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 |
|---|---|---|---|---|---|
| Northwestern Mutual Investment Management Company, LLC | 24,517 | $1.79M | 0.03% | +720+3.0% | Added |
| Dana Investment Advisors, Inc. | 24,155 | $1.76M | 0.06% | +24+0.1% | Added |
| Teacher Retirement System of Texas | 24,096 | $1.76M | 0.01% | −304−1.2% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 23,326 | $1.70M | 0.02% | +1,581+7.3% | Added |
| Oregon Public Employees Retirement Fund | 22,454 | $1.64M | 0.03% | +700+3.2% | Added |
| Redmond Asset Management, LLC | 22,444 | $1.64M | 0.39% | −15−0.1% | Reduced |
| Assetmark, Inc | 22,283 | $1.63M | 0.00% | +6,477+41.0% | Added |
| Vestcor Inc | 21,845 | $1.60M | 0.05% | +21,845 | New |
| Ameritas Investment Partners, Inc. | 21,320 | $1.56M | 0.05% | +261+1.2% | Added |
| HighTower Advisors, LLC | 21,205 | $1.55M | 0.00% | −1,056−4.7% | Reduced |
| FMR LLC | 21,171 | $1.55M | 0.00% | −469,432−95.7% | Reduced |
| New Mexico Educational Retirement Board | 20,700 | $1.51M | 0.05% | 00.0% | Unchanged |
| Motley Fool Wealth Management, LLC | 20,326 | $1.49M | 0.09% | −2,861−12.3% | Reduced |
| Nicola Wealth Management Ltd. | 20,296 | $1.48M | 0.14% | +1,250+6.6% | Added |
| Citizens National Bank Trust Department | 19,416 | $1.42M | 0.28% | +1,905+10.9% | Added |
| Capital Fund Management S.A. | 19,355 | $1.41M | 0.02% | +19,355 | New |
| Mariner, LLC | 19,340 | $1.41M | 0.00% | +2,564+15.3% | Added |
| Moran Wealth Management, LLC | 19,050 | $1.39M | 0.04% | −250−1.3% | Reduced |
| Worldquant Millennium Advisors LLC | 18,864 | $1.38M | 0.01% | +18,864 | New |
| Quantinno Capital Management LP | 18,551 | $1.36M | 0.01% | +3,905+26.7% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 18,389 | $1.34M | 0.50% | +854+4.9% | Added |
| Metis Global Partners, LLC | 18,183 | $1.33M | 0.03% | +4,627+34.1% | Added |
| Sequoia Financial Advisors, LLC | 17,981 | $1.31M | 0.01% | +13,252+280.2% | Added |
| Tributary Capital Management, LLC | 17,855 | $1.30M | 0.12% | −156,057−89.7% | Reduced |
| JustInvest LLC | 17,812 | $1.30M | 0.01% | +1,652+10.2% | Added |
| Pathway Financial Advisers, LLC | 17,784 | $1.30M | 0.42% | +645+3.8% | Added |
| IFM Investors Pty Ltd | 17,540 | $1.28M | 0.01% | −3,029−14.7% | Reduced |
| Parr McKnight Wealth Management Group, LLC | 17,150 | $1.25M | 0.17% | +271+1.6% | Added |
| Oak Thistle LLC | 17,106 | $1.25M | 0.18% | +7,220+73.0% | Added |
| Foresight Group Ltd Liability Partnership | 16,865 | $1.22M | 0.18% | 00.0% | Unchanged |
| Cincinnati Specialty Underwriters Insurance CO | 16,500 | $1.21M | 0.32% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 16,211 | $1.18M | 0.04% | +127+0.8% | Added |
| Nissay Asset Management Corp | 16,197 | $1.18M | 0.01% | +998+6.6% | Added |
| Cambridge Investment Research Advisors, Inc. | 15,816 | $1.16M | 0.00% | +1,172+8.0% | Added |
| Pictet Asset Management Holding SA | 15,696 | $1.15M | 0.00% | −7,143−31.3% | Reduced |
| Graham Capital Management, L.P. | 15,543 | $1.14M | 0.03% | +8,911+134.4% | Added |
| Federated Hermes, Inc. | 15,196 | $1.11M | 0.00% | +1,781+13.3% | Added |
| Keybank National Association | 14,448 | $1.06M | 0.00% | −3,418−19.1% | Reduced |
| The PNC Financial Services Group, Inc. | 14,085 | $1.03M | 0.00% | −145−1.0% | Reduced |
| Lecap Asset Management Ltd | 13,955 | $1.02M | 0.36% | +13,955 | New |
| Wealth Enhancement Advisory Services, LLC | 13,517 | $972.8K | 0.00% | +1,908+16.4% | Added |
| Elo Mutual Pension Insurance Co | 13,286 | $970.7K | 0.02% | +13,286 | New |
| Atria Investments LLC | 12,733 | $930.3K | 0.01% | +310+2.5% | Added |
| Pitcairn Co | 12,365 | $903.4K | 0.06% | −2,806−18.5% | Reduced |
| Intrust Bank NA | 12,326 | $900.5K | 0.08% | +2,261+22.5% | Added |
| Xponance, Inc. | 12,284 | $897.5K | 0.01% | +198+1.6% | Added |
| Voya Investment Management LLC | 12,094 | $883.6K | 0.00% | −626−4.9% | Reduced |
| US Bancorp | 11,998 | $876.6K | 0.00% | −2,893−19.4% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 11,898 | $869.4K | 0.01% | −908−7.1% | Reduced |
