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, Q1 2026
Institutional positions in Agree Realty Corp as of Mar 31, 2026. 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
- 502
- +17 vs. Q4 2025
- Shares held
- 139.5M
- +27.4M (+24.5%) vs. Q4 2025
- Total value
- $10.5B
- +$2.44B (+30.2%) vs. Q4 2025
- New holders
- 63
- 212 more added
- Sold out
- 46
- 151 more reduced
7 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Agree Realty Corp; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 17,890,008 | $1.35B | 0.02% | +1,102,612+6.6% | Added |
| Cohen & Steers, Inc. | 17,864,344 | $1.35B | 2.34% | +3,769,392+26.7% | Added |
| Vanguard Portfolio Management LLC | 10,260,006 | $773.4M | 0.04% | +10,260,006 | New |
| State Street Corp | 5,966,403 | $451.3M | 0.02% | +82,112+1.4% | Added |
| Vanguard Capital Management LLC | 5,346,433 | $403.0M | 0.01% | +5,346,433 | New |
| Principal Financial Group Inc | 4,526,088 | $341.2M | 0.18% | +232,532+5.4% | Added |
| Two Sigma Investments, LP | 4,041,693 | $304.7M | 0.25% | +2,351,245+139.1% | Added |
| Centersquare Investment Management LLC | 3,429,575 | $258.5M | 2.67% | +130,403+4.0% | Added |
| Zimmer Partners, LP | 3,296,414 | $248.5M | 6.10% | +3,296,414 | New |
| Daiwa Securities Group Inc. | 2,961,683 | $223.3M | 0.64% | +698,692+30.9% | Added |
| JPMorgan Chase & Co | 2,766,748 | $207.4M | 0.01% | −76,693−2.7% | Reduced |
| Geode Capital Management, LLC | 2,698,758 | $203.5M | 0.01% | +188,836+7.5% | Added |
| Charles Schwab Investment Management Inc | 2,109,853 | $159.0M | 0.02% | +153,879+7.9% | Added |
| Prudential Financial Inc | 1,907,109 | $143.8M | 0.18% | +113,131+6.3% | Added |
| Dimensional Fund Advisors LP | 1,771,018 | $133.5M | 0.03% | +89,009+5.3% | Added |
| Bank of America Corp | 1,526,561 | $115.1M | 0.01% | +603,480+65.4% | Added |
| Raymond James Financial Inc | 1,432,481 | $107.9M | 0.03% | +168,545+13.3% | Added |
| Nomura Asset Management International Inc. | 1,396,798 | $105.3M | 0.18% | −382,426−21.5% | Reduced |
| Deutsche Bank AG | 1,336,269 | $100.7M | 0.03% | −839,504−38.6% | Reduced |
| Morgan Stanley | 1,319,035 | $99.4M | 0.01% | +11,803+0.9% | Added |
| Janus Henderson Group PLC | 1,251,683 | $94.3M | 0.05% | −994−0.1% | Reduced |
| Goldman Sachs Group Inc | 1,170,476 | $88.2M | 0.01% | +719,337+159.4% | Added |
| Northern Trust Corp | 1,151,104 | $86.8M | 0.01% | +34,905+3.1% | Added |
| Frontier Capital Management Co LLC | 1,101,386 | $83.0M | 0.85% | +295,154+36.6% | Added |
| Millennium Management LLC | 1,098,432 | $82.8M | 0.06% | −335,121−23.4% | Reduced |
| SEI Investments Co | 1,051,454 | $79.3M | 0.07% | +225,138+27.2% | Added |
| Duff & Phelps Investment Management Co | 1,010,118 | $76.1M | 0.79% | +52,175+5.4% | Added |
| PGGM Investments | 932,633 | $70.3M | 1.23% | −94,467−9.2% | Reduced |
| Bank of New York Mellon Corp | 925,807 | $69.8M | 0.01% | −3,098−0.3% | Reduced |
