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 |
|---|---|---|---|---|---|
| Retirement Systems of Alabama | 137,707 | $9.92M | 0.03% | +4,141+3.1% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 134,805 | $9.71M | 0.02% | −7,970−5.6% | Reduced |
| LMCG Investments, LLC | 128,349 | $9.24M | 0.53% | +21,893+20.6% | Added |
| Uniplan Investment Counsel, Inc. | 125,613 | $9.05M | 0.91% | −3,261−2.5% | Reduced |
| Tudor Investment Corp Et Al | 123,035 | $8.86M | 0.05% | −321,867−72.3% | Reduced |
| Schonfeld Strategic Advisors LLC | 117,368 | $8.45M | 0.04% | +117,368 | New |
| Natixis Advisors, L.P. | 117,207 | $8.44M | 0.01% | −4,204−3.5% | Reduced |
| Quantbot Technologies LP | 116,417 | $8.39M | 0.28% | −29,950−20.5% | Reduced |
| New York State Teachers Retirement System | 113,969 | $8.21M | 0.02% | −686−0.6% | Reduced |
| Allianz Asset Management GmbH | 106,446 | $7.67M | 0.01% | −467−0.4% | Reduced |
| California State Teachers Retirement System | 105,065 | $7.57M | 0.01% | −3,939−3.6% | Reduced |
| Phocas Financial Corp. | 100,932 | $7.27M | 0.95% | −242−0.2% | Reduced |
| Ibex Wealth Advisors | 99,185 | $7.14M | 0.70% | −263−0.3% | Reduced |
| Aptus Capital Advisors, LLC | 91,561 | $6.60M | 0.06% | +370+0.4% | Added |
| Price T Rowe Associates Inc | 90,599 | $6.53M | 0.00% | −181,047−66.6% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 90,163 | $6.50M | 0.00% | +6,841+8.2% | Added |
| Manufacturers Life Insurance Company, The | 88,173 | $6.35M | 0.01% | +834+1.0% | Added |
| Oversea-Chinese Banking CORP Ltd | 86,309 | $6.22M | 0.17% | −9,480−9.9% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 84,874 | $6.11M | 0.01% | −3,144−3.6% | Reduced |
| LPL Financial LLC | 75,702 | $5.45M | 0.00% | +6,447+9.3% | Added |
| Bamco Inc | 74,128 | $5.34M | 0.01% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 73,814 | $5.32M | 0.01% | −102−0.1% | Reduced |
| Liberty One Investment Management, LLC | 72,647 | $5.23M | 0.67% | −82,640−53.2% | Reduced |
| Qube Research & Technologies Ltd | 70,148 | $5.05M | 0.01% | −170,198−70.8% | Reduced |
| New Age Alpha Advisors, LLC | 69,957 | $5.04M | 0.22% | −9,918−12.4% | Reduced |
| Dark Forest Capital Management LP | 68,335 | $4.92M | 0.22% | +42,912+168.8% | Added |
| State of Alaska, Department of Revenue | 67,343 | $4.85M | 0.05% | +2,250+3.5% | Added |
| CoreCap Advisors, LLC | 66,383 | $4.78M | 0.17% | +13,339+25.1% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 65,699 | $4.73M | 0.02% | +1,834+2.9% | Added |
| Quantinno Capital Management LP | 62,493 | $4.50M | 0.01% | +20,660+49.4% | Added |
| Macquarie Group Ltd | 61,329 | $4.42M | 0.02% | −1,909,548−96.9% | Reduced |
| Wellington Management Group LLP | 60,204 | $4.34M | 0.00% | −2,351−3.8% | Reduced |
| Amundi | 60,186 | $4.34M | 0.00% | +5,301+9.7% | Added |
| MetLife Investment Management | 59,230 | $4.27M | 0.02% | −604−1.0% | Reduced |
| Great Lakes Advisors, LLC | 58,272 | $4.20M | 0.03% | −127−0.2% | Reduced |
| Van Eck Associates Corp | 58,224 | $4.19M | 0.00% | +4,184+7.7% | Added |
| CIBC World Markets Corp | 56,630 | $4.08M | 0.02% | +56,630 | New |
| DekaBank Deutsche Girozentrale | 63,542 | $4.01M | 0.01% | 00.0% | Unchanged |
| Vision Capital Corp | 54,428 | $3.92M | 2.16% | +54,428 | New |
| Graham Capital Management, L.P. | 54,346 | $3.91M | 0.13% | +33,595+161.9% | Added |
| Cetera Investment Advisers | 52,149 | $3.76M | 0.00% | −6,242−10.7% | Reduced |
| Verition Fund Management LLC | 50,900 | $3.67M | 0.02% | −492−1.0% | Reduced |
| Amalgamated Bank | 50,217 | $3.62M | 0.03% | −326−0.6% | Reduced |
| Quest Partners LLC | 49,856 | $3.59M | 0.20% | +47,276+1,832.4% | Added |
| Voya Investment Management LLC | 48,663 | $3.51M | 0.00% | +13,546+38.6% | Added |
| Resona Asset Management Co.,Ltd. | 48,158 | $3.49M | 0.02% | −606−1.2% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 48,165 | $3.47M | 0.03% | +654+1.4% | Added |
| Fisher Asset Management, LLC | 48,090 | $3.46M | 0.00% | +90+0.2% | Added |
| Mutual of America Capital Management LLC | 47,751 | $3.44M | 0.04% | −3,268−6.4% | Reduced |