| Friedenthal Financial | 11,894 | $869.0K | 0.48% | +278+2.4% | Added |
| Gilman Hill Asset Management, LLC | 11,755 | $858.8K | 0.14% | −485−4.0% | Reduced |
| Applied Capital LLC | 11,147 | $814.4K | 0.61% | −16−0.1% | Reduced |
| Silvercrest Asset Management Group LLC | 11,108 | $811.5K | 0.01% | −675−5.7% | Reduced |
| Scientech Research LLC | 10,928 | $798.4K | 0.20% | +10,928 | New |
| WESPAC Advisors, LLC | 10,886 | $795.3K | 0.56% | +10,886 | New |
| James Investment Research Inc | 10,822 | $790.6K | 0.09% | 00.0% | Unchanged |
| Signaturefd, LLC | 10,714 | $782.8K | 0.01% | +748+7.5% | Added |
| Ethic Inc. | 10,473 | $757.7K | 0.01% | +1,623+18.3% | Added |
| Center for Financial Planning, Inc. | 10,237 | $747.9K | 0.09% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 9,635 | $706.4K | 0.01% | −20.0% | Reduced |
| Invst, LLC | 9,543 | $697.2K | 0.09% | −363−3.7% | Reduced |
| Capital Square, LLC | 9,715 | $695.8K | 0.37% | −4,316−30.8% | Reduced |
| Ontario Teachers Pension Plan Board | 9,267 | $677.0K | 0.01% | +9,267 | New |
| Texas Yale Capital Corp. | 9,195 | $671.8K | 0.02% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 9,114 | $666.0K | 0.00% | +1,854+25.5% | Added |
| Schnieders Capital Management LLC | 9,051 | $661.3K | 0.12% | −450−4.7% | Reduced |
| Janney Montgomery Scott LLC | 8,978 | $656.0K | 0.00% | −3,004−25.1% | Reduced |
| Advisors Asset Management, Inc. | 8,830 | $645.1K | 0.01% | +309+3.6% | Added |
| Allstate Corp | 8,756 | $639.7K | 0.05% | −25,068−74.1% | Reduced |
| 1620 Investment Advisors, Inc. | 8,739 | $638.5K | 0.45% | +177+2.1% | Added |
| MQS Management LLC | 8,587 | $627.4K | 0.35% | +8,587 | New |
| Farringdon Capital, Ltd. | 8,384 | $612.5K | 0.21% | +8,384 | New |
| Securian Asset Management, Inc | 8,362 | $610.9K | 0.02% | +233+2.9% | Added |
| Sterling Capital Management LLC | 8,259 | $603.4K | 0.01% | +1,916+30.2% | Added |
| Spirit of America Management Corp | 8,100 | $591.8K | 0.12% | 00.0% | Unchanged |
| CSU Producer Resources, Inc. | 8,000 | $584.5K | 1.83% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 7,979 | $582.9K | 0.01% | +133+1.7% | Added |
| Captrust Financial Advisors | 7,969 | $582.2K | 0.00% | −768−8.8% | Reduced |
| First National Advisers, LLC | 7,967 | $582.1K | 0.09% | +473+6.3% | Added |
| Public Employees Retirement Association of Colorado | 7,909 | $578.0K | 0.00% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 7,862 | $574.4K | 0.00% | +924+13.3% | Added |
| Virtus ETF Advisers LLC | 7,815 | $571.0K | 0.35% | 00.0% | Unchanged |
| Journey Strategic Wealth LLC | 7,677 | $560.9K | 0.02% | +1,085+16.5% | Added |
| Ethos Financial Group, LLC | 7,639 | $558.1K | 0.05% | +1,085+16.6% | Added |
| Virtu Financial LLC | 7,603 | $555.0K | 0.03% | +1,405+22.7% | Added |
| Prelude Capital Management, LLC | 7,570 | $553.1K | 0.05% | +7,570 | New |
| Mercer Global Advisors Inc | 7,510 | $548.2K | 0.00% | +3,113+70.8% | Added |
| Garden State Investment Advisory Services LLC | 7,329 | $535.5K | 0.14% | 00.0% | Unchanged |
| Vident Advisory, LLC | 7,280 | $531.9K | 0.01% | −197−2.6% | Reduced |
| MML Investors Services, LLC | 7,225 | $528.0K | 0.00% | −730−9.2% | Reduced |
| Golden State Equity Partners | 7,022 | $513.0K | 0.09% | +323+4.8% | Added |
| Cambria Investment Management, L.P. | 6,964 | $508.8K | 0.03% | +1,137+19.5% | Added |
| Concurrent Investment Advisors, LLC | 6,784 | $495.6K | 0.01% | +6+0.1% | Added |
| Landscape Capital Management, L.L.C. | 6,760 | $493.9K | 0.04% | −13,018−65.8% | Reduced |
| Park Avenue Securities LLC | 6,723 | $491.0K | 0.00% | −165−2.4% | Reduced |
| Koshinski Asset Management, Inc. | 6,652 | $486.0K | 0.04% | 00.0% | Unchanged |
| Toroso Investments, LLC | 6,583 | $481.0K | 0.00% | +6,583 | New |
| DoubleLine ETF Adviser LP | 6,471 | $472.8K | 0.15% | +491+8.2% | Added |
| Caxton Associates LLP | 6,459 | $471.9K | 0.01% | −3,157−32.8% | Reduced |
| Centiva Capital, LP | 6,424 | $469.3K | 0.03% | +6,424 | New |