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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
Citizens National Bank Trust Department23,785$1.80M0.27%−99−0.4%Reduced
Vestcor Inc23,685$1.79M0.04%+1,056+4.7%Added
CIBC Bancorp USA Inc.23,516$1.78M0.00%−4,743−16.8%Reduced
New Mexico Educational Retirement Board23,500$1.78M0.04%00.0%Unchanged
Bank of Montreal23,385$1.77M0.00%+1,572+7.2%Added
NEOS Investment Management LLC23,355$1.77M0.01%+3,280+16.3%Added
Redmond Asset Management, LLC23,208$1.76M0.44%+247+1.1%Added
Federation des caisses Desjardins du Quebec22,959$1.74M0.01%+2,243+10.8%Added
Cambridge Investment Research Advisors, Inc.22,573$1.71M0.00%+1,593+7.6%Added
Motley Fool Asset Management LLC22,486$1.70M0.07%−334−1.5%Reduced
Truvestments Capital LLC22,344$1.69M0.25%+1,282+6.1%Added
Ameritas Investment Partners, Inc.22,076$1.67M0.04%00.0%Unchanged
Pathway Financial Advisers, LLC22,013$1.67M0.42%+192+0.9%Added
Agp Franklin, LLC21,337$1.62M0.70%−646−2.9%Reduced
Knights of Columbus Asset Advisors LLC21,286$1.61M0.08%00.0%Unchanged
Truist Financial Corp21,072$1.60M0.00%+1,139+5.7%Added
Pasadena Private Wealth, LLC20,948$1.59M0.20%+2,166+11.5%Added
HighTower Advisors, LLC20,522$1.55M0.00%−10,315−33.5%Reduced
Lazard Asset Management LLC19,615$1.49M0.00%00.0%Unchanged
IFM Investors Pty Ltd19,401$1.47M0.01%+800+4.3%Added
Victory Capital Management Inc19,228$1.46M0.00%+542+2.9%Added
Nissay Asset Management Corp18,905$1.43M0.01%+125+0.7%Added
Pictet Asset Management Holding SA18,898$1.43M0.00%+1,243+7.0%Added
SG Americas Securities, LLC18,883$1.43M0.00%−109,175−85.3%Reduced
The PNC Financial Services Group, Inc.18,182$1.38M0.00%+3,025+20.0%Added
First National Bank of Omaha18,130$1.37M0.04%−4,577−20.2%Reduced
JustInvest LLC16,996$1.29M0.01%−2,874−14.5%Reduced
Cincinnati Specialty Underwriters Insurance CO16,500$1.25M0.28%00.0%Unchanged
Machina Capital S.A.S.16,472$1.25M0.20%+9,011+120.8%Added
Axq Capital, LP16,105$1.22M0.13%+16,105New
Foresight Group Ltd Liability Partnership15,903$1.22M0.22%−2,153−11.9%Reduced
XTX Topco Ltd15,817$1.20M0.02%+15,817New
Landscape Capital Management, L.L.C.15,270$1.16M0.08%−47,640−75.7%Reduced
Assetmark, Inc15,151$1.15M0.00%−4,087−21.2%Reduced
Umb Bank N A15,100$1.14M0.01%−774−4.9%Reduced
Azzad Asset Management Inc14,879$1.13M0.10%+680+4.8%Added
Fieldview Capital Management, LLC14,322$1.08M0.31%+11,655+437.0%Added
UniSuper Management Pty Ltd14,300$1.08M0.01%−9,200−39.1%Reduced
Xponance, Inc.14,273$1.08M0.01%+280+2.0%Added
Moran Wealth Management, LLC14,229$1.08M0.03%−104−0.7%Reduced
Brevan Howard Capital Management LP13,912$1.05M0.01%−28,801−67.4%Reduced
Pacer Advisors, Inc.13,471$1.02M0.00%−759−5.3%Reduced
Intrust Bank NA13,399$1.01M0.07%−289−2.1%Reduced
James Investment Research Inc13,310$1.01M0.10%00.0%Unchanged
Harvest Portfolios Group Inc.13,281$1.01M0.01%−69−0.5%Reduced
Signaturefd, LLC12,982$983.3K0.01%+454+3.6%Added
US Bancorp12,852$973.4K0.00%+574+4.7%Added
Spirit of America Management Corp12,500$946.8K0.18%+4,400+54.3%Added
Summit Trail Advisors, LLC12,395$938.8K0.01%+1,784+16.8%Added
Havemeyer Place LP12,294$931.1K0.09%+12,294New
