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.
| 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, Q2 2026
Shares, value and share of portfolio for each institution holding Agree Realty Corp; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sequoia Financial Advisors, LLC | 6,659 | $504.4K | 0.00% | −3,809−36.4% | Reduced |
| Fairtree Asset Management (Pty) Ltd | 6,676 | $505.6K | 0.19% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 6,694 | $507.0K | 0.03% | +19+0.3% | Added |
| Tower Research Capital LLC (TRC) | 6,717 | $508.7K | 0.01% | −593−8.1% | Reduced |
| Beacon Pointe Advisors, LLC | 6,726 | $509.4K | 0.00% | +6,726 | New |
| J. Derek Lewis & Associates Inc. | 6,900 | $522.6K | 0.10% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 7,076 | $535.9K | 0.01% | +1,482+26.5% | Added |
| Garden State Investment Advisory Services LLC | 7,329 | $555.1K | 0.11% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 7,418 | $561.8K | 0.00% | −3,698−33.3% | Reduced |
| Fifth Third Bancorp | 7,439 | $563.4K | 0.00% | −1,019−12.0% | Reduced |
| Ensign Peak Advisors, Inc | 7,488 | $567.1K | 0.00% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 7,556 | $572.3K | 0.00% | −226−2.9% | Reduced |
| Nisa Investment Advisors, LLC | 7,556 | $574.3K | 0.00% | −4,838−39.0% | Reduced |
| Total Wealth Planning & Management, Inc. | 7,599 | $575.5K | 0.42% | +788+11.6% | Added |
| Fox Run Management, L.L.C. | 7,629 | $577.8K | 0.10% | +7,629 | New |
| Swiss Life Asset Management Ltd | 7,889 | $597.5K | 0.00% | +1,016+14.8% | Added |
| Harbour Investments, Inc. | 7,891 | $597.7K | 0.01% | −254−3.1% | Reduced |
| Public Employees Retirement Association of Colorado | 7,909 | $599.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 7,923 | $600.3K | 0.00% | −15−0.2% | Reduced |
| CI Private Wealth, LLC | 7,990 | $605.2K | 0.00% | −40,790−83.6% | Reduced |
| CSU Producer Resources, Inc. | 8,000 | $605.9K | 2.00% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 8,042 | $609.1K | 0.02% | +1,744+27.7% | Added |
| Advisors Asset Management, Inc. | 8,089 | $612.7K | 0.01% | −728−8.3% | Reduced |
| Vanderbilt University | 8,133 | $616.0K | 0.08% | −9,149−52.9% | Reduced |
| MML Investors Services, LLC | 8,413 | $637.2K | 0.00% | +1,342+19.0% | Added |
| Ethos Financial Group, LLC | 8,483 | $642.5K | 0.04% | −47−0.6% | Reduced |
| Crossmark Global Holdings, Inc. | 8,636 | $654.1K | 0.01% | +409+5.0% | Added |
| Commonwealth Equity Services, LLC | 8,768 | $664.1K | 0.00% | +709+8.8% | Added |
| Schnieders Capital Management, LLC. | 8,810 | $667.3K | 0.09% | 00.0% | Unchanged |
| Virtus ETF Advisers LLC | 8,879 | $672.5K | 0.26% | +1,064+13.6% | Added |
| Capital Square, LLC | 8,691 | $677.5K | 0.30% | −72−0.8% | Reduced |
| Texas Yale Capital Corp. | 8,995 | $681.3K | 0.01% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 9,037 | $684.5K | 0.15% | +8,791+3,573.6% | Added |
| Voya Investment Management LLC | 9,047 | $685.2K | 0.00% | −36,521−80.1% | Reduced |
| Gilman Hill Asset Management, LLC | 9,165 | $694.2K | 0.09% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 9,251 | $701.0K | 0.01% | +494+5.6% | Added |
| 1620 Investment Advisors, Inc. | 9,407 | $712.5K | 0.44% | −101−1.1% | Reduced |
| Securian Asset Management, Inc | 8,833 | $716.5K | 0.03% | 00.0% | Unchanged |
| Tributary Capital Management, LLC | 10,165 | $769.9K | 0.06% | −409−3.9% | Reduced |
| Cambria Investment Management, L.P. | 10,402 | $787.8K | 0.04% | +2,034+24.3% | Added |
| O'Shaughnessy Asset Management, LLC | 10,616 | $804.1K | 0.00% | +6,015+130.7% | Added |
| Keybank National Association | 10,713 | $811.4K | 0.00% | −402−3.6% | Reduced |
| Silvercrest Asset Management Group LLC | 10,787 | $817.0K | 0.01% | 00.0% | Unchanged |
| Applied Capital LLC | 10,892 | $825.0K | 0.55% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 11,088 | $839.8K | 0.02% | +7,704+227.7% | Added |
| Atria Investments LLC | 11,535 | $873.6K | 0.01% | −5,376−31.8% | Reduced |
| Mercer Global Advisors Inc | 11,548 | $874.6K | 0.00% | −2,385−17.1% | Reduced |
| Havemeyer Place LP | 12,294 | $931.1K | 0.09% | +12,294 | New |
