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 |
|---|---|---|---|---|---|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
1,306
shares
|
$95,194
0.01% of portfolio
|
Q4 2024
Added 11.43%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
1,202
shares
|
$87,613
0.0% of portfolio
|
Q3 2024
Added 43.44%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
1,142
shares
|
$83,240
0.0% of portfolio
|
Q4 2024
Added 26.19%
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
1,139
shares
|
$83,021
0.0% of portfolio
|
Q4 2024
Added 17.3%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
1,139
shares
|
$83,021
0.0% of portfolio
|
Q3 2024
Added 5.07%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
1,060
shares
|
$77,263
0.0% of portfolio
|
Q4 2024
Added 4.02%
|
|
|
Arcadia Investment Management Corp
|
Feb 03, 2025 Q4 2024 |
1,000
shares
|
$72,890
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Washington Trust CO
|
Jan 30, 2025 Q4 2024 |
1,000
shares
|
$72,890
0.0% of portfolio
|
Q1 2023
Added 99900.0%
|
|
|
Fil LTD
Hamilton, D0 |
Nov 13, 2024 Q3 2024 |
999
shares
|
$72,817
0.0% of portfolio
|
Q3 2024
Reduced 67.76%
|
|
|
Massmutual Trust CO Fsb
|
Jan 16, 2025 Q4 2024 |
898
shares
|
$65,455
0.0% of portfolio
|
Q4 2024
Added 34.43%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
898
shares
|
$65,455
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
875
shares
|
$63,778
0.05% of portfolio
|
Q2 2022
Added 20.03%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
815
shares
|
$59,405
0.0% of portfolio
|
Q4 2024
Reduced 0.12%
|
|
|
Lindbrook Capital, LLC
|
Feb 06, 2025 Q4 2024 |
786
shares
|
$57,291
0.01% of portfolio
|
Q4 2024
Reduced 2.12%
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
785
shares
|
$57,218
0.0% of portfolio
|
Q4 2024
Added 0.51%
|
|
|
Ci Investments Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
669
shares
|
$48,763
0.0% of portfolio
|
Q3 2024
Reduced 37.59%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
648
shares
|
$47,232
0.0% of portfolio
|
Q3 2024
Added 4.52%
|
|
|
Financial Life Planners
Tempe, AZ |
Jan 24, 2025 Q4 2024 |
626
shares
|
$45,629
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Gables Capital Management Inc.
|
Feb 07, 2025 Q4 2024 |
600
shares
|
$43,734
0.02% of portfolio
|
Q3 2024
Reduced 14.29%
|
|
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
Nov 14, 2024 Q3 2024 |
600
shares
|
$43,734
0.01% of portfolio
|
Q2 2024
Reduced 66.67%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
570
shares
|
$41,547
0.0% of portfolio
|
Q4 2024
Added 15.38%
|
|
|
New Century Advisors, LLC
|
Oct 13, 2022 Q3 2022 |
564
shares
|
$41,109
0.05% of portfolio
|
Q3 2022
Reduced 2.08%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
524
shares
|
$38,194
0.0% of portfolio
|
Q4 2024
Added 4.17%
|
|
|
Peak6 Investments LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
519
shares
|
$37,829
0.0% of portfolio
|
Q3 2024
Reduced 66.58%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Feb 06, 2025 Q4 2024 |
510
shares
|
$37,173
0.0% of portfolio
|
Q2 2024
Added 142.86%
|