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Agree Realty (ADC) Institutional Ownership

Agree Realty logo
$80.56 -0.56 (-0.69%)
Closing price 03:59 PM Eastern
Extended Trading
$80.54 -0.02 (-0.02%)
As of 07:39 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.

Institutional Ownership Changes (13F Filings) for Agree Realty (NYSE:ADC)

Current
Institutional Ownership
Percentage
97.83%
Number of
Institutional Buyers
(last 12 months)
324
Total
Institutional Inflows
(last 12 months)
$1.91B
Number of
Institutional Sellers
(last 12 months)
207
Total
Institutional Outflows
(last 12 months)
$1.19B
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ADC Institutional Buying and Selling by Quarter

Agree Realty Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/7/2026 GAMMA Investing LLC5,383$408K0.0%+10.3%0.004%
7/7/2026 CoreCap Advisors LLC80,269$6.08M0.2%+9.2%0.067%
6/18/2026Pacer Advisors Inc.14,230$1.07M0.0%+5.6%0.012%
6/3/2026Parallel Advisors LLC4,204$317K0.0%-13.4%0.004%
6/1/2026Integrated Investment Consultants LLC5,771$435K0.1%+3.4%0.005%
5/19/2026Bank of America Corp DE1,526,561$115.07M0.0%+65.4%1.271%
5/19/2026Edgestream Partners L.P.143,314$10.80M0.4%N/A0.119%
5/19/2026Janus Henderson Group PLC1,251,683$94.33M0.0%-0.1%1.042%
5/18/2026Amundi63,574$4.79M0.0%+5.6%0.053%
5/18/2026Adelante Capital Management LLC440,181$33.18M2.2%+0.4%0.367%
5/18/2026EverSource Wealth Advisors LLC1,281$97K0.0%+29.5%0.001%
5/18/2026California State Teachers Retirement System140,189$10.57M0.0%+33.4%0.117%
5/18/2026Royal Bank of Canada119,895$9.04M0.0%-18.4%0.100%
5/18/2026Rush Island Management LP677,438$51.07M3.4%N/A0.564%
5/16/2026The Manufacturers Life Insurance Company 90,835$6.85M0.0%+3.0%0.076%
5/16/2026Quantinno Capital Management LP120,322$9.07M0.0%+92.5%0.100%
5/16/2026Lazard Asset Management LLC19,615$1.48M0.0%+4.7%0.016%
5/15/2026Blue Chip Partners LLC37,110$2.80M0.2%-1.2%0.031%
5/15/2026Lombard Odier Asset Management USA Corp4,248$320K0.0%N/A0.004%
5/15/2026Entropy Technologies LP59,562$4.49M0.2%+100.8%0.050%
5/14/2026Healthcare of Ontario Pension Plan Trust Fund98,000$7.39M0.0%N/A0.082%
5/14/2026Public Employees Retirement System of Ohio242,250$18.26M0.1%-8.6%0.202%
5/14/2026Caxton Associates LLP32,779$2.47M0.1%-23.9%0.027%
5/14/2026Liberty One Investment Management LLC78,726$5.93M0.6%+8.4%0.066%
5/14/2026Bank of Nova Scotia5,736$432K0.0%+6.1%0.005%
5/14/2026Systematic Financial Management LP319,492$24.08M0.6%-1.9%0.266%
5/14/2026Sei Investments Co.1,051,454$79.26M0.1%+27.2%0.875%
5/13/2026Cetera Investment Advisers62,562$4.72M0.0%+20.0%0.052%
5/13/2026Lasalle Investment Management Securities LLC719,719$54.25M2.1%+6.7%0.599%
5/13/2026NewEdge Wealth LLC3,691$278K0.0%-3.8%0.003%
5/13/2026First Trust Advisors LP49,635$3.74M0.0%+103.0%0.041%
5/12/2026Westpac Banking Corp21,333$1.61M0.1%+1.3%0.018%
5/8/2026PNC Financial Services Group Inc.15,157$1.14M0.0%+4.0%0.013%
5/7/2026Dimensional Fund Advisors LP1,771,018$133.50M0.0%+5.3%1.475%
5/7/2026Parallel Advisors LLC4,204$317K0.0%-13.4%0.004%
5/7/2026Swiss National Bank227,382$17.14M0.0%+4.2%0.189%
5/6/2026California Public Employees Retirement System276,624$20.85M0.0%-7.9%0.230%
5/6/2026Assetmark Inc.19,238$1.45M0.0%-10.5%0.016%
5/6/2026Brummer Multi Strategy AB87,127$6.57M27.3%N/A0.073%
5/6/2026Allspring Global Investments Holdings LLC136,540$10.36M0.0%-57.4%0.114%
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5/5/2026Bank of New York Mellon Corp925,807$69.79M0.0%-0.3%0.771%
5/4/2026State of Michigan Retirement System28,800$2.17M0.0%+6.3%0.024%
5/4/2026Principal Financial Group Inc.4,526,088$341.18M0.2%+5.4%3.769%
