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 |
|---|---|---|---|---|---|
| Northwestern Mutual Investment Management Company, LLC | 26,847 | $2.02M | 0.03% | +1,175+4.6% | Added |
| Allstate Corp | 28,216 | $2.13M | 0.02% | +18,653+195.1% | Added |
| E. Ohman J:or Asset Management AB | 28,246 | $2.13M | 0.06% | +363+1.3% | Added |
| CIBC Bancorp USA Inc. | 28,259 | $2.13M | 0.00% | +28,259 | New |
| FMR LLC | 28,280 | $2.13M | 0.00% | +84+0.3% | Added |
| Dana Investment Advisors, Inc. | 28,375 | $2.14M | 0.06% | +990+3.6% | Added |
| State of Michigan Retirement System | 28,800 | $2.17M | 0.01% | +1,700+6.3% | Added |
| Mount Yale Investment Advisors, LLC | 29,147 | $2.20M | 0.05% | +659+2.3% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 30,034 | $2.26M | 0.76% | +2,835+10.4% | Added |
| Oppenheimer Asset Management Inc. | 30,463 | $2.30M | 0.03% | +30,463 | New |
| HighTower Advisors, LLC | 30,837 | $2.32M | 0.00% | +6,525+26.8% | Added |
| Metis Global Partners, LLC | 31,393 | $2.37M | 0.06% | +4,254+15.7% | Added |
| Arizona State Retirement System | 31,585 | $2.38M | 0.01% | +564+1.8% | Added |
| FJ Capital Management LLC | 31,696 | $2.39M | 0.27% | −4,177−11.6% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 31,809 | $2.40M | 0.02% | −261−0.8% | Reduced |
| Caxton Associates LLP | 32,779 | $2.47M | 0.06% | −10,281−23.9% | Reduced |
| Brinker Capital Investments, LLC | 32,964 | $2.48M | 0.02% | −465−1.4% | Reduced |
| Teachers Retirement System of the State of Kentucky | 33,531 | $2.53M | 0.02% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 34,317 | $2.59M | 0.03% | +3,201+10.3% | Added |
| Stifel Financial Corp | 34,537 | $2.60M | 0.00% | −215−0.6% | Reduced |
| Louisiana State Employees Retirement System | 34,700 | $2.62M | 0.05% | +3,000+9.5% | Added |
| Worldquant Millennium Advisors LLC | 34,994 | $2.64M | 0.01% | +1,112+3.3% | Added |
| M&T Bank Corp | 35,095 | $2.65M | 0.01% | −1,117−3.1% | Reduced |
| Bridgefront Capital, LLC | 36,356 | $2.74M | 0.68% | +22,260+157.9% | Added |
| Pathstone Holdings, LLC | 36,446 | $2.75M | 0.01% | −129−0.4% | Reduced |
| Blue Chip Partners, Inc. | 37,110 | $2.80M | 0.20% | −450−1.2% | Reduced |
| Handelsbanken Fonder AB | 37,837 | $2.85M | 0.01% | +10,300+37.4% | Added |
| Presima Inc. | 38,203 | $2.88M | 1.62% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 38,831 | $2.93M | 0.03% | −263−0.7% | Reduced |
| State Board of Administration of Florida Retirement System | 39,042 | $2.94M | 0.01% | 00.0% | Unchanged |
| Community Bank of Raymore | 40,024 | $3.02M | 2.02% | +309+0.8% | Added |
| Squarepoint Ops LLC | 42,461 | $3.20M | 0.01% | +9,326+28.1% | Added |
| Panagora Asset Management Inc | 42,689 | $3.22M | 0.01% | +42,689 | New |
| Brevan Howard Capital Management LP | 42,713 | $3.22M | 0.03% | +19,654+85.2% | Added |
| Cerity Partners LLC | 43,311 | $3.26M | 0.00% | +3,153+7.9% | Added |
| Standard Life Aberdeen plc | 44,282 | $3.34M | 0.01% | −1,694−3.7% | Reduced |
| Voya Investment Management LLC | 45,568 | $3.43M | 0.00% | −3,095−6.4% | Reduced |
| Mutual of America Capital Management LLC | 45,924 | $3.46M | 0.04% | −1,827−3.8% | Reduced |
| Agf Management Ltd | 46,722 | $3.52M | 0.02% | +6,554+16.3% | Added |
| Fisher Asset Management, LLC | 48,085 | $3.62M | 0.00% | −50.0% | Reduced |
| Treasurer of the State of North Carolina | 48,413 | $3.65M | 0.01% | +1,036+2.2% | Added |
| State of Tennessee, Treasury Department | 48,614 | $3.66M | 0.01% | +3,050+6.7% | Added |
| CI Private Wealth, LLC | 48,780 | $3.67M | 0.01% | +41,482+568.4% | Added |
| Police & Firemen's Retirement System of New Jersey | 48,932 | $3.69M | 0.03% | +767+1.6% | Added |
| First Trust Advisors LP | 49,635 | $3.74M | 0.00% | +25,189+103.0% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 51,077 | $3.85M | 0.01% | −102,590−66.8% | Reduced |
| Macquarie Group Ltd | 51,655 | $3.89M | 0.02% | −9,674−15.8% | Reduced |
| Vanguard Global Advisers, LLC | 52,477 | $3.96M | 0.00% | +52,477 | New |
| Resona Asset Management Co.,Ltd. | 53,007 | $3.98M | 0.02% | +4,849+10.1% | Added |
| Amalgamated Bank | 53,580 | $4.04M | 0.03% | +3,363+6.7% | Added |
