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, Q4 2025
Institutional positions in Agree Realty Corp as of Dec 31, 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
- 492
- +20 vs. Q3 2025
- Shares held
- 129.5M
- +3.69M (+2.9%) vs. Q3 2025
- Total value
- $9.33B
- +$389.8M (+4.4%) vs. Q3 2025
- New holders
- 63
- 195 more added
- Sold out
- 43
- 169 more reduced
7 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Agree Realty Corp; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| CI Private Wealth, LLC | 7,298 | $525.7K | 0.00% | +1,458+25.0% | Added |
| Garden State Investment Advisory Services LLC | 7,329 | $527.9K | 0.13% | 00.0% | Unchanged |
| MML Investors Services, LLC | 7,344 | $529.0K | 0.00% | +736+11.1% | Added |
| GeoWealth Management, LLC | 7,392 | $532.4K | 0.02% | +1,545+26.4% | Added |
| Mariner, LLC | 7,506 | $541.0K | 0.00% | −6,234−45.4% | Reduced |
| Sterling Capital Management LLC | 7,523 | $541.9K | 0.01% | −9−0.1% | Reduced |
| Captrust Financial Advisors | 7,641 | $550.4K | 0.00% | −52−0.7% | Reduced |
| Summit Trail Advisors, LLC | 7,743 | $559.8K | 0.01% | −1,301−14.4% | Reduced |
| Virtus ETF Advisers LLC | 7,815 | $562.9K | 0.27% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 7,909 | $570.0K | 0.00% | 00.0% | Unchanged |
| Invst, LLC | 7,943 | $572.1K | 0.06% | −1,459−15.5% | Reduced |
| CSU Producer Resources, Inc. | 8,000 | $576.2K | 1.72% | 00.0% | Unchanged |
| Cambria Investment Management, L.P. | 8,053 | $580.1K | 0.03% | +40.0% | Added |
| Spirit of America Management Corp | 8,100 | $583.4K | 0.12% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 8,168 | $588.3K | 0.01% | +107+1.3% | Added |
| Advisor Group Holdings, Inc. | 8,332 | $600.4K | 0.00% | −1,235−12.9% | Reduced |
| Securian Asset Management, Inc | 8,362 | $602.3K | 0.02% | +89+1.1% | Added |
| Tower Research Capital LLC (TRC) | 8,464 | $609.7K | 0.01% | +2,165+34.4% | Added |
| Ethos Financial Group, LLC | 8,530 | $614.4K | 0.05% | −299−3.4% | Reduced |
| Capital Square, LLC | 8,744 | $629.8K | 0.32% | −725−7.7% | Reduced |
| Commonwealth Equity Services, LLC | 8,747 | $630.1K | 0.00% | +540+6.6% | Added |
| Advisors Asset Management, Inc. | 8,889 | $640.3K | 0.01% | −23−0.3% | Reduced |
| Schnieders Capital Management, LLC. | 8,951 | $644.7K | 0.10% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 9,071 | $653.4K | 0.02% | +4,023+79.7% | Added |
| Texas Yale Capital Corp. | 9,195 | $662.3K | 0.02% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 9,370 | $674.9K | 0.01% | +9,303+13,885.1% | Added |
| 1620 Investment Advisors, Inc. | 9,483 | $683.1K | 0.46% | +19+0.2% | Added |
| Allstate Corp | 9,563 | $688.8K | 0.01% | +807+9.2% | Added |
| Wiley Bros.-Aintree Capital, LLC | 9,761 | $703.1K | 0.00% | −195−2.0% | Reduced |
