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 |
|---|---|---|---|---|---|
| Oppenheimer Asset Management Inc. | 0 | $0 | 0.00% | −26,695−100.0% | Sold out |
| SummitTX Capital, L.P. | 0 | $0 | 0.00% | −23,813−100.0% | Sold out |
| Farringdon Capital, Ltd. | 0 | $0 | 0.00% | −17,598−100.0% | Sold out |
| Vestcor Inc | 0 | $0 | 0.00% | −12,172−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −10,711−100.0% | Sold out |
| Center for Financial Planning, Inc. | 0 | $0 | 0.00% | −10,237−100.0% | Sold out |
| Pitcairn Co | 0 | $0 | 0.00% | −9,482−100.0% | Sold out |
| Groupe la Francaise | 0 | $0 | 0.00% | −7,905−100.0% | Sold out |
| Concurrent Investment Advisors, LLC | 0 | $0 | 0.00% | −6,251−100.0% | Sold out |
| Zimmer Partners, LP | 0 | $0 | 0.00% | −5,416−100.0% | Sold out |
| Catalytic Wealth RIA, LLC | 0 | $0 | 0.00% | −5,277−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −4,975−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −4,968−100.0% | Sold out |
| AE Wealth Management LLC | 0 | $0 | 0.00% | −4,653−100.0% | Sold out |
| Polymer Capital Management (HK) LTD | 0 | $0 | 0.00% | −4,307−100.0% | Sold out |
| NJ State Employees Deferred Compensation Plan | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| Frank, Rimerman Advisors LLC | 0 | $0 | 0.00% | −3,870−100.0% | Sold out |
| Bridgewater Advisors Inc. | 0 | $0 | 0.00% | −3,280−100.0% | Sold out |
| CAPROCK Group, Inc. | 0 | $0 | 0.00% | −3,112−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −3,191−100.0% | Sold out |
| GW Henssler & Associates Ltd | 0 | $0 | 0.00% | −3,002−100.0% | Sold out |
| Longboard Asset Management, LP | 0 | $0 | 0.00% | −2,990−100.0% | Sold out |
| Johnson Financial Group, Inc. | 0 | $0 | 0.00% | −1,014−100.0% | Sold out |
| Ci Investments Inc. | 0 | $0 | 0.00% | −900−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −834−100.0% | Sold out |
| Principal Securities, Inc. | 0 | $0 | 0.00% | −803−100.0% | Sold out |
| Financial Life Planners | 0 | $0 | 0.00% | −646−100.0% | Sold out |
| Aew Capital Management L P | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Mather Group, LLC. | 0 | $0 | 0.00% | −242−100.0% | Sold out |
| Rise Advisors, LLC | 0 | $0 | 0.00% | −199−100.0% | Sold out |
| JPL Wealth Management, LLC | 0 | $0 | 0.00% | −40−100.0% | Sold out |
| Heartwood Wealth Advisors LLC | 0 | $0 | 0.00% | −19−100.0% | Sold out |
| Bogart Wealth, LLC | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Proffitt & Goodson Inc | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Tortoise Investment Management, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | – | – | – | – | Not filed |
| AXA Investment Managers S.A. | – | – | – | – | Not filed |
| CIBC Bancorp USA Inc. | – | – | – | – | Not filed |
| Wolverine Trading, LLC | – | – | – | – | Not filed |
| Point72 (DIFC) Ltd | – | – | – | – | Not filed |
| Point72 Europe (London) LLP | – | – | – | – | Not filed |
| Optimum Investment Advisors | – | – | – | – | Not filed |