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 |
|---|---|---|---|---|---|
| MQS Management LLC | 8,587 | $627.4K | 0.35% | +8,587 | New |
| 1620 Investment Advisors, Inc. | 8,739 | $638.5K | 0.45% | +177+2.1% | Added |
| Allstate Corp | 8,756 | $639.7K | 0.05% | −25,068−74.1% | Reduced |
| Advisors Asset Management, Inc. | 8,830 | $645.1K | 0.01% | +309+3.6% | Added |
| Janney Montgomery Scott LLC | 8,978 | $656.0K | 0.00% | −3,004−25.1% | Reduced |
| Schnieders Capital Management LLC | 9,051 | $661.3K | 0.12% | −450−4.7% | Reduced |
| Commonwealth Equity Services, LLC | 9,114 | $666.0K | 0.00% | +1,854+25.5% | Added |
| Texas Yale Capital Corp. | 9,195 | $671.8K | 0.02% | 00.0% | Unchanged |
| Ontario Teachers Pension Plan Board | 9,267 | $677.0K | 0.01% | +9,267 | New |
| Capital Square, LLC | 9,715 | $695.8K | 0.37% | −4,316−30.8% | Reduced |
| Invst, LLC | 9,543 | $697.2K | 0.09% | −363−3.7% | Reduced |
| RSM US Wealth Management LLC | 9,635 | $706.4K | 0.01% | −20.0% | Reduced |
| Center for Financial Planning, Inc. | 10,237 | $747.9K | 0.09% | 00.0% | Unchanged |
| Ethic Inc. | 10,473 | $757.7K | 0.01% | +1,623+18.3% | Added |
| Signaturefd, LLC | 10,714 | $782.8K | 0.01% | +748+7.5% | Added |
| James Investment Research Inc | 10,822 | $790.6K | 0.09% | 00.0% | Unchanged |
| WESPAC Advisors, LLC | 10,886 | $795.3K | 0.56% | +10,886 | New |
| Scientech Research LLC | 10,928 | $798.4K | 0.20% | +10,928 | New |
| Silvercrest Asset Management Group LLC | 11,108 | $811.5K | 0.01% | −675−5.7% | Reduced |
| Applied Capital LLC | 11,147 | $814.4K | 0.61% | −16−0.1% | Reduced |
| Gilman Hill Asset Management, LLC | 11,755 | $858.8K | 0.14% | −485−4.0% | Reduced |
| Friedenthal Financial | 11,894 | $869.0K | 0.48% | +278+2.4% | Added |
| Wiley Bros.-Aintree Capital, LLC | 11,898 | $869.4K | 0.01% | −908−7.1% | Reduced |
| US Bancorp | 11,998 | $876.6K | 0.00% | −2,893−19.4% | Reduced |
| Voya Investment Management LLC | 12,094 | $883.6K | 0.00% | −626−4.9% | Reduced |
| Xponance, Inc. | 12,284 | $897.5K | 0.01% | +198+1.6% | Added |
| Intrust Bank NA | 12,326 | $900.5K | 0.08% | +2,261+22.5% | Added |
| Pitcairn Co | 12,365 | $903.4K | 0.06% | −2,806−18.5% | Reduced |
| Atria Investments LLC | 12,733 | $930.3K | 0.01% | +310+2.5% | Added |
| Elo Mutual Pension Insurance Co | 13,286 | $970.7K | 0.02% | +13,286 | New |
| Wealth Enhancement Advisory Services, LLC | 13,517 | $972.8K | 0.00% | +1,908+16.4% | Added |
| Lecap Asset Management Ltd | 13,955 | $1.02M | 0.36% | +13,955 | New |
| The PNC Financial Services Group, Inc. | 14,085 | $1.03M | 0.00% | −145−1.0% | Reduced |
| Keybank National Association | 14,448 | $1.06M | 0.00% | −3,418−19.1% | Reduced |
| Federated Hermes, Inc. | 15,196 | $1.11M | 0.00% | +1,781+13.3% | Added |
| Graham Capital Management, L.P. | 15,543 | $1.14M | 0.03% | +8,911+134.4% | Added |
| Pictet Asset Management Holding SA | 15,696 | $1.15M | 0.00% | −7,143−31.3% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 15,816 | $1.16M | 0.00% | +1,172+8.0% | Added |
| Nissay Asset Management Corp | 16,197 | $1.18M | 0.01% | +998+6.6% | Added |
| Quadrant Capital Group LLC | 16,211 | $1.18M | 0.04% | +127+0.8% | Added |
| Cincinnati Specialty Underwriters Insurance CO | 16,500 | $1.21M | 0.32% | 00.0% | Unchanged |
| Foresight Group Ltd Liability Partnership | 16,865 | $1.22M | 0.18% | 00.0% | Unchanged |
| Oak Thistle LLC | 17,106 | $1.25M | 0.18% | +7,220+73.0% | Added |
| Parr McKnight Wealth Management Group, LLC | 17,150 | $1.25M | 0.17% | +271+1.6% | Added |
| IFM Investors Pty Ltd | 17,540 | $1.28M | 0.01% | −3,029−14.7% | Reduced |
| Pathway Financial Advisers, LLC | 17,784 | $1.30M | 0.42% | +645+3.8% | Added |
| JustInvest LLC | 17,812 | $1.30M | 0.01% | +1,652+10.2% | Added |
| Tributary Capital Management, LLC | 17,855 | $1.30M | 0.12% | −156,057−89.7% | Reduced |
| Sequoia Financial Advisors, LLC | 17,981 | $1.31M | 0.01% | +13,252+280.2% | Added |
| Metis Global Partners, LLC | 18,183 | $1.33M | 0.03% | +4,627+34.1% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 18,389 | $1.34M | 0.50% | +854+4.9% | Added |
