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 |
|---|---|---|---|---|---|
| Oregon Public Employees Retirement Fund | 22,954 | $1.65M | 0.02% | +700+3.1% | Added |
| First National Bank of Omaha | 22,806 | $1.64M | 0.05% | −205−0.9% | Reduced |
| Redmond Asset Management, LLC | 22,511 | $1.62M | 0.41% | +67+0.3% | Added |
| Assetmark, Inc | 21,488 | $1.55M | 0.00% | −1,156−5.1% | Reduced |
| Jefferies Financial Group Inc. | 21,454 | $1.55M | 0.01% | +21,454 | New |
| Knights of Columbus Asset Advisors LLC | 21,286 | $1.53M | 0.09% | +21,286 | New |
| Westpac Banking Corp | 21,050 | $1.52M | 0.10% | +21,050 | New |
| Ameritas Investment Partners, Inc. | 21,028 | $1.51M | 0.05% | +320+1.5% | Added |
| Pathway Financial Advisers, LLC | 21,007 | $1.51M | 0.44% | +63+0.3% | Added |
| Harvest Portfolios Group Inc. | 20,670 | $1.49M | 0.03% | −5,796−21.9% | Reduced |
| Truist Financial Corp | 20,320 | $1.46M | 0.00% | −28,706−58.6% | Reduced |
| Moran Wealth Management, LLC | 19,938 | $1.44M | 0.04% | +1,048+5.5% | Added |
| Bank of Montreal | 19,820 | $1.43M | 0.00% | −5,075−20.4% | Reduced |
| Agp Franklin, LLC | 19,617 | $1.41M | 0.66% | −55−0.3% | Reduced |
| JustInvest LLC | 19,510 | $1.41M | 0.01% | −1,219−5.9% | Reduced |
| Atria Investments LLC | 19,484 | $1.40M | 0.02% | −2,608−11.8% | Reduced |
| Foresight Group Ltd Liability Partnership | 19,212 | $1.40M | 0.22% | +2,347+13.9% | Added |
| Susquehanna Fundamental Investments, LLC | 18,981 | $1.37M | 0.05% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 18,742 | $1.35M | 0.04% | +2,784+17.4% | Added |
| Lazard Asset Management LLC | 18,735 | $1.35M | 0.00% | −985−5.0% | Reduced |
| Pasadena Private Wealth, LLC | 18,735 | $1.35M | 0.18% | +18,735 | New |
| Cambridge Investment Research Advisors, Inc. | 18,714 | $1.35M | 0.00% | +1,349+7.8% | Added |
| IFM Investors Pty Ltd | 18,430 | $1.33M | 0.01% | +801+4.5% | Added |
| Federation des caisses Desjardins du Quebec | 17,771 | $1.28M | 0.00% | +3,625+25.6% | Added |
| Nissay Asset Management Corp | 17,520 | $1.26M | 0.01% | +946+5.7% | Added |
| Nisa Investment Advisors, LLC | 17,283 | $1.25M | 0.00% | −4,182−19.5% | Reduced |
| Consolidated Planning Corp | 17,339 | $1.25M | 0.13% | +1,549+9.8% | Added |
| Vanderbilt University | 16,964 | $1.22M | 0.21% | +9,483+126.8% | Added |
| Marshall Wace, LLP | 16,836 | $1.21M | 0.00% | +16,836 | New |
| Victory Capital Management Inc | 16,777 | $1.21M | 0.00% | −105,921−86.3% | Reduced |
| Cincinnati Specialty Underwriters Insurance CO | 16,500 | $1.19M | 0.27% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 16,445 | $1.18M | 0.02% | +16,445 | New |
| Parr McKnight Wealth Management Group, LLC | 16,283 | $1.17M | 0.15% | −1,842−10.2% | Reduced |
| Pictet Asset Management Holding SA | 16,255 | $1.17M | 0.00% | −604−3.6% | Reduced |
| Umb Bank N A | 16,034 | $1.15M | 0.02% | +13,963+674.2% | Added |
| Gsa Capital Partners LLP | 15,592 | $1.12M | 0.10% | −2,827−15.3% | Reduced |
| XTX Topco Ltd | 14,983 | $1.08M | 0.03% | +14,983 | New |
| Motley Fool Wealth Management, LLC | 14,818 | $1.07M | 0.08% | −2,929−16.5% | Reduced |
| NEOS Investment Management LLC | 14,675 | $1.06M | 0.01% | +4,400+42.8% | Added |
| The PNC Financial Services Group, Inc. | 14,576 | $1.05M | 0.00% | +29+0.2% | Added |
| Bridgefront Capital, LLC | 14,096 | $1.02M | 0.26% | −5,722−28.9% | Reduced |
| Keybank National Association | 14,090 | $1.01M | 0.00% | −358−2.5% | Reduced |
| Azzad Asset Management Inc | 14,045 | $1.01M | 0.10% | +371+2.7% | Added |
| Armistice Capital, LLC | 14,012 | $1.01M | 0.02% | +4,011+40.1% | Added |
| Ethic Inc. | 13,632 | $981.9K | 0.02% | +829+6.5% | Added |
| Pacer Advisors, Inc. | 13,479 | $970.9K | 0.00% | −7,745−36.5% | Reduced |
| Algert Global LLC | 13,390 | $964.5K | 0.02% | +13,390 | New |
| James Investment Research Inc | 13,291 | $957.3K | 0.10% | 00.0% | Unchanged |
| US Bancorp | 12,550 | $904.0K | 0.00% | +685+5.8% | Added |
| Signaturefd, LLC | 12,167 | $876.4K | 0.01% | +1,017+9.1% | Added |
