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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, Q2 2026

Institutional positions in Agree Realty Corp as of Jun 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

Institutional holders
497
−1 vs. Q1 2026
Shares held
142.5M
+4.27M (+3.1%) vs. Q1 2026
Total value
$10.8B
+$375.7M (+3.6%) vs. Q1 2026
New holders
48
198 more added
Sold out
49
161 more reduced

4 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 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 holdersQ2 2026: 497 institutions
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 heldQ2 2026: $10.8B
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, Q2 2026

Shares, value and share of portfolio for each institution holding Agree Realty Corp; share changes are against Q1 2026.

Institutions holding ADC in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Financial Life Planners667$50.5K0.03%+7+1.1%Added
Pension & Wealth Management Advisors, Inc.700$53.0K0.01%00.0%Unchanged
Creative Financial Designs Inc718$54.4K0.00%+142+24.7%Added
Huntington National Bank725$54.9K0.00%+116+19.0%Added
Bessemer Group Inc738$55.0K0.00%+32+4.5%Added
Capital Advisors, Ltd. LLC750$57.0K0.01%+135+22.0%Added
EverSource Wealth Advisors, LLC821$62.2K0.00%−460−35.9%Reduced
Massmutual Trust Co FSB831$62.9K0.00%−27−3.1%Reduced
Pinnacle Wealth Planning Services, Inc.879$66.6K0.01%−297−25.3%Reduced
Group One Trading, L.P.897$67.9K0.00%+730+437.1%Added
Bryn Mawr Trust Co950$72.0K0.00%00.0%Unchanged
Allworth Financial LP962$72.9K0.00%−254−20.9%Reduced
Covestor Ltd988$75.0K0.04%−156−13.6%Reduced
Brown Brothers Harriman & Co1,139$86.3K0.00%00.0%Unchanged
Quarry LP1,195$90.5K0.01%+1,195New
Steward Partners Investment Advisory, LLC1,316$99.7K0.00%+272+26.1%Added
Larson Financial Group LLC1,335$101.1K0.00%+17+1.3%Added
Horizon Investments, LLC1,622$122.4K0.00%+247+18.0%Added
GF Fund Management Co. Ltd.1,617$122.5K0.00%−56−3.3%Reduced
Smartleaf Asset Management LLC1,672$128.7K0.00%00.0%Unchanged
FIL Ltd2,109$159.7K0.00%+368+21.1%Added
Virtus Investment Advisers, Inc.2,660$201.5K0.05%+174+7.0%Added
Two Sigma Securities, LLC2,677$202.8K0.02%+2,677New
GWM Advisors LLC2,739$207.5K0.00%+2,628+2,367.6%Added
Central Pacific Bank - Trust Division2,754$208.6K0.02%+100+3.8%Added
Meiji Yasuda Asset Management Co Ltd.2,765$209.4K0.01%00.0%Unchanged
Collaborative Fund Advisors, LLC2,768$209.6K0.12%−3,252−54.0%Reduced
Evolve Private Wealth, LLC2,848$216.5K0.01%+2,848New
Bridgewater Advisors Inc.2,901$223.1K0.01%+2,901New
Fifth Third Wealth Advisors LLC2,948$223.3K0.01%−17−0.6%Reduced
Cullen Capital Management LLC2,950$223.4K0.00%00.0%Unchanged
Resources Investment Advisors, LLC.2,996$226.9K0.00%+7+0.2%Added
GW Henssler & Associates Ltd3,000$227.2K0.01%00.0%Unchanged
Legacy Wealth Asset Management, LLC3,019$228.7K0.05%−61−2.0%Reduced
Private Advisor Group, LLC3,025$229.1K0.00%−45−1.5%Reduced
Merit Financial Group, LLC3,045$230.7K0.00%+3,045New
Frec Markets, Inc.3,080$233.3K0.02%−123−3.8%Reduced
AlphaCore Capital LLC3,108$235.4K0.00%+3,108New
KBC Group NV3,204$243.0K0.00%00.0%Unchanged
Coldstream Capital Management Inc3,243$245.6K0.00%−853−20.8%Reduced
Callan Family Office, LLC3,278$248.3K0.00%+277+9.2%Added
North Dakota State Investment Board3,363$254.7K0.01%+57+1.7%Added
