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 |
|---|---|---|---|---|---|
| Retirement Systems of Alabama | 134,208 | $9.81M | 0.04% | +3,939+3.0% | Added |
| BNP Paribas Arbitrage, SA | 130,905 | $9.56M | 0.01% | +82,618+171.1% | Added |
| Uniplan Investment Counsel, Inc. | 128,325 | $9.38M | 0.95% | −2,529−1.9% | Reduced |
| Natixis Advisors, L.P. | 121,757 | $8.90M | 0.01% | +20,766+20.6% | Added |
| Jane Street Group, LLC | 121,529 | $8.88M | 0.01% | +94,164+344.1% | Added |
| ExodusPoint Capital Management, LP | 117,379 | $8.58M | 0.10% | −206,371−63.7% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 115,904 | $8.47M | 0.03% | +104,079+880.2% | Added |
| New York State Teachers Retirement System | 114,582 | $8.37M | 0.02% | +606+0.5% | Added |
| UBS Asset Management Americas Inc | 113,083 | $8.26M | 0.00% | −620,540−84.6% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 110,766 | $8.09M | 0.23% | −1,936−1.7% | Reduced |
| Victory Capital Management Inc | 109,148 | $7.97M | 0.01% | +4,285+4.1% | Added |
| Atom Investors LP | 108,587 | $7.93M | 0.70% | +101,471+1,426.0% | Added |
| STRS Ohio | 108,557 | $7.93M | 0.03% | −47,630−30.5% | Reduced |
| Allianz Asset Management GmbH | 106,947 | $7.81M | 0.01% | +15,618+17.1% | Added |
| California State Teachers Retirement System | 104,215 | $7.61M | 0.01% | +6,886+7.1% | Added |
| Y-Intercept (Hong Kong) Ltd | 100,604 | $7.35M | 0.18% | +97,199+2,854.6% | Added |
| Brookfield Asset Management Inc. | 100,565 | $7.35M | 0.01% | −13,041−11.5% | Reduced |
| Phocas Financial Corp. | 99,309 | $7.26M | 1.04% | +150.0% | Added |
| Ibex Wealth Advisors | 99,201 | $7.25M | 0.77% | +5,598+6.0% | Added |
| Squarepoint Ops LLC | 96,510 | $7.05M | 0.02% | +39,575+69.5% | Added |
| Manufacturers Life Insurance Company, The | 90,413 | $6.61M | 0.01% | −2,738−2.9% | Reduced |
| AXA S.A. | 88,680 | $6.48M | 0.02% | +88,680 | New |
| Creative Planning | 87,936 | $6.42M | 0.01% | +5,713+6.9% | Added |
| Bank of Nova Scotia | 85,652 | $6.26M | 0.01% | +81,289+1,863.1% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 85,404 | $6.24M | 0.02% | +3,033+3.7% | Added |
| LMCG Investments, LLC | 84,393 | $6.17M | 0.39% | +13,383+18.8% | Added |
| Gotham Asset Management, LLC | 83,407 | $6.09M | 0.04% | +60,063+257.3% | Added |
| Susquehanna Fundamental Investments, LLC | 81,780 | $5.97M | 0.16% | −17,986−18.0% | Reduced |
| New Age Alpha Advisors, LLC | 81,690 | $5.97M | 0.26% | −20,153−19.8% | Reduced |
| Impax Asset Management Group plc | 80,000 | $5.84M | 0.03% | −20,000−20.0% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 79,427 | $5.80M | 0.00% | +5,622+7.6% | Added |
| Aptus Capital Advisors, LLC | 79,154 | $5.78M | 0.06% | +7,023+9.7% | Added |
| Boothbay Fund Management, LLC | 76,837 | $5.61M | 0.18% | −66,856−46.5% | Reduced |
| First Trust Advisors LP | 74,203 | $5.42M | 0.00% | +23,662+46.8% | Added |
| New York State Common Retirement Fund | 67,716 | $4.95M | 0.01% | −40,610−37.5% | Reduced |
| State of Alaska, Department of Revenue | 65,357 | $4.77M | 0.05% | +3,037+4.9% | Added |
| Great Lakes Advisors, LLC | 65,146 | $4.76M | 0.04% | +6,730+11.5% | Added |
| Bamco Inc | 64,628 | $4.72M | 0.01% | −43,504−40.2% | Reduced |
| Exchange Traded Concepts, LLC | 63,929 | $4.67M | 0.06% | +11,666+22.3% | Added |
| DekaBank Deutsche Girozentrale | 63,542 | $4.64M | 0.01% | +3,959+6.6% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 63,284 | $4.62M | 0.02% | +4,576+7.8% | Added |
| Mutual of America Capital Management LLC | 54,608 | $3.99M | 0.04% | −478−0.9% | Reduced |
| Amundi | 52,807 | $3.81M | 0.00% | −6,228−10.5% | Reduced |
| Treasurer of the State of North Carolina | 50,569 | $3.69M | 0.01% | +3,953+8.5% | Added |
| Amalgamated Bank | 50,066 | $3.66M | 0.03% | +1,324+2.7% | Added |
| Truist Financial Corp | 49,941 | $3.65M | 0.01% | −717−1.4% | Reduced |
| Van Eck Associates Corp | 48,943 | $3.58M | 0.00% | +2,936+6.4% | Added |
| Fisher Asset Management, LLC | 48,069 | $3.51M | 0.00% | −55,975−53.8% | Reduced |
| State of Tennessee, Treasury Department | 47,515 | $3.47M | 0.01% | 00.0% | Unchanged |