| Callodine Capital Management, LP | 10,000 | $720.3K | 0.06% | 00.0% | Unchanged |
| Tributary Capital Management, LLC | 10,467 | $753.9K | 0.07% | −197−1.8% | Reduced |
| Xponance, Inc. | 10,559 | $760.6K | 0.01% | −1,628−13.4% | Reduced |
| Federated Hermes, Inc. | 10,641 | $766.5K | 0.00% | −452−4.1% | Reduced |
| Gilman Hill Asset Management, LLC | 10,890 | $784.4K | 0.12% | 00.0% | Unchanged |
| Easterly Investment Partners LLC | 11,122 | $801.1K | 0.05% | −141,140−92.7% | Reduced |
| Applied Capital LLC | 11,147 | $802.9K | 0.55% | 00.0% | Unchanged |
| Silvercrest Asset Management Group LLC | 11,162 | $804.0K | 0.01% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 11,635 | $838.0K | 0.00% | +3,167+37.4% | Added |
| Intrust Bank NA | 11,688 | $841.9K | 0.07% | −183−1.5% | Reduced |
| Mercer Global Advisors Inc | 11,950 | $860.7K | 0.00% | +3,079+34.7% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 11,982 | $863.1K | 0.00% | +4,719+65.0% | Added |
| Sequoia Financial Advisors, LLC | 12,052 | $868.1K | 0.00% | +4,654+62.9% | Added |
| Signaturefd, LLC | 12,167 | $876.4K | 0.01% | +1,017+9.1% | Added |
| US Bancorp | 12,550 | $904.0K | 0.00% | +685+5.8% | Added |
| James Investment Research Inc | 13,291 | $957.3K | 0.10% | 00.0% | Unchanged |
| Algert Global LLC | 13,390 | $964.5K | 0.02% | +13,390 | New |
| Pacer Advisors, Inc. | 13,479 | $970.9K | 0.00% | −7,745−36.5% | Reduced |
| Ethic Inc. | 13,632 | $981.9K | 0.02% | +829+6.5% | Added |
| Armistice Capital, LLC | 14,012 | $1.01M | 0.02% | +4,011+40.1% | Added |
| Azzad Asset Management Inc | 14,045 | $1.01M | 0.10% | +371+2.7% | Added |
| Keybank National Association | 14,090 | $1.01M | 0.00% | −358−2.5% | Reduced |
| Bridgefront Capital, LLC | 14,096 | $1.02M | 0.26% | −5,722−28.9% | Reduced |
| The PNC Financial Services Group, Inc. | 14,576 | $1.05M | 0.00% | +29+0.2% | Added |
| NEOS Investment Management LLC | 14,675 | $1.06M | 0.01% | +4,400+42.8% | Added |
| Motley Fool Wealth Management, LLC | 14,818 | $1.07M | 0.08% | −2,929−16.5% | Reduced |
| XTX Topco Ltd | 14,983 | $1.08M | 0.03% | +14,983 | New |
| Gsa Capital Partners LLP | 15,592 | $1.12M | 0.10% | −2,827−15.3% | Reduced |
| Umb Bank N A | 16,034 | $1.15M | 0.02% | +13,963+674.2% | Added |
| Pictet Asset Management Holding SA | 16,255 | $1.17M | 0.00% | −604−3.6% | Reduced |
| Parr McKnight Wealth Management Group, LLC | 16,283 | $1.17M | 0.15% | −1,842−10.2% | Reduced |
| Vise Technologies, Inc. | 16,445 | $1.18M | 0.02% | +16,445 | New |
| Cincinnati Specialty Underwriters Insurance CO | 16,500 | $1.19M | 0.27% | 00.0% | Unchanged |
| Victory Capital Management Inc | 16,777 | $1.21M | 0.00% | −105,921−86.3% | Reduced |
| Marshall Wace, LLP | 16,836 | $1.21M | 0.00% | +16,836 | New |
| Vanderbilt University | 16,964 | $1.22M | 0.21% | +9,483+126.8% | Added |
