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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

Q2 2026 vs. Q1 2026

How the institutions holding Agree Realty Corp changed between Q1 2026 and Q2 2026.

All holders in Q2 2026All holders in Q1 2026

13F holders of ADC: Q1 2026 compared with Q2 2026
MeasureQ1 2026Of which not filed for Q2 2026Q2 2026Change
Holders5024497−1
Shares139.5M1.27M142.5M+4.27M (+3.1%)
Value$10.5B$96.0M$10.8B+$375.7M (+3.6%)

4 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so the changes leave them out.

New holders (48)

Institutions that held Agree Realty Corp at the end of Q2 2026 but not at the end of Q1 2026.

Institutions new to ADC in Q2 2026
InstitutionSharesValue% of portfolio
Norges Bank1,551,258$117.5M0.01%
Canada Pension Plan Investment Board1,221,720$92.5M0.05%
Jupiter Topco LLC1,216,172$92.1M0.04%
Jefferies Financial Group Inc.523,700$39.7M0.36%
Vision Capital Corp209,300$15.9M7.31%
Freestone Grove Partners LP161,303$12.2M0.08%
Hudson Bay Capital Management LP150,000$11.4M0.05%
Caisse de Depot Et Placement du Quebec124,472$9.43M0.01%
ExodusPoint Capital Management, LP52,027$3.94M0.04%
Oak Thistle LLC32,981$2.50M0.24%
Readystate Asset Management LP31,481$2.38M0.10%
Jane Street Group, LLC25,446$1.93M0.00%
Axq Capital, LP16,105$1.22M0.13%
XTX Topco Ltd15,817$1.20M0.02%
Havemeyer Place LP12,294$931.1K0.09%
Fox Run Management, L.L.C.7,629$577.8K0.10%
Beacon Pointe Advisors, LLC6,726$509.4K0.00%
CWM Advisors, LLC5,932$449.3K0.02%
Nomura Holdings Inc5,781$437.9K0.00%
Nykredit A/S5,739$434.7K0.00%
Susquehanna Fundamental Investments, LLC5,737$434.5K0.01%
Apollon Wealth Management, LLC5,636$426.9K0.01%
AlphaGrep UK Ltd5,528$418.7K0.13%
Eddie Patel Inc5,502$416.7K0.25%
MQS Management LLC4,630$350.7K0.43%
Sagewood Asset Management LP4,572$346.3K0.08%
Ballentine Partners, LLC3,765$285.2K0.00%
Storgate, LLC3,668$277.8K0.06%
Global Retirement Partners, LLC3,572$270.5K0.00%
Susquehanna International Group, LLP3,446$261.0K0.00%
AlphaCore Capital LLC3,108$235.4K0.00%
Merit Financial Group, LLC3,045$230.7K0.00%
Bridgewater Advisors Inc.2,901$223.1K0.01%
Evolve Private Wealth, LLC2,848$216.5K0.01%
Two Sigma Securities, LLC2,677$202.8K0.02%
Quarry LP1,195$90.5K0.01%
SJS Investment Consulting Inc.349$26.4K0.00%
Anchor Bay Capital, Inc.196$14.5K0.01%
ZRC Wealth Management, LLC158$12.0K0.00%
Action Point Financial Planning, LLC91$6.74K0.00%
Institute for Wealth Management, LLC.87$6.59K0.00%
Silver Grove Financial Group, Inc.56$4.24K0.00%
Bogart Wealth, LLC23$1.74K0.00%
LifeSteps Financial, Inc.20$1.51K0.00%
Tounjian Advisory Partners, LLC13$9850.00%
Breakwater Investment Management9$6820.00%
Planning Strategies Inc.6$4540.00%
Activest Wealth Management1$760.00%

Sold out (49)

Institutions that held Agree Realty Corp at the end of Q1 2026 and filed for Q2 2026 without it.

Institutions that sold out of ADC in Q2 2026
InstitutionShares, Q1 2026Value, Q1 2026
PGGM Investments932,633$70.3M
STRS Ohio247,109$18.6M
Mitsubishi UFJ Trust & Banking Corp151,138$11.4M
Cander Asset Management LP139,785$10.5M
Allspring Global Investments Holdings, LLC136,540$10.4M
LMR Partners LLP134,970$10.2M
Aptus Capital Advisors, LLC92,505$6.97M
Brummer Multi-Strategy AB87,127$6.57M
Bamco Inc83,347$6.28M
Panagora Asset Management Inc42,689$3.22M
Presima Inc.38,203$2.88M
FJ Capital Management LLC31,696$2.39M
Quadrant Capital Group LLC17,367$1.31M
Vise Technologies, Inc.16,445$1.18M
Perbak Capital Partners LLP12,947$975.9K
Polymer Capital Management (US) LLC11,062$833.9K
Jain Global LLC10,946$825.1K
Motley Fool Wealth Management, LLC10,801$814.2K
DRW Securities, LLC8,017$604.3K
Golden State Equity Partners6,928$522.2K
Toroso Investments, LLC6,228$469.1K
Acadian Asset Management LLC5,547$418.0K
Trust Point Inc.4,854$365.9K
EP Wealth Advisors, LLC4,510$340.0K
Lombard Odier Asset Management (USA) Corp4,248$320.2K
Procyon Private Wealth Partners, LLC3,959$298.4K
Dark Forest Capital Management LP3,553$267.8K
HB Wealth Management, LLC3,501$263.9K
Regions Financial Corp3,191$240.5K
Snowden Capital Advisors LLC3,035$229.6K
Armistice Capital, LLC3,025$228.0K
Allie Family Office LLC2,814$212.1K
Everence Capital Management Inc2,799$211.0K
MAI Capital Management1,656$124.8K
Advisory Services Network, LLC947$71.3K
Simplex Trading, LLC745$56.2K
Ancora Advisors, LLC552$41.6K
Twin Peaks Wealth Advisors, LLC443$33.4K
Bayforest Capital Ltd381$28.7K
Sound Income Strategies, LLC360$27.3K
Central Trust Co300$22.6K
Root Financial Partners, LLC151$11.4K
Zions Bancorporation, National Association23$1.73K
Albion Financial Group21$1.58K
South State Corp.7$528
Intentional Wealth Strategies, LLC5$377
Caitong International Asset Management Co., Ltd2$151
MV Capital Management, Inc.1$76
BOK Financial Private Wealth, Inc.0$12

Not filed for Q2 2026 yet (4)

Institutions that held Agree Realty Corp at the end of Q1 2026 and haven't filed a 13F for Q2 2026. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding ADC in Q1 2026 that haven't filed for Q2 2026
InstitutionShares, Q1 2026Value, Q1 2026
Janus Henderson Group PLC1,251,683$94.3M
Journey Strategic Wealth LLC9,519$717.5K
Skopos Labs, Inc.8,489$639.8K
CWM, LLC4,262$321.3K