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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, 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.

Institutional holdersQ3 2025: 479 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 heldQ3 2025: $8.97B
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, Q3 2025

Shares, value and share of portfolio for each institution holding Agree Realty Corp; share changes are against Q2 2025.

Institutions holding ADC in Q3 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Rockefeller Capital Management L.P.1,598$113.5K0.00%+1,598New
Northwestern Mutual Wealth Management Co1,604$113.9K0.00%+1,024+176.6%Added
Private Trust Co NA1,673$118.8K0.01%+52+3.2%Added
Larson Financial Group LLC1,715$121.9K0.00%+25+1.5%Added
GF Fund Management Co. Ltd.1,912$135.8K0.00%+18+1.0%Added
Umb Bank N A2,071$147.1K0.00%+47+2.3%Added
Harvest Fund Management Co., Ltd2,369$168.0K0.01%−778−24.7%Reduced
FIL Ltd2,437$173.1K0.00%+406+20.0%Added
Mirae Asset Global Investments Co., Ltd.2,508$178.2K0.00%+284+12.8%Added
Hantz Financial Services, Inc.2,537$180.0K0.00%+551+27.7%Added
Quest Partners LLC2,580$183.3K0.01%+2,580New
Parallel Advisors, LLC2,612$185.6K0.00%+721+38.1%Added
Fifth Third Wealth Advisors LLC2,879$204.5K0.01%−295−9.3%Reduced
Central Pacific Bank - Trust Division2,904$206.3K0.02%+700+31.8%Added
Cullen Capital Management LLC2,950$209.6K0.00%+2,950New
Wealth Quarterback LLC2,960$210.3K0.08%−338−10.2%Reduced
1492 Capital Management LLC2,973$211.2K0.09%00.0%Unchanged
Longboard Asset Management, LP2,990$212.4K0.34%00.0%Unchanged
GW Henssler & Associates Ltd3,002$213.2K0.01%00.0%Unchanged
United Capital Financial Advisers, LLC3,062$217.5K0.00%−131−4.1%Reduced
HighPoint Advisor Group LLC3,162$224.6K0.01%+174+5.8%Added
CIBC Asset Management Inc3,174$225.5K0.00%00.0%Unchanged
GAMMA Investing LLC3,186$226.3K0.01%+74+2.4%Added
FORA Capital, LLC3,191$226.7K0.04%+3,191New
KBC Group NV3,204$228.0K0.00%+677+26.8%Added
CAPROCK Group, Inc.3,112$228.1K0.01%+3,112New
Regions Financial Corp3,220$228.7K0.00%−127−3.8%Reduced
Bridgewater Advisors Inc.3,280$237.9K0.02%+3,280New
Resources Investment Advisors, LLC.3,387$240.6K0.00%−12−0.4%Reduced
QRG Capital Management, Inc.3,395$241.1K0.00%+174+5.4%Added
Atomi Financial Group, Inc.3,534$251.1K0.01%−270−7.1%Reduced
Oak Thistle LLC3,579$254.3K0.04%−13,527−79.1%Reduced
Shelton Capital Management3,709$263.5K0.01%00.0%Unchanged
Wealthspire Advisors, LLC3,734$265.3K0.00%−128−3.3%Reduced
Frank, Rimerman Advisors LLC3,870$274.9K0.02%−783−16.8%Reduced
NewEdge Wealth, LLC3,805$275.7K0.00%+329+9.5%Added
Bailard, Inc.3,890$276.3K0.01%00.0%Unchanged
NJ State Employees Deferred Compensation Plan4,000$284.2K0.03%00.0%Unchanged
Gen-Wealth Partners Inc4,002$284.3K0.10%+4,002New
Polymer Capital Management (HK) LTD4,307$306.0K0.04%+4,307New
Cornercap Investment Counsel Inc4,311$306.3K0.15%−70−1.6%Reduced
Baird Financial Group, Inc.4,576$325.1K0.00%−12−0.3%Reduced
AE Wealth Management LLC4,653$330.7K0.00%+156+3.5%Added
Envestnet Portfolio Solutions, Inc.4,655$330.7K0.00%−7−0.2%Reduced
ProShare Advisors LLC4,699$333.8K0.00%−169−3.5%Reduced
Clarkston Capital Partners, LLC4,700$333.9K0.01%+1,400+42.4%Added
