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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

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
Exchange Traded Concepts, LLC––––Not filed
Freestone Grove Partners LP––––Not filed
Aristotle Capital Boston, LLC––––Not filed
LMCG Investments, LLC––––Not filed
Hudson Bay Capital Management LP––––Not filed
Franklin Resources Inc––––Not filed
California State Teachers Retirement System––––Not filed
Ceredex Value Advisors LLC––––Not filed
Uniplan Investment Counsel, Inc.––––Not filed
BNP PARIBAS ASSET MANAGEMENT Holding S.A.––––Not filed
Virginia Retirement Systems Et Al––––Not filed
Jump Financial, LLC––––Not filed
Natixis Advisors, L.P.––––Not filed
Caisse de Depot Et Placement du Quebec––––Not filed
Retirement Systems of Alabama––––Not filed
Commonwealth of Pennsylvania Public School Empls Retrmt Sys––––Not filed
Mirae Asset Global ETFs Holdings Ltd.––––Not filed
Vanguard Asset Management, Ltd––––Not filed
Ibex Wealth Advisors––––Not filed
Price T Rowe Associates Inc––––Not filed
New York State Teachers Retirement System––––Not filed
Vanguard Investments Australia, Ltd.––––Not filed
Zurcher Kantonalbank (Zurich Cantonalbank)––––Not filed
Masterton Capital Management, LP––––Not filed
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.––––Not filed
Jones Financial Companies LLLP––––Not filed
Quantbot Technologies LP––––Not filed
Quantinno Capital Management LP––––Not filed
Graham Capital Management, L.P.––––Not filed
Allianz Asset Management GmbH––––Not filed
Gsa Capital Partners LLP––––Not filed
Engineers Gate Manager LP––––Not filed
LPL Financial LLC––––Not filed
Manufacturers Life Insurance Company, The––––Not filed
Squarepoint Ops LLC––––Not filed
First Trust Advisors LP––––Not filed
CoreCap Advisors, LLC––––Not filed
Liberty One Investment Management, LLC––––Not filed
Entropy Technologies, LP––––Not filed
Wealth Enhancement Advisory Services, LLC––––Not filed
Van Eck Associates Corp––––Not filed
Amundi––––Not filed
State of Alaska, Department of Revenue––––Not filed
Capital Fund Management S.A.––––Not filed
Cetera Investment Advisers––––Not filed
DekaBank Deutsche Girozentrale––––Not filed
New York State Common Retirement Fund––––Not filed
Oversea-Chinese Banking CORP Ltd––––Not filed
MetLife Investment Management––––Not filed
Algert Global LLC––––Not filed
Macquarie Group Ltd––––Not filed
State of Tennessee, Treasury Department––––Not filed
Connor, Clark & Lunn Investment Management Ltd.––––Not filed
Resona Asset Management Co.,Ltd.––––Not filed
Great Lakes Advisors, LLC––––Not filed
Amalgamated Bank––––Not filed
Police & Firemen's Retirement System of New Jersey––––Not filed
ExodusPoint Capital Management, LP––––Not filed
New Age Alpha Advisors, LLC––––Not filed
Standard Life Aberdeen plc––––Not filed
Edgestream Partners, L.P.––––Not filed
Treasurer of the State of North Carolina––––Not filed
Vanguard Global Advisers, LLC––––Not filed
Worldquant Millennium Advisors LLC––––Not filed
Fisher Asset Management, LLC––––Not filed
Community Bank of Raymore––––Not filed
Mutual of America Capital Management LLC––––Not filed
Bridgefront Capital, LLC––––Not filed
Agf Management Ltd––––Not filed
Handelsbanken Fonder AB––––Not filed
Hazelview Securities Inc.––––Not filed
Teachers Retirement System of the State of Kentucky––––Not filed
Yousif Capital Management, LLC––––Not filed
State Board of Administration of Florida Retirement System––––Not filed
Stifel Financial Corp––––Not filed
Blue Chip Partners, Inc.––––Not filed
Louisiana State Employees Retirement System––––Not filed
Vestmark Advisory Solutions, Inc.––––Not filed
Dana Investment Advisors, Inc.––––Not filed
Pathstone Holdings, LLC––––Not filed
M&T Bank Corp––––Not filed
Brinker Capital Investments, LLC––––Not filed
Arizona State Retirement System––––Not filed
Oak Thistle LLC––––Not filed
Sumitomo Mitsui DS Asset Management Company, Ltd––––Not filed
Readystate Asset Management LP––––Not filed
Metis Global Partners, LLC––––Not filed
Town & Country Bank & Trust CO dba First Bankers Trust CO––––Not filed
Oppenheimer Asset Management Inc.––––Not filed
Atom Investors LP––––Not filed
FMR LLC––––Not filed
Mount Yale Investment Advisors, LLC––––Not filed
E. Ohman J:or Asset Management AB––––Not filed
State of Michigan Retirement System––––Not filed
Caxton Associates LLP––––Not filed
KLP Kapitalforvaltning AS––––Not filed
Northwestern Mutual Investment Management Company, LLC––––Not filed
Cerity Partners LLC––––Not filed
Union Bancaire Privee, UBP SA––––Not filed
Westpac Banking Corp––––Not filed