Skip to main content

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.

Institutional holdersQ1 2026: 502 institutions
Q1 2021: 301 institutionsQ2 2021: 312 institutionsQ3 2021: 322 institutionsQ4 2021: 326 institutionsQ1 2022: 319 institutionsQ2 2022: 340 institutionsQ3 2022: 360 institutionsQ4 2022: 358 institutionsQ1 2023: 360 institutionsQ2 2023: 375 institutionsQ3 2023: 372 institutionsQ4 2023: 367 institutionsQ1 2024: 395 institutionsQ2 2024: 409 institutionsQ3 2024: 431 institutionsQ4 2024: 451 institutionsQ1 2025: 467 institutionsQ2 2025: 471 institutionsQ3 2025: 479 institutionsQ4 2025: 492 institutionsQ1 2026: 502 institutionsQ2 2026: 497 institutions
Value heldQ1 2026: $10.5B
Q1 2021: $4.58BQ2 2021: $5.47BQ3 2021: $4.84BQ4 2021: $5.44BQ1 2022: $5.18BQ2 2022: $6.22BQ3 2022: $6.34BQ4 2022: $6.97BQ1 2023: $6.70BQ2 2023: $6.23BQ3 2023: $5.27BQ4 2023: $6.42BQ1 2024: $5.71BQ2 2024: $6.46BQ3 2024: $8.39BQ4 2024: $8.27BQ1 2025: $9.36BQ2 2025: $9.15BQ3 2025: $8.97BQ4 2025: $9.33BQ1 2026: $10.5BQ2 2026: $10.8B
Institutions holding ADC and their total value by quarter
QuarterHoldersValue
Q2 2026497$10.8B
Q1 2026502$10.5B
Q4 2025492$9.33B
Q3 2025479$8.97B
Q2 2025471$9.15B
Q1 2025467$9.36B
Q4 2024451$8.27B
Q3 2024431$8.39B
Q2 2024409$6.46B
Q1 2024395$5.71B
Q4 2023367$6.42B
Q3 2023372$5.27B
Q2 2023375$6.23B
Q1 2023360$6.70B
Q4 2022358$6.97B
Q3 2022360$6.34B
Q2 2022340$6.22B
Q1 2022319$5.18B
Q4 2021326$5.44B
Q3 2021322$4.84B
Q2 2021312$5.47B
Q1 2021301$4.58B

Institutions, Q1 2026

Shares, value and share of portfolio for each institution holding Agree Realty Corp; share changes are against Q4 2025.

