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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
Federation des caisses Desjardins du Quebec6,355$464.3K0.00%+6,355New
Commerce Bank6,279$458.7K0.00%00.0%Unchanged
Advisor Group Holdings, Inc.6,173$451.2K0.00%−414−6.3%Reduced
Atlantic Union Bankshares Corp6,040$441.3K0.01%00.0%Unchanged
Fifth Third Bancorp6,030$440.6K0.00%+1,512+33.5%Added
CI Private Wealth, LLC5,999$438.3K0.00%−14−0.2%Reduced
Trust Co of Toledo NA5,863$428.4K0.05%00.0%Unchanged
Fairtree Asset Management (Pty) Ltd5,836$426.4K0.32%+5,836New
SG Americas Securities, LLC5,764$421.0K0.00%−7,143−55.3%Reduced
Illinois Municipal Retirement Fund5,722$418.0K0.01%−11,016−65.8%Reduced
Utah Retirement Systems5,722$418.0K0.00%+262+4.8%Added
PharVision Advisers, LLC5,654$413.1K0.59%+5,654New
Spire Wealth Management5,540$404.8K0.01%−300−5.1%Reduced
Fiduciary Trust Co5,490$401.1K0.00%+35+0.6%Added
O'Shaughnessy Asset Management, LLC5,364$391.9K0.00%+983+22.4%Added
Total Wealth Planning & Management, Inc.5,255$383.9K0.33%−207−3.8%Reduced
Norinchukin Bank, The5,233$382.3K0.01%+294+6.0%Added
Vestmark Advisory Solutions, Inc.5,213$380.9K0.01%−987−15.9%Reduced
Mirae Asset Global ETFs Holdings Ltd.5,190$379.2K0.00%+5,190New
Point72 (DIFC) Ltd5,173$377.9K0.03%+5,173New
Integrated Investment Consultants, LLC5,167$377.5K0.07%−134−2.5%Reduced
NEOS Investment Management LLC5,099$372.5K0.00%+5,099New
Sage Investment Counsel LLC5,028$367.3K0.43%+345+7.4%Added
Maryland State Retirement & Pension System4,994$364.9K0.01%00.0%Unchanged
Greenleaf Trust4,943$361.1K0.00%+108+2.2%Added
CWM, LLC4,912$359.0K0.00%+1,457+42.2%Added
GeoWealth Management, LLC4,886$357.0K0.01%+2,239+84.6%Added
ProShare Advisors LLC4,868$355.7K0.00%+308+6.8%Added
EP Wealth Advisors, LLC4,758$347.7K0.00%+751+18.7%Added
J.W. Cole Advisors, Inc.4,676$341.6K0.01%+59+1.3%Added
Group One Trading, L.P.4,673$341.4K0.01%+4,673New
Envestnet Portfolio Solutions, Inc.4,662$340.6K0.00%−1,745−27.2%Reduced
Frank, Rimerman Advisors LLC4,653$339.9K0.02%+4,653New
Baird Financial Group, Inc.4,588$335.2K0.00%−27−0.6%Reduced
XTX Topco Ltd4,558$333.0K0.01%−5,621−55.2%Reduced
AE Wealth Management LLC4,497$328.7K0.00%−141−3.0%Reduced
Evergreen Capital Management LLC4,426$323.4K0.01%−15−0.3%Reduced
Catalytic Wealth RIA, LLC4,410$322.2K0.03%+4,410New
Coldstream Capital Management Inc4,385$320.4K0.01%−467−9.6%Reduced
Cornercap Investment Counsel Inc4,381$320.1K0.17%−100−2.2%Reduced
NJ State Employees Deferred Compensation Plan4,000$292.2K0.03%00.0%Unchanged
Bailard, Inc.3,890$284.2K0.01%00.0%Unchanged
Kestra Investment Management, LLC3,777$283.8K0.00%+1,881+99.2%Added
Creative Financial Designs Inc3,865$282.4K0.02%+21+0.5%Added
Wealthspire Advisors, LLC3,862$282.2K0.00%−323−7.7%Reduced
Summit Trail Advisors, LLC3,789$278.1K0.00%+3,789New
Atomi Financial Group, Inc.3,804$277.9K0.01%+100+2.7%Added
Shelton Capital Management3,709$271.0K0.01%00.0%Unchanged
