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 |
|---|---|---|---|---|---|
| Edgestream Partners, L.P. | 143,314 | $10.8M | 0.35% | +143,314 | New |
| Susquehanna Portfolio Strategies, LLC | 144,842 | $10.9M | 0.16% | −3,990−2.7% | Reduced |
| Retirement Systems of Alabama | 146,911 | $11.1M | 0.04% | +9,204+6.7% | Added |
| LMCG Investments, LLC | 148,569 | $11.2M | 0.67% | +20,220+15.8% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 151,138 | $11.4M | 0.03% | +16,333+12.1% | Added |
| Quantbot Technologies LP | 154,855 | $11.7M | 0.48% | +38,438+33.0% | Added |
| Heitman Real Estate Securities LLC | 160,442 | $12.1M | 0.87% | −192,538−54.5% | Reduced |
| Virginia Retirement Systems Et Al | 176,478 | $13.3M | 0.10% | +3,800+2.2% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 178,473 | $13.5M | 0.02% | +15,498+9.5% | Added |
| State of Wisconsin Investment Board | 184,091 | $13.9M | 0.03% | −18,224−9.0% | Reduced |
| Nomura Asset Management Co Ltd | 184,990 | $13.9M | 0.04% | +13,490+7.9% | Added |
| Aristotle Capital Boston, LLC | 191,357 | $14.4M | 0.90% | −30,249−13.6% | Reduced |
| Alliancebernstein L.P. | 201,888 | $14.5M | 0.00% | +25,154+14.2% | Added |
| Asset Management One Co.,Ltd. | 194,777 | $14.7M | 0.04% | −15,322−7.3% | Reduced |
| Point72 Asset Management, L.P. | 211,867 | $16.0M | 0.03% | +62,684+42.0% | Added |
| Creative Planning | 211,993 | $16.0M | 0.01% | +45,535+27.4% | Added |
| Balyasny Asset Management LLC | 212,524 | $16.0M | 0.03% | −420,703−66.4% | Reduced |
| Hazelview Securities Inc. | 214,369 | $16.2M | 3.01% | +39,145+22.3% | Added |
| William Blair Investment Management, LLC | 218,993 | $16.5M | 0.05% | −133,717−37.9% | Reduced |
| BNP Paribas Arbitrage, SA | 221,897 | $16.7M | 0.01% | +70,421+46.5% | Added |
| Swiss National Bank | 227,382 | $17.1M | 0.01% | +9,100+4.2% | Added |
| Lighthouse Investment Partners, LLC | 240,062 | $18.1M | 0.68% | −60,408−20.1% | Reduced |
| Public Employees Retirement System of Ohio | 242,250 | $18.3M | 0.06% | −22,884−8.6% | Reduced |
| Citigroup Inc | 246,867 | $18.6M | 0.01% | +105,059+74.1% | Added |
| STRS Ohio | 247,109 | $18.6M | 0.07% | +12,496+5.3% | Added |
| Jump Financial, LLC | 249,169 | $18.8M | 0.28% | +211,348+558.8% | Added |
| Sophron Capital Management L.P. | 250,917 | $18.9M | 5.57% | −50,865−16.9% | Reduced |
| Impax Asset Management Group plc | 260,000 | $19.6M | 0.14% | +60,000+30.0% | Added |
| Great West Life Assurance Co | 260,561 | $19.7M | 0.04% | +10,358+4.1% | Added |
| Ameriprise Financial Inc | 266,318 | $20.1M | 0.00% | +45,119+20.4% | Added |
| AQR Capital Management LLC | 269,084 | $20.1M | 0.01% | −55,998−17.2% | Reduced |
| California Public Employees Retirement System | 276,624 | $20.9M | 0.01% | −23,684−7.9% | Reduced |