| Quantinno Capital Management LP | 18,551 | $1.36M | 0.01% | +3,905+26.7% | Added |
| Worldquant Millennium Advisors LLC | 18,864 | $1.38M | 0.01% | +18,864 | New |
| Moran Wealth Management, LLC | 19,050 | $1.39M | 0.04% | −250−1.3% | Reduced |
| Mariner, LLC | 19,340 | $1.41M | 0.00% | +2,564+15.3% | Added |
| Capital Fund Management S.A. | 19,355 | $1.41M | 0.02% | +19,355 | New |
| Citizens National Bank Trust Department | 19,416 | $1.42M | 0.28% | +1,905+10.9% | Added |
| Nicola Wealth Management Ltd. | 20,296 | $1.48M | 0.14% | +1,250+6.6% | Added |
| Motley Fool Wealth Management, LLC | 20,326 | $1.49M | 0.09% | −2,861−12.3% | Reduced |
| New Mexico Educational Retirement Board | 20,700 | $1.51M | 0.05% | 00.0% | Unchanged |
| FMR LLC | 21,171 | $1.55M | 0.00% | −469,432−95.7% | Reduced |
| HighTower Advisors, LLC | 21,205 | $1.55M | 0.00% | −1,056−4.7% | Reduced |
| Ameritas Investment Partners, Inc. | 21,320 | $1.56M | 0.05% | +261+1.2% | Added |
| Vestcor Inc | 21,845 | $1.60M | 0.05% | +21,845 | New |
| Assetmark, Inc | 22,283 | $1.63M | 0.00% | +6,477+41.0% | Added |
| Redmond Asset Management, LLC | 22,444 | $1.64M | 0.39% | −15−0.1% | Reduced |
| Oregon Public Employees Retirement Fund | 22,454 | $1.64M | 0.03% | +700+3.2% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 23,326 | $1.70M | 0.02% | +1,581+7.3% | Added |
| Teacher Retirement System of Texas | 24,096 | $1.76M | 0.01% | −304−1.2% | Reduced |
| Dana Investment Advisors, Inc. | 24,155 | $1.76M | 0.06% | +24+0.1% | Added |
| Northwestern Mutual Investment Management Company, LLC | 24,517 | $1.79M | 0.03% | +720+3.0% | Added |
| Point72 Asset Management, L.P. | 24,655 | $1.80M | 0.00% | +18,547+303.7% | Added |
| Vanderbilt University | 25,074 | $1.83M | 0.35% | +2,585+11.5% | Added |
| Nisa Investment Advisors, LLC | 24,978 | $1.83M | 0.01% | −4,852−16.3% | Reduced |
| Bank of Montreal | 25,406 | $1.86M | 0.00% | +8,649+51.6% | Added |
| Arrowstreet Capital, Limited Partnership | 25,661 | $1.87M | 0.00% | +25,661 | New |
| Harvest Portfolios Group Inc. | 25,823 | $1.89M | 0.04% | +3,830+17.4% | Added |
| Oppenheimer Asset Management Inc. | 26,027 | $1.90M | 0.02% | +4,957+23.5% | Added |
| Susquehanna Portfolio Strategies, LLC | 26,085 | $1.91M | 0.04% | +26,085 | New |
| HGI Capital Management, LLC | 26,176 | $1.91M | 2.59% | +26,176 | New |
| Brinker Capital Investments, LLC | 26,280 | $1.92M | 0.02% | +222+0.9% | Added |
| State of Michigan Retirement System | 26,400 | $1.93M | 0.01% | +800+3.1% | Added |
| Handelsbanken Fonder AB | 27,537 | $2.01M | 0.01% | 00.0% | Unchanged |
| Ilex Capital Partners (UK) LLP | 27,642 | $2.02M | 0.07% | −20,163−42.2% | Reduced |
| KLP Kapitalforvaltning AS | 27,700 | $2.03M | 0.01% | +1,100+4.1% | Added |
| E. Ohman J:or Asset Management AB | 27,883 | $2.04M | 0.05% | 00.0% | Unchanged |
| CIBC World Markets Corp | 29,234 | $2.14M | 0.01% | −666−2.2% | Reduced |
| Schonfeld Strategic Advisors LLC | 29,662 | $2.17M | 0.02% | −124,228−80.7% | Reduced |
| FJ Capital Management LLC | 30,114 | $2.20M | 0.23% | +18,600+161.5% | Added |
| UniSuper Management Pty Ltd | 30,800 | $2.25M | 0.02% | +2,000+6.9% | Added |
| Louisiana State Employees Retirement System | 30,900 | $2.26M | 0.04% | +900+3.0% | Added |
| Arizona State Retirement System | 31,330 | $2.29M | 0.01% | +1,636+5.5% | Added |
| Bridgefront Capital, LLC | 31,467 | $2.30M | 0.61% | +9,443+42.9% | Added |
| Ensign Peak Advisors, Inc | 31,788 | $2.32M | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 31,879 | $2.33M | 0.00% | −2,171−6.4% | Reduced |
| Cetera Investment Advisers | 32,022 | $2.34M | 0.00% | +1,351+4.4% | Added |
| Standard Life Aberdeen plc | 32,510 | $2.38M | 0.00% | +5,271+19.4% | Added |
| First National Bank of Omaha | 32,516 | $2.38M | 0.15% | −3,554−9.9% | Reduced |
| Teachers Retirement System of the State of Kentucky | 33,531 | $2.45M | 0.02% | +6,400+23.6% | Added |
| Gsa Capital Partners LLP | 33,644 | $2.46M | 0.17% | +23,113+219.5% | Added |