| Treasurer of the State of North Carolina | 47,377 | $3.41M | 0.01% | −1,291−2.7% | Reduced |
| Exchange Traded Concepts, LLC | 46,704 | $3.36M | 0.03% | −38,465−45.2% | Reduced |
| Standard Life Aberdeen plc | 45,976 | $3.31M | 0.01% | +8,974+24.3% | Added |
| State of Tennessee, Treasury Department | 45,564 | $3.29M | 0.01% | −1,951−4.1% | Reduced |
| Community Trust & Investment Co | 44,821 | $3.23M | 0.17% | −1,058−2.3% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 44,739 | $3.15M | 0.00% | +30,824+221.5% | Added |
| Caxton Associates LLP | 43,060 | $3.10M | 0.06% | +11,646+37.1% | Added |
| Agf Management Ltd | 40,168 | $2.89M | 0.01% | −5,463−12.0% | Reduced |
| Cerity Partners LLC | 40,158 | $2.89M | 0.00% | −131−0.3% | Reduced |
| Yousif Capital Management, LLC | 39,094 | $2.86M | 0.03% | +860+2.2% | Added |
| Community Bank of Raymore | 39,715 | $2.86M | 1.95% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 39,042 | $2.81M | 0.00% | +1,000+2.6% | Added |
| Presima Inc. | 38,203 | $2.75M | 1.59% | +227+0.6% | Added |
| Jump Financial, LLC | 37,821 | $2.72M | 0.03% | +3,418+9.9% | Added |
| Blue Chip Partners, Inc. | 37,560 | $2.71M | 0.20% | +306+0.8% | Added |
| Pathstone Holdings, LLC | 36,575 | $2.63M | 0.01% | +1,184+3.3% | Added |
| Greenland Capital Management LP | 36,435 | $2.62M | 0.38% | −104,329−74.1% | Reduced |
| M&T Bank Corp | 36,212 | $2.61M | 0.01% | +8,252+29.5% | Added |
| FJ Capital Management LLC | 35,873 | $2.58M | 0.29% | +8,166+29.5% | Added |
| Stifel Financial Corp | 34,752 | $2.50M | 0.00% | −1,798−4.9% | Reduced |
| Brookfield Asset Management Inc. | 34,417 | $2.48M | 0.00% | +34,417 | New |
| Worldquant Millennium Advisors LLC | 33,882 | $2.44M | 0.01% | +17,518+107.1% | Added |
| Teachers Retirement System of the State of Kentucky | 33,531 | $2.42M | 0.02% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 33,429 | $2.41M | 0.02% | −426−1.3% | Reduced |
| Squarepoint Ops LLC | 33,135 | $2.39M | 0.00% | −6,837−17.1% | Reduced |
| Atom Investors LP | 32,830 | $2.36M | 0.19% | −711−2.1% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 32,070 | $2.31M | 0.02% | +4,984+18.4% | Added |
| Louisiana State Employees Retirement System | 31,700 | $2.28M | 0.04% | +900+2.9% | Added |
| Vestmark Advisory Solutions, Inc. | 31,116 | $2.24M | 0.03% | +23,926+332.8% | Added |
| Arizona State Retirement System | 31,021 | $2.23M | 0.01% | −2,866−8.5% | Reduced |
| Oak Thistle LLC | 30,694 | $2.21M | 0.31% | +27,115+757.6% | Added |
| Entropy Technologies, LP | 29,663 | $2.14M | 0.12% | +29,663 | New |
| KLP Kapitalforvaltning AS | 28,900 | $2.09M | 0.01% | −200−0.7% | Reduced |
| Mount Yale Investment Advisors, LLC | 28,488 | $2.06M | 0.10% | +1,048+3.8% | Added |
| FMR LLC | 28,196 | $2.03M | 0.00% | +2,793+11.0% | Added |
| E. Ohman J:or Asset Management AB | 27,883 | $2.01M | 0.05% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 27,537 | $1.98M | 0.01% | 00.0% | Unchanged |
| Dana Investment Advisors, Inc. | 27,385 | $1.97M | 0.06% | +298+1.1% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 27,199 | $1.96M | 0.66% | +542+2.0% | Added |
| Metis Global Partners, LLC | 27,139 | $1.95M | 0.05% | +2,386+9.6% | Added |
| State of Michigan Retirement System | 27,100 | $1.95M | 0.01% | +800+3.0% | Added |
| Northwestern Mutual Investment Management Company, LLC | 25,672 | $1.85M | 0.02% | +1,049+4.3% | Added |
| First Trust Advisors LP | 24,446 | $1.76M | 0.00% | −6,181−20.2% | Reduced |
| Motley Fool Asset Management LLC | 24,380 | $1.76M | 0.07% | −2,808−10.3% | Reduced |
| HighTower Advisors, LLC | 24,312 | $1.75M | 0.00% | +2,702+12.5% | Added |
| Schroder Investment Management Group | 23,867 | $1.73M | 0.00% | −302,586−92.7% | Reduced |
| Citizens National Bank Trust Department | 23,879 | $1.72M | 0.30% | +269+1.1% | Added |
| Landscape Capital Management, L.L.C. | 23,737 | $1.71M | 0.11% | +23,737 | New |
| New Mexico Educational Retirement Board | 23,500 | $1.69M | 0.05% | +2,800+13.5% | Added |
| UniSuper Management Pty Ltd | 23,500 | $1.69M | 0.01% | −7,300−23.7% | Reduced |
| Brevan Howard Capital Management LP | 23,059 | $1.66M | 0.03% | −25,873−52.9% | Reduced |