| Sequoia Financial Advisors, LLC | 12,052 | $868.1K | 0.00% | +4,654+62.9% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 11,982 | $863.1K | 0.00% | +4,719+65.0% | Added |
| Mercer Global Advisors Inc | 11,950 | $860.7K | 0.00% | +3,079+34.7% | Added |
| Intrust Bank NA | 11,688 | $841.9K | 0.07% | −183−1.5% | Reduced |
| SG Americas Securities, LLC | 11,635 | $838.0K | 0.00% | +3,167+37.4% | Added |
| Silvercrest Asset Management Group LLC | 11,162 | $804.0K | 0.01% | 00.0% | Unchanged |
| Applied Capital LLC | 11,147 | $802.9K | 0.55% | 00.0% | Unchanged |
| Easterly Investment Partners LLC | 11,122 | $801.1K | 0.05% | −141,140−92.7% | Reduced |
| Gilman Hill Asset Management, LLC | 10,890 | $784.4K | 0.12% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 10,641 | $766.5K | 0.00% | −452−4.1% | Reduced |
| Xponance, Inc. | 10,559 | $760.6K | 0.01% | −1,628−13.4% | Reduced |
| Tributary Capital Management, LLC | 10,467 | $753.9K | 0.07% | −197−1.8% | Reduced |
| Callodine Capital Management, LP | 10,000 | $720.3K | 0.06% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 9,761 | $703.1K | 0.00% | −195−2.0% | Reduced |
| Allstate Corp | 9,563 | $688.8K | 0.01% | +807+9.2% | Added |
| 1620 Investment Advisors, Inc. | 9,483 | $683.1K | 0.46% | +19+0.2% | Added |
| Harbour Investments, Inc. | 9,370 | $674.9K | 0.01% | +9,303+13,885.1% | Added |
| Texas Yale Capital Corp. | 9,195 | $662.3K | 0.02% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 9,071 | $653.4K | 0.02% | +4,023+79.7% | Added |
| Schnieders Capital Management, LLC. | 8,951 | $644.7K | 0.10% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 8,889 | $640.3K | 0.01% | −23−0.3% | Reduced |
| Commonwealth Equity Services, LLC | 8,747 | $630.1K | 0.00% | +540+6.6% | Added |
| Capital Square, LLC | 8,744 | $629.8K | 0.32% | −725−7.7% | Reduced |
| Ethos Financial Group, LLC | 8,530 | $614.4K | 0.05% | −299−3.4% | Reduced |
| Tower Research Capital LLC (TRC) | 8,464 | $609.7K | 0.01% | +2,165+34.4% | Added |
| Securian Asset Management, Inc | 8,362 | $602.3K | 0.02% | +89+1.1% | Added |
| Advisor Group Holdings, Inc. | 8,332 | $600.4K | 0.00% | −1,235−12.9% | Reduced |
| Crossmark Global Holdings, Inc. | 8,168 | $588.3K | 0.01% | +107+1.3% | Added |
| Spirit of America Management Corp | 8,100 | $583.4K | 0.12% | 00.0% | Unchanged |
| Cambria Investment Management, L.P. | 8,053 | $580.1K | 0.03% | +40.0% | Added |
| CSU Producer Resources, Inc. | 8,000 | $576.2K | 1.72% | 00.0% | Unchanged |
| Invst, LLC | 7,943 | $572.1K | 0.06% | −1,459−15.5% | Reduced |
| Public Employees Retirement Association of Colorado | 7,909 | $570.0K | 0.00% | 00.0% | Unchanged |
| Virtus ETF Advisers LLC | 7,815 | $562.9K | 0.27% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 7,743 | $559.8K | 0.01% | −1,301−14.4% | Reduced |
| Captrust Financial Advisors | 7,641 | $550.4K | 0.00% | −52−0.7% | Reduced |
| Sterling Capital Management LLC | 7,523 | $541.9K | 0.01% | −9−0.1% | Reduced |
| Mariner, LLC | 7,506 | $541.0K | 0.00% | −6,234−45.4% | Reduced |
| GeoWealth Management, LLC | 7,392 | $532.4K | 0.02% | +1,545+26.4% | Added |
| MML Investors Services, LLC | 7,344 | $529.0K | 0.00% | +736+11.1% | Added |
| Garden State Investment Advisory Services LLC | 7,329 | $527.9K | 0.13% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 7,298 | $525.7K | 0.00% | +1,458+25.0% | Added |
| Journey Strategic Wealth LLC | 7,265 | $523.2K | 0.01% | −955−11.6% | Reduced |
| Golden State Equity Partners | 7,200 | $518.6K | 0.08% | +243+3.5% | Added |
| Ensign Peak Advisors, Inc | 7,138 | $514.1K | 0.00% | −15,700−68.7% | Reduced |
| DoubleLine ETF Adviser LP | 7,138 | $514.1K | 0.15% | +294+4.3% | Added |
| J. Derek Lewis & Associates Inc. | 6,900 | $497.0K | 0.12% | +6,900 | New |
| Fifth Third Bancorp | 6,778 | $488.2K | 0.00% | +176+2.7% | Added |
| Aster Capital Management (DIFC) Ltd | 6,769 | $487.6K | 0.21% | +6,582+3,519.8% | Added |
| Fairtree Asset Management (Pty) Ltd | 6,676 | $480.9K | 0.22% | 00.0% | Unchanged |