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 |
|---|---|---|---|---|---|
| Westpac Banking Corp | 25,768 | $1.95M | 0.12% | +4,435+20.8% | Added |
| Union Bancaire Privee, UBP SA | 34,400 | $2.01M | 0.03% | +1,421+4.3% | Added |
| Cerity Partners LLC | 26,876 | $2.04M | 0.00% | −16,435−37.9% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 26,974 | $2.04M | 0.02% | +127+0.5% | Added |
| KLP Kapitalforvaltning AS | 27,200 | $2.07M | 0.01% | +1,900+7.5% | Added |
| Caxton Associates LLP | 27,669 | $2.10M | 0.04% | −5,110−15.6% | Reduced |
| State of Michigan Retirement System | 28,000 | $2.12M | 0.01% | −800−2.8% | Reduced |
| E. Ohman J:or Asset Management AB | 28,246 | $2.14M | 0.05% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 28,622 | $2.18M | 0.04% | −525−1.8% | Reduced |
| FMR LLC | 28,757 | $2.18M | 0.00% | +477+1.7% | Added |
| Atom Investors LP | 29,535 | $2.24M | 0.20% | +7,890+36.5% | Added |
| Oppenheimer Asset Management Inc. | 30,435 | $2.31M | 0.02% | −28−0.1% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 31,040 | $2.35M | 0.73% | +1,006+3.3% | Added |
| Metis Global Partners, LLC | 31,270 | $2.37M | 0.05% | −123−0.4% | Reduced |
| Readystate Asset Management LP | 31,481 | $2.38M | 0.10% | +31,481 | New |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 32,964 | $2.50M | 0.02% | +1,155+3.6% | Added |
| Oak Thistle LLC | 32,981 | $2.50M | 0.24% | +32,981 | New |
| Arizona State Retirement System | 33,140 | $2.51M | 0.01% | +1,555+4.9% | Added |
| Brinker Capital Investments, LLC | 33,143 | $2.51M | 0.02% | +179+0.5% | Added |
| M&T Bank Corp | 33,785 | $2.56M | 0.01% | −1,310−3.7% | Reduced |
| Pathstone Holdings, LLC | 33,831 | $2.56M | 0.01% | −2,615−7.2% | Reduced |
| Dana Investment Advisors, Inc. | 34,417 | $2.61M | 0.07% | +6,042+21.3% | Added |
| Vestmark Advisory Solutions, Inc. | 34,675 | $2.63M | 0.02% | +358+1.0% | Added |
| Louisiana State Employees Retirement System | 35,100 | $2.66M | 0.04% | +400+1.2% | Added |
| Blue Chip Partners, Inc. | 36,150 | $2.74M | 0.17% | −960−2.6% | Reduced |
| Stifel Financial Corp | 36,223 | $2.74M | 0.00% | +1,686+4.9% | Added |
| State Board of Administration of Florida Retirement System | 36,852 | $2.79M | 0.00% | −2,190−5.6% | Reduced |
| Yousif Capital Management, LLC | 37,030 | $2.80M | 0.03% | −1,801−4.6% | Reduced |
| Teachers Retirement System of the State of Kentucky | 37,531 | $2.84M | 0.02% | +4,000+11.9% | Added |
| Hazelview Securities Inc. | 36,703 | $2.86M | 0.40% | −177,666−82.9% | Reduced |
| Handelsbanken Fonder AB | 37,837 | $2.87M | 0.01% | 00.0% | Unchanged |
| Agf Management Ltd | 39,486 | $2.99M | 0.01% | −7,236−15.5% | Reduced |
| Bridgefront Capital, LLC | 41,513 | $3.14M | 0.83% | +5,157+14.2% | Added |
| Mutual of America Capital Management LLC | 44,500 | $3.37M | 0.03% | −1,424−3.1% | Reduced |
| Community Bank of Raymore | 44,624 | $3.38M | 1.99% | +4,600+11.5% | Added |
| Fisher Asset Management, LLC | 48,457 | $3.67M | 0.00% | +372+0.8% | Added |
| Worldquant Millennium Advisors LLC | 49,459 | $3.75M | 0.01% | +14,465+41.3% | Added |
| Vanguard Global Advisers, LLC | 49,746 | $3.77M | 0.00% | −2,731−5.2% | Reduced |
| Treasurer of the State of North Carolina | 50,353 | $3.81M | 0.01% | +1,940+4.0% | Added |
| Edgestream Partners, L.P. | 50,765 | $3.84M | 0.11% | −92,549−64.6% | Reduced |
| Standard Life Aberdeen plc | 51,927 | $3.93M | 0.01% | +7,645+17.3% | Added |
| New Age Alpha Advisors, LLC | 51,928 | $3.93M | 0.17% | −16,634−24.3% | Reduced |
| ExodusPoint Capital Management, LP | 52,027 | $3.94M | 0.04% | +52,027 | New |
| Police & Firemen's Retirement System of New Jersey | 52,974 | $4.01M | 0.03% | +4,042+8.3% | Added |
| Amalgamated Bank | 53,002 | $4.01M | 0.03% | −578−1.1% | Reduced |
| Great Lakes Advisors, LLC | 53,292 | $4.04M | 0.03% | −4,861−8.4% | Reduced |
| Resona Asset Management Co.,Ltd. | 52,725 | $4.05M | 0.02% | −282−0.5% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 54,358 | $4.12M | 0.01% | +3,281+6.4% | Added |
| State of Tennessee, Treasury Department | 55,133 | $4.18M | 0.01% | +6,519+13.4% | Added |
| Macquarie Group Ltd | 57,373 | $4.35M | 0.02% | +5,718+11.1% | Added |