O'Shaughnessy Asset Management, LLC4,869$345.9K0.00%−495−9.2%Reduced
Coldstream Capital Management Inc4,889$347.3K0.00%+504+11.5%Added
Greenleaf Trust4,959$352.3K0.00%+16+0.3%Added
Quadrature Capital Ltd4,968$353.0K0.00%+4,968New
Fox Run Management, L.L.C.4,975$353.4K0.06%+4,975New
Maryland State Retirement & Pension System4,994$354.8K0.01%00.0%Unchanged
CWM, LLC4,996$355.0K0.00%+84+1.7%Added
GWN Securities Inc.4,992$357.7K0.08%+4,992New
Boothbay Fund Management, LLC5,048$358.6K0.01%−71,789−93.4%Reduced
Sage Investment Counsel LLC5,121$363.8K0.40%+93+1.8%Added
Norinchukin Bank, The5,218$370.7K0.00%−15−0.3%Reduced
Swiss Life Asset Management Ltd5,233$371.8K0.00%+2,468+89.3%Added
Catalytic Wealth RIA, LLC5,277$374.9K0.01%+867+19.7%Added
SRS Capital Advisors, Inc.5,302$376.7K0.01%+5,090+2,400.9%Added
J.W. Cole Advisors, Inc.5,328$378.5K0.01%+652+13.9%Added
Zimmer Partners, LP5,416$384.8K0.01%+2,083+62.5%Added
Fiduciary Trust Co5,490$390.0K0.00%00.0%Unchanged
Spire Wealth Management5,540$393.6K0.01%00.0%Unchanged
Susquehanna International Group, LLP5,617$399.0K0.00%+5,617New
Gallagher Fiduciary Advisors, LLC5,624$399.5K0.01%+5,624New
Group One Trading, L.P.5,666$402.5K0.01%+993+21.2%Added
Wolverine Trading, LLC5,755$405.9K0.01%+5,755New
Integrated Investment Consultants, LLC5,715$406.0K0.07%+548+10.6%Added
Trust Point Inc.5,715$406.0K0.03%+5,715New
Utah Retirement Systems5,722$406.5K0.00%00.0%Unchanged
Evergreen Capital Management LLC5,792$412.9K0.01%+1,366+30.9%Added
CI Private Wealth, LLC5,840$414.9K0.00%−159−2.7%Reduced
GeoWealth Management, LLC5,847$415.4K0.02%+961+19.7%Added
Trust Co of Toledo NA5,863$416.5K0.04%00.0%Unchanged
Commerce Bank5,889$418.4K0.00%−390−6.2%Reduced
First National Advisers, LLC6,045$429.4K0.06%−1,922−24.1%Reduced
Atlantic Union Bankshares Corp6,137$436.0K0.01%+97+1.6%Added
Park Avenue Securities LLC6,190$440.0K0.00%−533−7.9%Reduced
Kestra Advisory Services, LLC6,194$440.0K0.00%+6,194New
Concurrent Investment Advisors, LLC6,251$444.1K0.01%−533−7.9%Reduced
Tower Research Capital LLC (TRC)6,299$447.5K0.01%+2,885+84.5%Added
Fifth Third Bancorp6,602$469.0K0.00%+572+9.5%Added
MML Investors Services, LLC6,608$469.4K0.00%−617−8.5%Reduced
Koshinski Asset Management, Inc.6,661$473.2K0.03%+9+0.1%Added
Fairtree Asset Management (Pty) Ltd6,676$474.3K0.31%+840+14.4%Added
DoubleLine ETF Adviser LP6,844$486.2K0.15%+373+5.8%Added
Golden State Equity Partners6,957$494.2K0.08%−65−0.9%Reduced
DRW Securities, LLC7,159$510.5K0.03%+7,159New
Vestmark Advisory Solutions, Inc.7,190$510.8K0.01%+1,977+37.9%Added
Mirae Asset Global ETFs Holdings Ltd.7,263$516.0K0.00%+2,073+39.9%Added
Garden State Investment Advisory Services LLC7,329$520.7K0.13%00.0%Unchanged
Sequoia Financial Advisors, LLC7,398$525.6K0.00%−10,583−58.9%Reduced
Vanderbilt University7,481$531.5K0.09%−17,593−70.2%Reduced
Sterling Capital Management LLC7,532$535.1K0.01%−727−8.8%Reduced
Captrust Financial Advisors7,693$546.5K0.00%−276−3.5%Reduced
Virtus ETF Advisers LLC7,815$555.2K0.31%00.0%Unchanged
Vident Advisory, LLC7,849$557.6K0.01%+569+7.8%Added
Groupe la Francaise7,905$561.6K0.01%+7,905New
Public Employees Retirement Association of Colorado7,909$562.0K0.00%00.0%Unchanged