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 |
|---|---|---|---|---|---|
| BNP Paribas Arbitrage, SA | 134,369 | $9.55M | 0.01% | +3,464+2.6% | Added |
| Retirement Systems of Alabama | 133,566 | $9.49M | 0.03% | −642−0.5% | Reduced |
| Uniplan Investment Counsel, Inc. | 128,874 | $9.16M | 0.90% | +549+0.4% | Added |
| Franklin Resources Inc | 125,971 | $9.05M | 0.00% | −37,785−23.1% | Reduced |
| Victory Capital Management Inc | 122,698 | $8.72M | 0.01% | +13,550+12.4% | Added |
| Natixis Advisors, L.P. | 121,411 | $8.63M | 0.01% | −346−0.3% | Reduced |
| Creative Planning | 119,764 | $8.51M | 0.01% | +31,828+36.2% | Added |
| AXA Investment Managers S.A. | 116,675 | $8.29M | 0.02% | +116,675 | New |
| New York State Teachers Retirement System | 114,655 | $8.14M | 0.02% | +73+0.1% | Added |
| Jane Street Group, LLC | 114,629 | $8.14M | 0.01% | −6,900−5.7% | Reduced |
| California State Teachers Retirement System | 109,004 | $7.74M | 0.01% | +4,789+4.6% | Added |
| Allianz Asset Management GmbH | 106,913 | $7.60M | 0.01% | −340.0% | Reduced |
| LMCG Investments, LLC | 106,456 | $7.56M | 0.44% | +22,063+26.1% | Added |
| Phocas Financial Corp. | 101,174 | $7.19M | 0.93% | +1,865+1.9% | Added |
| Ibex Wealth Advisors | 99,448 | $7.06M | 0.68% | +247+0.2% | Added |
| Oversea-Chinese Banking CORP Ltd | 95,789 | $6.80M | 0.18% | −14,977−13.5% | Reduced |
| Aptus Capital Advisors, LLC | 91,191 | $6.48M | 0.06% | +12,037+15.2% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 88,018 | $6.25M | 0.01% | +2,614+3.1% | Added |
| Manufacturers Life Insurance Company, The | 87,339 | $6.20M | 0.01% | −3,074−3.4% | Reduced |
| Bank of Nova Scotia | 85,786 | $6.09M | 0.01% | +134+0.2% | Added |
| Exchange Traded Concepts, LLC | 85,169 | $6.05M | 0.06% | +21,240+33.2% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 83,322 | $5.92M | 0.00% | +3,895+4.9% | Added |
| New Age Alpha Advisors, LLC | 79,875 | $5.67M | 0.24% | −1,815−2.2% | Reduced |
| Heitman Real Estate Securities LLC | 76,380 | $5.43M | 0.37% | −286,444−78.9% | Reduced |
| Bamco Inc | 74,128 | $5.27M | 0.01% | +9,500+14.7% | Added |
| New York State Common Retirement Fund | 73,916 | $5.25M | 0.01% | +6,200+9.2% | Added |
| LPL Financial LLC | 69,255 | $4.92M | 0.00% | +23,961+52.9% | Added |
| State of Alaska, Department of Revenue | 65,093 | $4.62M | 0.05% | −264−0.4% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 63,865 | $4.54M | 0.02% | +581+0.9% | Added |
| DekaBank Deutsche Girozentrale | 63,542 | $4.45M | 0.01% | 00.0% | Unchanged |
| Wellington Management Group LLP | 62,555 | $4.44M | 0.00% | −480,126−88.5% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 62,013 | $4.41M | 0.07% | +35,928+137.7% | Added |
| MetLife Investment Management | 59,834 | $4.25M | 0.02% | +59,834 | New |
| Y-Intercept (Hong Kong) Ltd | 59,371 | $4.22M | 0.10% | −41,233−41.0% | Reduced |
| Great Lakes Advisors, LLC | 58,399 | $4.15M | 0.03% | −6,747−10.4% | Reduced |
| Cetera Investment Advisers | 58,391 | $4.15M | 0.00% | +26,369+82.3% | Added |
| ExodusPoint Capital Management, LP | 56,745 | $4.03M | 0.06% | −60,634−51.7% | Reduced |
| Amundi | 54,885 | $3.85M | 0.00% | +2,078+3.9% | Added |
| Van Eck Associates Corp | 54,040 | $3.84M | 0.00% | +5,097+10.4% | Added |
| CoreCap Advisors, LLC | 53,044 | $3.77M | 0.14% | +7,186+15.7% | Added |
| Verition Fund Management LLC | 51,392 | $3.65M | 0.02% | −135,724−72.5% | Reduced |
| Mutual of America Capital Management LLC | 51,019 | $3.62M | 0.04% | −3,589−6.6% | Reduced |
| Amalgamated Bank | 50,543 | $3.59M | 0.03% | +477+1.0% | Added |
| Truist Financial Corp | 49,026 | $3.48M | 0.00% | −915−1.8% | Reduced |
| Brevan Howard Capital Management LP | 48,932 | $3.48M | 0.05% | +8,481+21.0% | Added |
| Treasurer of the State of North Carolina | 48,668 | $3.46M | 0.01% | −1,901−3.8% | Reduced |
| Resona Asset Management Co.,Ltd. | 48,764 | $3.44M | 0.02% | +4,732+10.7% | Added |
| Fisher Asset Management, LLC | 48,000 | $3.41M | 0.00% | −69−0.1% | Reduced |
