Skip to main content

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, Q3 2026

Institutional positions in Agree Realty Corp as of Sep 30, 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

Q3 2026 data is still coming in (13F filing deadline: Nov 16, 2026), so these numbers are incomplete.

Institutional holders
3
0 vs. Q2 2026
Shares held
1.05K
+415 (+65.4%) vs. Q2 2026
Total value
$69.9K
+$22.3K (+46.8%) vs. Q2 2026
New holders
0
2 more added
Sold out
0
1 more reduced

494 institutions that held it in Q2 2026 haven't filed for Q3 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 2026: 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.

Institutional holders
Q1 2021: 301 institutionsQ2 2021: 312 institutionsQ3 2021: 322 institutionsQ4 2021: 326 institutionsQ1 2022: 319 institutionsQ2 2022: 340 institutionsQ3 2022: 360 institutionsQ4 2022: 358 institutionsQ1 2023: 360 institutionsQ2 2023: 375 institutionsQ3 2023: 372 institutionsQ4 2023: 367 institutionsQ1 2024: 395 institutionsQ2 2024: 409 institutionsQ3 2024: 431 institutionsQ4 2024: 451 institutionsQ1 2025: 467 institutionsQ2 2025: 471 institutionsQ3 2025: 479 institutionsQ4 2025: 492 institutionsQ1 2026: 502 institutionsQ2 2026: 497 institutions
Value held
Q1 2021: $4.58BQ2 2021: $5.47BQ3 2021: $4.84BQ4 2021: $5.44BQ1 2022: $5.18BQ2 2022: $6.22BQ3 2022: $6.34BQ4 2022: $6.97BQ1 2023: $6.70BQ2 2023: $6.23BQ3 2023: $5.27BQ4 2023: $6.42BQ1 2024: $5.71BQ2 2024: $6.46BQ3 2024: $8.39BQ4 2024: $8.27BQ1 2025: $9.36BQ2 2025: $9.15BQ3 2025: $8.97BQ4 2025: $9.33BQ1 2026: $10.5BQ2 2026: $10.8B
Institutions holding ADC and their total value by quarter
QuarterHoldersValue
Q2 2026497$10.8B
Q1 2026502$10.5B
Q4 2025492$9.33B
Q3 2025479$8.97B
Q2 2025471$9.15B
Q1 2025467$9.36B
Q4 2024451$8.27B
Q3 2024431$8.39B
Q2 2024409$6.46B
Q1 2024395$5.71B
Q4 2023367$6.42B
Q3 2023372$5.27B
Q2 2023375$6.23B
Q1 2023360$6.70B
Q4 2022358$6.97B
Q3 2022360$6.34B
Q2 2022340$6.22B
Q1 2022319$5.18B
Q4 2021326$5.44B
Q3 2021322$4.84B
Q2 2021312$5.47B
Q1 2021301$4.58B

Institutions, Q3 2026

Shares, value and share of portfolio for each institution holding Agree Realty Corp; share changes are against Q2 2026.

