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, Q3 2025
Institutional positions in Agree Realty Corp as of Sep 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
- 479
- +15 vs. Q2 2025
- Shares held
- 126.3M
- +2.13M (+1.7%) vs. Q2 2025
- Total value
- $8.97B
- −$107.3M (−1.2%) vs. Q2 2025
- New holders
- 61
- 201 more added
- Sold out
- 46
- 152 more reduced
7 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Agree Realty Corp; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Raleigh Capital Management Inc. | 1 | $50 | 0.00% | −6−85.7% | Reduced |
| Tortoise Investment Management, LLC | 1 | $71 | 0.00% | +1 | New |
| Root Financial Partners, LLC | 1 | $71 | 0.00% | +1 | New |
| First Horizon Corp | 3 | $213 | 0.00% | +3 | New |
| Proffitt & Goodson Inc | 4 | $285 | 0.00% | +4 | New |
| American Capital Advisory, LLC | 4 | $285 | 0.00% | +4 | New |
| CIBC Private Wealth Group, LLC | 5 | $355 | 0.00% | +5 | New |
| Principia Wealth Advisory, LLC | 5 | $355 | 0.00% | +5 | New |
| Quaker Wealth Management, LLC | 5 | $356 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 5 | $356 | 0.00% | +5 | New |
| Bogart Wealth, LLC | 7 | $497 | 0.00% | +7 | New |
| South State Corp. | 7 | $498 | 0.00% | +7 | New |
| Bruce G. Allen Investments, LLC | 8 | $568 | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 9 | $640 | 0.00% | +9 | New |
| Mountain Hill Investment Partners Corp. | 11 | $755 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 14 | $995 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 14 | $995 | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 15 | $1.07K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 17 | $1.21K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 18 | $1.28K | 0.00% | 00.0% | Unchanged |
| Heartwood Wealth Advisors LLC | 19 | $1.35K | 0.00% | +19 | New |
| Private Wealth Management Group, LLC | 22 | $1.56K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 22 | $1.56K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 24 | $1.71K | 0.00% | −114−82.6% | Reduced |
| Strategic Wealth Partners, Ltd. | 26 | $1.85K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 39 | $2.00K | 0.00% | +14+56.0% | Added |
| Rialto Wealth Management, LLC | 33 | $2.35K | 0.00% | +13+65.0% | Added |
| WPG Advisers, LLC | 37 | $2.63K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 39 | $2.77K | 0.00% | −180−82.2% | Reduced |
| JPL Wealth Management, LLC | 40 | $2.84K | 0.00% | +40 | New |
| MJT & Associates Financial Advisory Group, Inc. | 40 | $2.84K | 0.00% | +40 | New |
| Roble, Belko & Company, Inc | 48 | $3.00K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 48 | $3.41K | 0.00% | +48 | New |
| Bell Investment Advisors, Inc | 58 | $4.12K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 64 | $4.55K | 0.00% | +1+1.6% | Added |
| Harbour Investments, Inc. | 67 | $4.76K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 69 | $4.94K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 90 | $6.39K | 0.00% | +3+3.4% | Added |
| Plante Moran Financial Advisors, LLC | 100 | $7.10K | 0.00% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 114 | $8.10K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 123 | $8.74K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 126 | $8.95K | 0.00% | −120−48.8% | Reduced |
| UMA Financial Services, Inc. | 135 | $9.59K | 0.00% | +21+18.4% | Added |
| Optimum Investment Advisors | 150 | $10.7K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 150 | $10.7K | 0.00% | 00.0% | Unchanged |
| Kentucky Trust Co | 172 | $12.2K | 0.01% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 174 | $12.3K | 0.00% | +174 | New |
| Clearstead Advisors, LLC | 174 | $12.4K | 0.00% | −130−42.8% | Reduced |
