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 |
|---|---|---|---|---|---|
| CSU Producer Resources, Inc. | 8,000 | $568.3K | 1.68% | 00.0% | Unchanged |
| Cambria Investment Management, L.P. | 8,049 | $571.8K | 0.03% | +1,085+15.6% | Added |
| Crossmark Global Holdings, Inc. | 8,061 | $572.7K | 0.01% | +82+1.0% | Added |
| Spirit of America Management Corp | 8,100 | $575.4K | 0.12% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 8,207 | $583.0K | 0.00% | −907−10.0% | Reduced |
| Journey Strategic Wealth LLC | 8,220 | $583.9K | 0.02% | +543+7.1% | Added |
| Securian Asset Management, Inc | 8,273 | $587.7K | 0.02% | −89−1.1% | Reduced |
| Toroso Investments, LLC | 8,419 | $598.1K | 0.00% | +1,836+27.9% | Added |
| SG Americas Securities, LLC | 8,468 | $602.0K | 0.00% | +2,704+46.9% | Added |
| Janney Montgomery Scott LLC | 8,687 | $617.0K | 0.00% | −291−3.2% | Reduced |
| Allstate Corp | 8,756 | $622.0K | 0.01% | 00.0% | Unchanged |
| Ethos Financial Group, LLC | 8,829 | $627.2K | 0.05% | +1,190+15.6% | Added |
| Mercer Global Advisors Inc | 8,871 | $630.2K | 0.00% | +1,361+18.1% | Added |
| Advisors Asset Management, Inc. | 8,912 | $633.1K | 0.01% | +82+0.9% | Added |
| Schnieders Capital Management, LLC. | 8,951 | $635.9K | 0.11% | +8,951 | New |
| Summit Trail Advisors, LLC | 9,044 | $644.4K | 0.01% | +5,255+138.7% | Added |
| Texas Yale Capital Corp. | 9,195 | $653.2K | 0.02% | 00.0% | Unchanged |
| Invst, LLC | 9,402 | $667.9K | 0.08% | −141−1.5% | Reduced |
| 1620 Investment Advisors, Inc. | 9,464 | $672.3K | 0.46% | +725+8.3% | Added |
| Capital Square, LLC | 9,469 | $672.7K | 0.34% | −246−2.5% | Reduced |
| Pitcairn Co | 9,482 | $673.6K | 0.05% | −2,883−23.3% | Reduced |
| Advisor Group Holdings, Inc. | 9,567 | $686.0K | 0.00% | +3,394+55.0% | Added |
| Wiley Bros.-Aintree Capital, LLC | 9,956 | $707.4K | 0.00% | −1,942−16.3% | Reduced |
| Callodine Capital Management, LP | 10,000 | $710.4K | 0.06% | +10,000 | New |
| Armistice Capital, LLC | 10,001 | $710.5K | 0.02% | +10,001 | New |
| Center for Financial Planning, Inc. | 10,237 | $727.2K | 0.08% | 00.0% | Unchanged |
| NEOS Investment Management LLC | 10,275 | $729.9K | 0.01% | +5,176+101.5% | Added |
| Tributary Capital Management, LLC | 10,664 | $757.6K | 0.07% | −7,191−40.3% | Reduced |
| MQS Management LLC | 10,711 | $760.9K | 0.44% | +2,124+24.7% | Added |
| Gilman Hill Asset Management, LLC | 10,890 | $773.6K | 0.12% | −865−7.4% | Reduced |
| Federated Hermes, Inc. | 11,093 | $788.0K | 0.00% | −4,103−27.0% | Reduced |
| Applied Capital LLC | 11,147 | $791.9K | 0.57% | 00.0% | Unchanged |
| Signaturefd, LLC | 11,150 | $792.1K | 0.01% | +436+4.1% | Added |
| Silvercrest Asset Management Group LLC | 11,162 | $792.9K | 0.01% | +54+0.5% | Added |
| US Bancorp | 11,865 | $842.9K | 0.00% | −133−1.1% | Reduced |
| Intrust Bank NA | 11,871 | $843.3K | 0.07% | −455−3.7% | Reduced |
| Vestcor Inc | 12,172 | $865.0K | 0.03% | −9,673−44.3% | Reduced |
| Xponance, Inc. | 12,187 | $865.8K | 0.01% | −97−0.8% | Reduced |
| Ethic Inc. | 12,803 | $909.6K | 0.01% | +2,330+22.2% | Added |
| Colony Group, LLC | 4,484 | $920.2K | 0.00% | +4,484 | New |
| James Investment Research Inc | 13,291 | $944.2K | 0.10% | +2,469+22.8% | Added |
| Azzad Asset Management Inc | 13,674 | $971.4K | 0.10% | +13,674 | New |
| Mariner, LLC | 13,740 | $976.1K | 0.00% | −5,600−29.0% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 13,915 | $980.5K | 0.00% | +398+2.9% | Added |
| Federation des caisses Desjardins du Quebec | 14,146 | $1.00M | 0.00% | +7,791+122.6% | Added |
| Keybank National Association | 14,448 | $1.03M | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 14,547 | $1.03M | 0.00% | +462+3.3% | Added |
| Point72 Asset Management, L.P. | 15,425 | $1.10M | 0.00% | −9,230−37.4% | Reduced |
| Consolidated Planning Corp | 15,790 | $1.12M | 0.12% | +15,790 | New |
| Quadrant Capital Group LLC | 15,958 | $1.13M | 0.04% | −253−1.6% | Reduced |
| Worldquant Millennium Advisors LLC | 16,364 | $1.16M | 0.01% | −2,500−13.3% | Reduced |
