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 |
|---|---|---|---|---|---|
| SRS Capital Advisors, Inc. | 212 | $209.1K | 0.01% | −7−3.2% | Reduced |
| 1492 Capital Management LLC | 2,973 | $217.2K | 0.10% | 00.0% | Unchanged |
| HighPoint Advisor Group LLC | 2,988 | $218.3K | 0.01% | +25+0.8% | Added |
| Longboard Asset Management, LP | 2,990 | $218.4K | 0.54% | 00.0% | Unchanged |
| GW Henssler & Associates Ltd | 3,002 | $219.3K | 0.01% | +3,002 | New |
| Versor Investments LP | 3,025 | $221.0K | 0.04% | +3,025 | New |
| GAMMA Investing LLC | 3,112 | $227.4K | 0.01% | +404+14.9% | Added |
| Harvest Fund Management Co., Ltd | 3,147 | $230.0K | 0.01% | −2,963−48.5% | Reduced |
| Fifth Third Wealth Advisors LLC | 3,174 | $231.9K | 0.01% | −26−0.8% | Reduced |
| CIBC Asset Management Inc | 3,174 | $231.9K | 0.00% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 3,193 | $233.3K | 0.00% | +3,193 | New |
| QRG Capital Management, Inc. | 3,221 | $235.4K | 0.00% | +133+4.3% | Added |
| Wealth Quarterback LLC | 3,298 | $240.9K | 0.11% | +3,298 | New |
| Clarkston Capital Partners, LLC | 3,300 | $241.1K | 0.01% | 00.0% | Unchanged |
| Zimmer Partners, LP | 3,333 | $243.5K | 0.01% | +3,333 | New |
| Quarry LP | 3,341 | $244.1K | 0.06% | +2,214+196.5% | Added |
| Regions Financial Corp | 3,347 | $244.5K | 0.00% | −258−7.2% | Reduced |
| Corton Capital Inc. | 3,359 | $245.4K | 0.29% | +3,359 | New |
| Resources Investment Advisors, LLC. | 3,399 | $248.3K | 0.00% | −41−1.2% | Reduced |
| Carmel Capital Partners, LLC | 3,411 | $249.2K | 0.09% | −3,413−50.0% | Reduced |
| Tower Research Capital LLC (TRC) | 3,414 | $249.4K | 0.01% | −5,704−62.6% | Reduced |
| NewEdge Wealth, LLC | 3,476 | $256.8K | 0.00% | +215+6.6% | Added |
| Machina Capital S.A.S. | 3,611 | $263.8K | 0.05% | +3,611 | New |
| Shelton Capital Management | 3,709 | $271.0K | 0.01% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 3,804 | $277.9K | 0.01% | +100+2.7% | Added |
| Summit Trail Advisors, LLC | 3,789 | $278.1K | 0.00% | +3,789 | New |
| Wealthspire Advisors, LLC | 3,862 | $282.2K | 0.00% | −323−7.7% | Reduced |
| Creative Financial Designs Inc | 3,865 | $282.4K | 0.02% | +21+0.5% | Added |
| Kestra Investment Management, LLC | 3,777 | $283.8K | 0.00% | +1,881+99.2% | Added |
| Bailard, Inc. | 3,890 | $284.2K | 0.01% | 00.0% | Unchanged |
| NJ State Employees Deferred Compensation Plan | 4,000 | $292.2K | 0.03% | 00.0% | Unchanged |
| Cornercap Investment Counsel Inc | 4,381 | $320.1K | 0.17% | −100−2.2% | Reduced |
| Coldstream Capital Management Inc | 4,385 | $320.4K | 0.01% | −467−9.6% | Reduced |
| Catalytic Wealth RIA, LLC | 4,410 | $322.2K | 0.03% | +4,410 | New |
| Evergreen Capital Management LLC | 4,426 | $323.4K | 0.01% | −15−0.3% | Reduced |
| AE Wealth Management LLC | 4,497 | $328.7K | 0.00% | −141−3.0% | Reduced |
| XTX Topco Ltd | 4,558 | $333.0K | 0.01% | −5,621−55.2% | Reduced |
| Baird Financial Group, Inc. | 4,588 | $335.2K | 0.00% | −27−0.6% | Reduced |
| Frank, Rimerman Advisors LLC | 4,653 | $339.9K | 0.02% | +4,653 | New |
| Envestnet Portfolio Solutions, Inc. | 4,662 | $340.6K | 0.00% | −1,745−27.2% | Reduced |
| Group One Trading, L.P. | 4,673 | $341.4K | 0.01% | +4,673 | New |
| J.W. Cole Advisors, Inc. | 4,676 | $341.6K | 0.01% | +59+1.3% | Added |
| EP Wealth Advisors, LLC | 4,758 | $347.7K | 0.00% | +751+18.7% | Added |
| ProShare Advisors LLC | 4,868 | $355.7K | 0.00% | +308+6.8% | Added |
| GeoWealth Management, LLC | 4,886 | $357.0K | 0.01% | +2,239+84.6% | Added |
| CWM, LLC | 4,912 | $359.0K | 0.00% | +1,457+42.2% | Added |
| Greenleaf Trust | 4,943 | $361.1K | 0.00% | +108+2.2% | Added |
| Maryland State Retirement & Pension System | 4,994 | $364.9K | 0.01% | 00.0% | Unchanged |
| Sage Investment Counsel LLC | 5,028 | $367.3K | 0.43% | +345+7.4% | Added |
| NEOS Investment Management LLC | 5,099 | $372.5K | 0.00% | +5,099 | New |
