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 |
|---|---|---|---|---|---|
| Engineers Gate Manager LP | 35,593 | $2.60M | 0.03% | +29,790+513.4% | Added |
| State Board of Administration of Florida Retirement System | 36,009 | $2.63M | 0.00% | −590−1.6% | Reduced |
| Stifel Financial Corp | 36,362 | $2.66M | 0.00% | +905+2.6% | Added |
| Presima Inc. | 36,652 | $2.68M | 0.62% | +683+1.9% | Added |
| Community Bank of Raymore | 36,715 | $2.68M | 1.99% | −2,800−7.1% | Reduced |
| M&T Bank Corp | 37,556 | $2.74M | 0.01% | +4,104+12.3% | Added |
| Blue Chip Partners, Inc. | 38,024 | $2.78M | 0.23% | −41−0.1% | Reduced |
| Employees Retirement System of Texas | 38,368 | $2.80M | 0.02% | +368+1.0% | Added |
| Cerity Partners LLC | 38,567 | $2.82M | 0.01% | −555−1.4% | Reduced |
| GSI Capital Advisors LLC | 39,483 | $2.88M | 1.54% | +108+0.3% | Added |
| Agf Management Ltd | 39,948 | $2.92M | 0.01% | +3,143+8.5% | Added |
| Yousif Capital Management, LLC | 40,406 | $2.95M | 0.03% | +370+0.9% | Added |
| Brevan Howard Capital Management LP | 40,451 | $2.96M | 0.03% | +13,037+47.6% | Added |
| Pathstone Holdings, LLC | 40,632 | $2.97M | 0.01% | +9,030+28.6% | Added |
| Police & Firemen's Retirement System of New Jersey | 40,862 | $2.99M | 0.03% | +2,776+7.3% | Added |
| Deprince Race & Zollo Inc | 41,627 | $3.04M | 0.06% | −492,013−92.2% | Reduced |
| Twin Tree Management, LP | 42,513 | $3.11M | 0.08% | −43,660−50.7% | Reduced |
| Resona Asset Management Co.,Ltd. | 44,032 | $3.19M | 0.02% | −2,645−5.7% | Reduced |
| SummitTX Capital, L.P. | 44,845 | $3.28M | 0.15% | +29,530+192.8% | Added |
| LPL Financial LLC | 45,294 | $3.31M | 0.00% | +1,056+2.4% | Added |
| CoreCap Advisors, LLC | 45,858 | $3.35M | 0.13% | +4,018+9.6% | Added |
| Community Trust & Investment Co | 46,503 | $3.40M | 0.20% | −709−1.5% | Reduced |
| State of Tennessee, Treasury Department | 47,515 | $3.47M | 0.01% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 48,069 | $3.51M | 0.00% | −55,975−53.8% | Reduced |
| Van Eck Associates Corp | 48,943 | $3.58M | 0.00% | +2,936+6.4% | Added |
| Truist Financial Corp | 49,941 | $3.65M | 0.01% | −717−1.4% | Reduced |
| Amalgamated Bank | 50,066 | $3.66M | 0.03% | +1,324+2.7% | Added |
| Treasurer of the State of North Carolina | 50,569 | $3.69M | 0.01% | +3,953+8.5% | Added |
| Amundi | 52,807 | $3.81M | 0.00% | −6,228−10.5% | Reduced |
| Mutual of America Capital Management LLC | 54,608 | $3.99M | 0.04% | −478−0.9% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 63,284 | $4.62M | 0.02% | +4,576+7.8% | Added |
| DekaBank Deutsche Girozentrale | 63,542 | $4.64M | 0.01% | +3,959+6.6% | Added |
| Exchange Traded Concepts, LLC | 63,929 | $4.67M | 0.06% | +11,666+22.3% | Added |
| Bamco Inc | 64,628 | $4.72M | 0.01% | −43,504−40.2% | Reduced |
| Great Lakes Advisors, LLC | 65,146 | $4.76M | 0.04% | +6,730+11.5% | Added |
| State of Alaska, Department of Revenue | 65,357 | $4.77M | 0.05% | +3,037+4.9% | Added |
| New York State Common Retirement Fund | 67,716 | $4.95M | 0.01% | −40,610−37.5% | Reduced |
| First Trust Advisors LP | 74,203 | $5.42M | 0.00% | +23,662+46.8% | Added |
| Boothbay Fund Management, LLC | 76,837 | $5.61M | 0.18% | −66,856−46.5% | Reduced |
| Aptus Capital Advisors, LLC | 79,154 | $5.78M | 0.06% | +7,023+9.7% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 79,427 | $5.80M | 0.00% | +5,622+7.6% | Added |
| Impax Asset Management Group plc | 80,000 | $5.84M | 0.03% | −20,000−20.0% | Reduced |
| New Age Alpha Advisors, LLC | 81,690 | $5.97M | 0.26% | −20,153−19.8% | Reduced |
| Susquehanna Fundamental Investments, LLC | 81,780 | $5.97M | 0.16% | −17,986−18.0% | Reduced |
| Gotham Asset Management, LLC | 83,407 | $6.09M | 0.04% | +60,063+257.3% | Added |
| LMCG Investments, LLC | 84,393 | $6.17M | 0.39% | +13,383+18.8% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 85,404 | $6.24M | 0.02% | +3,033+3.7% | Added |
| Bank of Nova Scotia | 85,652 | $6.26M | 0.01% | +81,289+1,863.1% | Added |
| Creative Planning | 87,936 | $6.42M | 0.01% | +5,713+6.9% | Added |
| AXA S.A. | 88,680 | $6.48M | 0.02% | +88,680 | New |
| Manufacturers Life Insurance Company, The | 90,413 | $6.61M | 0.01% | −2,738−2.9% | Reduced |