| Community Trust & Investment Co | 46,503 | $3.40M | 0.20% | −709−1.5% | Reduced |
| CoreCap Advisors, LLC | 45,858 | $3.35M | 0.13% | +4,018+9.6% | Added |
| LPL Financial LLC | 45,294 | $3.31M | 0.00% | +1,056+2.4% | Added |
| SummitTX Capital, L.P. | 44,845 | $3.28M | 0.15% | +29,530+192.8% | Added |
| Resona Asset Management Co.,Ltd. | 44,032 | $3.19M | 0.02% | −2,645−5.7% | Reduced |
| Twin Tree Management, LP | 42,513 | $3.11M | 0.08% | −43,660−50.7% | Reduced |
| Deprince Race & Zollo Inc | 41,627 | $3.04M | 0.06% | −492,013−92.2% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 40,862 | $2.99M | 0.03% | +2,776+7.3% | Added |
| Pathstone Holdings, LLC | 40,632 | $2.97M | 0.01% | +9,030+28.6% | Added |
| Brevan Howard Capital Management LP | 40,451 | $2.96M | 0.03% | +13,037+47.6% | Added |
| Yousif Capital Management, LLC | 40,406 | $2.95M | 0.03% | +370+0.9% | Added |
| Agf Management Ltd | 39,948 | $2.92M | 0.01% | +3,143+8.5% | Added |
| GSI Capital Advisors LLC | 39,483 | $2.88M | 1.54% | +108+0.3% | Added |
| Cerity Partners LLC | 38,567 | $2.82M | 0.01% | −555−1.4% | Reduced |
| Employees Retirement System of Texas | 38,368 | $2.80M | 0.02% | +368+1.0% | Added |
| Blue Chip Partners, Inc. | 38,024 | $2.78M | 0.23% | −41−0.1% | Reduced |
| M&T Bank Corp | 37,556 | $2.74M | 0.01% | +4,104+12.3% | Added |
| Community Bank of Raymore | 36,715 | $2.68M | 1.99% | −2,800−7.1% | Reduced |
| Presima Inc. | 36,652 | $2.68M | 0.62% | +683+1.9% | Added |
| Stifel Financial Corp | 36,362 | $2.66M | 0.00% | +905+2.6% | Added |
| State Board of Administration of Florida Retirement System | 36,009 | $2.63M | 0.00% | −590−1.6% | Reduced |
| Engineers Gate Manager LP | 35,593 | $2.60M | 0.03% | +29,790+513.4% | Added |
| Gsa Capital Partners LLP | 33,644 | $2.46M | 0.17% | +23,113+219.5% | Added |
| Teachers Retirement System of the State of Kentucky | 33,531 | $2.45M | 0.02% | +6,400+23.6% | Added |
| First National Bank of Omaha | 32,516 | $2.38M | 0.15% | −3,554−9.9% | Reduced |
| Standard Life Aberdeen plc | 32,510 | $2.38M | 0.00% | +5,271+19.4% | Added |
| Cetera Investment Advisers | 32,022 | $2.34M | 0.00% | +1,351+4.4% | Added |
| Lazard Asset Management LLC | 31,879 | $2.33M | 0.00% | −2,171−6.4% | Reduced |
| Ensign Peak Advisors, Inc | 31,788 | $2.32M | 0.00% | 00.0% | Unchanged |
| Bridgefront Capital, LLC | 31,467 | $2.30M | 0.61% | +9,443+42.9% | Added |
| Arizona State Retirement System | 31,330 | $2.29M | 0.01% | +1,636+5.5% | Added |
| Louisiana State Employees Retirement System | 30,900 | $2.26M | 0.04% | +900+3.0% | Added |
| UniSuper Management Pty Ltd | 30,800 | $2.25M | 0.02% | +2,000+6.9% | Added |
| FJ Capital Management LLC | 30,114 | $2.20M | 0.23% | +18,600+161.5% | Added |
| Schonfeld Strategic Advisors LLC | 29,662 | $2.17M | 0.02% | −124,228−80.7% | Reduced |
| CIBC World Markets Corp | 29,234 | $2.14M | 0.01% | −666−2.2% | Reduced |
| E. Ohman J:or Asset Management AB | 27,883 | $2.04M | 0.05% | 00.0% | Unchanged |
| KLP Kapitalforvaltning AS | 27,700 | $2.03M | 0.01% | +1,100+4.1% | Added |
| Ilex Capital Partners (UK) LLP | 27,642 | $2.02M | 0.07% | −20,163−42.2% | Reduced |
| Handelsbanken Fonder AB | 27,537 | $2.01M | 0.01% | 00.0% | Unchanged |
| State of Michigan Retirement System | 26,400 | $1.93M | 0.01% | +800+3.1% | Added |
| Brinker Capital Investments, LLC | 26,280 | $1.92M | 0.02% | +222+0.9% | Added |
| HGI Capital Management, LLC | 26,176 | $1.91M | 2.59% | +26,176 | New |
| Susquehanna Portfolio Strategies, LLC | 26,085 | $1.91M | 0.04% | +26,085 | New |
| Oppenheimer Asset Management Inc. | 26,027 | $1.90M | 0.02% | +4,957+23.5% | Added |
| Harvest Portfolios Group Inc. | 25,823 | $1.89M | 0.04% | +3,830+17.4% | Added |
| Arrowstreet Capital, Limited Partnership | 25,661 | $1.87M | 0.00% | +25,661 | New |
| Bank of Montreal | 25,406 | $1.86M | 0.00% | +8,649+51.6% | Added |
| Nisa Investment Advisors, LLC | 24,978 | $1.83M | 0.01% | −4,852−16.3% | Reduced |
| Vanderbilt University | 25,074 | $1.83M | 0.35% | +2,585+11.5% | Added |
| Point72 Asset Management, L.P. | 24,655 | $1.80M | 0.00% | +18,547+303.7% | Added |