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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

Q1 2026 vs. Q4 2025

How the institutions holding Agree Realty Corp changed between Q4 2025 and Q1 2026.

All holders in Q1 2026All holders in Q4 2025

13F holders of ADC: Q4 2025 compared with Q1 2026
MeasureQ4 2025Of which not filed for Q1 2026Q1 2026Change
Holders4927502+17
Shares129.5M17.4M139.5M+27.4M (+24.5%)
Value$9.33B$1.25B$10.5B+$2.44B (+30.2%)

7 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so the changes leave them out.

New holders (63)

Institutions that held Agree Realty Corp at the end of Q1 2026 but not at the end of Q4 2025.

Institutions new to ADC in Q1 2026
InstitutionSharesValue% of portfolio
Vanguard Portfolio Management LLC10,260,006$773.4M0.04%
Vanguard Capital Management LLC5,346,433$403.0M0.01%
Zimmer Partners, LP3,296,414$248.5M6.10%
Vanguard Fiduciary Trust Co742,361$56.0M0.01%
Northwood Liquid Management LP677,438$51.1M3.43%
Edgestream Partners, L.P.143,314$10.8M0.35%
Vanguard Asset Management, Ltd104,648$7.89M0.01%
Vanguard Investments Australia, Ltd.104,201$7.85M0.02%
Healthcare of Ontario Pension Plan Trust Fund98,000$7.39M0.01%
Brummer Multi-Strategy AB87,127$6.57M27.34%
Masterton Capital Management, LP66,300$5.00M4.55%
Capital Fund Management S.A.61,300$4.62M0.04%
Vanguard Global Advisers, LLC52,477$3.96M0.00%
Panagora Asset Management Inc42,689$3.22M0.01%
Oppenheimer Asset Management Inc.30,463$2.30M0.03%
CIBC Bancorp USA Inc.28,259$2.13M0.00%
Union Bancaire Privee, UBP SA32,979$1.85M0.03%
Vestcor Inc22,629$1.71M0.05%
Truvestments Capital LLC21,062$1.59M0.29%
Perbak Capital Partners LLP12,947$975.9K0.24%
Polymer Capital Management (US) LLC11,062$833.9K0.12%
Jain Global LLC10,946$825.1K0.01%
Machina Capital S.A.S.7,461$562.4K0.11%
Collaborative Fund Advisors, LLC6,020$453.8K0.28%
Acadian Asset Management LLC5,547$418.0K0.00%
DnB Asset Management AS5,221$393.6K0.00%
Frank, Rimerman Advisors LLC5,170$389.7K0.03%
Lombard Odier Asset Management (USA) Corp4,248$320.2K0.17%
Procyon Private Wealth Partners, LLC3,959$298.4K0.01%
Ritholtz Wealth Management3,816$287.6K0.00%
HB Wealth Management, LLC3,501$263.9K0.00%
Inscription Capital, LLC3,495$263.5K0.03%
Frec Markets, Inc.3,203$241.4K0.04%
Legacy Wealth Asset Management, LLC3,080$232.2K0.06%
Snowden Capital Advisors LLC3,035$229.6K0.01%
Callan Family Office, LLC3,001$226.2K0.01%
GW Henssler & Associates Ltd3,000$226.1K0.01%
Everence Capital Management Inc2,799$211.0K0.01%
Meiji Yasuda Asset Management Co Ltd.2,765$208.4K0.01%
Fieldview Capital Management, LLC2,667$201.0K0.06%
Advisory Services Network, LLC947$71.3K0.00%
Financial Life Planners660$49.8K0.04%
Cedar Mountain Advisors, LLC606$45.7K0.01%
Mather Group, LLC.487$36.7K0.00%
Los Angeles Capital Management LLC480$36.2K0.00%
Twin Peaks Wealth Advisors, LLC443$33.4K0.01%
Bayforest Capital Ltd381$28.7K0.03%
Eurizon Capital SGR S.p.A.189$14.2K0.00%
Wolff Wiese Magana LLC70$5.28K0.00%
Geneos Wealth Management Inc.61$4.60K0.00%
Virginia Estate & Retirement Planning Advisors Inc.47$3.58K0.02%
JPL Wealth Management, LLC40$3.02K0.00%
CX Institutional46$3.00K0.00%
Rossby Financial, LCC25$1.90K0.00%
Zions Bancorporation, National Association23$1.73K0.00%
Albion Financial Group21$1.58K0.00%
Brown, Lisle/Cummings, Inc.16$1.21K0.00%
SHP Wealth Management11$8290.00%
JDM Financial Group LLC9$6780.00%
Intentional Wealth Strategies, LLC5$3770.00%
Silicon Valley Capital Partners4$3040.00%
GHP Investment Advisors, Inc.2$1510.00%
BOK Financial Private Wealth, Inc.0$120.00%