| Russell Investments Group, Ltd. | 903,113 | $68.1M | 0.07% | −44,769−4.7% | Reduced |
| Citadel Advisors LLC | 791,151 | $59.6M | 0.04% | −200,527−20.2% | Reduced |
| Holocene Advisors, LP | 790,359 | $59.6M | 0.14% | +403,266+104.2% | Added |
| Cincinnati Insurance Co | 789,500 | $59.5M | 0.90% | 00.0% | Unchanged |
| Sumitomo Mitsui Trust Holdings, Inc. | 781,592 | $58.9M | 0.04% | +54,478+7.5% | Added |
| Voloridge Investment Management, LLC | 761,010 | $57.4M | 0.23% | +136,067+21.8% | Added |
| Vanguard Fiduciary Trust Co | 742,361 | $56.0M | 0.01% | +742,361 | New |
| American Century Companies Inc | 727,653 | $54.9M | 0.03% | −60,737−7.7% | Reduced |
| Lasalle Investment Management Securities LLC | 719,719 | $54.3M | 2.14% | +45,195+6.7% | Added |
| UBS Asset Management Americas Inc | 707,711 | $53.3M | 0.01% | −2,345−0.3% | Reduced |
| Northwood Liquid Management LP | 677,438 | $51.1M | 3.43% | +677,438 | New |
| Thrivent Financial for Lutherans | 676,444 | $51.0M | 0.10% | +321,874+90.8% | Added |
| Legal & General Group Plc | 657,004 | $49.5M | 0.01% | −50,926−7.2% | Reduced |
| Bahl & Gaynor Inc | 632,566 | $47.7M | 0.24% | +34,167+5.7% | Added |
| Alyeska Investment Group, L.P. | 607,793 | $45.8M | 0.13% | +21,702+3.7% | Added |
| Engineers Gate Manager LP | 591,546 | $44.6M | 0.56% | −590,683−50.0% | Reduced |
| GW&K Investment Management, LLC | 556,104 | $41.9M | 0.37% | −350,440−38.7% | Reduced |
| HRT Financial LP | 520,919 | $39.3M | 0.10% | +197,854+61.2% | Added |
| UBS Group AG | 487,786 | $36.8M | 0.01% | +185,529+61.4% | Added |
| Invesco Ltd. | 479,929 | $36.2M | 0.00% | +10,995+2.3% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 445,919 | $33.6M | 0.06% | −62,655−12.3% | Reduced |
| Adelante Capital Management LLC | 440,181 | $33.2M | 2.35% | +1,766+0.4% | Added |
| Nuveen, LLC | 421,183 | $31.7M | 0.01% | −799,112−65.5% | Reduced |
| Schonfeld Strategic Advisors LLC | 407,027 | $30.7M | 0.25% | +289,659+246.8% | Added |
| Leeward Investments, LLC - MA | 393,073 | $29.6M | 1.46% | −11,786−2.9% | Reduced |
| Fort Washington Investment Advisors Inc | 390,636 | $29.4M | 0.16% | +1,793+0.5% | Added |
| Gotham Asset Management, LLC | 379,274 | $28.6M | 0.09% | +14,741+4.0% | Added |
| Wells Fargo & Company | 370,565 | $27.9M | 0.01% | +17,198+4.9% | Added |
| HSBC Holdings PLC | 365,065 | $27.6M | 0.02% | +69,372+23.5% | Added |
| Envestnet Asset Management Inc | 352,943 | $26.6M | 0.01% | +46,615+15.2% | Added |
| Qube Research & Technologies Ltd | 345,666 | $26.1M | 0.04% | +275,518+392.8% | Added |
| D. E. Shaw & Co., Inc. | 341,462 | $25.7M | 0.02% | +190,221+125.8% | Added |
| Rhumbline Advisers | 340,248 | $25.6M | 0.02% | +15,768+4.9% | Added |
| Systematic Financial Management LP | 319,492 | $24.1M | 0.55% | −6,255−1.9% | Reduced |
| Neuberger Berman Group LLC | 316,090 | $23.8M | 0.02% | −19,393−5.8% | Reduced |
| Apollo Management Holdings, L.P. | 315,810 | $23.8M | 0.40% | +16,930+5.7% | Added |
