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 |
|---|---|---|---|---|---|
| HSBC Holdings PLC | 285,122 | $20.7M | 0.01% | +202,360+244.5% | Added |
| Envestnet Asset Management Inc | 282,899 | $20.7M | 0.01% | −10,854−3.7% | Reduced |
| UBS Group AG | 283,236 | $20.7M | 0.00% | +48,445+20.6% | Added |
| Cubist Systematic Strategies, LLC | 286,508 | $20.9M | 0.23% | +271,464+1,804.5% | Added |
| HRT Financial LP | 295,414 | $21.6M | 0.10% | +147,633+99.9% | Added |
| State of New Jersey Common Pension Fund D | 298,060 | $21.8M | 0.08% | −419−0.1% | Reduced |
| Hazelview Securities Inc. | 305,233 | $21.8M | 3.86% | +18,534+6.5% | Added |
| Neuberger Berman Group LLC | 300,394 | $21.9M | 0.02% | +287,900+2,304.3% | Added |
| Thrivent Financial for Lutherans | 317,679 | $23.2M | 0.05% | −619,896−66.1% | Reduced |
| Rhumbline Advisers | 324,028 | $23.7M | 0.02% | +2,450+0.8% | Added |
| AQR Capital Management LLC | 327,755 | $23.7M | 0.02% | +47,602+17.0% | Added |
| Systematic Financial Management LP | 327,724 | $23.9M | 0.64% | +3,557+1.1% | Added |
| Loomis Sayles & Co L P | 331,336 | $24.2M | 0.03% | +8,426+2.6% | Added |
| Resolution Capital Ltd | 334,640 | $24.4M | 0.48% | −572,835−63.1% | Reduced |
| Sophron Capital Management L.P. | 352,401 | $25.7M | 7.88% | +174,514+98.1% | Added |
| Wells Fargo & Company | 352,718 | $25.8M | 0.01% | −1,616−0.5% | Reduced |
| Heitman Real Estate Securities LLC | 362,824 | $26.5M | 1.88% | −137,468−27.5% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 365,553 | $26.7M | 0.02% | +15,325+4.4% | Added |
| William Blair Investment Management, LLC | 376,499 | $27.5M | 0.07% | −296,737−44.1% | Reduced |
| GEM Realty Capital | 386,448 | $28.2M | 2.71% | −355,612−47.9% | Reduced |
| Leeward Investments, LLC - MA | 426,070 | $31.1M | 1.66% | −27,946−6.2% | Reduced |
| California Public Employees Retirement System | 427,396 | $31.2M | 0.02% | −58,651−12.1% | Reduced |
| Adelante Capital Management LLC | 427,610 | $31.2M | 2.41% | +56,958+15.4% | Added |
| Allspring Global Investments Holdings, LLC | 429,222 | $31.3M | 0.05% | −359,530−45.6% | Reduced |
| APG Asset Management US Inc. | 435,343 | $31.7M | 0.24% | +75,000+20.8% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 539,032 | $39.4M | 0.07% | +6,395+1.2% | Added |
| Wellington Management Group LLP | 542,681 | $39.6M | 0.01% | −473,912−46.6% | Reduced |
| Burkehill Global Management, LP | 550,000 | $40.2M | 2.97% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 565,439 | $41.3M | 0.31% | +480,911+568.9% | Added |
| D. E. Shaw & Co., Inc. | 575,734 | $42.1M | 0.04% | +149,726+35.1% | Added |
| Bahl & Gaynor Inc | 596,408 | $43.6M | 0.22% | +47,183+8.6% | Added |
| Citigroup Inc | 616,211 | $45.0M | 0.03% | −87,252−12.4% | Reduced |
| SEI Investments Co | 641,225 | $46.8M | 0.05% | +54,952+9.4% | Added |
| Legal & General Group Plc | 718,802 | $52.5M | 0.01% | +53,694+8.1% | Added |
| Voloridge Investment Management, LLC | 724,291 | $52.9M | 0.19% | −952−0.1% | Reduced |
| Citadel Advisors LLC | 735,146 | $53.7M | 0.05% | +433,032+143.3% | Added |
| Cincinnati Insurance Co | 789,500 | $57.7M | 0.97% | 00.0% | Unchanged |
| American Century Companies Inc | 854,616 | $62.4M | 0.03% | −896,414−51.2% | Reduced |
| Norges Bank | 890,085 | $65.0M | 0.01% | +280,900+46.1% | Added |
| Westwood Holdings Group Inc. | 894,825 | $65.4M | 0.47% | +894,825 | New |
| Millennium Management LLC | 935,322 | $68.3M | 0.06% | +63,990+7.3% | Added |
| Alyeska Investment Group, L.P. | 936,393 | $68.4M | 0.24% | −233,713−20.0% | Reduced |
| Bank of America Corp | 951,096 | $69.5M | 0.01% | +198,493+26.4% | Added |
| PGGM Investments | 956,246 | $69.9M | 1.21% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 1,013,949 | $74.1M | 0.66% | −27,916−2.7% | Reduced |
| Bank of New York Mellon Corp | 1,028,466 | $75.1M | 0.01% | −59,144−5.4% | Reduced |
| Frontier Capital Management Co LLC | 1,037,190 | $75.8M | 0.70% | −6,808−0.7% | Reduced |