5/4/2026 Procyon Advisors LLC3,959$298K0.0%N/A0.003%
5/1/2026 Commonwealth of Pennsylvania Public School Empls Retrmt SYS81,446$6.14M0.0%+24.0%0.068%
5/1/2026Fifth Third Bancorp8,458$638K0.0%+24.8%0.007%
5/1/2026 Sequoia Financial Advisors LLC10,468$789K0.0%-13.1%0.009%
5/1/2026 Cedar Mountain Advisors LLC606$46K0.0%N/A0.001%
4/30/2026Hsbc Holdings PLC365,065$27.57M0.0%+23.5%0.304%
4/30/2026Ibex Wealth Advisors108,753$8.20M0.8%+9.6%0.091%
4/30/2026Kestra Advisory Services LLC3,808$287K0.0%-24.6%0.003%
4/30/2026Azzad Asset Management Inc. ADV14,199$1.07M0.1%+1.1%0.012%
4/30/2026Sumitomo Mitsui Trust Group Inc.781,592$58.92M0.0%+7.5%0.651%
4/30/2026Resona Asset Management Co. Ltd.53,007$3.98M0.0%+10.1%0.044%
4/30/2026Oregon Public Employees Retirement Fund24,585$1.85M0.0%+7.1%0.020%
4/30/2026Frank Rimerman Advisors LLC5,170$390K0.0%N/A0.004%
4/29/2026Lmcg Investments LLC148,569$11.20M0.7%+15.8%0.124%
4/28/2026Collaborative Fund Advisors LLC6,020$454K0.3%N/A0.005%
4/28/2026Ascentis Independent Advisors6,928$522K0.0%-3.8%0.006%
4/28/2026Praxis Investment Management Inc.2,799$211K0.0%N/A0.002%
4/27/2026HB Wealth Management LLC3,501$264K0.0%N/A0.003%
4/27/2026Moran Wealth Management LLC14,333$1.08M0.0%-28.1%0.012%
4/27/2026New York State Teachers Retirement System110,654$8.34M0.0%-2.9%0.092%
4/27/2026Private Advisor Group LLC3,070$231K0.0%+5.0%0.003%
4/27/2026Elevation Point Wealth Partners LLC29,147$2.21M0.1%+2.3%0.024%
4/27/2026Sound Income Strategies LLC360$27K0.0%-52.5%0.000%
4/25/2026Strs Ohio247,109$18.63M0.1%+5.3%0.206%
4/25/2026Keybank National Association OH11,115$838K0.0%-21.1%0.009%
4/25/2026Sage Investment Counsel LLC4,068$307K0.3%-26.7%0.003%
4/24/2026Financial Life Planners660$50K0.0%N/A0.001%
4/24/2026IFM Investors Pty Ltd18,601$1.40M0.0%+0.9%0.015%
4/23/2026Pathway Financial Advisers LLC21,821$1.65M0.5%+3.9%0.018%
4/22/2026Janney Montgomery Scott LLC6,079$458K0.0%+5.6%0.005%
4/22/20261492 Capital Management LLC3,946$297K0.1%+32.7%0.003%
4/22/2026 Fort Washington Investment Advisors Inc. OH390,636$29.45M0.2%+0.5%0.325%
4/22/2026Pictet Asset Management Holding SA17,655$1.33M0.0%+8.6%0.015%
4/22/2026 Union Bancaire Privee UBP SA32,979$2.49M0.0%N/A0.027%
4/22/2026Sterling Capital Management LLC4,519$341K0.0%-39.9%0.004%
4/21/2026Louisiana State Employees Retirement System34,700$2.62M0.0%N/A0.029%
4/20/2026Ritholtz Wealth Management3,816$288K0.0%N/A0.003%
4/20/2026Vanderbilt University17,282$1.30M0.2%+1.9%0.014%
4/20/2026Blue Trust Inc.543$41K0.0%-60.6%0.000%
4/18/2026Community Bank of Raymore40,024$3.02M2.0%+0.8%0.033%
4/18/2026Leeward Investments LLC MA393,073$29.63M1.5%-2.9%0.327%
4/17/2026AGP Franklin LLC21,983$1.66M0.8%+12.1%0.018%
4/17/2026 Town & Country Bank & Trust CO dba First Bankers Trust CO30,034$2.26M0.8%+10.4%0.025%
4/16/2026SG Americas Securities LLC128,058$9.65M0.0%+1,000.6%0.107%
4/16/2026 E. Ohman J or Asset Management AB28,246$2.13M0.1%+1.3%0.024%
3/23/2026J. Derek Lewis & Associates Inc.6,900$497K0.1%N/A0.006%
3/20/2026Hsbc Holdings PLC295,693$21.30M0.0%+25.5%0.246%
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3/9/2026Corient Private Wealth LLC7,298$526K0.0%+25.0%0.006%
3/6/2026Hsbc Holdings PLC295,693$21.30M0.0%+25.5%0.246%
3/4/2026Pure Financial Advisors LLC3,383$244K0.0%N/A0.003%
2/24/2026Pacer Advisors Inc.13,479$971K0.0%-36.5%0.011%
2/19/2026Compound Planning Inc.4,177$301K0.0%+18.2%0.003%
2/19/2026Invesco Ltd.468,934$33.78M0.0%+11.0%0.391%
2/19/2026Corient Private Wealth LLC6,982$503K0.0%+19.6%0.006%
2/18/2026Mercer Global Advisors Inc. ADV11,950$861K0.0%+34.7%0.010%
2/18/2026Blue Chip Partners LLC37,560$2.71M0.2%+0.8%0.031%
2/18/2026Vident Advisory LLC6,220$448K0.0%-20.8%0.005%


