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 |
|---|---|---|---|---|---|
| LMCG Investments, LLC | 152,045 | $11.5M | 0.62% | +3,476+2.3% | Added |
| Hudson Bay Capital Management LP | 150,000 | $11.4M | 0.05% | +150,000 | New |
| Franklin Resources Inc | 142,162 | $10.8M | 0.00% | +472+0.3% | Added |
| California State Teachers Retirement System | 140,181 | $10.6M | 0.01% | −80.0% | Reduced |
| Ceredex Value Advisors LLC | 137,300 | $10.4M | 0.29% | 00.0% | Unchanged |
| Uniplan Investment Counsel, Inc. | 136,713 | $10.4M | 0.97% | −6,446−4.5% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 133,356 | $10.1M | 0.01% | −45,117−25.3% | Reduced |
| Virginia Retirement Systems Et Al | 131,142 | $9.93M | 0.06% | −45,336−25.7% | Reduced |
| Jump Financial, LLC | 127,459 | $9.65M | 0.09% | −121,710−48.8% | Reduced |
| Natixis Advisors, L.P. | 125,420 | $9.50M | 0.01% | +4,946+4.1% | Added |
| Caisse de Depot Et Placement du Quebec | 124,472 | $9.43M | 0.01% | +124,472 | New |
| Retirement Systems of Alabama | 124,028 | $9.39M | 0.03% | −22,883−15.6% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 116,977 | $8.86M | 0.04% | +35,531+43.6% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 115,889 | $8.78M | 0.01% | +2,418+2.1% | Added |
| Vanguard Asset Management, Ltd | 113,153 | $8.57M | 0.01% | +8,505+8.1% | Added |
| Ibex Wealth Advisors | 112,922 | $8.55M | 0.67% | +4,169+3.8% | Added |
| Price T Rowe Associates Inc | 112,825 | $8.55M | 0.00% | +8,243+7.9% | Added |
| New York State Teachers Retirement System | 112,214 | $8.50M | 0.02% | +1,560+1.4% | Added |
| Vanguard Investments Australia, Ltd. | 106,865 | $8.09M | 0.02% | +2,664+2.6% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 105,140 | $7.96M | 0.02% | +9,168+9.6% | Added |
| Masterton Capital Management, LP | 103,300 | $7.82M | 6.63% | +37,000+55.8% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 102,730 | $7.78M | 0.00% | +5,776+6.0% | Added |
| Jones Financial Companies LLLP | 100,350 | $7.73M | 0.00% | +3,825+4.0% | Added |
| Quantbot Technologies LP | 97,834 | $7.41M | 0.29% | −57,021−36.8% | Reduced |
| Quantinno Capital Management LP | 95,604 | $7.24M | 0.01% | −24,718−20.5% | Reduced |
| Graham Capital Management, L.P. | 95,449 | $7.23M | 0.19% | +28,754+43.1% | Added |
| Allianz Asset Management GmbH | 95,007 | $7.20M | 0.01% | −5,142−5.1% | Reduced |
| Gsa Capital Partners LLP | 93,165 | $7.06M | 0.44% | +38,956+71.9% | Added |
| Engineers Gate Manager LP | 90,181 | $6.83M | 0.09% | −501,365−84.8% | Reduced |
| LPL Financial LLC | 89,695 | $6.79M | 0.00% | +6,880+8.3% | Added |
| Manufacturers Life Insurance Company, The | 89,493 | $6.78M | 0.01% | −1,342−1.5% | Reduced |
| Squarepoint Ops LLC | 86,373 | $6.54M | 0.01% | +43,912+103.4% | Added |
| First Trust Advisors LP | 83,426 | $6.32M | 0.00% | +33,791+68.1% | Added |
| CoreCap Advisors, LLC | 80,269 | $6.08M | 0.18% | +6,753+9.2% | Added |
| Liberty One Investment Management, LLC | 78,237 | $5.93M | 0.59% | −489−0.6% | Reduced |
| Entropy Technologies, LP | 76,208 | $5.77M | 0.23% | +16,646+27.9% | Added |
| Wealth Enhancement Advisory Services, LLC | 72,786 | $5.67M | 0.01% | +15,335+26.7% | Added |
| Van Eck Associates Corp | 72,562 | $5.50M | 0.00% | +3,123+4.5% | Added |
| Amundi | 71,895 | $5.45M | 0.00% | +8,321+13.1% | Added |
| State of Alaska, Department of Revenue | 70,737 | $5.36M | 0.05% | +1,709+2.5% | Added |
| Capital Fund Management S.A. | 67,874 | $5.14M | 0.04% | +6,574+10.7% | Added |
| Cetera Investment Advisers | 62,896 | $4.76M | 0.00% | +334+0.5% | Added |
| DekaBank Deutsche Girozentrale | 63,542 | $4.75M | 0.01% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 62,400 | $4.73M | 0.01% | −600−1.0% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 62,214 | $4.71M | 0.11% | −1,747−2.7% | Reduced |
| MetLife Investment Management | 61,087 | $4.63M | 0.02% | −1,142−1.8% | Reduced |
| Algert Global LLC | 57,460 | $4.35M | 0.05% | 00.0% | Unchanged |
| Macquarie Group Ltd | 57,373 | $4.35M | 0.02% | +5,718+11.1% | Added |
| State of Tennessee, Treasury Department | 55,133 | $4.18M | 0.01% | +6,519+13.4% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 54,358 | $4.12M | 0.01% | +3,281+6.4% | Added |