Institutions holding ADC in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Cedar Mountain Advisors, LLC606$45.7K0.01%+606New
Huntington National Bank609$45.9K0.00%+16+2.7%Added
Capital Advisors, Ltd. LLC615$46.0K0.01%+69+12.6%Added
Northwestern Mutual Wealth Management Co621$46.8K0.00%−939−60.2%Reduced
Financial Life Planners660$49.8K0.04%+660New
Pension & Wealth Management Advisors, Inc.700$52.8K0.02%00.0%Unchanged
Harvest Fund Management Co., Ltd700$53.0K0.00%−1,669−70.5%Reduced
Bessemer Group Inc706$53.0K0.00%+77+12.2%Added
Simplex Trading, LLC745$56.2K0.00%+400+115.9%Added
Massmutual Trust Co FSB858$64.7K0.00%−127−12.9%Reduced
Advisory Services Network, LLC947$71.3K0.00%+947New
Bryn Mawr Trust Co950$71.6K0.00%00.0%Unchanged
Private Trust Co NA1,019$76.8K0.01%−450−30.6%Reduced
Steward Partners Investment Advisory, LLC1,044$78.7K0.00%−64−5.8%Reduced
Brown Brothers Harriman & Co1,139$85.9K0.00%00.0%Unchanged
Covestor Ltd1,144$87.0K0.06%+461+67.5%Added
Pinnacle Wealth Planning Services, Inc.1,176$88.6K0.01%+31+2.7%Added
Farther Finance Advisors, LLC1,182$89.6K0.00%−176−13.0%Reduced
Allworth Financial LP1,216$91.7K0.00%+466+62.1%Added
EverSource Wealth Advisors, LLC1,281$96.6K0.00%+292+29.5%Added
Larson Financial Group LLC1,318$99.4K0.00%−486−26.9%Reduced
Horizon Investments, LLC1,375$103.3K0.00%+139+11.2%Added
MAI Capital Management1,656$124.8K0.00%+422+34.2%Added
Smartleaf Asset Management LLC1,672$125.4K0.00%+43+2.6%Added
GF Fund Management Co. Ltd.1,673$126.1K0.00%−161−8.8%Reduced
FIL Ltd1,741$131.2K0.00%−132−7.0%Reduced
Mirae Asset Global Investments Co., Ltd.2,366$178.3K0.00%−869−26.9%Reduced
Virtus Investment Advisers, Inc.2,486$187.4K0.05%+238+10.6%Added
Central Pacific Bank - Trust Division2,654$200.1K0.03%−50−1.8%Reduced
Fieldview Capital Management, LLC2,667$201.0K0.06%+2,667New
Meiji Yasuda Asset Management Co Ltd.2,765$208.4K0.01%+2,765New
Everence Capital Management Inc2,799$211.0K0.01%+2,799New
Allie Family Office LLC2,814$212.1K0.09%00.0%Unchanged
Wealth Quarterback LLC2,918$220.0K0.09%−440−13.1%Reduced
Cullen Capital Management LLC2,950$222.4K0.00%00.0%Unchanged
Fifth Third Wealth Advisors LLC2,965$223.5K0.01%+81+2.8%Added
Resources Investment Advisors, LLC.2,989$225.3K0.00%−56−1.8%Reduced
GW Henssler & Associates Ltd3,000$226.1K0.01%+3,000New
Callan Family Office, LLC3,001$226.2K0.01%+3,001New
Armistice Capital, LLC3,025$228.0K0.01%−10,987−78.4%Reduced
Snowden Capital Advisors LLC3,035$229.6K0.01%+3,035New
Private Advisor Group, LLC3,070$231.4K0.00%+145+5.0%Added
Legacy Wealth Asset Management, LLC3,080$232.2K0.06%+3,080New
CIBC Asset Management Inc3,174$239.3K0.00%00.0%Unchanged
SRS Capital Advisors, Inc.3,184$240.1K0.01%−451−12.4%Reduced
Regions Financial Corp3,191$240.5K0.00%−88−2.7%Reduced
Frec Markets, Inc.3,203$241.4K0.04%+3,203New
KBC Group NV3,204$242.0K0.00%00.0%Unchanged
North Dakota State Investment Board3,306$249.2K0.01%−520−13.6%Reduced
Boothbay Fund Management, LLC3,384$255.1K0.01%−5,687−62.7%Reduced
Inscription Capital, LLC3,495$263.5K0.03%+3,495New
HB Wealth Management, LLC3,501$263.9K0.00%+3,501New
Dark Forest Capital Management LP3,553$267.8K0.02%−64,782−94.8%Reduced
NewEdge Wealth, LLC3,691$278.2K0.00%−145−3.8%Reduced
Shelton Capital Management3,709$279.6K0.01%00.0%Unchanged
Kestra Advisory Services, LLC3,808$287.0K0.00%−1,242−24.6%Reduced
Ritholtz Wealth Management3,816$287.6K0.00%+3,816New
Rockefeller Capital Management L.P.3,870$291.8K0.00%+2,204+132.3%Added
Bailard, Inc.3,890$293.2K0.01%00.0%Unchanged
1492 Capital Management LLC3,946$297.4K0.11%+973+32.7%Added
Procyon Private Wealth Partners, LLC3,959$298.4K0.01%+3,959New
Sage Investment Counsel LLC4,068$306.7K0.34%−1,484−26.7%Reduced
Coldstream Capital Management Inc4,096$308.8K0.00%−1,649−28.7%Reduced
QRG Capital Management, Inc.4,124$310.9K0.00%−20.0%Reduced
Parallel Advisors, LLC4,204$317.0K0.01%−649−13.4%Reduced
Lombard Odier Asset Management (USA) Corp4,248$320.2K0.17%+4,248New
CWM, LLC4,262$321.3K0.00%−828−16.3%Reduced
Gen-Wealth Partners Inc4,479$337.6K0.11%−11−0.2%Reduced
EP Wealth Advisors, LLC4,510$340.0K0.00%−387−7.9%Reduced
Sterling Capital Management LLC4,519$340.6K0.01%−3,004−39.9%Reduced
Baird Financial Group, Inc.4,571$344.6K0.00%−118−2.5%Reduced
O'Shaughnessy Asset Management, LLC4,601$346.8K0.00%−752−14.0%Reduced
Pure Financial Advisors, Inc.4,623$348.5K0.01%+1,240+36.7%Added
Greenleaf Trust4,717$355.6K0.00%+18+0.4%Added
Teacher Retirement System of Texas4,720$355.8K0.00%+1,034+28.1%Added
ProShare Advisors LLC4,806$362.3K0.00%+205+4.5%Added
Trust Point Inc.4,854$365.9K0.03%−569−10.5%Reduced
GAMMA Investing LLC4,882$368.0K0.02%+999+25.7%Added
Gallagher Fiduciary Advisors, LLC4,955$373.5K0.01%−489−9.0%Reduced
J.W. Cole Advisors, Inc.5,106$384.9K0.01%+4+0.1%Added
Frank, Rimerman Advisors LLC5,170$389.7K0.03%+5,170New
DnB Asset Management AS5,221$393.6K0.00%+5,221New
Spire Wealth Management5,240$395.0K0.01%00.0%Unchanged
Norinchukin Bank, The5,308$400.1K0.00%+57+1.1%Added
GWN Securities Inc.5,359$404.0K0.08%−252−4.5%Reduced
Evergreen Capital Management LLC5,453$412.5K0.01%−493−8.3%Reduced
Acadian Asset Management LLC5,547$418.0K0.00%+5,547New
Maryland State Retirement & Pension System5,594$421.7K0.01%00.0%Unchanged
First National Advisers, LLC5,646$425.6K0.06%−125−2.2%Reduced
Bank of Nova Scotia5,736$432.4K0.00%+332+6.1%Added
Integrated Investment Consultants, LLC5,771$435.0K0.09%+192+3.4%Added
Trust Co of Toledo NA5,863$442.0K0.04%00.0%Unchanged
DoubleLine ETF Adviser LP5,948$448.4K0.17%−1,190−16.7%Reduced
Vident Advisory, LLC5,967$449.8K0.00%−253−4.1%Reduced
Utah Retirement Systems5,999$452.2K0.00%00.0%Unchanged
Collaborative Fund Advisors, LLC6,020$453.8K0.28%+6,020New
Atlantic Union Bankshares Corp6,040$455.3K0.01%00.0%Unchanged
Janney Montgomery Scott LLC6,079$458.0K0.00%+321+5.6%Added
Park Avenue Securities LLC6,150$464.0K0.00%−170−2.7%Reduced
Wealthspire Advisors, LLC6,181$465.9K0.00%−363−5.5%Reduced