| Summit Trail Advisors, LLC | 12,395 | $938.8K | 0.01% | +1,784+16.8% | Added |
| Spirit of America Management Corp | 12,500 | $946.8K | 0.18% | +4,400+54.3% | Added |
| US Bancorp | 12,852 | $973.4K | 0.00% | +574+4.7% | Added |
| Signaturefd, LLC | 12,982 | $983.3K | 0.01% | +454+3.6% | Added |
| Harvest Portfolios Group Inc. | 13,281 | $1.01M | 0.01% | −69−0.5% | Reduced |
| James Investment Research Inc | 13,310 | $1.01M | 0.10% | 00.0% | Unchanged |
| Intrust Bank NA | 13,399 | $1.01M | 0.07% | −289−2.1% | Reduced |
| Pacer Advisors, Inc. | 13,471 | $1.02M | 0.00% | −759−5.3% | Reduced |
| Brevan Howard Capital Management LP | 13,912 | $1.05M | 0.01% | −28,801−67.4% | Reduced |
| Moran Wealth Management, LLC | 14,229 | $1.08M | 0.03% | −104−0.7% | Reduced |
| Xponance, Inc. | 14,273 | $1.08M | 0.01% | +280+2.0% | Added |
| UniSuper Management Pty Ltd | 14,300 | $1.08M | 0.01% | −9,200−39.1% | Reduced |
| Fieldview Capital Management, LLC | 14,322 | $1.08M | 0.31% | +11,655+437.0% | Added |
| Azzad Asset Management Inc | 14,879 | $1.13M | 0.10% | +680+4.8% | Added |
| Umb Bank N A | 15,100 | $1.14M | 0.01% | −774−4.9% | Reduced |
| Assetmark, Inc | 15,151 | $1.15M | 0.00% | −4,087−21.2% | Reduced |
| Landscape Capital Management, L.L.C. | 15,270 | $1.16M | 0.08% | −47,640−75.7% | Reduced |
| XTX Topco Ltd | 15,817 | $1.20M | 0.02% | +15,817 | New |
| Foresight Group Ltd Liability Partnership | 15,903 | $1.22M | 0.22% | −2,153−11.9% | Reduced |
| Axq Capital, LP | 16,105 | $1.22M | 0.13% | +16,105 | New |
| Machina Capital S.A.S. | 16,472 | $1.25M | 0.20% | +9,011+120.8% | Added |
| Cincinnati Specialty Underwriters Insurance CO | 16,500 | $1.25M | 0.28% | 00.0% | Unchanged |
| JustInvest LLC | 16,996 | $1.29M | 0.01% | −2,874−14.5% | Reduced |
| First National Bank of Omaha | 18,130 | $1.37M | 0.04% | −4,577−20.2% | Reduced |
| The PNC Financial Services Group, Inc. | 18,182 | $1.38M | 0.00% | +3,025+20.0% | Added |
| SG Americas Securities, LLC | 18,883 | $1.43M | 0.00% | −109,175−85.3% | Reduced |
| Pictet Asset Management Holding SA | 18,898 | $1.43M | 0.00% | +1,243+7.0% | Added |
| Nissay Asset Management Corp | 18,905 | $1.43M | 0.01% | +125+0.7% | Added |
| Victory Capital Management Inc | 19,228 | $1.46M | 0.00% | +542+2.9% | Added |
| IFM Investors Pty Ltd | 19,401 | $1.47M | 0.01% | +800+4.3% | Added |
| Lazard Asset Management LLC | 19,615 | $1.49M | 0.00% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 20,522 | $1.55M | 0.00% | −10,315−33.5% | Reduced |
| Pasadena Private Wealth, LLC | 20,948 | $1.59M | 0.20% | +2,166+11.5% | Added |
| Truist Financial Corp | 21,072 | $1.60M | 0.00% | +1,139+5.7% | Added |
| Knights of Columbus Asset Advisors LLC | 21,286 | $1.61M | 0.08% | 00.0% | Unchanged |
| Agp Franklin, LLC | 21,337 | $1.62M | 0.70% | −646−2.9% | Reduced |
| Pathway Financial Advisers, LLC | 22,013 | $1.67M | 0.42% | +192+0.9% | Added |
| Ameritas Investment Partners, Inc. | 22,076 | $1.67M | 0.04% | 00.0% | Unchanged |
| Truvestments Capital LLC | 22,344 | $1.69M | 0.25% | +1,282+6.1% | Added |
| Motley Fool Asset Management LLC | 22,486 | $1.70M | 0.07% | −334−1.5% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 22,573 | $1.71M | 0.00% | +1,593+7.6% | Added |
| Federation des caisses Desjardins du Quebec | 22,959 | $1.74M | 0.01% | +2,243+10.8% | Added |
| Redmond Asset Management, LLC | 23,208 | $1.76M | 0.44% | +247+1.1% | Added |
| NEOS Investment Management LLC | 23,355 | $1.77M | 0.01% | +3,280+16.3% | Added |
| Bank of Montreal | 23,385 | $1.77M | 0.00% | +1,572+7.2% | Added |
| New Mexico Educational Retirement Board | 23,500 | $1.78M | 0.04% | 00.0% | Unchanged |
| CIBC Bancorp USA Inc. | 23,516 | $1.78M | 0.00% | −4,743−16.8% | Reduced |
| Vestcor Inc | 23,685 | $1.79M | 0.04% | +1,056+4.7% | Added |
| Citizens National Bank Trust Department | 23,785 | $1.80M | 0.27% | −99−0.4% | Reduced |
| Oregon Public Employees Retirement Fund | 24,785 | $1.88M | 0.02% | +200+0.8% | Added |
| Allstate Corp | 25,239 | $1.91M | 0.02% | −2,977−10.6% | Reduced |
| Jane Street Group, LLC | 25,446 | $1.93M | 0.00% | +25,446 | New |