| Resona Asset Management Co.,Ltd. | 52,725 | $4.05M | 0.02% | −282−0.5% | Reduced |
| Great Lakes Advisors, LLC | 53,292 | $4.04M | 0.03% | −4,861−8.4% | Reduced |
| Amalgamated Bank | 53,002 | $4.01M | 0.03% | −578−1.1% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 52,974 | $4.01M | 0.03% | +4,042+8.3% | Added |
| ExodusPoint Capital Management, LP | 52,027 | $3.94M | 0.04% | +52,027 | New |
| New Age Alpha Advisors, LLC | 51,928 | $3.93M | 0.17% | −16,634−24.3% | Reduced |
| Standard Life Aberdeen plc | 51,927 | $3.93M | 0.01% | +7,645+17.3% | Added |
| Edgestream Partners, L.P. | 50,765 | $3.84M | 0.11% | −92,549−64.6% | Reduced |
| Treasurer of the State of North Carolina | 50,353 | $3.81M | 0.01% | +1,940+4.0% | Added |
| Vanguard Global Advisers, LLC | 49,746 | $3.77M | 0.00% | −2,731−5.2% | Reduced |
| Worldquant Millennium Advisors LLC | 49,459 | $3.75M | 0.01% | +14,465+41.3% | Added |
| Fisher Asset Management, LLC | 48,457 | $3.67M | 0.00% | +372+0.8% | Added |
| Community Bank of Raymore | 44,624 | $3.38M | 1.99% | +4,600+11.5% | Added |
| Mutual of America Capital Management LLC | 44,500 | $3.37M | 0.03% | −1,424−3.1% | Reduced |
| Bridgefront Capital, LLC | 41,513 | $3.14M | 0.83% | +5,157+14.2% | Added |
| Agf Management Ltd | 39,486 | $2.99M | 0.01% | −7,236−15.5% | Reduced |
| Handelsbanken Fonder AB | 37,837 | $2.87M | 0.01% | 00.0% | Unchanged |
| Hazelview Securities Inc. | 36,703 | $2.86M | 0.40% | −177,666−82.9% | Reduced |
| Teachers Retirement System of the State of Kentucky | 37,531 | $2.84M | 0.02% | +4,000+11.9% | Added |
| Yousif Capital Management, LLC | 37,030 | $2.80M | 0.03% | −1,801−4.6% | Reduced |
| State Board of Administration of Florida Retirement System | 36,852 | $2.79M | 0.00% | −2,190−5.6% | Reduced |
| Stifel Financial Corp | 36,223 | $2.74M | 0.00% | +1,686+4.9% | Added |
| Blue Chip Partners, Inc. | 36,150 | $2.74M | 0.17% | −960−2.6% | Reduced |
| Louisiana State Employees Retirement System | 35,100 | $2.66M | 0.04% | +400+1.2% | Added |
| Vestmark Advisory Solutions, Inc. | 34,675 | $2.63M | 0.02% | +358+1.0% | Added |
| Dana Investment Advisors, Inc. | 34,417 | $2.61M | 0.07% | +6,042+21.3% | Added |
| Pathstone Holdings, LLC | 33,831 | $2.56M | 0.01% | −2,615−7.2% | Reduced |
| M&T Bank Corp | 33,785 | $2.56M | 0.01% | −1,310−3.7% | Reduced |
| Brinker Capital Investments, LLC | 33,143 | $2.51M | 0.02% | +179+0.5% | Added |
| Arizona State Retirement System | 33,140 | $2.51M | 0.01% | +1,555+4.9% | Added |
| Oak Thistle LLC | 32,981 | $2.50M | 0.24% | +32,981 | New |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 32,964 | $2.50M | 0.02% | +1,155+3.6% | Added |
| Readystate Asset Management LP | 31,481 | $2.38M | 0.10% | +31,481 | New |
| Metis Global Partners, LLC | 31,270 | $2.37M | 0.05% | −123−0.4% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 31,040 | $2.35M | 0.73% | +1,006+3.3% | Added |
| Oppenheimer Asset Management Inc. | 30,435 | $2.31M | 0.02% | −28−0.1% | Reduced |
| Atom Investors LP | 29,535 | $2.24M | 0.20% | +7,890+36.5% | Added |
| FMR LLC | 28,757 | $2.18M | 0.00% | +477+1.7% | Added |
| Mount Yale Investment Advisors, LLC | 28,622 | $2.18M | 0.04% | −525−1.8% | Reduced |
| E. Ohman J:or Asset Management AB | 28,246 | $2.14M | 0.05% | 00.0% | Unchanged |
| State of Michigan Retirement System | 28,000 | $2.12M | 0.01% | −800−2.8% | Reduced |
| Caxton Associates LLP | 27,669 | $2.10M | 0.04% | −5,110−15.6% | Reduced |
| KLP Kapitalforvaltning AS | 27,200 | $2.07M | 0.01% | +1,900+7.5% | Added |
| Northwestern Mutual Investment Management Company, LLC | 26,974 | $2.04M | 0.02% | +127+0.5% | Added |
| Cerity Partners LLC | 26,876 | $2.04M | 0.00% | −16,435−37.9% | Reduced |
| Union Bancaire Privee, UBP SA | 34,400 | $2.01M | 0.03% | +1,421+4.3% | Added |
| Westpac Banking Corp | 25,768 | $1.95M | 0.12% | +4,435+20.8% | Added |
| Jane Street Group, LLC | 25,446 | $1.93M | 0.00% | +25,446 | New |
| Allstate Corp | 25,239 | $1.91M | 0.02% | −2,977−10.6% | Reduced |
| Oregon Public Employees Retirement Fund | 24,785 | $1.88M | 0.02% | +200+0.8% | Added |