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 |
|---|---|---|---|---|---|
| First Trust Advisors LP | 24,446 | $1.76M | 0.00% | −6,181−20.2% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 25,672 | $1.85M | 0.02% | +1,049+4.3% | Added |
| State of Michigan Retirement System | 27,100 | $1.95M | 0.01% | +800+3.0% | Added |
| Metis Global Partners, LLC | 27,139 | $1.95M | 0.05% | +2,386+9.6% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 27,199 | $1.96M | 0.66% | +542+2.0% | Added |
| Dana Investment Advisors, Inc. | 27,385 | $1.97M | 0.06% | +298+1.1% | Added |
| Handelsbanken Fonder AB | 27,537 | $1.98M | 0.01% | 00.0% | Unchanged |
| E. Ohman J:or Asset Management AB | 27,883 | $2.01M | 0.05% | 00.0% | Unchanged |
| FMR LLC | 28,196 | $2.03M | 0.00% | +2,793+11.0% | Added |
| Mount Yale Investment Advisors, LLC | 28,488 | $2.06M | 0.10% | +1,048+3.8% | Added |
| KLP Kapitalforvaltning AS | 28,900 | $2.09M | 0.01% | −200−0.7% | Reduced |
| Entropy Technologies, LP | 29,663 | $2.14M | 0.12% | +29,663 | New |
| Oak Thistle LLC | 30,694 | $2.21M | 0.31% | +27,115+757.6% | Added |
| Arizona State Retirement System | 31,021 | $2.23M | 0.01% | −2,866−8.5% | Reduced |
| Vestmark Advisory Solutions, Inc. | 31,116 | $2.24M | 0.03% | +23,926+332.8% | Added |
| Louisiana State Employees Retirement System | 31,700 | $2.28M | 0.04% | +900+2.9% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 32,070 | $2.31M | 0.02% | +4,984+18.4% | Added |
| Atom Investors LP | 32,830 | $2.36M | 0.19% | −711−2.1% | Reduced |
| Squarepoint Ops LLC | 33,135 | $2.39M | 0.00% | −6,837−17.1% | Reduced |
| Brinker Capital Investments, LLC | 33,429 | $2.41M | 0.02% | −426−1.3% | Reduced |
| Teachers Retirement System of the State of Kentucky | 33,531 | $2.42M | 0.02% | 00.0% | Unchanged |
| Worldquant Millennium Advisors LLC | 33,882 | $2.44M | 0.01% | +17,518+107.1% | Added |
| Brookfield Asset Management Inc. | 34,417 | $2.48M | 0.00% | +34,417 | New |
| Stifel Financial Corp | 34,752 | $2.50M | 0.00% | −1,798−4.9% | Reduced |
| FJ Capital Management LLC | 35,873 | $2.58M | 0.29% | +8,166+29.5% | Added |
| M&T Bank Corp | 36,212 | $2.61M | 0.01% | +8,252+29.5% | Added |
| Greenland Capital Management LP | 36,435 | $2.62M | 0.38% | −104,329−74.1% | Reduced |
| Pathstone Holdings, LLC | 36,575 | $2.63M | 0.01% | +1,184+3.3% | Added |
| Blue Chip Partners, Inc. | 37,560 | $2.71M | 0.20% | +306+0.8% | Added |
| Jump Financial, LLC | 37,821 | $2.72M | 0.03% | +3,418+9.9% | Added |
| Presima Inc. | 38,203 | $2.75M | 1.59% | +227+0.6% | Added |
| State Board of Administration of Florida Retirement System | 39,042 | $2.81M | 0.00% | +1,000+2.6% | Added |
| Community Bank of Raymore | 39,715 | $2.86M | 1.95% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 39,094 | $2.86M | 0.03% | +860+2.2% | Added |
| Cerity Partners LLC | 40,158 | $2.89M | 0.00% | −131−0.3% | Reduced |
| Agf Management Ltd | 40,168 | $2.89M | 0.01% | −5,463−12.0% | Reduced |
| Caxton Associates LLP | 43,060 | $3.10M | 0.06% | +11,646+37.1% | Added |
| Wealth Enhancement Advisory Services, LLC | 44,739 | $3.15M | 0.00% | +30,824+221.5% | Added |
| Community Trust & Investment Co | 44,821 | $3.23M | 0.17% | −1,058−2.3% | Reduced |
| State of Tennessee, Treasury Department | 45,564 | $3.29M | 0.01% | −1,951−4.1% | Reduced |
| Standard Life Aberdeen plc | 45,976 | $3.31M | 0.01% | +8,974+24.3% | Added |
| Exchange Traded Concepts, LLC | 46,704 | $3.36M | 0.03% | −38,465−45.2% | Reduced |
| Treasurer of the State of North Carolina | 47,377 | $3.41M | 0.01% | −1,291−2.7% | Reduced |
| Mutual of America Capital Management LLC | 47,751 | $3.44M | 0.04% | −3,268−6.4% | Reduced |
| Fisher Asset Management, LLC | 48,090 | $3.46M | 0.00% | +90+0.2% | Added |
| Police & Firemen's Retirement System of New Jersey | 48,165 | $3.47M | 0.03% | +654+1.4% | Added |
| Resona Asset Management Co.,Ltd. | 48,158 | $3.49M | 0.02% | −606−1.2% | Reduced |
| Voya Investment Management LLC | 48,663 | $3.51M | 0.00% | +13,546+38.6% | Added |
| Quest Partners LLC | 49,856 | $3.59M | 0.20% | +47,276+1,832.4% | Added |
| Amalgamated Bank | 50,217 | $3.62M | 0.03% | −326−0.6% | Reduced |
