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 |
|---|---|---|---|---|---|
| Cohen & Steers, Inc. | 17,864,344 | $1.35B | 2.34% | +3,769,392+26.7% | Added |
| BlackRock, Inc. | 17,890,008 | $1.35B | 0.02% | +1,102,612+6.6% | Added |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −2,258,287−100.0% | Sold out |
| Freestone Grove Partners LP | 0 | $0 | 0.00% | −635,736−100.0% | Sold out |
| Clearbridge Investments, LLC | 0 | $0 | 0.00% | −159,515−100.0% | Sold out |
| Phocas Financial Corp. | 0 | $0 | 0.00% | −100,932−100.0% | Sold out |
| Vision Capital Corp | 0 | $0 | 0.00% | −54,428−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −50,900−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −49,856−100.0% | Sold out |
| Community Trust & Investment Co | 0 | $0 | 0.00% | −44,821−100.0% | Sold out |
| Greenland Capital Management LP | 0 | $0 | 0.00% | −36,435−100.0% | Sold out |
| Brookfield Asset Management Inc. | 0 | $0 | 0.00% | −34,417−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −30,694−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −21,454−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −18,981−100.0% | Sold out |
| Consolidated Planning Corp | 0 | $0 | 0.00% | −17,339−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −16,836−100.0% | Sold out |
| Parr McKnight Wealth Management Group, LLC | 0 | $0 | 0.00% | −16,283−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −14,983−100.0% | Sold out |
| Easterly Investment Partners LLC | 0 | $0 | 0.00% | −11,122−100.0% | Sold out |
| Callodine Capital Management, LP | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Invst, LLC | 0 | $0 | 0.00% | −7,943−100.0% | Sold out |
| Mariner, LLC | 0 | $0 | 0.00% | −7,506−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −6,062−100.0% | Sold out |
| Commerce Bank | 0 | $0 | 0.00% | −5,824−100.0% | Sold out |
| Envestnet Portfolio Solutions, Inc. | 0 | $0 | 0.00% | −4,881−100.0% | Sold out |
| Clarkston Capital Partners, LLC | 0 | $0 | 0.00% | −4,700−100.0% | Sold out |
| Atomi Financial Group, Inc. | 0 | $0 | 0.00% | −4,177−100.0% | Sold out |
| Colony Group, LLC | 0 | $0 | 0.00% | −3,371−100.0% | Sold out |
| Brucke Financial, Inc. | 0 | $0 | 0.00% | −3,326−100.0% | Sold out |
| Fiduciary Trust Co | 0 | $0 | 0.00% | −3,287−100.0% | Sold out |
| HighPoint Advisor Group LLC | 0 | $0 | 0.00% | −3,041−100.0% | Sold out |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −2,700−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −1,599−100.0% | Sold out |
| Danske Bank A/S | 0 | $0 | 0.00% | −1,100−100.0% | Sold out |
| T. Rowe Price Investment Management, Inc. | 0 | $0 | 0.00% | −347−100.0% | Sold out |
| Garton & Associates Financial Advisors LLC | 0 | $0 | 0.00% | −303−100.0% | Sold out |
| SageView Advisory Group, LLC | 0 | $0 | 0.00% | −213−100.0% | Sold out |
| ZRC Wealth Management, LLC | 0 | $0 | 0.00% | −165−100.0% | Sold out |
| Tucker Asset Management LLC | 0 | $0 | 0.00% | −116−100.0% | Sold out |
| Basecamp Wealth Advisors LLC | 0 | $0 | 0.00% | −112−100.0% | Sold out |
| DV Trading LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −97−100.0% | Sold out |
| CBIZ Investment Advisory Services, LLC | 0 | $0 | 0.00% | −93−100.0% | Sold out |
| Quattro Advisors LLC | 0 | $0 | 0.00% | −55−100.0% | Sold out |
| CVA Family Office, LLC | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Elyxium Wealth, LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Nemes Rush Group LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Vanguard Group Inc | – | – | – | – | Not filed |
| Norges Bank | – | – | – | – | Not filed |
| CIBC World Markets Corp | – | – | – | – | Not filed |
| Cornercap Investment Counsel Inc | – | – | – | – | Not filed |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |
| Stephens Consulting, LLC | – | – | – | – | Not filed |
| CIBC Private Wealth Group, LLC | – | – | – | – | Not filed |