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 |
|---|---|---|---|---|---|
| Alliancebernstein L.P. | 165,623 | $12.5M | 0.00% | −36,265−18.0% | Reduced |
| Royal Bank of Canada | 168,872 | $12.8M | 0.00% | +48,977+40.8% | Added |
| State of Wisconsin Investment Board | 179,752 | $13.6M | 0.03% | −4,339−2.4% | Reduced |
| Schonfeld Strategic Advisors LLC | 184,221 | $14.0M | 0.07% | −222,806−54.7% | Reduced |
| Wellington Management Group LLP | 184,545 | $14.0M | 0.00% | +113,520+159.8% | Added |
| Susquehanna Portfolio Strategies, LLC | 192,537 | $14.6M | 0.23% | +47,695+32.9% | Added |
| Nomura Asset Management Co Ltd | 194,660 | $14.7M | 0.03% | +9,670+5.2% | Added |
| Asset Management One Co.,Ltd. | 201,377 | $15.3M | 0.04% | +6,600+3.4% | Added |
| Barclays PLC | 206,708 | $15.7M | 0.00% | −73,363−26.2% | Reduced |
| Vision Capital Corp | 209,300 | $15.9M | 7.31% | +209,300 | New |
| William Blair Investment Management, LLC | 209,954 | $15.9M | 0.05% | −9,039−4.1% | Reduced |
| California Public Employees Retirement System | 231,736 | $17.6M | 0.01% | −44,888−16.2% | Reduced |
| Swiss National Bank | 240,982 | $18.3M | 0.01% | +13,600+6.0% | Added |
| Creative Planning | 244,958 | $18.6M | 0.01% | +32,965+15.6% | Added |
| Public Employees Retirement System of Ohio | 259,479 | $19.7M | 0.06% | +17,229+7.1% | Added |
| Point72 Asset Management, L.P. | 259,797 | $19.7M | 0.03% | +47,930+22.6% | Added |
| Impax Asset Management Group plc | 260,000 | $19.7M | 0.13% | 00.0% | Unchanged |
| AQR Capital Management LLC | 264,993 | $20.1M | 0.01% | −4,091−1.5% | Reduced |
| Great West Life Assurance Co | 266,508 | $20.2M | 0.03% | +5,947+2.3% | Added |
| Neuberger Berman Group LLC | 271,434 | $20.6M | 0.01% | −44,656−14.1% | Reduced |
| Gotham Asset Management, LLC | 274,961 | $20.8M | 0.05% | −104,313−27.5% | Reduced |
| Citigroup Inc | 280,125 | $21.2M | 0.01% | +33,258+13.5% | Added |
| Loomis Sayles & Co L P | 280,431 | $21.2M | 0.03% | −27,914−9.1% | Reduced |
| HSBC Holdings PLC | 291,466 | $22.1M | 0.01% | −73,599−20.2% | Reduced |
| State of New Jersey Common Pension Fund D | 301,132 | $22.8M | 0.08% | 00.0% | Unchanged |
| APG Asset Management US Inc. | 302,617 | $23.1M | 0.16% | 00.0% | Unchanged |
| Systematic Financial Management LP | 305,877 | $23.2M | 0.46% | −13,615−4.3% | Reduced |
| Apollo Management Holdings, L.P. | 315,810 | $23.9M | 0.34% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 356,124 | $24.8M | 0.01% | +89,806+33.7% | Added |
| Sophron Capital Management L.P. | 331,087 | $25.1M | 7.77% | +80,170+32.0% | Added |
| Rhumbline Advisers | 340,610 | $25.8M | 0.02% | +362+0.1% | Added |
| Schroder Investment Management Group | 337,411 | $25.9M | 0.02% | +325,937+2,840.7% | Added |
| Lighthouse Investment Partners, LLC | 356,896 | $27.0M | 0.84% | +116,834+48.7% | Added |
