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 |
|---|---|---|---|---|---|
| Susquehanna Portfolio Strategies, LLC | 144,842 | $10.9M | 0.16% | −3,990−2.7% | Reduced |
| Edgestream Partners, L.P. | 143,314 | $10.8M | 0.35% | +143,314 | New |
| Uniplan Investment Counsel, Inc. | 143,159 | $10.8M | 1.11% | +17,546+14.0% | Added |
| Franklin Resources Inc | 141,690 | $10.7M | 0.00% | +3,228+2.3% | Added |
| California State Teachers Retirement System | 140,189 | $10.6M | 0.01% | +35,124+33.4% | Added |
| Cander Asset Management LP | 139,785 | $10.5M | 1.89% | −78,835−36.1% | Reduced |
| Allspring Global Investments Holdings, LLC | 136,540 | $10.4M | 0.02% | −183,632−57.4% | Reduced |
| Ceredex Value Advisors LLC | 137,300 | $10.3M | 0.33% | −35,200−20.4% | Reduced |
| Exchange Traded Concepts, LLC | 136,567 | $10.3M | 0.08% | +89,863+192.4% | Added |
| LMR Partners LLP | 134,970 | $10.2M | 0.09% | −127,025−48.5% | Reduced |
| SG Americas Securities, LLC | 128,058 | $9.65M | 0.01% | +116,423+1,000.6% | Added |
| Natixis Advisors, L.P. | 120,474 | $9.08M | 0.01% | +3,267+2.8% | Added |
| Quantinno Capital Management LP | 120,322 | $9.07M | 0.02% | +57,829+92.5% | Added |
| Royal Bank of Canada | 119,895 | $9.04M | 0.00% | −27,014−18.4% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 113,471 | $8.55M | 0.01% | +101,489+847.0% | Added |
| New York State Teachers Retirement System | 110,654 | $8.34M | 0.02% | −3,315−2.9% | Reduced |
| Ibex Wealth Advisors | 108,753 | $8.20M | 0.76% | +9,568+9.6% | Added |
| Vanguard Asset Management, Ltd | 104,648 | $7.89M | 0.01% | +104,648 | New |
| Price T Rowe Associates Inc | 104,582 | $7.88M | 0.00% | +13,983+15.4% | Added |
| Vanguard Investments Australia, Ltd. | 104,201 | $7.85M | 0.02% | +104,201 | New |
| Allianz Asset Management GmbH | 100,149 | $7.55M | 0.01% | −6,297−5.9% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 98,000 | $7.39M | 0.01% | +98,000 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 96,954 | $7.31M | 0.00% | +6,791+7.5% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 95,972 | $7.23M | 0.02% | +11,098+13.1% | Added |
| Jones Financial Companies LLLP | 96,525 | $7.18M | 0.00% | +95,060+6,488.7% | Added |
| Aptus Capital Advisors, LLC | 92,505 | $6.97M | 0.06% | +944+1.0% | Added |
| Manufacturers Life Insurance Company, The | 90,835 | $6.85M | 0.01% | +2,662+3.0% | Added |
| Brummer Multi-Strategy AB | 87,127 | $6.57M | 27.34% | +87,127 | New |
| Bamco Inc | 83,347 | $6.28M | 0.02% | +9,219+12.4% | Added |
| LPL Financial LLC | 82,815 | $6.24M | 0.00% | +7,113+9.4% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 81,446 | $6.14M | 0.03% | +15,747+24.0% | Added |
| Liberty One Investment Management, LLC | 78,726 | $5.93M | 0.61% | +6,079+8.4% | Added |
| CoreCap Advisors, LLC | 73,516 | $5.54M | 0.19% | +7,133+10.7% | Added |
| Wellington Management Group LLP | 71,025 | $5.35M | 0.00% | +10,821+18.0% | Added |
| Van Eck Associates Corp | 69,439 | $5.24M | 0.00% | +11,215+19.3% | Added |
| State of Alaska, Department of Revenue | 69,028 | $5.20M | 0.06% | +1,685+2.5% | Added |
| New Age Alpha Advisors, LLC | 68,562 | $5.17M | 0.24% | −1,395−2.0% | Reduced |
| Graham Capital Management, L.P. | 66,695 | $5.03M | 0.17% | +12,349+22.7% | Added |
| Masterton Capital Management, LP | 66,300 | $5.00M | 4.55% | +66,300 | New |
| DekaBank Deutsche Girozentrale | 63,542 | $4.84M | 0.01% | 00.0% | Unchanged |
| Oversea-Chinese Banking CORP Ltd | 63,961 | $4.82M | 0.14% | −22,348−25.9% | Reduced |
| Amundi | 63,574 | $4.79M | 0.00% | +3,388+5.6% | Added |
| New York State Common Retirement Fund | 63,000 | $4.75M | 0.01% | −10,814−14.7% | Reduced |
| Landscape Capital Management, L.L.C. | 62,910 | $4.74M | 0.30% | +39,173+165.0% | Added |
| Cetera Investment Advisers | 62,562 | $4.72M | 0.01% | +10,413+20.0% | Added |
| MetLife Investment Management | 62,229 | $4.69M | 0.02% | +2,999+5.1% | Added |
| Capital Fund Management S.A. | 61,300 | $4.62M | 0.04% | +61,300 | New |
| Entropy Technologies, LP | 59,562 | $4.49M | 0.21% | +29,899+100.8% | Added |
| Wealth Enhancement Advisory Services, LLC | 57,451 | $4.40M | 0.01% | +12,712+28.4% | Added |
