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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
Cander Asset Management LP0$00.00%−139,785−100.0%Sold out
Allspring Global Investments Holdings, LLC0$00.00%−136,540−100.0%Sold out
LMR Partners LLP0$00.00%−134,970−100.0%Sold out
Aptus Capital Advisors, LLC0$00.00%−92,505−100.0%Sold out
Brummer Multi-Strategy AB0$00.00%−87,127−100.0%Sold out
Bamco Inc0$00.00%−83,347−100.0%Sold out
Panagora Asset Management Inc0$00.00%−42,689−100.0%Sold out
Presima Inc.0$00.00%−38,203−100.0%Sold out
FJ Capital Management LLC0$00.00%−31,696−100.0%Sold out
Quadrant Capital Group LLC0$00.00%−17,367−100.0%Sold out
Vise Technologies, Inc.0$00.00%−16,445−100.0%Sold out
Perbak Capital Partners LLP0$00.00%−12,947−100.0%Sold out
Polymer Capital Management (US) LLC0$00.00%−11,062−100.0%Sold out
Jain Global LLC0$00.00%−10,946−100.0%Sold out
Motley Fool Wealth Management, LLC0$00.00%−10,801−100.0%Sold out
DRW Securities, LLC0$00.00%−8,017−100.0%Sold out
Golden State Equity Partners0$00.00%−6,928−100.0%Sold out
Toroso Investments, LLC0$00.00%−6,228−100.0%Sold out
Acadian Asset Management LLC0$00.00%−5,547−100.0%Sold out
Trust Point Inc.0$00.00%−4,854−100.0%Sold out
EP Wealth Advisors, LLC0$00.00%−4,510−100.0%Sold out
Lombard Odier Asset Management (USA) Corp0$00.00%−4,248−100.0%Sold out
Procyon Private Wealth Partners, LLC0$00.00%−3,959−100.0%Sold out
Dark Forest Capital Management LP0$00.00%−3,553−100.0%Sold out
HB Wealth Management, LLC0$00.00%−3,501−100.0%Sold out
Regions Financial Corp0$00.00%−3,191−100.0%Sold out
Snowden Capital Advisors LLC0$00.00%−3,035−100.0%Sold out
Armistice Capital, LLC0$00.00%−3,025−100.0%Sold out
Allie Family Office LLC0$00.00%−2,814−100.0%Sold out
Everence Capital Management Inc0$00.00%−2,799−100.0%Sold out
MAI Capital Management0$00.00%−1,656−100.0%Sold out
Advisory Services Network, LLC0$00.00%−947−100.0%Sold out
Simplex Trading, LLC0$00.00%−745−100.0%Sold out
Ancora Advisors, LLC0$00.00%−552−100.0%Sold out
Twin Peaks Wealth Advisors, LLC0$00.00%−443−100.0%Sold out
Bayforest Capital Ltd0$00.00%−381−100.0%Sold out
Sound Income Strategies, LLC0$00.00%−360−100.0%Sold out
Central Trust Co0$00.00%−300−100.0%Sold out
Root Financial Partners, LLC0$00.00%−151−100.0%Sold out
Zions Bancorporation, National Association0$00.00%−23−100.0%Sold out
Albion Financial Group0$00.00%−21−100.0%Sold out
South State Corp.0$00.00%−7−100.0%Sold out
Intentional Wealth Strategies, LLC0$00.00%−5−100.0%Sold out
Caitong International Asset Management Co., Ltd0$00.00%−2−100.0%Sold out
MV Capital Management, Inc.0$00.00%−1−100.0%Sold out
BOK Financial Private Wealth, Inc.0$00.00%0Sold out
Janus Henderson Group PLC––––Not filed
Journey Strategic Wealth LLC––––Not filed
Skopos Labs, Inc.––––Not filed
CWM, LLC––––Not filed