| State of Tennessee, Treasury Department | 47,515 | $3.38M | 0.01% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 47,511 | $3.38M | 0.03% | +6,649+16.3% | Added |
| Community Trust & Investment Co | 45,879 | $3.26M | 0.18% | −624−1.3% | Reduced |
| Agf Management Ltd | 45,631 | $3.24M | 0.01% | +5,683+14.2% | Added |
| Jupiter Asset Management Ltd | 44,683 | $3.17M | 0.03% | +44,683 | New |
| Quantinno Capital Management LP | 41,833 | $2.97M | 0.01% | +23,282+125.5% | Added |
| Cerity Partners LLC | 40,289 | $2.86M | 0.00% | +1,722+4.5% | Added |
| Squarepoint Ops LLC | 39,972 | $2.84M | 0.01% | −56,538−58.6% | Reduced |
| Community Bank of Raymore | 39,715 | $2.82M | 1.95% | +3,000+8.2% | Added |
| Yousif Capital Management, LLC | 38,234 | $2.72M | 0.03% | −2,172−5.4% | Reduced |
| State Board of Administration of Florida Retirement System | 38,042 | $2.70M | 0.00% | +2,033+5.6% | Added |
| Presima Inc. | 37,976 | $2.70M | 0.74% | +1,324+3.6% | Added |
| Engineers Gate Manager LP | 37,612 | $2.67M | 0.03% | +2,019+5.7% | Added |
| Blue Chip Partners, Inc. | 37,254 | $2.65M | 0.20% | −770−2.0% | Reduced |
| Standard Life Aberdeen plc | 37,002 | $2.61M | 0.00% | +4,492+13.8% | Added |
| Stifel Financial Corp | 36,550 | $2.60M | 0.00% | +188+0.5% | Added |
| Pathstone Holdings, LLC | 35,391 | $2.51M | 0.01% | −5,241−12.9% | Reduced |
| Voya Investment Management LLC | 35,117 | $2.49M | 0.00% | +23,023+190.4% | Added |
| Jump Financial, LLC | 34,403 | $2.44M | 0.03% | −173,849−83.5% | Reduced |
| Arizona State Retirement System | 33,887 | $2.41M | 0.01% | +2,557+8.2% | Added |
| Brinker Capital Investments, LLC | 33,855 | $2.41M | 0.02% | +7,575+28.8% | Added |
| Atom Investors LP | 33,541 | $2.38M | 0.18% | −75,046−69.1% | Reduced |
| Teachers Retirement System of the State of Kentucky | 33,531 | $2.38M | 0.02% | 00.0% | Unchanged |
| Caxton Associates LLP | 31,414 | $2.23M | 0.06% | +24,955+386.4% | Added |
| 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 |
| First Trust Advisors LP | 30,627 | $2.18M | 0.00% | −43,576−58.7% | Reduced |
| KLP Kapitalforvaltning AS | 29,100 | $2.07M | 0.01% | +1,400+5.1% | Added |
| CIBC Bancorp USA Inc. | 29,035 | $2.06M | 0.01% | +29,035 | New |
| M&T Bank Corp | 27,960 | $1.99M | 0.01% | −9,596−25.6% | Reduced |
| E. Ohman J:or Asset Management AB | 27,883 | $1.98M | 0.05% | 00.0% | Unchanged |
| Elo Mutual Pension Insurance Co | 27,751 | $1.97M | 0.03% | +14,465+108.9% | Added |
| FJ Capital Management LLC | 27,707 | $1.97M | 0.21% | −2,407−8.0% | Reduced |
| Mount Yale Investment Advisors, LLC | 27,440 | $1.96M | 0.14% | +27,112+8,265.9% | Added |
| Handelsbanken Fonder AB | 27,537 | $1.96M | 0.01% | 00.0% | Unchanged |
| Motley Fool Asset Management LLC | 27,188 | $1.93M | 0.08% | +27,188 | New |
| Dana Investment Advisors, Inc. | 27,087 | $1.92M | 0.06% | +2,932+12.1% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 27,086 | $1.92M | 0.02% | +3,760+16.1% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 26,775 | $1.90M | 0.00% | +25,178+1,576.6% | Added |
| Oppenheimer Asset Management Inc. | 26,695 | $1.90M | 0.02% | +668+2.6% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 26,657 | $1.89M | 0.66% | +8,268+45.0% | Added |
| Harvest Portfolios Group Inc. | 26,466 | $1.88M | 0.03% | +643+2.5% | Added |
| State of Michigan Retirement System | 26,300 | $1.87M | 0.01% | −100−0.4% | Reduced |
| Dark Forest Capital Management LP | 25,423 | $1.81M | 0.07% | +25,423 | New |
| FMR LLC | 25,403 | $1.80M | 0.00% | +4,232+20.0% | Added |
| Bank of Montreal | 24,895 | $1.77M | 0.00% | −511−2.0% | Reduced |
| Metis Global Partners, LLC | 24,753 | $1.76M | 0.04% | +6,570+36.1% | Added |
| Northwestern Mutual Investment Management Company, LLC | 24,623 | $1.75M | 0.03% | +106+0.4% | Added |
| SummitTX Capital, L.P. | 23,813 | $1.69M | 0.07% | −21,032−46.9% | Reduced |
| Citizens National Bank Trust Department | 23,610 | $1.68M | 0.30% | +4,194+21.6% | Added |
| First National Bank of Omaha | 23,011 | $1.63M | 0.10% | −9,505−29.2% | Reduced |
| Ensign Peak Advisors, Inc | 22,838 | $1.62M | 0.00% | −8,950−28.2% | Reduced |