| Loomis Sayles & Co L P | 308,345 | $23.2M | 0.03% | −7,761−2.5% | Reduced |
| Tudor Investment Corp Et Al | 305,452 | $23.0M | 0.12% | +182,417+148.3% | Added |
| APG Asset Management US Inc. | 302,617 | $23.0M | 0.18% | −800.0% | Reduced |
| State of New Jersey Common Pension Fund D | 301,132 | $22.7M | 0.09% | 00.0% | Unchanged |
| Barclays PLC | 280,071 | $21.1M | 0.01% | +66,782+31.3% | Added |
| California Public Employees Retirement System | 276,624 | $20.9M | 0.01% | −23,684−7.9% | Reduced |
| AQR Capital Management LLC | 269,084 | $20.1M | 0.01% | −55,998−17.2% | Reduced |
| Ameriprise Financial Inc | 266,318 | $20.1M | 0.00% | +45,119+20.4% | Added |
| Great West Life Assurance Co | 260,561 | $19.7M | 0.04% | +10,358+4.1% | Added |
| Impax Asset Management Group plc | 260,000 | $19.6M | 0.14% | +60,000+30.0% | Added |
| Sophron Capital Management L.P. | 250,917 | $18.9M | 5.57% | −50,865−16.9% | Reduced |
| Jump Financial, LLC | 249,169 | $18.8M | 0.28% | +211,348+558.8% | Added |
| STRS Ohio | 247,109 | $18.6M | 0.07% | +12,496+5.3% | Added |
| Citigroup Inc | 246,867 | $18.6M | 0.01% | +105,059+74.1% | Added |
| Public Employees Retirement System of Ohio | 242,250 | $18.3M | 0.06% | −22,884−8.6% | Reduced |
| Lighthouse Investment Partners, LLC | 240,062 | $18.1M | 0.68% | −60,408−20.1% | Reduced |
| Swiss National Bank | 227,382 | $17.1M | 0.01% | +9,100+4.2% | Added |
| BNP Paribas Arbitrage, SA | 221,897 | $16.7M | 0.01% | +70,421+46.5% | Added |
| William Blair Investment Management, LLC | 218,993 | $16.5M | 0.05% | −133,717−37.9% | Reduced |
| Hazelview Securities Inc. | 214,369 | $16.2M | 3.01% | +39,145+22.3% | Added |
| Balyasny Asset Management LLC | 212,524 | $16.0M | 0.03% | −420,703−66.4% | Reduced |
| Creative Planning | 211,993 | $16.0M | 0.01% | +45,535+27.4% | Added |
| Point72 Asset Management, L.P. | 211,867 | $16.0M | 0.03% | +62,684+42.0% | Added |
| Asset Management One Co.,Ltd. | 194,777 | $14.7M | 0.04% | −15,322−7.3% | Reduced |
| Alliancebernstein L.P. | 201,888 | $14.5M | 0.00% | +25,154+14.2% | Added |
| Aristotle Capital Boston, LLC | 191,357 | $14.4M | 0.90% | −30,249−13.6% | Reduced |
| Nomura Asset Management Co Ltd | 184,990 | $13.9M | 0.04% | +13,490+7.9% | Added |
| State of Wisconsin Investment Board | 184,091 | $13.9M | 0.03% | −18,224−9.0% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 178,473 | $13.5M | 0.02% | +15,498+9.5% | Added |
| Virginia Retirement Systems Et Al | 176,478 | $13.3M | 0.10% | +3,800+2.2% | Added |
| Heitman Real Estate Securities LLC | 160,442 | $12.1M | 0.87% | −192,538−54.5% | Reduced |
| Quantbot Technologies LP | 154,855 | $11.7M | 0.48% | +38,438+33.0% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 151,138 | $11.4M | 0.03% | +16,333+12.1% | Added |
| LMCG Investments, LLC | 148,569 | $11.2M | 0.67% | +20,220+15.8% | Added |
| Retirement Systems of Alabama | 146,911 | $11.1M | 0.04% | +9,204+6.7% | Added |