| Cincinnati Specialty Underwriters Insurance CO | 16,500 | $1.17M | 0.27% | 00.0% | Unchanged |
| Nissay Asset Management Corp | 16,574 | $1.18M | 0.01% | +377+2.3% | Added |
| Foresight Group Ltd Liability Partnership | 16,865 | $1.19M | 0.18% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 16,859 | $1.20M | 0.00% | +1,163+7.4% | Added |
| Cambridge Investment Research Advisors, Inc. | 17,365 | $1.23M | 0.00% | +1,549+9.8% | Added |
| Farringdon Capital, Ltd. | 17,598 | $1.25M | 0.32% | +9,214+109.9% | Added |
| IFM Investors Pty Ltd | 17,629 | $1.26M | 0.01% | +89+0.5% | Added |
| Motley Fool Wealth Management, LLC | 17,747 | $1.26M | 0.09% | −2,579−12.7% | Reduced |
| Parr McKnight Wealth Management Group, LLC | 18,125 | $1.29M | 0.17% | +975+5.7% | Added |
| Gsa Capital Partners LLP | 18,419 | $1.31M | 0.11% | −15,225−45.3% | Reduced |
| Moran Wealth Management, LLC | 18,890 | $1.34M | 0.04% | −160−0.8% | Reduced |
| Susquehanna Fundamental Investments, LLC | 18,981 | $1.35M | 0.05% | −62,799−76.8% | Reduced |
| Teacher Retirement System of Texas | 19,225 | $1.37M | 0.01% | −4,871−20.2% | Reduced |
| Agp Franklin, LLC | 19,672 | $1.40M | 0.68% | +19,672 | New |
| Lazard Asset Management LLC | 19,720 | $1.40M | 0.00% | −12,159−38.1% | Reduced |
| Bridgefront Capital, LLC | 19,818 | $1.41M | 0.41% | −11,649−37.0% | Reduced |
| New Mexico Educational Retirement Board | 20,700 | $1.47M | 0.05% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 20,708 | $1.47M | 0.04% | −612−2.9% | Reduced |
| JustInvest LLC | 20,729 | $1.47M | 0.02% | +2,917+16.4% | Added |
| Graham Capital Management, L.P. | 20,751 | $1.47M | 0.05% | +5,208+33.5% | Added |
| Pathway Financial Advisers, LLC | 20,944 | $1.49M | 0.43% | +3,160+17.8% | Added |
| Pacer Advisors, Inc. | 21,224 | $1.51M | 0.00% | +21,224 | New |
| Nisa Investment Advisors, LLC | 21,465 | $1.53M | 0.01% | −3,513−14.1% | Reduced |
| HighTower Advisors, LLC | 21,610 | $1.54M | 0.00% | +405+1.9% | Added |
| Atria Investments LLC | 22,092 | $1.57M | 0.02% | +9,359+73.5% | Added |
| Oregon Public Employees Retirement Fund | 22,254 | $1.58M | 0.02% | −200−0.9% | Reduced |
| Redmond Asset Management, LLC | 22,444 | $1.59M | 0.39% | 00.0% | Unchanged |
| Assetmark, Inc | 22,644 | $1.61M | 0.00% | +361+1.6% | Added |
| Ensign Peak Advisors, Inc | 22,838 | $1.62M | 0.00% | −8,950−28.2% | Reduced |
| First National Bank of Omaha | 23,011 | $1.63M | 0.10% | −9,505−29.2% | Reduced |
| Citizens National Bank Trust Department | 23,610 | $1.68M | 0.30% | +4,194+21.6% | Added |
| SummitTX Capital, L.P. | 23,813 | $1.69M | 0.07% | −21,032−46.9% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 24,623 | $1.75M | 0.03% | +106+0.4% | Added |
| Metis Global Partners, LLC | 24,753 | $1.76M | 0.04% | +6,570+36.1% | Added |
| Bank of Montreal | 24,895 | $1.77M | 0.00% | −511−2.0% | Reduced |
| FMR LLC | 25,403 | $1.80M | 0.00% | +4,232+20.0% | Added |
| Dark Forest Capital Management LP | 25,423 | $1.81M | 0.07% | +25,423 | New |
| State of Michigan Retirement System | 26,300 | $1.87M | 0.01% | −100−0.4% | Reduced |
| Harvest Portfolios Group Inc. | 26,466 | $1.88M | 0.03% | +643+2.5% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 26,657 | $1.89M | 0.66% | +8,268+45.0% | Added |
| Oppenheimer Asset Management Inc. | 26,695 | $1.90M | 0.02% | +668+2.6% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 26,775 | $1.90M | 0.00% | +25,178+1,576.6% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 27,086 | $1.92M | 0.02% | +3,760+16.1% | Added |
| Dana Investment Advisors, Inc. | 27,087 | $1.92M | 0.06% | +2,932+12.1% | Added |
| Motley Fool Asset Management LLC | 27,188 | $1.93M | 0.08% | +27,188 | New |
| Handelsbanken Fonder AB | 27,537 | $1.96M | 0.01% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 27,440 | $1.96M | 0.14% | +27,112+8,265.9% | Added |
| FJ Capital Management LLC | 27,707 | $1.97M | 0.21% | −2,407−8.0% | Reduced |
| Elo Mutual Pension Insurance Co | 27,751 | $1.97M | 0.03% | +14,465+108.9% | Added |