Sold out (46)

Institutions that held Agree Realty Corp at the end of Q4 2025 and filed for Q1 2026 without it.

Institutions that sold out of ADC in Q1 2026
InstitutionShares, Q4 2025Value, Q4 2025
Two Sigma Advisers, LP2,258,287$162.7M
Freestone Grove Partners LP635,736$45.8M
Clearbridge Investments, LLC159,515$11.5M
Phocas Financial Corp.100,932$7.27M
Vision Capital Corp54,428$3.92M
Verition Fund Management LLC50,900$3.67M
Quest Partners LLC49,856$3.59M
Community Trust & Investment Co44,821$3.23M
Greenland Capital Management LP36,435$2.62M
Brookfield Asset Management Inc.34,417$2.48M
Oak Thistle LLC30,694$2.21M
Jefferies Financial Group Inc.21,454$1.55M
Susquehanna Fundamental Investments, LLC18,981$1.37M
Consolidated Planning Corp17,339$1.25M
Marshall Wace, LLP16,836$1.21M
Parr McKnight Wealth Management Group, LLC16,283$1.17M
XTX Topco Ltd14,983$1.08M
Easterly Investment Partners LLC11,122$801.1K
Callodine Capital Management, LP10,000$720.3K
Invst, LLC7,943$572.1K
Mariner, LLC7,506$541.0K
Susquehanna International Group, LLP6,062$436.6K
Commerce Bank5,824$419.5K
Envestnet Portfolio Solutions, Inc.4,881$351.6K
Clarkston Capital Partners, LLC4,700$338.5K
Atomi Financial Group, Inc.4,177$300.9K
Colony Group, LLC3,371$242.9K
Brucke Financial, Inc.3,326$239.6K
Fiduciary Trust Co3,287$236.8K
HighPoint Advisor Group LLC3,041$219.1K
Canada Pension Plan Investment Board2,700$194.5K
Quarry LP1,599$115.2K
Danske Bank A/S1,100$79.2K
T. Rowe Price Investment Management, Inc.347$25.0K
Garton & Associates Financial Advisors LLC303$21.9K
SageView Advisory Group, LLC213$15.4K
ZRC Wealth Management, LLC165$11.9K
Tucker Asset Management LLC116$8.36K
Basecamp Wealth Advisors LLC112$8.07K
DV Trading LLC100$7.20K
Natixis97$6.99K
CBIZ Investment Advisory Services, LLC93$6.72K
Quattro Advisors LLC55$3.96K
CVA Family Office, LLC7$504
Elyxium Wealth, LLC4$288
Nemes Rush Group LLC2$145

Not filed for Q1 2026 yet (7)

Institutions that held Agree Realty Corp at the end of Q4 2025 and haven't filed a 13F for Q1 2026. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding ADC in Q4 2025 that haven't filed for Q1 2026
InstitutionShares, Q4 2025Value, Q4 2025
Vanguard Group Inc15,731,141$1.13B
Norges Bank1,612,027$116.1M
CIBC World Markets Corp56,630$4.08M
Cornercap Investment Counsel Inc4,255$306.5K
Global Retirement Partners, LLC2,774$199.8K
Stephens Consulting, LLC200$14.4K
CIBC Private Wealth Group, LLC150$10.8K