Inscription Capital, LLC3,428$259.6K0.02%−67−1.9%Reduced
Susquehanna International Group, LLP3,446$261.0K0.00%+3,446New
Baird Financial Group, Inc.3,544$268.4K0.00%−1,027−22.5%Reduced
Global Retirement Partners, LLC3,572$270.5K0.00%+3,572New
Storgate, LLC3,668$277.8K0.06%+3,668New
Rockefeller Capital Management L.P.3,694$279.8K0.00%−176−4.5%Reduced
CIBC Asset Management Inc3,712$281.1K0.00%+538+17.0%Added
Teacher Retirement System of Texas3,739$283.2K0.00%−981−20.8%Reduced
Ballentine Partners, LLC3,765$285.2K0.00%+3,765New
Bailard, Inc.3,800$287.8K0.01%−90−2.3%Reduced
Pure Financial Advisors, Inc.3,814$288.9K0.00%−809−17.5%Reduced
Shelton Capital Management3,833$290.3K0.01%+124+3.3%Added
Sage Investment Counsel LLC3,849$291.6K0.29%−219−5.4%Reduced
Kestra Advisory Services, LLC3,852$291.8K0.00%+44+1.2%Added
1492 Capital Management LLC3,946$298.9K0.09%00.0%Unchanged
Wealth Quarterback LLC3,957$299.7K0.09%+1,039+35.6%Added
Sterling Capital Management LLC4,214$319.2K0.01%−305−6.7%Reduced
NewEdge Wealth, LLC4,242$321.3K0.00%+551+14.9%Added
Gen-Wealth Partners Inc4,245$321.5K0.09%−234−5.2%Reduced
Ethic Inc.4,309$326.4K0.00%−14,141−76.6%Reduced
Sagewood Asset Management LP4,572$346.3K0.08%+4,572New
MQS Management LLC4,630$350.7K0.43%+4,630New
Greenleaf Trust4,677$354.2K0.00%−40−0.8%Reduced
ProShare Advisors LLC4,731$358.3K0.00%−75−1.6%Reduced
QRG Capital Management, Inc.4,809$364.2K0.00%+685+16.6%Added
First National Advisers, LLC4,854$367.6K0.05%−792−14.0%Reduced
Janney Montgomery Scott LLC4,922$373.0K0.00%−1,157−19.0%Reduced
Parallel Advisors, LLC4,948$374.8K0.01%+744+17.7%Added
Bank of Nova Scotia5,056$382.9K0.00%−680−11.9%Reduced
Ritholtz Wealth Management5,106$386.7K0.01%+1,290+33.8%Added
J.W. Cole Advisors, Inc.5,155$390.5K0.01%+49+1.0%Added
Norinchukin Bank, The5,184$392.6K0.00%−124−2.3%Reduced
Evergreen Capital Management LLC5,176$393.4K0.01%−277−5.1%Reduced
DnB Asset Management AS5,221$395.4K0.00%00.0%Unchanged
GWN Securities Inc.5,248$397.5K0.07%−111−2.1%Reduced
DoubleLine ETF Adviser LP5,284$400.2K0.17%−664−11.2%Reduced
GAMMA Investing LLC5,383$407.7K0.02%+501+10.3%Added
Spire Wealth Management5,390$408.2K0.01%+150+2.9%Added
SRS Capital Advisors, Inc.5,401$409.1K0.00%+2,217+69.6%Added
Eddie Patel Inc5,502$416.7K0.25%+5,502New
AlphaGrep UK Ltd5,528$418.7K0.13%+5,528New
Frank, Rimerman Advisors LLC5,578$422.5K0.02%+408+7.9%Added
Integrated Investment Consultants, LLC5,579$422.6K0.08%−192−3.3%Reduced
Gallagher Fiduciary Advisors, LLC5,608$424.8K0.01%+653+13.2%Added
Apollon Wealth Management, LLC5,636$426.9K0.01%+5,636New
Wealthspire Advisors, LLC5,719$433.2K0.00%−462−7.5%Reduced
Susquehanna Fundamental Investments, LLC5,737$434.5K0.01%+5,737New
Nykredit A/S5,739$434.7K0.00%+5,739New
Nomura Holdings Inc5,781$437.9K0.00%+5,781New
CWM Advisors, LLC5,932$449.3K0.02%+5,932New
Vident Advisory, LLC5,989$453.6K0.00%+22+0.4%Added
Atlantic Union Bankshares Corp6,040$457.5K0.01%00.0%Unchanged
Trust Co of Toledo NA6,068$459.6K0.04%+205+3.5%Added
Utah Retirement Systems6,168$467.2K0.00%+169+2.8%Added
Farther Finance Advisors, LLC6,420$486.4K0.00%+5,238+443.1%Added
Captrust Financial Advisors6,552$496.3K0.00%−9−0.1%Reduced
United Capital Financial Advisers, LLC6,586$498.8K0.00%+143+2.2%Added
Park Avenue Securities LLC6,600$500.0K0.00%+450+7.3%Added