.0K | 0.00% | +292 | New |
| Mather Group, LLC. | 242 | $18.7K | 0.00% | +60+33.0% | Added |
| Whittier Trust Co | 227 | $17.5K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 224 | $17.3K | 0.00% | −158−41.4% | Reduced |
| SRS Capital Advisors, Inc. | 219 | $16.9K | 0.00% | −596−73.1% | Reduced |
| Parkside Financial Bank & Trust | 213 | $16.4K | 0.00% | +103+93.6% | Added |
| Stephens Consulting, LLC | 200 | $15.4K | 0.00% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 200 | $15.4K | 0.01% | +200 | New |
| Kentucky Trust Co | 172 | $13.3K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 171 | $13.2K | 0.01% | −99−36.7% | Reduced |
| Clearstead Advisors, LLC | 166 | $12.8K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 150 | $11.6K | 0.01% | 00.0% | Unchanged |
| Caldwell Trust Co | 150 | $11.6K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 129 | $9.96K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 127 | $9.80K | 0.00% | −56−30.6% | Reduced |
| Skopos Labs, Inc. | 126 | $9.65K | 0.00% | +123+4,100.0% | Added |
| Rosenberg Matthew Hamilton | 123 | $9.49K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 109 | $8.41K | 0.00% | −80−42.3% | Reduced |
| Plante Moran Financial Advisors, LLC | 100 | $7.72K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 92 | $7.13K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 90 | $6.95K | 0.00% | +36+66.7% | Added |
| Salem Investment Counselors Inc | 75 | $5.81K | 0.00% | +25+50.0% | Added |
| Farther Finance Advisors, LLC | 75 | $5.76K | 0.00% | −1,131−93.8% | Reduced |
| Farmers & Merchants Investments Inc | 73 | $5.63K | 0.00% | +33+82.5% | Added |
| Harbour Investments, Inc. | 67 | $5.17K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 66 | $5.09K | 0.00% | +66 | New |
| Cornerstone Planning Group LLC | 65 | $5.02K | 0.00% | +65 | New |
| High Note Wealth, LLC | 61 | $4.71K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 58 | $4.48K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 47 | $4.00K | 0.00% | 00.0% | Unchanged |
| Avalon Trust Co | 44 | $3.40K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 37 | $2.86K | 0.00% | +19+105.6% | Added |
| MJT & Associates Financial Advisory Group, Inc. | 30 | $2.32K | 0.00% | +30 | New |
| NewSquare Capital LLC | 27 | $2.08K | 0.00% | +5+22.7% | Added |
| Sachetta, LLC | 22 | $1.70K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 22 | $1.70K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 17 | $1.31K | 0.00% | +17 | New |
| Sierra Ocean, LLC | 17 | $1.31K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 15 | $1.16K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 14 | $1.08K | 0.00% | +14 | New |
| Rialto Wealth Management, LLC | 13 | $1.00K | 0.00% | +13 | New |
| Avion Wealth | 18 | $1.00K | 0.00% | 00.0% | Unchanged |
| Mountain Hill Investment Partners Corp. | 10 | $803 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 8 | $618 | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 7 | $541 | 0.00% | +7 | New |
| Dunhill Financial, LLC | 6 | $497 | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 3 | $232 | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 3 | $231 | 0.00% | +3 | New |
| CIBC Private Wealth Group, LLC | 2 | $141 | 0.00% | −1,290−99.8% | Reduced |
| PSI Advisors, LLC | 1 | $77 | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 0 | $49 | 0.00% | 0 | New |
| 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 |