| Verition Fund Management LLC | 50,900 | $3.67M | 0.02% | −492−1.0% | Reduced |
| Cetera Investment Advisers | 52,149 | $3.76M | 0.00% | −6,242−10.7% | Reduced |
| Graham Capital Management, L.P. | 54,346 | $3.91M | 0.13% | +33,595+161.9% | Added |
| Vision Capital Corp | 54,428 | $3.92M | 2.16% | +54,428 | New |
| DekaBank Deutsche Girozentrale | 63,542 | $4.01M | 0.01% | 00.0% | Unchanged |
| CIBC World Markets Corp | 56,630 | $4.08M | 0.02% | +56,630 | New |
| Van Eck Associates Corp | 58,224 | $4.19M | 0.00% | +4,184+7.7% | Added |
| Great Lakes Advisors, LLC | 58,272 | $4.20M | 0.03% | −127−0.2% | Reduced |
| MetLife Investment Management | 59,230 | $4.27M | 0.02% | −604−1.0% | Reduced |
| Amundi | 60,186 | $4.34M | 0.00% | +5,301+9.7% | Added |
| Wellington Management Group LLP | 60,204 | $4.34M | 0.00% | −2,351−3.8% | Reduced |
| Macquarie Group Ltd | 61,329 | $4.42M | 0.02% | −1,909,548−96.9% | Reduced |
| Quantinno Capital Management LP | 62,493 | $4.50M | 0.01% | +20,660+49.4% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 65,699 | $4.73M | 0.02% | +1,834+2.9% | Added |
| CoreCap Advisors, LLC | 66,383 | $4.78M | 0.17% | +13,339+25.1% | Added |
| State of Alaska, Department of Revenue | 67,343 | $4.85M | 0.05% | +2,250+3.5% | Added |
| Dark Forest Capital Management LP | 68,335 | $4.92M | 0.22% | +42,912+168.8% | Added |
| New Age Alpha Advisors, LLC | 69,957 | $5.04M | 0.22% | −9,918−12.4% | Reduced |
| Qube Research & Technologies Ltd | 70,148 | $5.05M | 0.01% | −170,198−70.8% | Reduced |
| Liberty One Investment Management, LLC | 72,647 | $5.23M | 0.67% | −82,640−53.2% | Reduced |
| New York State Common Retirement Fund | 73,814 | $5.32M | 0.01% | −102−0.1% | Reduced |
| Bamco Inc | 74,128 | $5.34M | 0.01% | 00.0% | Unchanged |
| LPL Financial LLC | 75,702 | $5.45M | 0.00% | +6,447+9.3% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 84,874 | $6.11M | 0.01% | −3,144−3.6% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 86,309 | $6.22M | 0.17% | −9,480−9.9% | Reduced |
| Manufacturers Life Insurance Company, The | 88,173 | $6.35M | 0.01% | +834+1.0% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 90,163 | $6.50M | 0.00% | +6,841+8.2% | Added |
| Price T Rowe Associates Inc | 90,599 | $6.53M | 0.00% | −181,047−66.6% | Reduced |
| Aptus Capital Advisors, LLC | 91,561 | $6.60M | 0.06% | +370+0.4% | Added |
| Ibex Wealth Advisors | 99,185 | $7.14M | 0.70% | −263−0.3% | Reduced |
| Phocas Financial Corp. | 100,932 | $7.27M | 0.95% | −242−0.2% | Reduced |
| California State Teachers Retirement System | 105,065 | $7.57M | 0.01% | −3,939−3.6% | Reduced |
| Allianz Asset Management GmbH | 106,446 | $7.67M | 0.01% | −467−0.4% | Reduced |
| New York State Teachers Retirement System | 113,969 | $8.21M | 0.02% | −686−0.6% | Reduced |
| Quantbot Technologies LP | 116,417 | $8.39M | 0.28% | −29,950−20.5% | Reduced |
| Natixis Advisors, L.P. | 117,207 | $8.44M | 0.01% | −4,204−3.5% | Reduced |
| Schonfeld Strategic Advisors LLC | 117,368 | $8.45M | 0.04% | +117,368 | New |
| Tudor Investment Corp Et Al | 123,035 | $8.86M | 0.05% | −321,867−72.3% | Reduced |
| Uniplan Investment Counsel, Inc. | 125,613 | $9.05M | 0.91% | −3,261−2.5% | Reduced |
| LMCG Investments, LLC | 128,349 | $9.24M | 0.53% | +21,893+20.6% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 134,805 | $9.71M | 0.02% | −7,970−5.6% | Reduced |
| Retirement Systems of Alabama | 137,707 | $9.92M | 0.03% | +4,141+3.1% | Added |
| Franklin Resources Inc | 138,462 | $9.97M | 0.00% | +12,491+9.9% | Added |
| Citigroup Inc | 141,808 | $10.2M | 0.01% | −21,353−13.1% | Reduced |
| Royal Bank of Canada | 146,909 | $10.6M | 0.00% | −63,183−30.1% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 148,832 | $10.7M | 0.17% | +86,819+140.0% | Added |
| Point72 Asset Management, L.P. | 149,183 | $10.7M | 0.02% | +133,758+867.2% | Added |
| D. E. Shaw & Co., Inc. | 151,241 | $10.9M | 0.01% | −98,101−39.3% | Reduced |
| BNP Paribas Arbitrage, SA | 151,476 | $10.9M | 0.01% | +17,107+12.7% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 153,667 | $11.1M | 0.03% | −126,579−45.2% | Reduced |