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 |
|---|---|---|---|---|---|
| Allstate Corp | 28,216 | $2.13M | 0.02% | +18,653+195.1% | Added |
| Northwestern Mutual Investment Management Company, LLC | 26,847 | $2.02M | 0.03% | +1,175+4.6% | Added |
| KLP Kapitalforvaltning AS | 25,300 | $1.91M | 0.01% | −3,600−12.5% | Reduced |
| Oregon Public Employees Retirement Fund | 24,585 | $1.85M | 0.02% | +1,631+7.1% | Added |
| Union Bancaire Privee, UBP SA | 32,979 | $1.85M | 0.03% | +32,979 | New |
| Citizens National Bank Trust Department | 23,884 | $1.80M | 0.30% | +50.0% | Added |
| UniSuper Management Pty Ltd | 23,500 | $1.77M | 0.01% | 00.0% | Unchanged |
| New Mexico Educational Retirement Board | 23,500 | $1.77M | 0.05% | 00.0% | Unchanged |
| Redmond Asset Management, LLC | 22,961 | $1.73M | 0.47% | +450+2.0% | Added |
| Motley Fool Asset Management LLC | 22,820 | $1.72M | 0.07% | −1,560−6.4% | Reduced |
| First National Bank of Omaha | 22,707 | $1.71M | 0.05% | −99−0.4% | Reduced |
| Vestcor Inc | 22,629 | $1.71M | 0.05% | +22,629 | New |
| Ameritas Investment Partners, Inc. | 22,076 | $1.66M | 0.05% | +1,048+5.0% | Added |
| Agp Franklin, LLC | 21,983 | $1.66M | 0.83% | +2,366+12.1% | Added |
| Pathway Financial Advisers, LLC | 21,821 | $1.64M | 0.47% | +814+3.9% | Added |
| Bank of Montreal | 21,813 | $1.64M | 0.00% | +1,993+10.1% | Added |
| Atom Investors LP | 21,645 | $1.63M | 0.12% | −11,185−34.1% | Reduced |
| Westpac Banking Corp | 21,333 | $1.61M | 0.11% | +283+1.3% | Added |
| Knights of Columbus Asset Advisors LLC | 21,286 | $1.60M | 0.09% | 00.0% | Unchanged |
| Truvestments Capital LLC | 21,062 | $1.59M | 0.29% | +21,062 | New |
| Cambridge Investment Research Advisors, Inc. | 20,980 | $1.58M | 0.00% | +2,266+12.1% | Added |
| Federation des caisses Desjardins du Quebec | 20,716 | $1.56M | 0.01% | +2,945+16.6% | Added |
| NEOS Investment Management LLC | 20,075 | $1.51M | 0.01% | +5,400+36.8% | Added |
| Truist Financial Corp | 19,933 | $1.50M | 0.00% | −387−1.9% | Reduced |
| JustInvest LLC | 19,870 | $1.50M | 0.01% | +360+1.8% | Added |
| Lazard Asset Management LLC | 19,615 | $1.48M | 0.00% | +880+4.7% | Added |
| Assetmark, Inc | 19,238 | $1.45M | 0.00% | −2,250−10.5% | Reduced |
| Pasadena Private Wealth, LLC | 18,782 | $1.42M | 0.20% | +47+0.3% | Added |
| Nissay Asset Management Corp | 18,780 | $1.42M | 0.01% | +1,260+7.2% | Added |
| Victory Capital Management Inc | 18,686 | $1.41M | 0.00% | +1,909+11.4% | Added |
| IFM Investors Pty Ltd | 18,601 | $1.40M | 0.01% | +171+0.9% | Added |
| Ethic Inc. | 18,450 | $1.39M | 0.02% | +4,818+35.3% | Added |
| Foresight Group Ltd Liability Partnership | 18,056 | $1.35M | 0.24% | −1,156−6.0% | Reduced |
| Pictet Asset Management Holding SA | 17,655 | $1.33M | 0.00% | +1,400+8.6% | Added |
| Quadrant Capital Group LLC | 17,367 | $1.31M | 0.04% | −1,375−7.3% | Reduced |
| Vanderbilt University | 17,282 | $1.30M | 0.25% | +318+1.9% | Added |
| Atria Investments LLC | 16,911 | $1.27M | 0.01% | −2,573−13.2% | Reduced |
| Cincinnati Specialty Underwriters Insurance CO | 16,500 | $1.24M | 0.30% | 00.0% | Unchanged |
| Umb Bank N A | 15,874 | $1.20M | 0.02% | −160−1.0% | Reduced |
| Vise Technologies, Inc. | 16,445 | $1.18M | 0.02% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 15,157 | $1.14M | 0.00% | +581+4.0% | Added |
| Moran Wealth Management, LLC | 14,333 | $1.08M | 0.03% | −5,605−28.1% | Reduced |
| Pacer Advisors, Inc. | 14,230 | $1.07M | 0.00% | +751+5.6% | Added |
| Azzad Asset Management Inc | 14,199 | $1.07M | 0.11% | +154+1.1% | Added |
| Xponance, Inc. | 13,993 | $1.05M | 0.01% | +3,434+32.5% | Added |
| Mercer Global Advisors Inc | 13,933 | $1.05M | 0.00% | +1,983+16.6% | Added |
| Intrust Bank NA | 13,688 | $1.03M | 0.08% | +2,000+17.1% | Added |
| Harvest Portfolios Group Inc. | 13,350 | $1.01M | 0.02% | −7,320−35.4% | Reduced |
| James Investment Research Inc | 13,310 | $1.00M | 0.11% | +19+0.1% | Added |
| Perbak Capital Partners LLP | 12,947 | $975.9K | 0.24% | +12,947 | New |