| Squarepoint Ops LLC | 96,510 | $7.05M | 0.02% | +39,575+69.5% | Added |
| Ibex Wealth Advisors | 99,201 | $7.25M | 0.77% | +5,598+6.0% | Added |
| Phocas Financial Corp. | 99,309 | $7.26M | 1.04% | +150.0% | Added |
| Brookfield Asset Management Inc. | 100,565 | $7.35M | 0.01% | −13,041−11.5% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 100,604 | $7.35M | 0.18% | +97,199+2,854.6% | Added |
| California State Teachers Retirement System | 104,215 | $7.61M | 0.01% | +6,886+7.1% | Added |
| Allianz Asset Management GmbH | 106,947 | $7.81M | 0.01% | +15,618+17.1% | Added |
| STRS Ohio | 108,557 | $7.93M | 0.03% | −47,630−30.5% | Reduced |
| Atom Investors LP | 108,587 | $7.93M | 0.70% | +101,471+1,426.0% | Added |
| Victory Capital Management Inc | 109,148 | $7.97M | 0.01% | +4,285+4.1% | Added |
| Oversea-Chinese Banking CORP Ltd | 110,766 | $8.09M | 0.23% | −1,936−1.7% | Reduced |
| UBS Asset Management Americas Inc | 113,083 | $8.26M | 0.00% | −620,540−84.6% | Reduced |
| New York State Teachers Retirement System | 114,582 | $8.37M | 0.02% | +606+0.5% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 115,904 | $8.47M | 0.03% | +104,079+880.2% | Added |
| ExodusPoint Capital Management, LP | 117,379 | $8.58M | 0.10% | −206,371−63.7% | Reduced |
| Jane Street Group, LLC | 121,529 | $8.88M | 0.01% | +94,164+344.1% | Added |
| Natixis Advisors, L.P. | 121,757 | $8.90M | 0.01% | +20,766+20.6% | Added |
| Uniplan Investment Counsel, Inc. | 128,325 | $9.38M | 0.95% | −2,529−1.9% | Reduced |
| BNP Paribas Arbitrage, SA | 130,905 | $9.56M | 0.01% | +82,618+171.1% | Added |
| Retirement Systems of Alabama | 134,208 | $9.81M | 0.04% | +3,939+3.0% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 144,383 | $10.5M | 0.02% | +37,570+35.2% | Added |
| Clearbridge Investments, LLC | 151,732 | $11.1M | 0.01% | +151,732 | New |
| Virginia Retirement Systems Et Al | 152,168 | $11.1M | 0.08% | −5,210−3.3% | Reduced |
| Nomura Asset Management Co Ltd | 154,960 | $11.3M | 0.03% | +2,039+1.3% | Added |
| Franklin Resources Inc | 163,756 | $12.0M | 0.00% | +42,805+35.4% | Added |
| Lighthouse Investment Partners, LLC | 180,000 | $13.2M | 0.57% | −104,800−36.8% | Reduced |
| State of Wisconsin Investment Board | 184,527 | $13.5M | 0.03% | −14,335−7.2% | Reduced |
| Ameriprise Financial Inc | 186,382 | $13.6M | 0.00% | +33,162+21.6% | Added |
| Verition Fund Management LLC | 187,116 | $13.7M | 0.08% | +27,071+16.9% | Added |
| Ceredex Value Advisors LLC | 191,550 | $14.0M | 0.30% | +26,168+15.8% | Added |
| Duff & Phelps Investment Management Co | 204,050 | $14.9M | 0.18% | +198,050+3,300.8% | Added |
| Quantbot Technologies LP | 204,731 | $15.0M | 0.38% | +9,290+4.8% | Added |
| Barclays PLC | 204,747 | $15.0M | 0.01% | +116,962+133.2% | Added |
| Swiss National Bank | 204,982 | $15.0M | 0.01% | +4,500+2.2% | Added |
| Lasalle Investment Management Securities LLC | 205,936 | $15.0M | 0.62% | −2,311−1.1% | Reduced |
| Qube Research & Technologies Ltd | 206,603 | $15.1M | 0.02% | +206,603 | New |
| Asset Management One Co.,Ltd. | 207,659 | $15.2M | 0.05% | −7,185−3.3% | Reduced |
| Jump Financial, LLC | 208,252 | $15.2M | 0.19% | +131,100+169.9% | Added |
| Goldman Sachs Group Inc | 214,234 | $15.7M | 0.00% | +75,669+54.6% | Added |
| Easterly Investment Partners LLC | 230,661 | $16.9M | 1.21% | +230,661 | New |
| Great West Life Assurance Co | 235,833 | $17.2M | 0.03% | +16,640+7.6% | Added |
| Fort Washington Investment Advisors Inc | 239,384 | $17.5M | 0.10% | −57,609−19.4% | Reduced |
| Alliancebernstein L.P. | 245,507 | $17.9M | 0.01% | −11,278−4.4% | Reduced |
| Royal Bank of Canada | 249,595 | $18.2M | 0.00% | −15,740−5.9% | Reduced |
| Aristotle Capital Boston, LLC | 249,869 | $18.3M | 0.93% | +10,089+4.2% | Added |
| Ghisallo Capital Management LLC | 250,000 | $18.3M | 0.49% | +250,000 | New |
| Schroder Investment Management Group | 252,559 | $18.5M | 0.02% | +17,836+7.6% | Added |
| Public Employees Retirement System of Ohio | 259,974 | $19.0M | 0.06% | +1,876+0.7% | Added |
| Price T Rowe Associates Inc | 266,007 | $19.4M | 0.00% | −170,648−39.1% | Reduced |