Institutional Ownership Agree Realty Corp (ADC)
This table provides information about the institutional ownership of Agree Realty Corp (ADC). We have compiled data on the 469 institutions that hold shares in the stock, with a total of 108 Million shares, which have been reported (via 13F filing form) to have a value of $7.86 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
1492 Capital Management LLC
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
2,973
shares
|
$216,701
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
Nov 04, 2024 Q3 2024 |
2,916
shares
|
$212,547
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
2,897
shares
|
$211,162
0.02% of portfolio
|
Q4 2024
Added 34.49%
|
|
|
Custom Index Systems, LLC
New York, NY |
Jan 23, 2025 Q4 2024 |
2,863
shares
|
$208,684
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Allie Family Office LLC
|
Jan 03, 2025 Q3 2024 |
2,814
shares
|
$205,112
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Jan 27, 2025 Q4 2024 |
2,808
shares
|
$204,675
0.0% of portfolio
|
Q4 2024
Reduced 28.11%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
2,795
shares
|
$203,727
0.01% of portfolio
|
Q3 2024
Reduced 69.33%
|
|
|
Virtus ETF Advisers LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
2,667
shares
|
$194,397
0.1% of portfolio
|
Q3 2024
Reduced 16.97%
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
2,654
shares
|
$193,450
0.13% of portfolio
|
Q3 2024
Reduced 11.27%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
2,412
shares
|
$175,810
0.0% of portfolio
|
Q3 2024
Added 4.1%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
2,359
shares
|
$171,947
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jan 03, 2025 Q4 2024 |
2,310
shares
|
$168,375
0.02% of portfolio
|
Q4 2024
Reduced 25.0%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
2,227
shares
|
$162,326
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
2,151
shares
|
$156,786
0.01% of portfolio
|
Q2 2024
Added 6.91%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
2,094
shares
|
$152,631
0.01% of portfolio
|
Q1 2021
Reduced 82.76%
|
|
|
Cubist Systematic Strategies, LLC
Stamford, CT |
Nov 14, 2024 Q3 2024 |
1,942
shares
|
$141,552
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
1,925
shares
|
$140,313
0.02% of portfolio
|
Q2 2024
Added 41.03%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
1,689
shares
|
$123,111
0.01% of portfolio
|
Q4 2024
Reduced 2.99%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
1,508
shares
|
$109,918
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
1,500
shares
|
$109,335
0.06% of portfolio
|
Q2 2024
Added 7.14%
|
|
|
Vestcor Inc
Fredericton, A3 |
Nov 15, 2024 Q3 2024 |
1,480
shares
|
$107,877
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
1,397
shares
|
$101,827
0.0% of portfolio
|
Q4 2024
Reduced 47.8%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
1,367
shares
|
$99,640
0.0% of portfolio
|
Q3 2024
Added 6.13%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
1,306
shares
|
$95,194
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
State Of Wyoming
Cheyenne, WY |
Nov 14, 2024 Q3 2024 |
1,306
shares
|
$95,194
0.01% of portfolio
|
Q3 2024
Added 9.38%
|