| Consolidated Planning Corp | 17,339 | $1.25M | 0.13% | +1,549+9.8% | Added |
| Nisa Investment Advisors, LLC | 17,283 | $1.25M | 0.00% | −4,182−19.5% | Reduced |
| Nissay Asset Management Corp | 17,520 | $1.26M | 0.01% | +946+5.7% | Added |
| Federation des caisses Desjardins du Quebec | 17,771 | $1.28M | 0.00% | +3,625+25.6% | Added |
| IFM Investors Pty Ltd | 18,430 | $1.33M | 0.01% | +801+4.5% | Added |
| Cambridge Investment Research Advisors, Inc. | 18,714 | $1.35M | 0.00% | +1,349+7.8% | Added |
| Pasadena Private Wealth, LLC | 18,735 | $1.35M | 0.18% | +18,735 | New |
| Lazard Asset Management LLC | 18,735 | $1.35M | 0.00% | −985−5.0% | Reduced |
| Quadrant Capital Group LLC | 18,742 | $1.35M | 0.04% | +2,784+17.4% | Added |
| Susquehanna Fundamental Investments, LLC | 18,981 | $1.37M | 0.05% | 00.0% | Unchanged |
| Foresight Group Ltd Liability Partnership | 19,212 | $1.40M | 0.22% | +2,347+13.9% | Added |
| Atria Investments LLC | 19,484 | $1.40M | 0.02% | −2,608−11.8% | Reduced |
| JustInvest LLC | 19,510 | $1.41M | 0.01% | −1,219−5.9% | Reduced |
| Agp Franklin, LLC | 19,617 | $1.41M | 0.66% | −55−0.3% | Reduced |
| Bank of Montreal | 19,820 | $1.43M | 0.00% | −5,075−20.4% | Reduced |
| Moran Wealth Management, LLC | 19,938 | $1.44M | 0.04% | +1,048+5.5% | Added |
| Truist Financial Corp | 20,320 | $1.46M | 0.00% | −28,706−58.6% | Reduced |
| Harvest Portfolios Group Inc. | 20,670 | $1.49M | 0.03% | −5,796−21.9% | Reduced |
| Pathway Financial Advisers, LLC | 21,007 | $1.51M | 0.44% | +63+0.3% | Added |
| Ameritas Investment Partners, Inc. | 21,028 | $1.51M | 0.05% | +320+1.5% | Added |
| Westpac Banking Corp | 21,050 | $1.52M | 0.10% | +21,050 | New |
| Knights of Columbus Asset Advisors LLC | 21,286 | $1.53M | 0.09% | +21,286 | New |
| Jefferies Financial Group Inc. | 21,454 | $1.55M | 0.01% | +21,454 | New |
| Assetmark, Inc | 21,488 | $1.55M | 0.00% | −1,156−5.1% | Reduced |
| Redmond Asset Management, LLC | 22,511 | $1.62M | 0.41% | +67+0.3% | Added |
| First National Bank of Omaha | 22,806 | $1.64M | 0.05% | −205−0.9% | Reduced |
| Oregon Public Employees Retirement Fund | 22,954 | $1.65M | 0.02% | +700+3.1% | Added |
| Brevan Howard Capital Management LP | 23,059 | $1.66M | 0.03% | −25,873−52.9% | Reduced |
| UniSuper Management Pty Ltd | 23,500 | $1.69M | 0.01% | −7,300−23.7% | Reduced |
| New Mexico Educational Retirement Board | 23,500 | $1.69M | 0.05% | +2,800+13.5% | Added |
| Landscape Capital Management, L.L.C. | 23,737 | $1.71M | 0.11% | +23,737 | New |
| Citizens National Bank Trust Department | 23,879 | $1.72M | 0.30% | +269+1.1% | Added |
| Schroder Investment Management Group | 23,867 | $1.73M | 0.00% | −302,586−92.7% | Reduced |
| HighTower Advisors, LLC | 24,312 | $1.75M | 0.00% | +2,702+12.5% | Added |
| Motley Fool Asset Management LLC | 24,380 | $1.76M | 0.07% | −2,808−10.3% | Reduced |