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 |
|---|---|---|---|---|---|
| E. Ohman J:or Asset Management AB | 27,883 | $1.98M | 0.05% | 00.0% | Unchanged |
| M&T Bank Corp | 27,960 | $1.99M | 0.01% | −9,596−25.6% | Reduced |
| CIBC Bancorp USA Inc. | 29,035 | $2.06M | 0.01% | +29,035 | New |
| KLP Kapitalforvaltning AS | 29,100 | $2.07M | 0.01% | +1,400+5.1% | Added |
| First Trust Advisors LP | 30,627 | $2.18M | 0.00% | −43,576−58.7% | Reduced |
| Louisiana State Employees Retirement System | 30,800 | $2.19M | 0.04% | −100−0.3% | Reduced |
| UniSuper Management Pty Ltd | 30,800 | $2.19M | 0.01% | 00.0% | Unchanged |
| Caxton Associates LLP | 31,414 | $2.23M | 0.06% | +24,955+386.4% | Added |
| Teachers Retirement System of the State of Kentucky | 33,531 | $2.38M | 0.02% | 00.0% | Unchanged |
| Atom Investors LP | 33,541 | $2.38M | 0.18% | −75,046−69.1% | Reduced |
| Brinker Capital Investments, LLC | 33,855 | $2.41M | 0.02% | +7,575+28.8% | Added |
| Arizona State Retirement System | 33,887 | $2.41M | 0.01% | +2,557+8.2% | Added |
| Jump Financial, LLC | 34,403 | $2.44M | 0.03% | −173,849−83.5% | Reduced |
| Voya Investment Management LLC | 35,117 | $2.49M | 0.00% | +23,023+190.4% | Added |
| Pathstone Holdings, LLC | 35,391 | $2.51M | 0.01% | −5,241−12.9% | Reduced |
| Stifel Financial Corp | 36,550 | $2.60M | 0.00% | +188+0.5% | Added |
| Standard Life Aberdeen plc | 37,002 | $2.61M | 0.00% | +4,492+13.8% | Added |
| Blue Chip Partners, Inc. | 37,254 | $2.65M | 0.20% | −770−2.0% | Reduced |
| Engineers Gate Manager LP | 37,612 | $2.67M | 0.03% | +2,019+5.7% | Added |
| Presima Inc. | 37,976 | $2.70M | 0.74% | +1,324+3.6% | Added |
| State Board of Administration of Florida Retirement System | 38,042 | $2.70M | 0.00% | +2,033+5.6% | Added |
| Yousif Capital Management, LLC | 38,234 | $2.72M | 0.03% | −2,172−5.4% | Reduced |
| Community Bank of Raymore | 39,715 | $2.82M | 1.95% | +3,000+8.2% | Added |
| Squarepoint Ops LLC | 39,972 | $2.84M | 0.01% | −56,538−58.6% | Reduced |
| Cerity Partners LLC | 40,289 | $2.86M | 0.00% | +1,722+4.5% | Added |
| Quantinno Capital Management LP | 41,833 | $2.97M | 0.01% | +23,282+125.5% | Added |
| Jupiter Asset Management Ltd | 44,683 | $3.17M | 0.03% | +44,683 | New |
| Agf Management Ltd | 45,631 | $3.24M | 0.01% | +5,683+14.2% | Added |
| Community Trust & Investment Co | 45,879 | $3.26M | 0.18% | −624−1.3% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 47,511 | $3.38M | 0.03% | +6,649+16.3% | Added |
| State of Tennessee, Treasury Department | 47,515 | $3.38M | 0.01% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 48,000 | $3.41M | 0.00% | −69−0.1% | Reduced |
| Resona Asset Management Co.,Ltd. | 48,764 | $3.44M | 0.02% | +4,732+10.7% | Added |
| Treasurer of the State of North Carolina | 48,668 | $3.46M | 0.01% | −1,901−3.8% | Reduced |
| Brevan Howard Capital Management LP | 48,932 | $3.48M | 0.05% | +8,481+21.0% | Added |
| Truist Financial Corp | 49,026 | $3.48M | 0.00% | −915−1.8% | Reduced |
| Amalgamated Bank | 50,543 | $3.59M | 0.03% | +477+1.0% | Added |
| Mutual of America Capital Management LLC | 51,019 | $3.62M | 0.04% | −3,589−6.6% | Reduced |
| Verition Fund Management LLC | 51,392 | $3.65M | 0.02% | −135,724−72.5% | Reduced |
| CoreCap Advisors, LLC | 53,044 | $3.77M | 0.14% | +7,186+15.7% | Added |
| Van Eck Associates Corp | 54,040 | $3.84M | 0.00% | +5,097+10.4% | Added |
| Amundi | 54,885 | $3.85M | 0.00% | +2,078+3.9% | Added |
| ExodusPoint Capital Management, LP | 56,745 | $4.03M | 0.06% | −60,634−51.7% | Reduced |
| Cetera Investment Advisers | 58,391 | $4.15M | 0.00% | +26,369+82.3% | Added |
| Great Lakes Advisors, LLC | 58,399 | $4.15M | 0.03% | −6,747−10.4% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 59,371 | $4.22M | 0.10% | −41,233−41.0% | Reduced |
| MetLife Investment Management | 59,834 | $4.25M | 0.02% | +59,834 | New |
| Susquehanna Portfolio Strategies, LLC | 62,013 | $4.41M | 0.07% | +35,928+137.7% | Added |
| Wellington Management Group LLP | 62,555 | $4.44M | 0.00% | −480,126−88.5% | Reduced |
