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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.

Institutional holdersQ2 2025: 471 institutions
Q1 2021: 301 institutionsQ2 2021: 312 institutionsQ3 2021: 322 institutionsQ4 2021: 326 institutionsQ1 2022: 319 institutionsQ2 2022: 340 institutionsQ3 2022: 360 institutionsQ4 2022: 358 institutionsQ1 2023: 360 institutionsQ2 2023: 375 institutionsQ3 2023: 372 institutionsQ4 2023: 367 institutionsQ1 2024: 395 institutionsQ2 2024: 409 institutionsQ3 2024: 431 institutionsQ4 2024: 451 institutionsQ1 2025: 467 institutionsQ2 2025: 471 institutionsQ3 2025: 479 institutionsQ4 2025: 492 institutionsQ1 2026: 502 institutionsQ2 2026: 497 institutions
Value heldQ2 2025: $9.15B
Q1 2021: $4.58BQ2 2021: $5.47BQ3 2021: $4.84BQ4 2021: $5.44BQ1 2022: $5.18BQ2 2022: $6.22BQ3 2022: $6.34BQ4 2022: $6.97BQ1 2023: $6.70BQ2 2023: $6.23BQ3 2023: $5.27BQ4 2023: $6.42BQ1 2024: $5.71BQ2 2024: $6.46BQ3 2024: $8.39BQ4 2024: $8.27BQ1 2025: $9.36BQ2 2025: $9.15BQ3 2025: $8.97BQ4 2025: $9.33BQ1 2026: $10.5BQ2 2026: $10.8B
Institutions holding ADC and their total value by quarter
QuarterHoldersValue
Q2 2026497$10.8B
Q1 2026502$10.5B
Q4 2025492$9.33B
Q3 2025479$8.97B
Q2 2025471$9.15B
Q1 2025467$9.36B
Q4 2024451$8.27B
Q3 2024431$8.39B
Q2 2024409$6.46B
Q1 2024395$5.71B
Q4 2023367$6.42B
Q3 2023372$5.27B
Q2 2023375$6.23B
Q1 2023360$6.70B
Q4 2022358$6.97B
Q3 2022360$6.34B
Q2 2022340$6.22B
Q1 2022319$5.18B
Q4 2021326$5.44B
Q3 2021322$4.84B
Q2 2021312$5.47B
Q1 2021301$4.58B

Institutions, Q2 2025

Shares, value and share of portfolio for each institution holding Agree Realty Corp; share changes are against Q1 2025.

Institutions holding ADC in Q2 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Perbak Capital Partners LLP0$00.00%−4,435−100.0%Sold out
Keel Point, LLC0$00.00%−3,412−100.0%Sold out
Rockland Trust Co0$00.00%−3,020−100.0%Sold out
TownSquare Capital, LLC0$00.00%−2,963−100.0%Sold out
Legacy Capital Wealth Partners, LLC0$00.00%−2,736−100.0%Sold out
Kestra Advisory Services, LLC0$00.00%−1,919−100.0%Sold out
State of Wyoming0$00.00%−1,385−100.0%Sold out
Washington Trust Co0$00.00%−1,000−100.0%Sold out
Headlands Technologies LLC0$00.00%−462−100.0%Sold out
Wiser Advisor Group LLC0$00.00%−441−100.0%Sold out
Boston Private Wealth LLC0$00.00%−426−100.0%Sold out
Cullen/Frost Bankers, Inc.0$00.00%−350−100.0%Sold out
Mather Group, LLC.0$00.00%−242−100.0%Sold out
Quent Capital, LLC0$00.00%−129−100.0%Sold out
Prestige Wealth Management Group LLC0$00.00%−92−100.0%Sold out
Salem Investment Counselors Inc0$00.00%−75−100.0%Sold out
Avalon Trust Co0$00.00%−44−100.0%Sold out
MJT & Associates Financial Advisory Group, Inc.0$00.00%−30−100.0%Sold out
Sierra Ocean, LLC0$00.00%−17−100.0%Sold out
Blume Capital Management, Inc.0$00.00%−7−100.0%Sold out
Dunhill Financial, LLC0$00.00%−6−100.0%Sold out
Perkins Coie Trust Co0$00.00%−3−100.0%Sold out
CIBC Private Wealth Group, LLC0$00.00%−2−100.0%Sold out
PSI Advisors, LLC0$00.00%−1−100.0%Sold out
Chilton Capital Management LLC0$00.00%0Sold out
Orion Portfolio Solutions, LLC––––Not filed
CAPROCK Group, Inc.––––Not filed
Schechter Investment Advisors, LLC––––Not filed
Lindbrook Capital, LLC––––Not filed