| Envestnet Asset Management Inc | 367,137 | $27.8M | 0.01% | +14,194+4.0% | Added |
| Wells Fargo & Company | 369,853 | $28.0M | 0.00% | −712−0.2% | Reduced |
| BNP Paribas Arbitrage, SA | 377,182 | $28.6M | 0.01% | +155,285+70.0% | Added |
| Leeward Investments, LLC - MA | 380,191 | $28.8M | 1.31% | −12,882−3.3% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 396,588 | $30.0M | 0.05% | −49,331−11.1% | Reduced |
| Fort Washington Investment Advisors Inc | 406,608 | $30.8M | 0.15% | +15,972+4.1% | Added |
| Alyeska Investment Group, L.P. | 408,571 | $30.9M | 0.08% | −199,222−32.8% | Reduced |
| Adelante Capital Management LLC | 430,209 | $32.6M | 2.14% | −9,972−2.3% | Reduced |
| Balyasny Asset Management LLC | 448,806 | $34.0M | 0.06% | +236,282+111.2% | Added |
| Invesco Ltd. | 469,887 | $35.6M | 0.00% | −10,042−2.1% | Reduced |
| UBS Group AG | 513,514 | $38.9M | 0.01% | +25,728+5.3% | Added |
| GW&K Investment Management, LLC | 522,247 | $39.6M | 0.31% | −33,857−6.1% | Reduced |
| Jefferies Financial Group Inc. | 523,700 | $39.7M | 0.36% | +523,700 | New |
| Voloridge Investment Management, LLC | 550,706 | $41.7M | 0.18% | −210,304−27.6% | Reduced |
| Heitman Real Estate Securities LLC | 578,024 | $43.8M | 2.81% | +417,582+260.3% | Added |
| HRT Financial LP | 585,566 | $44.4M | 0.08% | +64,647+12.4% | Added |
| D. E. Shaw & Co., Inc. | 633,290 | $48.0M | 0.03% | +291,828+85.5% | Added |
| American Century Companies Inc | 641,393 | $48.6M | 0.02% | −86,260−11.9% | Reduced |
| Thrivent Financial for Lutherans | 674,209 | $51.1M | 0.09% | −2,235−0.3% | Reduced |
| Legal & General Group Plc | 687,184 | $52.0M | 0.01% | +30,180+4.6% | Added |
| UBS Asset Management Americas Inc | 719,613 | $54.5M | 0.01% | +11,902+1.7% | Added |
| Citadel Advisors LLC | 724,630 | $54.9M | 0.03% | −66,521−8.4% | Reduced |
| Tudor Investment Corp Et Al | 726,478 | $55.0M | 0.23% | +421,026+137.8% | Added |
| Qube Research & Technologies Ltd | 742,961 | $56.3M | 0.06% | +397,295+114.9% | Added |
| Vanguard Fiduciary Trust Co | 760,519 | $57.6M | 0.01% | +18,158+2.4% | Added |
| Bahl & Gaynor Inc | 784,265 | $59.4M | 0.27% | +151,699+24.0% | Added |
| Holocene Advisors, LP | 789,487 | $59.8M | 0.14% | −872−0.1% | Reduced |
| Cincinnati Insurance Co | 789,500 | $59.8M | 0.86% | 00.0% | Unchanged |
| Northwood Liquid Management LP | 873,829 | $66.2M | 4.39% | +196,391+29.0% | Added |
| Bank of New York Mellon Corp | 908,817 | $68.8M | 0.01% | −16,990−1.8% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 915,000 | $69.3M | 0.10% | +817,000+833.7% | Added |
| Lasalle Investment Management Securities LLC | 915,004 | $69.3M | 2.47% | +195,285+27.1% | Added |
| Russell Investments Group, Ltd. | 920,097 | $69.7M | 0.06% | +16,984+1.9% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 940,816 | $71.3M | 0.04% | +159,224+20.4% | Added |