| DekaBank Deutsche Girozentrale | 63,542 | $4.45M | 0.01% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 63,865 | $4.54M | 0.02% | +581+0.9% | Added |
| State of Alaska, Department of Revenue | 65,093 | $4.62M | 0.05% | −264−0.4% | Reduced |
| LPL Financial LLC | 69,255 | $4.92M | 0.00% | +23,961+52.9% | Added |
| New York State Common Retirement Fund | 73,916 | $5.25M | 0.01% | +6,200+9.2% | Added |
| Bamco Inc | 74,128 | $5.27M | 0.01% | +9,500+14.7% | Added |
| Heitman Real Estate Securities LLC | 76,380 | $5.43M | 0.37% | −286,444−78.9% | Reduced |
| New Age Alpha Advisors, LLC | 79,875 | $5.67M | 0.24% | −1,815−2.2% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 83,322 | $5.92M | 0.00% | +3,895+4.9% | Added |
| Exchange Traded Concepts, LLC | 85,169 | $6.05M | 0.06% | +21,240+33.2% | Added |
| Bank of Nova Scotia | 85,786 | $6.09M | 0.01% | +134+0.2% | Added |
| Manufacturers Life Insurance Company, The | 87,339 | $6.20M | 0.01% | −3,074−3.4% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 88,018 | $6.25M | 0.01% | +2,614+3.1% | Added |
| Aptus Capital Advisors, LLC | 91,191 | $6.48M | 0.06% | +12,037+15.2% | Added |
| Oversea-Chinese Banking CORP Ltd | 95,789 | $6.80M | 0.18% | −14,977−13.5% | Reduced |
| Ibex Wealth Advisors | 99,448 | $7.06M | 0.68% | +247+0.2% | Added |
| Phocas Financial Corp. | 101,174 | $7.19M | 0.93% | +1,865+1.9% | Added |
| LMCG Investments, LLC | 106,456 | $7.56M | 0.44% | +22,063+26.1% | Added |
| Allianz Asset Management GmbH | 106,913 | $7.60M | 0.01% | −340.0% | Reduced |
| California State Teachers Retirement System | 109,004 | $7.74M | 0.01% | +4,789+4.6% | Added |
| Jane Street Group, LLC | 114,629 | $8.14M | 0.01% | −6,900−5.7% | Reduced |
| New York State Teachers Retirement System | 114,655 | $8.14M | 0.02% | +73+0.1% | Added |
| AXA Investment Managers S.A. | 116,675 | $8.29M | 0.02% | +116,675 | New |
| Creative Planning | 119,764 | $8.51M | 0.01% | +31,828+36.2% | Added |
| Natixis Advisors, L.P. | 121,411 | $8.63M | 0.01% | −346−0.3% | Reduced |
| Victory Capital Management Inc | 122,698 | $8.72M | 0.01% | +13,550+12.4% | Added |
| Franklin Resources Inc | 125,971 | $9.05M | 0.00% | −37,785−23.1% | Reduced |
| Uniplan Investment Counsel, Inc. | 128,874 | $9.16M | 0.90% | +549+0.4% | Added |
| Retirement Systems of Alabama | 133,566 | $9.49M | 0.03% | −642−0.5% | Reduced |
| BNP Paribas Arbitrage, SA | 134,369 | $9.55M | 0.01% | +3,464+2.6% | Added |
| Greenland Capital Management LP | 140,764 | $10.0M | 1.47% | +140,764 | New |
| Mitsubishi UFJ Trust & Banking Corp | 142,775 | $10.1M | 0.02% | −1,608−1.1% | Reduced |
| Quantbot Technologies LP | 146,367 | $10.4M | 0.28% | −58,364−28.5% | Reduced |
| Easterly Investment Partners LLC | 152,262 | $10.8M | 0.73% | −78,399−34.0% | Reduced |
| Alliancebernstein L.P. | 152,497 | $10.8M | 0.00% | −93,010−37.9% | Reduced |
| Liberty One Investment Management, LLC | 155,287 | $11.0M | 0.62% | +155,287 | New |
| Gotham Asset Management, LLC | 158,089 | $11.2M | 0.05% | +74,682+89.5% | Added |
| Nomura Asset Management Co Ltd | 160,330 | $11.4M | 0.03% | +5,370+3.5% | Added |
| Virginia Retirement Systems Et Al | 160,378 | $11.4M | 0.07% | +8,210+5.4% | Added |
| Clearbridge Investments, LLC | 161,214 | $11.5M | 0.01% | +9,482+6.2% | Added |
| Citigroup Inc | 163,161 | $11.6M | 0.01% | −453,050−73.5% | Reduced |
| Ceredex Value Advisors LLC | 174,600 | $12.4M | 0.29% | −16,950−8.8% | Reduced |
| STRS Ohio | 194,492 | $13.8M | 0.05% | +85,935+79.2% | Added |
| Ameriprise Financial Inc | 197,025 | $14.0M | 0.00% | +10,643+5.7% | Added |
| State of Wisconsin Investment Board | 198,798 | $14.1M | 0.03% | +14,271+7.7% | Added |
| Impax Asset Management Group plc | 200,000 | $14.2M | 0.08% | +120,000+150.0% | Added |
| Asset Management One Co.,Ltd. | 209,236 | $14.9M | 0.04% | +1,577+0.8% | Added |
| Lighthouse Investment Partners, LLC | 210,000 | $14.9M | 0.54% | +30,000+16.7% | Added |
| Royal Bank of Canada | 210,092 | $14.9M | 0.00% | −39,503−15.8% | Reduced |
| Swiss National Bank | 221,982 | $15.8M | 0.01% | +17,000+8.3% | Added |
| Barclays PLC | 230,410 | $16.4M | 0.01% | +25,663+12.5% | Added |