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 |
|---|---|---|---|---|---|
| Hazelview Securities Inc. | 233,284 | $16.6M | 3.12% | −71,949−23.6% | Reduced |
| UBS Group AG | 234,571 | $16.7M | 0.00% | −48,665−17.2% | Reduced |
| HSBC Holdings PLC | 235,534 | $16.7M | 0.01% | −49,588−17.4% | Reduced |
| Qube Research & Technologies Ltd | 240,346 | $17.1M | 0.02% | +33,743+16.3% | Added |
| Aristotle Capital Boston, LLC | 245,785 | $17.5M | 0.90% | −4,084−1.6% | Reduced |
| Goldman Sachs Group Inc | 247,507 | $17.6M | 0.00% | +33,273+15.5% | Added |
| Great West Life Assurance Co | 250,959 | $17.7M | 0.03% | +15,126+6.4% | Added |
| D. E. Shaw & Co., Inc. | 249,342 | $17.7M | 0.01% | −326,392−56.7% | Reduced |
| Burkehill Global Management, LP | 250,000 | $17.8M | 1.01% | −300,000−54.5% | Reduced |
| Public Employees Retirement System of Ohio | 267,932 | $19.0M | 0.06% | +7,958+3.1% | Added |
| Price T Rowe Associates Inc | 271,646 | $19.3M | 0.00% | +5,639+2.1% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 280,246 | $19.9M | 0.06% | +164,342+141.8% | Added |
| Freestone Grove Partners LP | 292,496 | $20.8M | 0.16% | +292,496 | New |
| Cubist Systematic Strategies, LLC | 295,115 | $21.0M | 0.30% | +8,607+3.0% | Added |
| State of New Jersey Common Pension Fund D | 300,679 | $21.4M | 0.08% | +2,619+0.9% | Added |
| Loomis Sayles & Co L P | 310,508 | $22.1M | 0.03% | −20,828−6.3% | Reduced |
| Rhumbline Advisers | 317,910 | $22.6M | 0.02% | −6,118−1.9% | Reduced |
| Sophron Capital Management L.P. | 318,916 | $22.7M | 6.98% | −33,485−9.5% | Reduced |
| Envestnet Asset Management Inc | 319,211 | $22.7M | 0.01% | +36,312+12.8% | Added |
| Schroder Investment Management Group | 326,453 | $22.9M | 0.02% | +73,894+29.3% | Added |
| Systematic Financial Management LP | 325,592 | $23.1M | 0.56% | −2,132−0.7% | Reduced |
| Neuberger Berman Group LLC | 337,578 | $24.0M | 0.02% | +37,184+12.4% | Added |
| Thrivent Financial for Lutherans | 342,915 | $24.4M | 0.05% | +25,236+7.9% | Added |
| AQR Capital Management LLC | 349,794 | $24.6M | 0.02% | +22,039+6.7% | Added |
| Wells Fargo & Company | 354,158 | $25.2M | 0.01% | +1,440+0.4% | Added |
| California Public Employees Retirement System | 369,120 | $26.2M | 0.02% | −58,276−13.6% | Reduced |
| Fort Washington Investment Advisors Inc | 375,502 | $26.7M | 0.14% | +136,118+56.9% | Added |
| William Blair Investment Management, LLC | 377,981 | $26.9M | 0.07% | +1,482+0.4% | Added |
| HRT Financial LP | 387,281 | $27.5M | 0.10% | +91,867+31.1% | Added |
| Leeward Investments, LLC - MA | 414,670 | $29.5M | 1.51% | −11,400−2.7% | Reduced |
| Invesco Ltd. | 422,442 | $30.0M | 0.00% | −998,254−70.3% | Reduced |
| Resolution Capital Ltd | 423,011 | $30.1M | 0.58% | +88,371+26.4% | Added |
| APG Asset Management US Inc. | 435,343 | $31.2M | 0.23% | 00.0% | Unchanged |
| Adelante Capital Management LLC | 441,605 | $31.4M | 2.17% | +13,995+3.3% | Added |
| Tudor Investment Corp Et Al | 444,902 | $31.6M | 0.20% | −120,537−21.3% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 462,897 | $32.9M | 0.05% | −76,135−14.1% | Reduced |
| Voloridge Investment Management, LLC | 595,346 | $42.3M | 0.14% | −128,945−17.8% | Reduced |
| Bahl & Gaynor Inc | 604,627 | $43.0M | 0.21% | +8,219+1.4% | Added |
| Allspring Global Investments Holdings, LLC | 609,030 | $43.7M | 0.07% | +179,808+41.9% | Added |
| Lasalle Investment Management Securities LLC | 635,405 | $45.1M | 1.77% | +429,469+208.5% | Added |
| Legal & General Group Plc | 650,371 | $46.2M | 0.01% | −68,431−9.5% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 678,984 | $48.2M | 0.03% | +313,431+85.7% | Added |
| SEI Investments Co | 683,794 | $48.6M | 0.05% | +42,569+6.6% | Added |
| UBS Asset Management Americas Inc | 714,772 | $50.8M | 0.01% | +601,689+532.1% | Added |
| Bank of America Corp | 789,458 | $56.1M | 0.00% | −161,638−17.0% | Reduced |
| Cincinnati Insurance Co | 789,500 | $56.1M | 0.87% | 00.0% | Unchanged |
| American Century Companies Inc | 793,312 | $56.4M | 0.03% | −61,304−7.2% | Reduced |
| Alyeska Investment Group, L.P. | 836,852 | $59.4M | 0.18% | −99,541−10.6% | Reduced |