| Great Lakes Advisors, LLC | 58,153 | $4.38M | 0.04% | −119−0.2% | Reduced |
| Algert Global LLC | 57,460 | $4.33M | 0.07% | +44,070+329.1% | Added |
| Gsa Capital Partners LLP | 54,209 | $4.09M | 0.25% | +38,617+247.7% | Added |
| Amalgamated Bank | 53,580 | $4.04M | 0.03% | +3,363+6.7% | Added |
| Resona Asset Management Co.,Ltd. | 53,007 | $3.98M | 0.02% | +4,849+10.1% | Added |
| Vanguard Global Advisers, LLC | 52,477 | $3.96M | 0.00% | +52,477 | New |
| Macquarie Group Ltd | 51,655 | $3.89M | 0.02% | −9,674−15.8% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 51,077 | $3.85M | 0.01% | −102,590−66.8% | Reduced |
| First Trust Advisors LP | 49,635 | $3.74M | 0.00% | +25,189+103.0% | Added |
| Police & Firemen's Retirement System of New Jersey | 48,932 | $3.69M | 0.03% | +767+1.6% | Added |
| CI Private Wealth, LLC | 48,780 | $3.67M | 0.01% | +41,482+568.4% | Added |
| State of Tennessee, Treasury Department | 48,614 | $3.66M | 0.01% | +3,050+6.7% | Added |
| Treasurer of the State of North Carolina | 48,413 | $3.65M | 0.01% | +1,036+2.2% | Added |
| Fisher Asset Management, LLC | 48,085 | $3.62M | 0.00% | −50.0% | Reduced |
| Agf Management Ltd | 46,722 | $3.52M | 0.02% | +6,554+16.3% | Added |
| Mutual of America Capital Management LLC | 45,924 | $3.46M | 0.04% | −1,827−3.8% | Reduced |
| Voya Investment Management LLC | 45,568 | $3.43M | 0.00% | −3,095−6.4% | Reduced |
| Standard Life Aberdeen plc | 44,282 | $3.34M | 0.01% | −1,694−3.7% | Reduced |
| Cerity Partners LLC | 43,311 | $3.26M | 0.00% | +3,153+7.9% | Added |
| Brevan Howard Capital Management LP | 42,713 | $3.22M | 0.03% | +19,654+85.2% | Added |
| Panagora Asset Management Inc | 42,689 | $3.22M | 0.01% | +42,689 | New |
| Squarepoint Ops LLC | 42,461 | $3.20M | 0.01% | +9,326+28.1% | Added |
| Community Bank of Raymore | 40,024 | $3.02M | 2.02% | +309+0.8% | Added |
| State Board of Administration of Florida Retirement System | 39,042 | $2.94M | 0.01% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 38,831 | $2.93M | 0.03% | −263−0.7% | Reduced |
| Presima Inc. | 38,203 | $2.88M | 1.62% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 37,837 | $2.85M | 0.01% | +10,300+37.4% | Added |
| Blue Chip Partners, Inc. | 37,110 | $2.80M | 0.20% | −450−1.2% | Reduced |
| Pathstone Holdings, LLC | 36,446 | $2.75M | 0.01% | −129−0.4% | Reduced |
| Bridgefront Capital, LLC | 36,356 | $2.74M | 0.68% | +22,260+157.9% | Added |
| M&T Bank Corp | 35,095 | $2.65M | 0.01% | −1,117−3.1% | Reduced |
| Worldquant Millennium Advisors LLC | 34,994 | $2.64M | 0.01% | +1,112+3.3% | Added |
| Louisiana State Employees Retirement System | 34,700 | $2.62M | 0.05% | +3,000+9.5% | Added |
| Stifel Financial Corp | 34,537 | $2.60M | 0.00% | −215−0.6% | Reduced |
| Vestmark Advisory Solutions, Inc. | 34,317 | $2.59M | 0.03% | +3,201+10.3% | Added |
| Teachers Retirement System of the State of Kentucky | 33,531 | $2.53M | 0.02% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 32,964 | $2.48M | 0.02% | −465−1.4% | Reduced |
| Caxton Associates LLP | 32,779 | $2.47M | 0.06% | −10,281−23.9% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 31,809 | $2.40M | 0.02% | −261−0.8% | Reduced |
| FJ Capital Management LLC | 31,696 | $2.39M | 0.27% | −4,177−11.6% | Reduced |
| Arizona State Retirement System | 31,585 | $2.38M | 0.01% | +564+1.8% | Added |
| Metis Global Partners, LLC | 31,393 | $2.37M | 0.06% | +4,254+15.7% | Added |
| HighTower Advisors, LLC | 30,837 | $2.32M | 0.00% | +6,525+26.8% | Added |
| Oppenheimer Asset Management Inc. | 30,463 | $2.30M | 0.03% | +30,463 | New |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 30,034 | $2.26M | 0.76% | +2,835+10.4% | Added |
| Mount Yale Investment Advisors, LLC | 29,147 | $2.20M | 0.05% | +659+2.3% | Added |
| State of Michigan Retirement System | 28,800 | $2.17M | 0.01% | +1,700+6.3% | Added |
| Dana Investment Advisors, Inc. | 28,375 | $2.14M | 0.06% | +990+3.6% | Added |
| FMR LLC | 28,280 | $2.13M | 0.00% | +84+0.3% | Added |
| CIBC Bancorp USA Inc. | 28,259 | $2.13M | 0.00% | +28,259 | New |
| E. Ohman J:or Asset Management AB | 28,246 | $2.13M | 0.06% | +363+1.3% | Added |