| Algert Global LLC | 57,460 | $4.35M | 0.05% | 00.0% | Unchanged |
| MetLife Investment Management | 61,087 | $4.63M | 0.02% | −1,142−1.8% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 62,214 | $4.71M | 0.11% | −1,747−2.7% | Reduced |
| New York State Common Retirement Fund | 62,400 | $4.73M | 0.01% | −600−1.0% | Reduced |
| DekaBank Deutsche Girozentrale | 63,542 | $4.75M | 0.01% | 00.0% | Unchanged |
| Cetera Investment Advisers | 62,896 | $4.76M | 0.00% | +334+0.5% | Added |
| Capital Fund Management S.A. | 67,874 | $5.14M | 0.04% | +6,574+10.7% | Added |
| State of Alaska, Department of Revenue | 70,737 | $5.36M | 0.05% | +1,709+2.5% | Added |
| Amundi | 71,895 | $5.45M | 0.00% | +8,321+13.1% | Added |
| Van Eck Associates Corp | 72,562 | $5.50M | 0.00% | +3,123+4.5% | Added |
| Wealth Enhancement Advisory Services, LLC | 72,786 | $5.67M | 0.01% | +15,335+26.7% | Added |
| Entropy Technologies, LP | 76,208 | $5.77M | 0.23% | +16,646+27.9% | Added |
| Liberty One Investment Management, LLC | 78,237 | $5.93M | 0.59% | −489−0.6% | Reduced |
| CoreCap Advisors, LLC | 80,269 | $6.08M | 0.18% | +6,753+9.2% | Added |
| First Trust Advisors LP | 83,426 | $6.32M | 0.00% | +33,791+68.1% | Added |
| Squarepoint Ops LLC | 86,373 | $6.54M | 0.01% | +43,912+103.4% | Added |
| Manufacturers Life Insurance Company, The | 89,493 | $6.78M | 0.01% | −1,342−1.5% | Reduced |
| LPL Financial LLC | 89,695 | $6.79M | 0.00% | +6,880+8.3% | Added |
| Engineers Gate Manager LP | 90,181 | $6.83M | 0.09% | −501,365−84.8% | Reduced |
| Gsa Capital Partners LLP | 93,165 | $7.06M | 0.44% | +38,956+71.9% | Added |
| Allianz Asset Management GmbH | 95,007 | $7.20M | 0.01% | −5,142−5.1% | Reduced |
| Graham Capital Management, L.P. | 95,449 | $7.23M | 0.19% | +28,754+43.1% | Added |
| Quantinno Capital Management LP | 95,604 | $7.24M | 0.01% | −24,718−20.5% | Reduced |
| Quantbot Technologies LP | 97,834 | $7.41M | 0.29% | −57,021−36.8% | Reduced |
| Jones Financial Companies LLLP | 100,350 | $7.73M | 0.00% | +3,825+4.0% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 102,730 | $7.78M | 0.00% | +5,776+6.0% | Added |
| Masterton Capital Management, LP | 103,300 | $7.82M | 6.63% | +37,000+55.8% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 105,140 | $7.96M | 0.02% | +9,168+9.6% | Added |
| Vanguard Investments Australia, Ltd. | 106,865 | $8.09M | 0.02% | +2,664+2.6% | Added |
| New York State Teachers Retirement System | 112,214 | $8.50M | 0.02% | +1,560+1.4% | Added |
| Price T Rowe Associates Inc | 112,825 | $8.55M | 0.00% | +8,243+7.9% | Added |
| Ibex Wealth Advisors | 112,922 | $8.55M | 0.67% | +4,169+3.8% | Added |
| Vanguard Asset Management, Ltd | 113,153 | $8.57M | 0.01% | +8,505+8.1% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 115,889 | $8.78M | 0.01% | +2,418+2.1% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 116,977 | $8.86M | 0.04% | +35,531+43.6% | Added |
| Retirement Systems of Alabama | 124,028 | $9.39M | 0.03% | −22,883−15.6% | Reduced |
| Caisse de Depot Et Placement du Quebec | 124,472 | $9.43M | 0.01% | +124,472 | New |
| Natixis Advisors, L.P. | 125,420 | $9.50M | 0.01% | +4,946+4.1% | Added |
| Jump Financial, LLC | 127,459 | $9.65M | 0.09% | −121,710−48.8% | Reduced |
| Virginia Retirement Systems Et Al | 131,142 | $9.93M | 0.06% | −45,336−25.7% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 133,356 | $10.1M | 0.01% | −45,117−25.3% | Reduced |
| Uniplan Investment Counsel, Inc. | 136,713 | $10.4M | 0.97% | −6,446−4.5% | Reduced |
| Ceredex Value Advisors LLC | 137,300 | $10.4M | 0.29% | 00.0% | Unchanged |
| California State Teachers Retirement System | 140,181 | $10.6M | 0.01% | −80.0% | Reduced |
| Franklin Resources Inc | 142,162 | $10.8M | 0.00% | +472+0.3% | Added |
| Hudson Bay Capital Management LP | 150,000 | $11.4M | 0.05% | +150,000 | New |
| LMCG Investments, LLC | 152,045 | $11.5M | 0.62% | +3,476+2.3% | Added |
| Aristotle Capital Boston, LLC | 158,400 | $12.0M | 0.80% | −32,957−17.2% | Reduced |
| Freestone Grove Partners LP | 161,303 | $12.2M | 0.08% | +161,303 | New |
| Exchange Traded Concepts, LLC | 164,789 | $12.5M | 0.06% | +28,222+20.7% | Added |