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, Q2 2025
Institutional positions in Agree Realty Corp as of Jun 30, 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
- 471
- +8 vs. Q1 2025
- Shares held
- 125.1M
- +3.95M (+3.3%) vs. Q1 2025
- Total value
- $9.15B
- −$205.7M (−2.2%) vs. Q1 2025
- New holders
- 62
- 214 more added
- Sold out
- 54
- 142 more reduced
4 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Agree Realty Corp; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 15,316,681 | $1.12B | 0.02% | +403,048+2.7% | Added |
| BlackRock, Inc. | 15,273,147 | $1.12B | 0.02% | +2,275,716+17.5% | Added |
| Cohen & Steers, Inc. | 12,390,683 | $905.2M | 1.66% | +2,523,859+25.6% | Added |
| State Street Corp | 5,764,979 | $422.6M | 0.02% | +381,438+7.1% | Added |
| Deutsche Bank AG | 2,964,865 | $216.6M | 0.08% | +436,635+17.3% | Added |
| Centersquare Investment Management LLC | 2,844,960 | $207.9M | 2.16% | +413,000+17.0% | Added |
| Geode Capital Management, LLC | 2,680,417 | $205.5M | 0.01% | +170,827+6.8% | Added |
| Principal Financial Group Inc | 2,503,260 | $182.9M | 0.10% | −166,073−6.2% | Reduced |
| Daiwa Securities Group Inc. | 2,347,007 | $171.5M | 0.63% | −11,972−0.5% | Reduced |
| Two Sigma Advisers, LP | 2,138,187 | $156.2M | 0.32% | +60,500+2.9% | Added |
| Macquarie Group Ltd | 1,908,304 | $139.4M | 0.17% | −25,736−1.3% | Reduced |
| Two Sigma Investments, LP | 1,807,573 | $132.1M | 0.24% | +310,150+20.7% | Added |
| Prudential Financial Inc | 1,799,922 | $131.5M | 0.17% | −68,694−3.7% | Reduced |
| Charles Schwab Investment Management Inc | 1,780,620 | $130.1M | 0.02% | +85,323+5.0% | Added |
| Nuveen, LLC | 1,692,526 | $123.7M | 0.03% | +781,272+85.7% | Added |
| Northern Trust Corp | 1,627,506 | $118.9M | 0.02% | +80,924+5.2% | Added |
| Dimensional Fund Advisors LP | 1,614,272 | $117.9M | 0.03% | +33,102+2.1% | Added |
| Morgan Stanley | 1,430,352 | $104.5M | 0.01% | −296,961−17.2% | Reduced |
| Invesco Ltd. | 1,420,696 | $103.8M | 0.02% | −239,162−14.4% | Reduced |
| Raymond James Financial Inc | 1,321,655 | $96.6M | 0.03% | −137,978−9.5% | Reduced |
| Janus Henderson Group PLC | 1,303,908 | $95.3M | 0.05% | +505,251+63.3% | Added |
| Russell Investments Group, Ltd. | 1,266,857 | $92.6M | 0.12% | −9,239−0.7% | Reduced |
| Balyasny Asset Management LLC | 1,235,483 | $90.3M | 0.21% | +40,392+3.4% | Added |
| JPMorgan Chase & Co | 1,217,537 | $89.0M | 0.01% | −1,120,682−47.9% | Reduced |
| Frontier Capital Management Co LLC | 1,037,190 | $75.8M | 0.70% | −6,808−0.7% | Reduced |
| Bank of New York Mellon Corp | 1,028,466 | $75.1M | 0.01% | −59,144−5.4% | Reduced |
| GW&K Investment Management, LLC | 1,013,949 | $74.1M | 0.66% | −27,916−2.7% | Reduced |
| PGGM Investments | 956,246 | $69.9M | 1.21% | 00.0% | Unchanged |
| Bank of America Corp | 951,096 | $69.5M | 0.01% | +198,493+26.4% | Added |
| Alyeska Investment Group, L.P. | 936,393 | $68.4M | 0.24% | −233,713−20.0% | Reduced |
