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 |
|---|---|---|---|---|---|
| Toroso Investments, LLC | 6,228 | $469.1K | 0.00% | +83+1.4% | Added |
| GeoWealth Management, LLC | 6,298 | $474.7K | 0.02% | −1,094−14.8% | Reduced |
| United Capital Financial Advisers, LLC | 6,443 | $485.7K | 0.00% | +3,578+124.9% | Added |
| Captrust Financial Advisors | 6,561 | $494.5K | 0.00% | −1,080−14.1% | Reduced |
| Koshinski Asset Management, Inc. | 6,675 | $503.2K | 0.03% | +14+0.2% | Added |
| Fairtree Asset Management (Pty) Ltd | 6,676 | $503.2K | 0.23% | 00.0% | Unchanged |
| Total Wealth Planning & Management, Inc. | 6,811 | $513.4K | 0.41% | +736+12.1% | Added |
| Swiss Life Asset Management Ltd | 6,873 | $518.1K | 0.00% | +1,704+33.0% | Added |
| J. Derek Lewis & Associates Inc. | 6,900 | $520.1K | 0.12% | 00.0% | Unchanged |
| Golden State Equity Partners | 6,928 | $522.2K | 0.04% | −272−3.8% | Reduced |
| MML Investors Services, LLC | 7,071 | $533.0K | 0.00% | −273−3.7% | Reduced |
| Tower Research Capital LLC (TRC) | 7,310 | $551.0K | 0.01% | −1,154−13.6% | Reduced |
| Garden State Investment Advisory Services LLC | 7,329 | $552.5K | 0.13% | 00.0% | Unchanged |
| Machina Capital S.A.S. | 7,461 | $562.4K | 0.11% | +7,461 | New |
| Ensign Peak Advisors, Inc | 7,488 | $564.4K | 0.00% | +350+4.9% | Added |
| Wiley Bros.-Aintree Capital, LLC | 7,782 | $586.6K | 0.00% | −1,979−20.3% | Reduced |
| Virtus ETF Advisers LLC | 7,815 | $589.1K | 0.27% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 7,909 | $596.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 7,938 | $598.5K | 0.00% | −394−4.7% | Reduced |
| CSU Producer Resources, Inc. | 8,000 | $603.0K | 1.73% | 00.0% | Unchanged |
| DRW Securities, LLC | 8,017 | $604.3K | 0.03% | +5,066+171.7% | Added |
| Commonwealth Equity Services, LLC | 8,059 | $607.5K | 0.00% | −688−7.9% | Reduced |
| Spirit of America Management Corp | 8,100 | $610.6K | 0.12% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 8,145 | $614.0K | 0.01% | −1,225−13.1% | Reduced |
| Ethos Financial Group, LLC | 8,530 | $614.4K | 0.04% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 8,227 | $620.2K | 0.01% | +59+0.7% | Added |
| Cambria Investment Management, L.P. | 8,368 | $630.8K | 0.04% | +315+3.9% | Added |
| Fifth Third Bancorp | 8,458 | $637.6K | 0.00% | +1,680+24.8% | Added |
| Skopos Labs, Inc. | 8,489 | $639.8K | 0.02% | +4,413+108.3% | Added |
| Hantz Financial Services, Inc. | 8,757 | $660.0K | 0.01% | +4,735+117.7% | Added |
| Schnieders Capital Management, LLC. | 8,810 | $664.1K | 0.11% | −141−1.6% | Reduced |
| Advisors Asset Management, Inc. | 8,817 | $664.6K | 0.01% | −72−0.8% | Reduced |
| Securian Asset Management, Inc | 8,833 | $665.8K | 0.03% | +471+5.6% | Added |
| Capital Square, LLC | 8,763 | $672.1K | 0.31% | +19+0.2% | Added |
| Texas Yale Capital Corp. | 8,995 | $678.0K | 0.02% | −200−2.2% | Reduced |
| Gilman Hill Asset Management, LLC | 9,165 | $690.9K | 0.10% | −1,725−15.8% | Reduced |
| 1620 Investment Advisors, Inc. | 9,508 | $716.8K | 0.48% | +25+0.3% | Added |
| Journey Strategic Wealth LLC | 9,519 | $717.5K | 0.02% | +2,254+31.0% | Added |
| Sequoia Financial Advisors, LLC | 10,468 | $789.1K | 0.00% | −1,584−13.1% | Reduced |
| Tributary Capital Management, LLC | 10,574 | $797.1K | 0.08% | +107+1.0% | Added |
| Summit Trail Advisors, LLC | 10,611 | $799.9K | 0.01% | +2,868+37.0% | Added |
| Silvercrest Asset Management Group LLC | 10,787 | $813.1K | 0.01% | −375−3.4% | Reduced |
| Motley Fool Wealth Management, LLC | 10,801 | $814.2K | 0.09% | −4,017−27.1% | Reduced |
| Applied Capital LLC | 10,892 | $821.0K | 0.60% | −255−2.3% | Reduced |
| Jain Global LLC | 10,946 | $825.1K | 0.01% | +10,946 | New |
| Polymer Capital Management (US) LLC | 11,062 | $833.9K | 0.12% | +11,062 | New |
| Keybank National Association | 11,115 | $837.9K | 0.00% | −2,975−21.1% | Reduced |
| Federated Hermes, Inc. | 11,116 | $837.9K | 0.00% | +475+4.5% | Added |
| Schroder Investment Management Group | 11,474 | $857.2K | 0.00% | −12,393−51.9% | Reduced |