| Signaturefd, LLC | 12,528 | $944.4K | 0.01% | +361+3.0% | Added |
| Nisa Investment Advisors, LLC | 12,394 | $938.7K | 0.00% | −4,889−28.3% | Reduced |
| US Bancorp | 12,278 | $925.5K | 0.00% | −272−2.2% | Reduced |
| Schroder Investment Management Group | 11,474 | $857.2K | 0.00% | −12,393−51.9% | Reduced |
| Federated Hermes, Inc. | 11,116 | $837.9K | 0.00% | +475+4.5% | Added |
| Keybank National Association | 11,115 | $837.9K | 0.00% | −2,975−21.1% | Reduced |
| Polymer Capital Management (US) LLC | 11,062 | $833.9K | 0.12% | +11,062 | New |
| Jain Global LLC | 10,946 | $825.1K | 0.01% | +10,946 | New |
| Applied Capital LLC | 10,892 | $821.0K | 0.60% | −255−2.3% | Reduced |
| Motley Fool Wealth Management, LLC | 10,801 | $814.2K | 0.09% | −4,017−27.1% | Reduced |
| Silvercrest Asset Management Group LLC | 10,787 | $813.1K | 0.01% | −375−3.4% | Reduced |
| Summit Trail Advisors, LLC | 10,611 | $799.9K | 0.01% | +2,868+37.0% | Added |
| Tributary Capital Management, LLC | 10,574 | $797.1K | 0.08% | +107+1.0% | Added |
| Sequoia Financial Advisors, LLC | 10,468 | $789.1K | 0.00% | −1,584−13.1% | Reduced |
| Journey Strategic Wealth LLC | 9,519 | $717.5K | 0.02% | +2,254+31.0% | Added |
| 1620 Investment Advisors, Inc. | 9,508 | $716.8K | 0.48% | +25+0.3% | Added |
| Gilman Hill Asset Management, LLC | 9,165 | $690.9K | 0.10% | −1,725−15.8% | Reduced |
| Texas Yale Capital Corp. | 8,995 | $678.0K | 0.02% | −200−2.2% | Reduced |
| Capital Square, LLC | 8,763 | $672.1K | 0.31% | +19+0.2% | Added |
| Securian Asset Management, Inc | 8,833 | $665.8K | 0.03% | +471+5.6% | Added |
| Advisors Asset Management, Inc. | 8,817 | $664.6K | 0.01% | −72−0.8% | Reduced |
| Schnieders Capital Management, LLC. | 8,810 | $664.1K | 0.11% | −141−1.6% | Reduced |
| Hantz Financial Services, Inc. | 8,757 | $660.0K | 0.01% | +4,735+117.7% | Added |
| Skopos Labs, Inc. | 8,489 | $639.8K | 0.02% | +4,413+108.3% | Added |
| Fifth Third Bancorp | 8,458 | $637.6K | 0.00% | +1,680+24.8% | Added |
| Cambria Investment Management, L.P. | 8,368 | $630.8K | 0.04% | +315+3.9% | Added |
| Crossmark Global Holdings, Inc. | 8,227 | $620.2K | 0.01% | +59+0.7% | Added |
| Ethos Financial Group, LLC | 8,530 | $614.4K | 0.04% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 8,145 | $614.0K | 0.01% | −1,225−13.1% | Reduced |
| Spirit of America Management Corp | 8,100 | $610.6K | 0.12% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 8,059 | $607.5K | 0.00% | −688−7.9% | Reduced |
| DRW Securities, LLC | 8,017 | $604.3K | 0.03% | +5,066+171.7% | Added |
| CSU Producer Resources, Inc. | 8,000 | $603.0K | 1.73% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 7,938 | $598.5K | 0.00% | −394−4.7% | Reduced |
| Public Employees Retirement Association of Colorado | 7,909 | $596.0K | 0.00% | 00.0% | Unchanged |
| Virtus ETF Advisers LLC | 7,815 | $589.1K | 0.27% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 7,782 | $586.6K | 0.00% | −1,979−20.3% | Reduced |
| Ensign Peak Advisors, Inc | 7,488 | $564.4K | 0.00% | +350+4.9% | Added |
| Machina Capital S.A.S. | 7,461 | $562.4K | 0.11% | +7,461 | New |
| Garden State Investment Advisory Services LLC | 7,329 | $552.5K | 0.13% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 7,310 | $551.0K | 0.01% | −1,154−13.6% | Reduced |
| MML Investors Services, LLC | 7,071 | $533.0K | 0.00% | −273−3.7% | Reduced |
| Golden State Equity Partners | 6,928 | $522.2K | 0.04% | −272−3.8% | Reduced |
| J. Derek Lewis & Associates Inc. | 6,900 | $520.1K | 0.12% | 00.0% | Unchanged |
| Swiss Life Asset Management Ltd | 6,873 | $518.1K | 0.00% | +1,704+33.0% | Added |
| Total Wealth Planning & Management, Inc. | 6,811 | $513.4K | 0.41% | +736+12.1% | Added |
| Fairtree Asset Management (Pty) Ltd | 6,676 | $503.2K | 0.23% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 6,675 | $503.2K | 0.03% | +14+0.2% | Added |
| Captrust Financial Advisors | 6,561 | $494.5K | 0.00% | −1,080−14.1% | Reduced |
| United Capital Financial Advisers, LLC | 6,443 | $485.7K | 0.00% | +3,578+124.9% | Added |