| JPMorgan Chase & Co | 1,217,537 | $89.0M | 0.01% | −1,120,682−47.9% | Reduced |
| Balyasny Asset Management LLC | 1,235,483 | $90.3M | 0.21% | +40,392+3.4% | Added |
| Russell Investments Group, Ltd. | 1,266,857 | $92.6M | 0.12% | −9,239−0.7% | Reduced |
| Janus Henderson Group PLC | 1,303,908 | $95.3M | 0.05% | +505,251+63.3% | Added |
| Raymond James Financial Inc | 1,321,655 | $96.6M | 0.03% | −137,978−9.5% | Reduced |
| Invesco Ltd. | 1,420,696 | $103.8M | 0.02% | −239,162−14.4% | Reduced |
| Morgan Stanley | 1,430,352 | $104.5M | 0.01% | −296,961−17.2% | Reduced |
| Dimensional Fund Advisors LP | 1,614,272 | $117.9M | 0.03% | +33,102+2.1% | Added |
| Northern Trust Corp | 1,627,506 | $118.9M | 0.02% | +80,924+5.2% | Added |
| Nuveen, LLC | 1,692,526 | $123.7M | 0.03% | +781,272+85.7% | Added |
| Charles Schwab Investment Management Inc | 1,780,620 | $130.1M | 0.02% | +85,323+5.0% | Added |
| Prudential Financial Inc | 1,799,922 | $131.5M | 0.17% | −68,694−3.7% | Reduced |
| Two Sigma Investments, LP | 1,807,573 | $132.1M | 0.24% | +310,150+20.7% | Added |
| Macquarie Group Ltd | 1,908,304 | $139.4M | 0.17% | −25,736−1.3% | Reduced |
| Two Sigma Advisers, LP | 2,138,187 | $156.2M | 0.32% | +60,500+2.9% | Added |
| Daiwa Securities Group Inc. | 2,347,007 | $171.5M | 0.63% | −11,972−0.5% | Reduced |
| Principal Financial Group Inc | 2,503,260 | $182.9M | 0.10% | −166,073−6.2% | Reduced |
| Geode Capital Management, LLC | 2,680,417 | $205.5M | 0.01% | +170,827+6.8% | Added |
| Centersquare Investment Management LLC | 2,844,960 | $207.9M | 2.16% | +413,000+17.0% | Added |
| Deutsche Bank AG | 2,964,865 | $216.6M | 0.08% | +436,635+17.3% | Added |
| State Street Corp | 5,764,979 | $422.6M | 0.02% | +381,438+7.1% | Added |
| Cohen & Steers, Inc. | 12,390,683 | $905.2M | 1.66% | +2,523,859+25.6% | Added |
| BlackRock, Inc. | 15,273,147 | $1.12B | 0.02% | +2,275,716+17.5% | Added |
| Vanguard Group Inc | 15,316,681 | $1.12B | 0.02% | +403,048+2.7% | Added |
| Cbre Clarion Securities LLC | 0 | $0 | 0.00% | −821,090−100.0% | Sold out |
| T. Rowe Price Investment Management, Inc. | 0 | $0 | 0.00% | −380,107−100.0% | Sold out |
| Gillson Capital LP | 0 | $0 | 0.00% | −254,350−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −118,186−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −86,707−100.0% | Sold out |
| Jain Global LLC | 0 | $0 | 0.00% | −76,931−100.0% | Sold out |
| BI Asset Management Fondsmaeglerselskab A/S | 0 | $0 | 0.00% | −71,000−100.0% | Sold out |
| Greenland Capital Management LP | 0 | $0 | 0.00% | −68,363−100.0% | Sold out |
| MetLife Investment Management | 0 | $0 | 0.00% | −62,398−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −59,501−100.0% | Sold out |
| Portfolio Design Labs, LLC | 0 | $0 | 0.00% | −41,368−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −40,831−100.0% | Sold out |
| Element Capital Management LLC | 0 | $0 | 0.00% | −35,966−100.0% | Sold out |
| Ascent Group, LLC | 0 | $0 | 0.00% | −31,862−100.0% | Sold out |
| Transcend Wealth Collective, LLC | 0 | $0 | 0.00% | −24,934−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −23,172−100.0% | Sold out |
| Freestone Grove Partners LP | 0 | $0 | 0.00% | −19,986−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −19,035−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −14,925−100.0% | Sold out |
| New York Life Investment Management LLC | 0 | $0 | 0.00% | −10,972−100.0% | Sold out |
| Pinebridge Investments, L.P. | 0 | $0 | 0.00% | −10,343−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −8,958−100.0% | Sold out |
| Trust Point Inc. | 0 | $0 | 0.00% | −7,980−100.0% | Sold out |
| Azzad Asset Management Inc | 0 | $0 | 0.00% | −6,884−100.0% | Sold out |
| Pacer Advisors, Inc. | 0 | $0 | 0.00% | −6,730−100.0% | Sold out |
| United Services Automobile Association | 0 | $0 | 0.00% | −6,555−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −5,559−100.0% | Sold out |
| Abel Hall, LLC | 0 | $0 | 0.00% | −5,124−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −4,720−100.0% | Sold out |