| Integrated Investment Consultants, LLC | 5,167 | $377.5K | 0.07% | −134−2.5% | Reduced |
| Point72 (DIFC) Ltd | 5,173 | $377.9K | 0.03% | +5,173 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 5,190 | $379.2K | 0.00% | +5,190 | New |
| Vestmark Advisory Solutions, Inc. | 5,213 | $380.9K | 0.01% | −987−15.9% | Reduced |
| Norinchukin Bank, The | 5,233 | $382.3K | 0.01% | +294+6.0% | Added |
| Total Wealth Planning & Management, Inc. | 5,255 | $383.9K | 0.33% | −207−3.8% | Reduced |
| O'Shaughnessy Asset Management, LLC | 5,364 | $391.9K | 0.00% | +983+22.4% | Added |
| Fiduciary Trust Co | 5,490 | $401.1K | 0.00% | +35+0.6% | Added |
| Spire Wealth Management | 5,540 | $404.8K | 0.01% | −300−5.1% | Reduced |
| PharVision Advisers, LLC | 5,654 | $413.1K | 0.59% | +5,654 | New |
| Illinois Municipal Retirement Fund | 5,722 | $418.0K | 0.01% | −11,016−65.8% | Reduced |
| Utah Retirement Systems | 5,722 | $418.0K | 0.00% | +262+4.8% | Added |
| SG Americas Securities, LLC | 5,764 | $421.0K | 0.00% | −7,143−55.3% | Reduced |
| Fairtree Asset Management (Pty) Ltd | 5,836 | $426.4K | 0.32% | +5,836 | New |
| Trust Co of Toledo NA | 5,863 | $428.4K | 0.05% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 5,999 | $438.3K | 0.00% | −14−0.2% | Reduced |
| Fifth Third Bancorp | 6,030 | $440.6K | 0.00% | +1,512+33.5% | Added |
| Atlantic Union Bankshares Corp | 6,040 | $441.3K | 0.01% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 6,173 | $451.2K | 0.00% | −414−6.3% | Reduced |
| Commerce Bank | 6,279 | $458.7K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 6,355 | $464.3K | 0.00% | +6,355 | New |
| Centiva Capital, LP | 6,424 | $469.3K | 0.03% | +6,424 | New |
| Caxton Associates LLP | 6,459 | $471.9K | 0.01% | −3,157−32.8% | Reduced |
| DoubleLine ETF Adviser LP | 6,471 | $472.8K | 0.15% | +491+8.2% | Added |
| Toroso Investments, LLC | 6,583 | $481.0K | 0.00% | +6,583 | New |
| Koshinski Asset Management, Inc. | 6,652 | $486.0K | 0.04% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 6,723 | $491.0K | 0.00% | −165−2.4% | Reduced |
| Landscape Capital Management, L.L.C. | 6,760 | $493.9K | 0.04% | −13,018−65.8% | Reduced |
| Concurrent Investment Advisors, LLC | 6,784 | $495.6K | 0.01% | +6+0.1% | Added |
| Cambria Investment Management, L.P. | 6,964 | $508.8K | 0.03% | +1,137+19.5% | Added |
| Golden State Equity Partners | 7,022 | $513.0K | 0.09% | +323+4.8% | Added |
| MML Investors Services, LLC | 7,225 | $528.0K | 0.00% | −730−9.2% | Reduced |
| Vident Advisory, LLC | 7,280 | $531.9K | 0.01% | −197−2.6% | Reduced |
| Garden State Investment Advisory Services LLC | 7,329 | $535.5K | 0.14% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 7,510 | $548.2K | 0.00% | +3,113+70.8% | Added |
| Prelude Capital Management, LLC | 7,570 | $553.1K | 0.05% | +7,570 | New |
| Virtu Financial LLC | 7,603 | $555.0K | 0.03% | +1,405+22.7% | Added |
| Ethos Financial Group, LLC | 7,639 | $558.1K | 0.05% | +1,085+16.6% | Added |
| Journey Strategic Wealth LLC | 7,677 | $560.9K | 0.02% | +1,085+16.5% | Added |
| Virtus ETF Advisers LLC | 7,815 | $571.0K | 0.35% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 7,862 | $574.4K | 0.00% | +924+13.3% | Added |
| Public Employees Retirement Association of Colorado | 7,909 | $578.0K | 0.00% | 00.0% | Unchanged |
| First National Advisers, LLC | 7,967 | $582.1K | 0.09% | +473+6.3% | Added |
| Captrust Financial Advisors | 7,969 | $582.2K | 0.00% | −768−8.8% | Reduced |
| Crossmark Global Holdings, Inc. | 7,979 | $582.9K | 0.01% | +133+1.7% | Added |
| CSU Producer Resources, Inc. | 8,000 | $584.5K | 1.83% | 00.0% | Unchanged |
| Spirit of America Management Corp | 8,100 | $591.8K | 0.12% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 8,259 | $603.4K | 0.01% | +1,916+30.2% | Added |
| Securian Asset Management, Inc | 8,362 | $610.9K | 0.02% | +233+2.9% | Added |
| Farringdon Capital, Ltd. | 8,384 | $612.5K | 0.21% | +8,384 | New |