Institutions holding ADC in Q3 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Planning Strategies Inc.1$670.00%−5−83.3%Reduced
CX Institutional438$29.0K0.00%+392+852.2%Added
Versant Capital Management, Inc611$40.8K0.00%+28+4.8%Added
BlackRock, Inc.––––Not filed
Cohen & Steers, Inc.––––Not filed
Vanguard Portfolio Management LLC––––Not filed
State Street Corp––––Not filed
Vanguard Capital Management LLC––––Not filed
Principal Financial Group Inc––––Not filed
Centersquare Investment Management LLC––––Not filed
Two Sigma Investments, LP––––Not filed
Daiwa Securities Group Inc.––––Not filed
Geode Capital Management, LLC––––Not filed
Charles Schwab Investment Management Inc––––Not filed
Zimmer Partners, LP––––Not filed
Dimensional Fund Advisors LP––––Not filed
Prudential Financial Inc––––Not filed
Bank of America Corp––––Not filed
Millennium Management LLC––––Not filed
Norges Bank––––Not filed
Morgan Stanley––––Not filed
Nomura Asset Management International Inc.––––Not filed
Raymond James Financial Inc––––Not filed
Deutsche Bank AG––––Not filed
Northern Trust Corp––––Not filed
Goldman Sachs Group Inc––––Not filed
Canada Pension Plan Investment Board––––Not filed
Jupiter Topco LLC––––Not filed
Nuveen, LLC––––Not filed
JPMorgan Chase & Co––––Not filed
Duff & Phelps Investment Management Co––––Not filed
SEI Investments Co––––Not filed
Frontier Capital Management Co LLC––––Not filed
Sumitomo Mitsui Trust Holdings, Inc.––––Not filed
Russell Investments Group, Ltd.––––Not filed
Lasalle Investment Management Securities LLC––––Not filed
Healthcare of Ontario Pension Plan Trust Fund––––Not filed
Bank of New York Mellon Corp––––Not filed
Northwood Liquid Management LP––––Not filed
Cincinnati Insurance Co––––Not filed
Holocene Advisors, LP––––Not filed
Bahl & Gaynor Inc––––Not filed
Vanguard Fiduciary Trust Co––––Not filed
Qube Research & Technologies Ltd––––Not filed
Tudor Investment Corp Et Al––––Not filed
Citadel Advisors LLC––––Not filed
UBS Asset Management Americas Inc––––Not filed
Legal & General Group Plc––––Not filed
Thrivent Financial for Lutherans––––Not filed
American Century Companies Inc––––Not filed
D. E. Shaw & Co., Inc.––––Not filed
HRT Financial LP––––Not filed
Heitman Real Estate Securities LLC––––Not filed
Voloridge Investment Management, LLC––––Not filed
Jefferies Financial Group Inc.––––Not filed
GW&K Investment Management, LLC––––Not filed
UBS Group AG––––Not filed
Invesco Ltd.––––Not filed
Balyasny Asset Management LLC––––Not filed
Adelante Capital Management LLC––––Not filed
Alyeska Investment Group, L.P.––––Not filed
Fort Washington Investment Advisors Inc––––Not filed
Universal- Beteiligungs- und Servicegesellschaft mbH––––Not filed
Leeward Investments, LLC - MA––––Not filed
BNP Paribas Arbitrage, SA––––Not filed
Wells Fargo & Company––––Not filed
Envestnet Asset Management Inc––––Not filed
Lighthouse Investment Partners, LLC––––Not filed
Schroder Investment Management Group––––Not filed
Rhumbline Advisers––––Not filed
Sophron Capital Management L.P.––––Not filed
Ameriprise Financial Inc––––Not filed
Apollo Management Holdings, L.P.––––Not filed
Systematic Financial Management LP––––Not filed
APG Asset Management US Inc.––––Not filed
State of New Jersey Common Pension Fund D––––Not filed
HSBC Holdings PLC––––Not filed
Loomis Sayles & Co L P––––Not filed
Citigroup Inc––––Not filed
Gotham Asset Management, LLC––––Not filed
Neuberger Berman Group LLC––––Not filed
Great West Life Assurance Co––––Not filed
AQR Capital Management LLC––––Not filed
Impax Asset Management Group plc––––Not filed
Point72 Asset Management, L.P.––––Not filed
Public Employees Retirement System of Ohio––––Not filed
Creative Planning––––Not filed
Swiss National Bank––––Not filed
California Public Employees Retirement System––––Not filed
William Blair Investment Management, LLC––––Not filed
Vision Capital Corp––––Not filed
Barclays PLC––––Not filed
Asset Management One Co.,Ltd.––––Not filed
Nomura Asset Management Co Ltd––––Not filed
Susquehanna Portfolio Strategies, LLC––––Not filed
Wellington Management Group LLP––––Not filed
Schonfeld Strategic Advisors LLC––––Not filed
State of Wisconsin Investment Board––––Not filed
Royal Bank of Canada––––Not filed
Alliancebernstein L.P.––––Not filed