Mercer Global Advisors Inc11,548$874.6K0.00%−2,385−17.1%Reduced
Atria Investments LLC11,535$873.6K0.01%−5,376−31.8%Reduced
Boothbay Fund Management, LLC11,088$839.8K0.02%+7,704+227.7%Added
Applied Capital LLC10,892$825.0K0.55%00.0%Unchanged
Silvercrest Asset Management Group LLC10,787$817.0K0.01%00.0%Unchanged
Keybank National Association10,713$811.4K0.00%−402−3.6%Reduced
O'Shaughnessy Asset Management, LLC10,616$804.1K0.00%+6,015+130.7%Added
Cambria Investment Management, L.P.10,402$787.8K0.04%+2,034+24.3%Added
Tributary Capital Management, LLC10,165$769.9K0.06%−409−3.9%Reduced
Securian Asset Management, Inc8,833$716.5K0.03%00.0%Unchanged
1620 Investment Advisors, Inc.9,407$712.5K0.44%−101−1.1%Reduced
Hantz Financial Services, Inc.9,251$701.0K0.01%+494+5.6%Added
Gilman Hill Asset Management, LLC9,165$694.2K0.09%00.0%Unchanged
Voya Investment Management LLC9,047$685.2K0.00%−36,521−80.1%Reduced
Aster Capital Management (DIFC) Ltd9,037$684.5K0.15%+8,791+3,573.6%Added
Texas Yale Capital Corp.8,995$681.3K0.01%00.0%Unchanged
Capital Square, LLC8,691$677.5K0.30%−72−0.8%Reduced
Virtus ETF Advisers LLC8,879$672.5K0.26%+1,064+13.6%Added
Schnieders Capital Management, LLC.8,810$667.3K0.09%00.0%Unchanged
Commonwealth Equity Services, LLC8,768$664.1K0.00%+709+8.8%Added
Crossmark Global Holdings, Inc.8,636$654.1K0.01%+409+5.0%Added
Ethos Financial Group, LLC8,483$642.5K0.04%−47−0.6%Reduced
MML Investors Services, LLC8,413$637.2K0.00%+1,342+19.0%Added
Vanderbilt University8,133$616.0K0.08%−9,149−52.9%Reduced
Advisors Asset Management, Inc.8,089$612.7K0.01%−728−8.3%Reduced
GeoWealth Management, LLC8,042$609.1K0.02%+1,744+27.7%Added
CSU Producer Resources, Inc.8,000$605.9K2.00%00.0%Unchanged
CI Private Wealth, LLC7,990$605.2K0.00%−40,790−83.6%Reduced
Advisor Group Holdings, Inc.7,923$600.3K0.00%−15−0.2%Reduced
Public Employees Retirement Association of Colorado7,909$599.0K0.00%00.0%Unchanged
Harbour Investments, Inc.7,891$597.7K0.01%−254−3.1%Reduced
Swiss Life Asset Management Ltd7,889$597.5K0.00%+1,016+14.8%Added
Fox Run Management, L.L.C.7,629$577.8K0.10%+7,629New
Total Wealth Planning & Management, Inc.7,599$575.5K0.42%+788+11.6%Added
Nisa Investment Advisors, LLC7,556$574.3K0.00%−4,838−39.0%Reduced
Wiley Bros.-Aintree Capital, LLC7,556$572.3K0.00%−226−2.9%Reduced
Ensign Peak Advisors, Inc7,488$567.1K0.00%00.0%Unchanged
Fifth Third Bancorp7,439$563.4K0.00%−1,019−12.0%Reduced
Federated Hermes, Inc.7,418$561.8K0.00%−3,698−33.3%Reduced
Garden State Investment Advisory Services LLC7,329$555.1K0.11%00.0%Unchanged
Maryland State Retirement & Pension System7,076$535.9K0.01%+1,482+26.5%Added
J. Derek Lewis & Associates Inc.6,900$522.6K0.10%00.0%Unchanged
Beacon Pointe Advisors, LLC6,726$509.4K0.00%+6,726New
Tower Research Capital LLC (TRC)6,717$508.7K0.01%−593−8.1%Reduced
Koshinski Asset Management, Inc.6,694$507.0K0.03%+19+0.3%Added
Fairtree Asset Management (Pty) Ltd6,676$505.6K0.19%00.0%Unchanged
Sequoia Financial Advisors, LLC6,659$504.4K0.00%−3,809−36.4%Reduced
Park Avenue Securities LLC6,600$500.0K0.00%+450+7.3%Added
United Capital Financial Advisers, LLC6,586$498.8K0.00%+143+2.2%Added
Captrust Financial Advisors6,552$496.3K0.00%−9−0.1%Reduced