| Barclays PLC | 280,071 | $21.1M | 0.01% | +66,782+31.3% | Added |
| State of New Jersey Common Pension Fund D | 301,132 | $22.7M | 0.09% | 00.0% | Unchanged |
| APG Asset Management US Inc. | 302,617 | $23.0M | 0.18% | −800.0% | Reduced |
| Tudor Investment Corp Et Al | 305,452 | $23.0M | 0.12% | +182,417+148.3% | Added |
| Loomis Sayles & Co L P | 308,345 | $23.2M | 0.03% | −7,761−2.5% | Reduced |
| Apollo Management Holdings, L.P. | 315,810 | $23.8M | 0.40% | +16,930+5.7% | Added |
| Neuberger Berman Group LLC | 316,090 | $23.8M | 0.02% | −19,393−5.8% | Reduced |
| Systematic Financial Management LP | 319,492 | $24.1M | 0.55% | −6,255−1.9% | Reduced |
| Rhumbline Advisers | 340,248 | $25.6M | 0.02% | +15,768+4.9% | Added |
| D. E. Shaw & Co., Inc. | 341,462 | $25.7M | 0.02% | +190,221+125.8% | Added |
| Qube Research & Technologies Ltd | 345,666 | $26.1M | 0.04% | +275,518+392.8% | Added |
| Envestnet Asset Management Inc | 352,943 | $26.6M | 0.01% | +46,615+15.2% | Added |
| HSBC Holdings PLC | 365,065 | $27.6M | 0.02% | +69,372+23.5% | Added |
| Wells Fargo & Company | 370,565 | $27.9M | 0.01% | +17,198+4.9% | Added |
| Gotham Asset Management, LLC | 379,274 | $28.6M | 0.09% | +14,741+4.0% | Added |
| Fort Washington Investment Advisors Inc | 390,636 | $29.4M | 0.16% | +1,793+0.5% | Added |
| Leeward Investments, LLC - MA | 393,073 | $29.6M | 1.46% | −11,786−2.9% | Reduced |
| Schonfeld Strategic Advisors LLC | 407,027 | $30.7M | 0.25% | +289,659+246.8% | Added |
| Nuveen, LLC | 421,183 | $31.7M | 0.01% | −799,112−65.5% | Reduced |
| Adelante Capital Management LLC | 440,181 | $33.2M | 2.35% | +1,766+0.4% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 445,919 | $33.6M | 0.06% | −62,655−12.3% | Reduced |
| Invesco Ltd. | 479,929 | $36.2M | 0.00% | +10,995+2.3% | Added |
| UBS Group AG | 487,786 | $36.8M | 0.01% | +185,529+61.4% | Added |
| HRT Financial LP | 520,919 | $39.3M | 0.10% | +197,854+61.2% | Added |
| GW&K Investment Management, LLC | 556,104 | $41.9M | 0.37% | −350,440−38.7% | Reduced |
| Engineers Gate Manager LP | 591,546 | $44.6M | 0.56% | −590,683−50.0% | Reduced |
| Alyeska Investment Group, L.P. | 607,793 | $45.8M | 0.13% | +21,702+3.7% | Added |
| Bahl & Gaynor Inc | 632,566 | $47.7M | 0.24% | +34,167+5.7% | Added |
| Legal & General Group Plc | 657,004 | $49.5M | 0.01% | −50,926−7.2% | Reduced |
| Thrivent Financial for Lutherans | 676,444 | $51.0M | 0.10% | +321,874+90.8% | Added |
| Northwood Liquid Management LP | 677,438 | $51.1M | 3.43% | +677,438 | New |
| UBS Asset Management Americas Inc | 707,711 | $53.3M | 0.01% | −2,345−0.3% | Reduced |
| Lasalle Investment Management Securities LLC | 719,719 | $54.3M | 2.14% | +45,195+6.7% | Added |
| American Century Companies Inc | 727,653 | $54.9M | 0.03% | −60,737−7.7% | Reduced |
| Vanguard Fiduciary Trust Co | 742,361 | $56.0M | 0.01% | +742,361 | New |