| Duff & Phelps Investment Management Co | 838,570 | $59.6M | 0.68% | +634,520+311.0% | Added |
| Westwood Holdings Group Inc. | 841,997 | $59.8M | 0.43% | −52,828−5.9% | Reduced |
| Frontier Capital Management Co LLC | 923,976 | $65.6M | 0.59% | −113,214−10.9% | Reduced |
| Bank of New York Mellon Corp | 977,649 | $69.5M | 0.01% | −50,817−4.9% | Reduced |
| GW&K Investment Management, LLC | 978,476 | $69.5M | 0.62% | −35,473−3.5% | Reduced |
| PGGM Investments | 1,169,027 | $83.0M | 1.34% | +212,781+22.3% | Added |
| Morgan Stanley | 1,188,489 | $84.4M | 0.01% | −241,863−16.9% | Reduced |
| Millennium Management LLC | 1,262,711 | $89.7M | 0.07% | +327,389+35.0% | Added |
| Russell Investments Group, Ltd. | 1,269,624 | $90.2M | 0.10% | +2,767+0.2% | Added |
| Raymond James Financial Inc | 1,289,537 | $91.6M | 0.03% | −32,118−2.4% | Reduced |
| Janus Henderson Group PLC | 1,386,305 | $98.5M | 0.04% | +82,397+6.3% | Added |
| Nuveen, LLC | 1,514,233 | $107.6M | 0.03% | −178,293−10.5% | Reduced |
| Dimensional Fund Advisors LP | 1,625,400 | $115.5M | 0.02% | +11,128+0.7% | Added |
| Balyasny Asset Management LLC | 1,627,883 | $115.6M | 0.23% | +392,400+31.8% | Added |
| Citadel Advisors LLC | 1,643,751 | $116.8M | 0.09% | +908,605+123.6% | Added |
| Northern Trust Corp | 1,680,285 | $119.4M | 0.02% | +52,779+3.2% | Added |
| Prudential Financial Inc | 1,714,939 | $121.8M | 0.14% | −84,983−4.7% | Reduced |
| Two Sigma Investments, LP | 1,725,413 | $122.6M | 0.19% | −82,160−4.5% | Reduced |
| Charles Schwab Investment Management Inc | 1,823,509 | $129.5M | 0.02% | +42,889+2.4% | Added |
| Macquarie Group Ltd | 1,970,877 | $140.0M | 0.16% | +62,573+3.3% | Added |
| JPMorgan Chase & Co | 2,016,722 | $143.3M | 0.01% | +799,185+65.6% | Added |
| Two Sigma Advisers, LP | 2,165,887 | $153.9M | 0.31% | +27,700+1.3% | Added |
| Daiwa Securities Group Inc. | 2,362,396 | $167.8M | 0.57% | +15,389+0.7% | Added |
| Principal Financial Group Inc | 2,375,129 | $168.7M | 0.09% | −128,131−5.1% | Reduced |
| Geode Capital Management, LLC | 2,392,576 | $170.0M | 0.01% | −287,841−10.7% | Reduced |
| Deutsche Bank AG | 2,595,988 | $184.4M | 0.06% | −368,877−12.4% | Reduced |
| Centersquare Investment Management LLC | 2,896,229 | $205.7M | 2.07% | +51,269+1.8% | Added |
| State Street Corp | 5,792,525 | $413.0M | 0.01% | +27,546+0.5% | Added |
| Cohen & Steers, Inc. | 13,445,651 | $955.1M | 1.72% | +1,054,968+8.5% | Added |
| Vanguard Group Inc | 15,646,573 | $1.11B | 0.02% | +329,892+2.2% | Added |
| BlackRock, Inc. | 16,059,013 | $1.14B | 0.02% | +785,866+5.1% | Added |
| GEM Realty Capital | 0 | $0 | 0.00% | −386,448−100.0% | Sold out |
| Ghisallo Capital Management LLC | 0 | $0 | 0.00% | −250,000−100.0% | Sold out |
| Brookfield Asset Management Inc. | 0 | $0 | 0.00% | −100,565−100.0% | Sold out |
| AXA S.A. | 0 | $0 | 0.00% | −88,680−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −42,513−100.0% | Sold out |
| Deprince Race & Zollo Inc | 0 | $0 | 0.00% | −41,627−100.0% | Sold out |
| GSI Capital Advisors LLC | 0 | $0 | 0.00% | −39,483−100.0% | Sold out |
| Employees Retirement System of Texas | 0 | $0 | 0.00% | −38,368−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −29,662−100.0% | Sold out |
| Ilex Capital Partners (UK) LLP | 0 | $0 | 0.00% | −27,642−100.0% | Sold out |
| HGI Capital Management, LLC | 0 | $0 | 0.00% | −26,176−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −25,661−100.0% | Sold out |
| Nicola Wealth Management Ltd. | 0 | $0 | 0.00% | −20,296−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −19,355−100.0% | Sold out |
| Lecap Asset Management Ltd | 0 | $0 | 0.00% | −13,955−100.0% | Sold out |
| Friedenthal Financial | 0 | $0 | 0.00% | −11,894−100.0% | Sold out |
| Scientech Research LLC | 0 | $0 | 0.00% | −10,928−100.0% | Sold out |
| WESPAC Advisors, LLC | 0 | $0 | 0.00% | −10,886−100.0% | Sold out |
| RSM US Wealth Management LLC | 0 | $0 | 0.00% | −9,635−100.0% | Sold out |
| Ontario Teachers Pension Plan Board | 0 | $0 | 0.00% | −9,267−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −7,603−100.0% | Sold out |