| Millennium Management LLC | 935,322 | $68.3M | 0.06% | +63,990+7.3% | Added |
| Westwood Holdings Group Inc. | 894,825 | $65.4M | 0.47% | +894,825 | New |
| Norges Bank | 890,085 | $65.0M | 0.01% | +280,900+46.1% | Added |
| American Century Companies Inc | 854,616 | $62.4M | 0.03% | −896,414−51.2% | Reduced |
| Cincinnati Insurance Co | 789,500 | $57.7M | 0.97% | 00.0% | Unchanged |
| Citadel Advisors LLC | 735,146 | $53.7M | 0.05% | +433,032+143.3% | Added |
| Voloridge Investment Management, LLC | 724,291 | $52.9M | 0.19% | −952−0.1% | Reduced |
| Legal & General Group Plc | 718,802 | $52.5M | 0.01% | +53,694+8.1% | Added |
| SEI Investments Co | 641,225 | $46.8M | 0.05% | +54,952+9.4% | Added |
| Citigroup Inc | 616,211 | $45.0M | 0.03% | −87,252−12.4% | Reduced |
| Bahl & Gaynor Inc | 596,408 | $43.6M | 0.22% | +47,183+8.6% | Added |
| D. E. Shaw & Co., Inc. | 575,734 | $42.1M | 0.04% | +149,726+35.1% | Added |
| Tudor Investment Corp Et Al | 565,439 | $41.3M | 0.31% | +480,911+568.9% | Added |
| Burkehill Global Management, LP | 550,000 | $40.2M | 2.97% | 00.0% | Unchanged |
| Wellington Management Group LLP | 542,681 | $39.6M | 0.01% | −473,912−46.6% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 539,032 | $39.4M | 0.07% | +6,395+1.2% | Added |
| APG Asset Management US Inc. | 435,343 | $31.7M | 0.24% | +75,000+20.8% | Added |
| Allspring Global Investments Holdings, LLC | 429,222 | $31.3M | 0.05% | −359,530−45.6% | Reduced |
| Adelante Capital Management LLC | 427,610 | $31.2M | 2.41% | +56,958+15.4% | Added |
| California Public Employees Retirement System | 427,396 | $31.2M | 0.02% | −58,651−12.1% | Reduced |
| Leeward Investments, LLC - MA | 426,070 | $31.1M | 1.66% | −27,946−6.2% | Reduced |
| GEM Realty Capital | 386,448 | $28.2M | 2.71% | −355,612−47.9% | Reduced |
| William Blair Investment Management, LLC | 376,499 | $27.5M | 0.07% | −296,737−44.1% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 365,553 | $26.7M | 0.02% | +15,325+4.4% | Added |
| Heitman Real Estate Securities LLC | 362,824 | $26.5M | 1.88% | −137,468−27.5% | Reduced |
| Wells Fargo & Company | 352,718 | $25.8M | 0.01% | −1,616−0.5% | Reduced |
| Sophron Capital Management L.P. | 352,401 | $25.7M | 7.88% | +174,514+98.1% | Added |
| Resolution Capital Ltd | 334,640 | $24.4M | 0.48% | −572,835−63.1% | Reduced |
| Loomis Sayles & Co L P | 331,336 | $24.2M | 0.03% | +8,426+2.6% | Added |
| Systematic Financial Management LP | 327,724 | $23.9M | 0.64% | +3,557+1.1% | Added |
| AQR Capital Management LLC | 327,755 | $23.7M | 0.02% | +47,602+17.0% | Added |
| Rhumbline Advisers | 324,028 | $23.7M | 0.02% | +2,450+0.8% | Added |
| Thrivent Financial for Lutherans | 317,679 | $23.2M | 0.05% | −619,896−66.1% | Reduced |
| Neuberger Berman Group LLC | 300,394 | $21.9M | 0.02% | +287,900+2,304.3% | Added |
| Hazelview Securities Inc. | 305,233 | $21.8M | 3.86% | +18,534+6.5% | Added |