| US Bancorp | 12,278 | $925.5K | 0.00% | −272−2.2% | Reduced |
| Nisa Investment Advisors, LLC | 12,394 | $938.7K | 0.00% | −4,889−28.3% | Reduced |
| Signaturefd, LLC | 12,528 | $944.4K | 0.01% | +361+3.0% | Added |
| Perbak Capital Partners LLP | 12,947 | $975.9K | 0.24% | +12,947 | New |
| James Investment Research Inc | 13,310 | $1.00M | 0.11% | +19+0.1% | Added |
| Harvest Portfolios Group Inc. | 13,350 | $1.01M | 0.02% | −7,320−35.4% | Reduced |
| Intrust Bank NA | 13,688 | $1.03M | 0.08% | +2,000+17.1% | Added |
| Mercer Global Advisors Inc | 13,933 | $1.05M | 0.00% | +1,983+16.6% | Added |
| Xponance, Inc. | 13,993 | $1.05M | 0.01% | +3,434+32.5% | Added |
| Azzad Asset Management Inc | 14,199 | $1.07M | 0.11% | +154+1.1% | Added |
| Pacer Advisors, Inc. | 14,230 | $1.07M | 0.00% | +751+5.6% | Added |
| Moran Wealth Management, LLC | 14,333 | $1.08M | 0.03% | −5,605−28.1% | Reduced |
| The PNC Financial Services Group, Inc. | 15,157 | $1.14M | 0.00% | +581+4.0% | Added |
| Vise Technologies, Inc. | 16,445 | $1.18M | 0.02% | 00.0% | Unchanged |
| Umb Bank N A | 15,874 | $1.20M | 0.02% | −160−1.0% | Reduced |
| Cincinnati Specialty Underwriters Insurance CO | 16,500 | $1.24M | 0.30% | 00.0% | Unchanged |
| Atria Investments LLC | 16,911 | $1.27M | 0.01% | −2,573−13.2% | Reduced |
| Vanderbilt University | 17,282 | $1.30M | 0.25% | +318+1.9% | Added |
| Quadrant Capital Group LLC | 17,367 | $1.31M | 0.04% | −1,375−7.3% | Reduced |
| Pictet Asset Management Holding SA | 17,655 | $1.33M | 0.00% | +1,400+8.6% | Added |
| Foresight Group Ltd Liability Partnership | 18,056 | $1.35M | 0.24% | −1,156−6.0% | Reduced |
| Ethic Inc. | 18,450 | $1.39M | 0.02% | +4,818+35.3% | Added |
| IFM Investors Pty Ltd | 18,601 | $1.40M | 0.01% | +171+0.9% | Added |
| Victory Capital Management Inc | 18,686 | $1.41M | 0.00% | +1,909+11.4% | Added |
| Nissay Asset Management Corp | 18,780 | $1.42M | 0.01% | +1,260+7.2% | Added |
| Pasadena Private Wealth, LLC | 18,782 | $1.42M | 0.20% | +47+0.3% | Added |
| Assetmark, Inc | 19,238 | $1.45M | 0.00% | −2,250−10.5% | Reduced |
| Lazard Asset Management LLC | 19,615 | $1.48M | 0.00% | +880+4.7% | Added |
| JustInvest LLC | 19,870 | $1.50M | 0.01% | +360+1.8% | Added |
| Truist Financial Corp | 19,933 | $1.50M | 0.00% | −387−1.9% | Reduced |
| NEOS Investment Management LLC | 20,075 | $1.51M | 0.01% | +5,400+36.8% | Added |
| Federation des caisses Desjardins du Quebec | 20,716 | $1.56M | 0.01% | +2,945+16.6% | Added |
| Cambridge Investment Research Advisors, Inc. | 20,980 | $1.58M | 0.00% | +2,266+12.1% | Added |
| Truvestments Capital LLC | 21,062 | $1.59M | 0.29% | +21,062 | New |
| Knights of Columbus Asset Advisors LLC | 21,286 | $1.60M | 0.09% | 00.0% | Unchanged |
| Westpac Banking Corp | 21,333 | $1.61M | 0.11% | +283+1.3% | Added |
| Atom Investors LP | 21,645 | $1.63M | 0.12% | −11,185−34.1% | Reduced |
| Bank of Montreal | 21,813 | $1.64M | 0.00% | +1,993+10.1% | Added |
| Pathway Financial Advisers, LLC | 21,821 | $1.64M | 0.47% | +814+3.9% | Added |
| Agp Franklin, LLC | 21,983 | $1.66M | 0.83% | +2,366+12.1% | Added |
| Ameritas Investment Partners, Inc. | 22,076 | $1.66M | 0.05% | +1,048+5.0% | Added |
| Vestcor Inc | 22,629 | $1.71M | 0.05% | +22,629 | New |
| First National Bank of Omaha | 22,707 | $1.71M | 0.05% | −99−0.4% | Reduced |
| Motley Fool Asset Management LLC | 22,820 | $1.72M | 0.07% | −1,560−6.4% | Reduced |
| Redmond Asset Management, LLC | 22,961 | $1.73M | 0.47% | +450+2.0% | Added |
| New Mexico Educational Retirement Board | 23,500 | $1.77M | 0.05% | 00.0% | Unchanged |
| UniSuper Management Pty Ltd | 23,500 | $1.77M | 0.01% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 23,884 | $1.80M | 0.30% | +50.0% | Added |
| Union Bancaire Privee, UBP SA | 32,979 | $1.85M | 0.03% | +32,979 | New |
| Oregon Public Employees Retirement Fund | 24,585 | $1.85M | 0.02% | +1,631+7.1% | Added |
| KLP Kapitalforvaltning AS | 25,300 | $1.91M | 0.01% | −3,600−12.5% | Reduced |