ADC Institutional Ownership - Frequently Asked Questions

During the previous two years, 515 institutional investors and hedge funds held shares of Agree Realty. The most heavily invested institutionals were Vanguard Group Inc. ($1.13B), Cohen & Steers Inc. ($1.02B), State Street Corp ($425.35M), Principal Financial Group Inc. ($341.18M), Centersquare Investment Management LLC ($237.64M), International Assets Investment Management LLC ($211.89M), and JPMorgan Chase & Co. ($204.81M).Learn more on Agree Realty's institutional investors.

97.83% of Agree Realty's stock is owned by institutional investors. Learn more on ADC's institutional investor holdings.

Of the 458 institutional investors that purchased Agree Realty's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Cohen & Steers Inc. ($3.59M), Norges Bank ($3.20M), JPMorgan Chase & Co. ($2.97M), Principal Financial Group Inc. ($2.15M), FMR LLC ($1.97M), Westwood Holdings Group Inc. ($1.79M), and Raymond James Financial Inc. ($1.46M).

Institutional investors have bought a total of 26,442,335 shares in the last 24 months. This purchase volume represents approximately $1.91B in transactions.

Of the 207 institutional investors that sold Agree Realty's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Macquarie Group Ltd. ($1.91M), Invesco Ltd. ($1.24M), JPMorgan Chase & Co. ($1.12M), Balyasny Asset Management L.P. ($994.66K), American Century Companies Inc. ($957.72K), Allspring Global Investments Holdings LLC ($832.02K), and Thrivent Financial for Lutherans ($619.90K).

Institutional investors have sold a total of 16,530,566 shares in the last 24 months. This volume of shares sold represents approximately $1.19B in transactions.



This page (NYSE:ADC) was last updated on 7/20/2026 by MarketBeat.com Staff.
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