| Frontier Capital Management Co LLC | 943,005 | $71.4M | 0.67% | −158,381−14.4% | Reduced |
| SEI Investments Co | 1,001,224 | $75.8M | 0.07% | −50,230−4.8% | Reduced |
| Duff & Phelps Investment Management Co | 1,100,957 | $83.4M | 0.79% | +90,839+9.0% | Added |
| JPMorgan Chase & Co | 1,117,272 | $86.4M | 0.01% | −1,649,476−59.6% | Reduced |
| Nuveen, LLC | 1,164,511 | $88.2M | 0.02% | +743,328+176.5% | Added |
| Jupiter Topco LLC | 1,216,172 | $92.1M | 0.04% | +1,216,172 | New |
| Canada Pension Plan Investment Board | 1,221,720 | $92.5M | 0.05% | +1,221,720 | New |
| Goldman Sachs Group Inc | 1,230,891 | $93.2M | 0.01% | +60,415+5.2% | Added |
| Northern Trust Corp | 1,356,029 | $102.7M | 0.01% | +204,925+17.8% | Added |
| Deutsche Bank AG | 1,382,985 | $104.7M | 0.03% | +46,716+3.5% | Added |
| Raymond James Financial Inc | 1,428,749 | $108.2M | 0.03% | −3,732−0.3% | Reduced |
| Nomura Asset Management International Inc. | 1,518,183 | $115.0M | 0.17% | +121,385+8.7% | Added |
| Morgan Stanley | 1,525,277 | $115.5M | 0.01% | +206,242+15.6% | Added |
| Norges Bank | 1,551,258 | $117.5M | 0.01% | +1,551,258 | New |
| Millennium Management LLC | 1,582,623 | $119.9M | 0.08% | +484,191+44.1% | Added |
| Bank of America Corp | 1,728,560 | $130.9M | 0.01% | +201,999+13.2% | Added |
| Prudential Financial Inc | 1,787,283 | $135.4M | 0.15% | −119,826−6.3% | Reduced |
| Dimensional Fund Advisors LP | 1,794,541 | $135.9M | 0.02% | +23,523+1.3% | Added |
| Zimmer Partners, LP | 1,843,300 | $139.6M | 3.30% | −1,453,114−44.1% | Reduced |
| Charles Schwab Investment Management Inc | 2,196,532 | $166.4M | 0.02% | +86,679+4.1% | Added |
| Geode Capital Management, LLC | 2,781,222 | $210.7M | 0.01% | +82,464+3.1% | Added |
| Daiwa Securities Group Inc. | 2,921,805 | $221.3M | 0.50% | −39,878−1.3% | Reduced |
| Two Sigma Investments, LP | 3,535,058 | $267.7M | 0.20% | −506,635−12.5% | Reduced |
| Centersquare Investment Management LLC | 3,730,917 | $282.6M | 2.41% | +301,342+8.8% | Added |
| Principal Financial Group Inc | 4,662,379 | $353.1M | 0.17% | +136,291+3.0% | Added |
| Vanguard Capital Management LLC | 5,405,144 | $409.4M | 0.01% | +58,711+1.1% | Added |
| State Street Corp | 5,858,959 | $445.3M | 0.01% | −107,444−1.8% | Reduced |
| Vanguard Portfolio Management LLC | 10,588,511 | $802.0M | 0.04% | +328,505+3.2% | Added |
| Cohen & Steers, Inc. | 16,403,414 | $1.24B | 1.96% | −1,460,930−8.2% | Reduced |
| BlackRock, Inc. | 19,112,107 | $1.45B | 0.02% | +1,222,099+6.8% | Added |
| PGGM Investments | 0 | $0 | 0.00% | −932,633−100.0% | Sold out |
| STRS Ohio | 0 | $0 | 0.00% | −247,109−100.0% | Sold out |
| Mitsubishi UFJ Trust & Banking Corp | 0 | $0 | 0.00% | −151,138−100.0% | Sold out |