Machina Capital S.A.S.3,611$263.8K0.05%+3,611New
NewEdge Wealth, LLC3,476$256.8K0.00%+215+6.6%Added
Tower Research Capital LLC (TRC)3,414$249.4K0.01%−5,704−62.6%Reduced
Carmel Capital Partners, LLC3,411$249.2K0.09%−3,413−50.0%Reduced
Resources Investment Advisors, LLC.3,399$248.3K0.00%−41−1.2%Reduced
Corton Capital Inc.3,359$245.4K0.29%+3,359New
Regions Financial Corp3,347$244.5K0.00%−258−7.2%Reduced
Quarry LP3,341$244.1K0.06%+2,214+196.5%Added
Zimmer Partners, LP3,333$243.5K0.01%+3,333New
Clarkston Capital Partners, LLC3,300$241.1K0.01%00.0%Unchanged
Wealth Quarterback LLC3,298$240.9K0.11%+3,298New
QRG Capital Management, Inc.3,221$235.4K0.00%+133+4.3%Added
United Capital Financial Advisers, LLC3,193$233.3K0.00%+3,193New
Fifth Third Wealth Advisors LLC3,174$231.9K0.01%−26−0.8%Reduced
CIBC Asset Management Inc3,174$231.9K0.00%00.0%Unchanged
Harvest Fund Management Co., Ltd3,147$230.0K0.01%−2,963−48.5%Reduced
GAMMA Investing LLC3,112$227.4K0.01%+404+14.9%Added
Versor Investments LP3,025$221.0K0.04%+3,025New
GW Henssler & Associates Ltd3,002$219.3K0.01%+3,002New
Longboard Asset Management, LP2,990$218.4K0.54%00.0%Unchanged
HighPoint Advisor Group LLC2,988$218.3K0.01%+25+0.8%Added
1492 Capital Management LLC2,973$217.2K0.10%00.0%Unchanged
SRS Capital Advisors, Inc.212$209.1K0.01%−7−3.2%Reduced
Allie Family Office LLC2,814$205.6K0.10%00.0%Unchanged
Inceptionr LLC2,809$205.2K0.05%+2,809New
Anb Bank2,799$204.5K0.09%+2,799New
Swiss Life Asset Management Ltd2,765$202.0K0.00%+2,765New
M&G Plc2,711$197.9K0.00%+2,711New
KBC Group NV2,527$185.0K0.00%−1,805−41.7%Reduced
Mirae Asset Global Investments Co., Ltd.2,224$162.5K0.00%−572−20.5%Reduced
Central Pacific Bank - Trust Division2,204$161.0K0.02%−580−20.8%Reduced
Skopos Labs, Inc.2,182$159.4K0.02%+2,056+1,631.7%Added
FIL Ltd2,031$148.4K0.00%+2,031New
Umb Bank N A2,024$147.9K0.00%+279+16.0%Added
Hantz Financial Services, Inc.1,986$145.0K0.00%+1,694+580.1%Added
Covestor Ltd1,966$144.0K0.08%−685−25.8%Reduced
GF Fund Management Co. Ltd.1,894$138.4K0.00%−67−3.4%Reduced
Parallel Advisors, LLC1,891$138.1K0.00%+132+7.5%Added
Ronald Blue Trust, Inc.1,770$129.3K0.00%+544+44.4%Added
Larson Financial Group LLC1,690$123.4K0.00%+1,144+209.5%Added
Private Trust Co NA1,621$118.4K0.01%−90−5.3%Reduced
BNP PARIBAS ASSET MANAGEMENT Holding S.A.1,597$117.0K0.00%−49,775−96.9%Reduced
Bayforest Capital Ltd1,515$110.7K0.05%−1,976−56.6%Reduced
EverSource Wealth Advisors, LLC1,358$99.2K0.00%+965+245.5%Added
Caitong International Asset Management Co., Ltd1,356$99.1K0.07%+944+229.1%Added
Carderock Capital Management Inc1,300$95.0K0.02%+1,300New
Ci Investments Inc.1,191$87.0K0.00%−234−16.4%Reduced
Jones Financial Companies LLLP1,169$84.7K0.00%+352+43.1%Added
Smartleaf Asset Management LLC1,155$83.6K0.01%−268−18.8%Reduced
Brown Brothers Harriman & Co1,139$83.2K0.00%00.0%Unchanged
Principal Securities, Inc.1,120$81.8K0.00%−22−1.9%Reduced
Steward Partners Investment Advisory, LLC1,105$80.7K0.00%−127−10.3%Reduced