| State of New Jersey Common Pension Fund D | 298,060 | $21.8M | 0.08% | −419−0.1% | Reduced |
| HRT Financial LP | 295,414 | $21.6M | 0.10% | +147,633+99.9% | Added |
| Cubist Systematic Strategies, LLC | 286,508 | $20.9M | 0.23% | +271,464+1,804.5% | Added |
| UBS Group AG | 283,236 | $20.7M | 0.00% | +48,445+20.6% | Added |
| Envestnet Asset Management Inc | 282,899 | $20.7M | 0.01% | −10,854−3.7% | Reduced |
| HSBC Holdings PLC | 285,122 | $20.7M | 0.01% | +202,360+244.5% | Added |
| Price T Rowe Associates Inc | 266,007 | $19.4M | 0.00% | −170,648−39.1% | Reduced |
| Public Employees Retirement System of Ohio | 259,974 | $19.0M | 0.06% | +1,876+0.7% | Added |
| Schroder Investment Management Group | 252,559 | $18.5M | 0.02% | +17,836+7.6% | Added |
| Ghisallo Capital Management LLC | 250,000 | $18.3M | 0.49% | +250,000 | New |
| Aristotle Capital Boston, LLC | 249,869 | $18.3M | 0.93% | +10,089+4.2% | Added |
| Royal Bank of Canada | 249,595 | $18.2M | 0.00% | −15,740−5.9% | Reduced |
| Alliancebernstein L.P. | 245,507 | $17.9M | 0.01% | −11,278−4.4% | Reduced |
| Fort Washington Investment Advisors Inc | 239,384 | $17.5M | 0.10% | −57,609−19.4% | Reduced |
| Great West Life Assurance Co | 235,833 | $17.2M | 0.03% | +16,640+7.6% | Added |
| Easterly Investment Partners LLC | 230,661 | $16.9M | 1.21% | +230,661 | New |
| Goldman Sachs Group Inc | 214,234 | $15.7M | 0.00% | +75,669+54.6% | Added |
| Jump Financial, LLC | 208,252 | $15.2M | 0.19% | +131,100+169.9% | Added |
| Asset Management One Co.,Ltd. | 207,659 | $15.2M | 0.05% | −7,185−3.3% | Reduced |
| Qube Research & Technologies Ltd | 206,603 | $15.1M | 0.02% | +206,603 | New |
| Lasalle Investment Management Securities LLC | 205,936 | $15.0M | 0.62% | −2,311−1.1% | Reduced |
| Swiss National Bank | 204,982 | $15.0M | 0.01% | +4,500+2.2% | Added |
| Barclays PLC | 204,747 | $15.0M | 0.01% | +116,962+133.2% | Added |
| Quantbot Technologies LP | 204,731 | $15.0M | 0.38% | +9,290+4.8% | Added |
| Duff & Phelps Investment Management Co | 204,050 | $14.9M | 0.18% | +198,050+3,300.8% | Added |
| Ceredex Value Advisors LLC | 191,550 | $14.0M | 0.30% | +26,168+15.8% | Added |
| Verition Fund Management LLC | 187,116 | $13.7M | 0.08% | +27,071+16.9% | Added |
| Ameriprise Financial Inc | 186,382 | $13.6M | 0.00% | +33,162+21.6% | Added |
| State of Wisconsin Investment Board | 184,527 | $13.5M | 0.03% | −14,335−7.2% | Reduced |
| Lighthouse Investment Partners, LLC | 180,000 | $13.2M | 0.57% | −104,800−36.8% | Reduced |
| Franklin Resources Inc | 163,756 | $12.0M | 0.00% | +42,805+35.4% | Added |
| Nomura Asset Management Co Ltd | 154,960 | $11.3M | 0.03% | +2,039+1.3% | Added |
| Virginia Retirement Systems Et Al | 152,168 | $11.1M | 0.08% | −5,210−3.3% | Reduced |
| Clearbridge Investments, LLC | 151,732 | $11.1M | 0.01% | +151,732 | New |
| Mitsubishi UFJ Trust & Banking Corp | 144,383 | $10.5M | 0.02% | +37,570+35.2% | Added |