| Eastern Bank | 179 | $12.7K | 0.00% | +179 | New |
| Aster Capital Management (DIFC) Ltd | 187 | $13.3K | 0.01% | +187 | New |
| Capital Advisors, Ltd. LLC | 196 | $14.0K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 199 | $14.2K | 0.01% | +26+15.0% | Added |
| Smallwood Wealth Investment Management, LLC | 200 | $14.2K | 0.01% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 200 | $14.2K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 227 | $16.0K | 0.00% | −91−28.6% | Reduced |
| Mather Group, LLC. | 242 | $17.2K | 0.00% | +242 | New |
| Quarry LP | 255 | $18.1K | 0.00% | −3,086−92.4% | Reduced |
| Quent Capital, LLC | 262 | $18.6K | 0.00% | +262 | New |
| Creative Financial Designs Inc | 270 | $19.2K | 0.00% | −3,595−93.0% | Reduced |
| Whittier Trust Co of Nevada Inc | 277 | $19.5K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 286 | $20.3K | 0.00% | +62+27.7% | Added |
| Capital Analysts, LLC | 325 | $23.0K | 0.00% | +2+0.6% | Added |
| T. Rowe Price Investment Management, Inc. | 335 | $24.0K | 0.00% | +335 | New |
| Caitong International Asset Management Co., Ltd | 387 | $27.5K | 0.02% | −969−71.5% | Reduced |
| Point72 Europe (London) LLP | 394 | $28.0K | 0.00% | +394 | New |
| NBC Securities, Inc. | 412 | $29.3K | 0.00% | −20−4.6% | Reduced |
| Bernard Wealth Management Corp. | 423 | $30.1K | 0.01% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 430 | $30.8K | 0.00% | +215+100.0% | Added |
| Cornerstone Planning Group LLC | 484 | $30.9K | 0.01% | +454+1,513.3% | Added |
| Wiser Advisor Group LLC | 451 | $32.0K | 0.04% | +451 | New |
| MCF Advisors LLC | 487 | $34.7K | 0.00% | +2+0.4% | Added |
| North Star Investment Management Corp. | 500 | $35.5K | 0.00% | 00.0% | Unchanged |
| Aew Capital Management L P | 500 | $35.5K | 0.00% | +100+25.0% | Added |
| Smithfield Trust Co | 510 | $36.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 529 | $37.6K | 0.00% | −63−10.6% | Reduced |
| Bessemer Group Inc | 525 | $38.0K | 0.00% | −155−22.8% | Reduced |
| MAI Capital Management | 560 | $39.8K | 0.00% | −347−38.3% | Reduced |
| Point72 (DIFC) Ltd | 584 | $41.5K | 0.00% | −4,589−88.7% | Reduced |
| Gables Capital Management Inc. | 600 | $42.6K | 0.02% | 00.0% | Unchanged |
| Huntington National Bank | 620 | $44.0K | 0.00% | +30+5.1% | Added |
| Financial Life Planners | 646 | $45.9K | 0.03% | +646 | New |
| Sound Income Strategies, LLC | 742 | $52.4K | 0.00% | +4+0.5% | Added |
| Versant Capital Management, Inc | 775 | $55.1K | 0.01% | +250+47.6% | Added |
| Principal Securities, Inc. | 803 | $57.0K | 0.00% | −317−28.3% | Reduced |
| Farther Finance Advisors, LLC | 818 | $58.1K | 0.00% | +437+114.7% | Added |
| Advisory Services Network, LLC | 834 | $59.2K | 0.00% | +834 | New |
| Danske Bank A/S | 900 | $63.9K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 900 | $64.0K | 0.00% | −291−24.4% | Reduced |
| Bryn Mawr Trust Co | 950 | $67.5K | 0.00% | −110−10.4% | Reduced |
| Massmutual Trust Co FSB | 992 | $70.5K | 0.00% | −19−1.9% | Reduced |
| Johnson Financial Group, Inc. | 1,014 | $72.3K | 0.00% | +1,014 | New |
| Covestor Ltd | 1,042 | $74.0K | 0.04% | −924−47.0% | Reduced |
| Allworth Financial LP | 1,098 | $78.0K | 0.00% | +207+23.2% | Added |
| IFP Advisors, Inc | 1,109 | $78.8K | 0.00% | +169+18.0% | Added |
| Steward Partners Investment Advisory, LLC | 1,140 | $81.0K | 0.00% | +35+3.2% | Added |
| Jones Financial Companies LLLP | 1,164 | $82.9K | 0.00% | −5−0.4% | Reduced |
| Brown Brothers Harriman & Co | 1,179 | $83.8K | 0.00% | +40+3.5% | Added |
| EverSource Wealth Advisors, LLC | 1,297 | $92.1K | 0.00% | −61−4.5% | Reduced |
| Smartleaf Asset Management LLC | 1,368 | $96.5K | 0.01% | +213+18.4% | Added |
| Ronald Blue Trust, Inc. | 1,456 | $103.4K | 0.00% | −314−17.7% | Reduced |