| Gsa Capital Partners LLP | 54,209 | $4.09M | 0.25% | +38,617+247.7% | Added |
| Algert Global LLC | 57,460 | $4.33M | 0.07% | +44,070+329.1% | Added |
| Great Lakes Advisors, LLC | 58,153 | $4.38M | 0.04% | −119−0.2% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 57,451 | $4.40M | 0.01% | +12,712+28.4% | Added |
| Entropy Technologies, LP | 59,562 | $4.49M | 0.21% | +29,899+100.8% | Added |
| Capital Fund Management S.A. | 61,300 | $4.62M | 0.04% | +61,300 | New |
| MetLife Investment Management | 62,229 | $4.69M | 0.02% | +2,999+5.1% | Added |
| Cetera Investment Advisers | 62,562 | $4.72M | 0.01% | +10,413+20.0% | Added |
| Landscape Capital Management, L.L.C. | 62,910 | $4.74M | 0.30% | +39,173+165.0% | Added |
| New York State Common Retirement Fund | 63,000 | $4.75M | 0.01% | −10,814−14.7% | Reduced |
| Amundi | 63,574 | $4.79M | 0.00% | +3,388+5.6% | Added |
| Oversea-Chinese Banking CORP Ltd | 63,961 | $4.82M | 0.14% | −22,348−25.9% | Reduced |
| DekaBank Deutsche Girozentrale | 63,542 | $4.84M | 0.01% | 00.0% | Unchanged |
| Masterton Capital Management, LP | 66,300 | $5.00M | 4.55% | +66,300 | New |
| Graham Capital Management, L.P. | 66,695 | $5.03M | 0.17% | +12,349+22.7% | Added |
| New Age Alpha Advisors, LLC | 68,562 | $5.17M | 0.24% | −1,395−2.0% | Reduced |
| State of Alaska, Department of Revenue | 69,028 | $5.20M | 0.06% | +1,685+2.5% | Added |
| Van Eck Associates Corp | 69,439 | $5.24M | 0.00% | +11,215+19.3% | Added |
| Wellington Management Group LLP | 71,025 | $5.35M | 0.00% | +10,821+18.0% | Added |
| CoreCap Advisors, LLC | 73,516 | $5.54M | 0.19% | +7,133+10.7% | Added |
| Liberty One Investment Management, LLC | 78,726 | $5.93M | 0.61% | +6,079+8.4% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 81,446 | $6.14M | 0.03% | +15,747+24.0% | Added |
| LPL Financial LLC | 82,815 | $6.24M | 0.00% | +7,113+9.4% | Added |
| Bamco Inc | 83,347 | $6.28M | 0.02% | +9,219+12.4% | Added |
| Brummer Multi-Strategy AB | 87,127 | $6.57M | 27.34% | +87,127 | New |
| Manufacturers Life Insurance Company, The | 90,835 | $6.85M | 0.01% | +2,662+3.0% | Added |
| Aptus Capital Advisors, LLC | 92,505 | $6.97M | 0.06% | +944+1.0% | Added |
| Jones Financial Companies LLLP | 96,525 | $7.18M | 0.00% | +95,060+6,488.7% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 95,972 | $7.23M | 0.02% | +11,098+13.1% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 96,954 | $7.31M | 0.00% | +6,791+7.5% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 98,000 | $7.39M | 0.01% | +98,000 | New |
| Allianz Asset Management GmbH | 100,149 | $7.55M | 0.01% | −6,297−5.9% | Reduced |
| Vanguard Investments Australia, Ltd. | 104,201 | $7.85M | 0.02% | +104,201 | New |
| Price T Rowe Associates Inc | 104,582 | $7.88M | 0.00% | +13,983+15.4% | Added |
| Vanguard Asset Management, Ltd | 104,648 | $7.89M | 0.01% | +104,648 | New |
| Ibex Wealth Advisors | 108,753 | $8.20M | 0.76% | +9,568+9.6% | Added |
| New York State Teachers Retirement System | 110,654 | $8.34M | 0.02% | −3,315−2.9% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 113,471 | $8.55M | 0.01% | +101,489+847.0% | Added |
| Royal Bank of Canada | 119,895 | $9.04M | 0.00% | −27,014−18.4% | Reduced |
| Quantinno Capital Management LP | 120,322 | $9.07M | 0.02% | +57,829+92.5% | Added |
| Natixis Advisors, L.P. | 120,474 | $9.08M | 0.01% | +3,267+2.8% | Added |
| SG Americas Securities, LLC | 128,058 | $9.65M | 0.01% | +116,423+1,000.6% | Added |
| LMR Partners LLP | 134,970 | $10.2M | 0.09% | −127,025−48.5% | Reduced |
| Exchange Traded Concepts, LLC | 136,567 | $10.3M | 0.08% | +89,863+192.4% | Added |
| Ceredex Value Advisors LLC | 137,300 | $10.3M | 0.33% | −35,200−20.4% | Reduced |
| Allspring Global Investments Holdings, LLC | 136,540 | $10.4M | 0.02% | −183,632−57.4% | Reduced |
| Cander Asset Management LP | 139,785 | $10.5M | 1.89% | −78,835−36.1% | Reduced |
| California State Teachers Retirement System | 140,189 | $10.6M | 0.01% | +35,124+33.4% | Added |
| Franklin Resources Inc | 141,690 | $10.7M | 0.00% | +3,228+2.3% | Added |
| Uniplan Investment Counsel, Inc. | 143,159 | $10.8M | 1.11% | +17,546+14.0% | Added |