| Voloridge Investment Management, LLC | 761,010 | $57.4M | 0.23% | +136,067+21.8% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 781,592 | $58.9M | 0.04% | +54,478+7.5% | Added |
| Cincinnati Insurance Co | 789,500 | $59.5M | 0.90% | 00.0% | Unchanged |
| Holocene Advisors, LP | 790,359 | $59.6M | 0.14% | +403,266+104.2% | Added |
| Citadel Advisors LLC | 791,151 | $59.6M | 0.04% | −200,527−20.2% | Reduced |
| Russell Investments Group, Ltd. | 903,113 | $68.1M | 0.07% | −44,769−4.7% | Reduced |
| Bank of New York Mellon Corp | 925,807 | $69.8M | 0.01% | −3,098−0.3% | Reduced |
| PGGM Investments | 932,633 | $70.3M | 1.23% | −94,467−9.2% | Reduced |
| Duff & Phelps Investment Management Co | 1,010,118 | $76.1M | 0.79% | +52,175+5.4% | Added |
| SEI Investments Co | 1,051,454 | $79.3M | 0.07% | +225,138+27.2% | Added |
| Millennium Management LLC | 1,098,432 | $82.8M | 0.06% | −335,121−23.4% | Reduced |
| Frontier Capital Management Co LLC | 1,101,386 | $83.0M | 0.85% | +295,154+36.6% | Added |
| Northern Trust Corp | 1,151,104 | $86.8M | 0.01% | +34,905+3.1% | Added |
| Goldman Sachs Group Inc | 1,170,476 | $88.2M | 0.01% | +719,337+159.4% | Added |
| Janus Henderson Group PLC | 1,251,683 | $94.3M | 0.05% | −994−0.1% | Reduced |
| Morgan Stanley | 1,319,035 | $99.4M | 0.01% | +11,803+0.9% | Added |
| Deutsche Bank AG | 1,336,269 | $100.7M | 0.03% | −839,504−38.6% | Reduced |
| Nomura Asset Management International Inc. | 1,396,798 | $105.3M | 0.18% | −382,426−21.5% | Reduced |
| Raymond James Financial Inc | 1,432,481 | $107.9M | 0.03% | +168,545+13.3% | Added |
| Bank of America Corp | 1,526,561 | $115.1M | 0.01% | +603,480+65.4% | Added |
| Dimensional Fund Advisors LP | 1,771,018 | $133.5M | 0.03% | +89,009+5.3% | Added |
| Prudential Financial Inc | 1,907,109 | $143.8M | 0.18% | +113,131+6.3% | Added |
| Charles Schwab Investment Management Inc | 2,109,853 | $159.0M | 0.02% | +153,879+7.9% | Added |
| Geode Capital Management, LLC | 2,698,758 | $203.5M | 0.01% | +188,836+7.5% | Added |
| JPMorgan Chase & Co | 2,766,748 | $207.4M | 0.01% | −76,693−2.7% | Reduced |
| Daiwa Securities Group Inc. | 2,961,683 | $223.3M | 0.64% | +698,692+30.9% | Added |
| Zimmer Partners, LP | 3,296,414 | $248.5M | 6.10% | +3,296,414 | New |
| Centersquare Investment Management LLC | 3,429,575 | $258.5M | 2.67% | +130,403+4.0% | Added |
| Two Sigma Investments, LP | 4,041,693 | $304.7M | 0.25% | +2,351,245+139.1% | Added |
| Principal Financial Group Inc | 4,526,088 | $341.2M | 0.18% | +232,532+5.4% | Added |
| Vanguard Capital Management LLC | 5,346,433 | $403.0M | 0.01% | +5,346,433 | New |
| State Street Corp | 5,966,403 | $451.3M | 0.02% | +82,112+1.4% | Added |
| Vanguard Portfolio Management LLC | 10,260,006 | $773.4M | 0.04% | +10,260,006 | New |