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 536 institutions that hold shares in the stock, with a total of 124 Million shares, which have been reported (via 13F filing form) to have a value of $9.17 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Shelton Capital Management
Denver, CO |
Nov 14, 2025 Q3 2025 |
3,709
shares
|
$273,650
0.01% of portfolio
|
Q1 2025
Reduced 5.86%
|
|
|
Oak Thistle LLC
|
Oct 06, 2025 Q3 2025 |
3,579
shares
|
$264,058
0.04% of portfolio
|
Q3 2025
Reduced 79.08%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Nov 10, 2025 Q3 2025 |
3,534
shares
|
$260,738
0.01% of portfolio
|
Q3 2025
Reduced 7.1%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Oct 28, 2025 Q3 2025 |
3,395
shares
|
$250,483
0.0% of portfolio
|
Q3 2025
Added 5.4%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
3,387
shares
|
$249,892
0.0% of portfolio
|
Q3 2025
Reduced 0.35%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
May 01, 2025 Q1 2025 |
3,385
shares
|
$249,745
0.03% of portfolio
|
Q4 2024
Reduced 0.59%
|
|
|
Brucke Financial, Inc.
Indianapolis, IN |
Jan 12, 2026 Q4 2025 |
3,326
shares
|
$245,392
0.13% of portfolio
|
Q4 2025
New holding
|
|
|
Bridgewater Advisors Inc.
|
Nov 07, 2025 Q3 2025 |
3,280
shares
|
$241,998
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Regions Financial Corp
|
Nov 19, 2025 Q3 2025 |
3,220
shares
|
$237,571
0.0% of portfolio
|
Q3 2025
Reduced 3.79%
|
|
|
Fora Capital, LLC
Miami, FL |
Nov 13, 2025 Q3 2025 |
3,191
shares
|
$235,431
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Cibc Asset Management Inc
Toronto, A6 |
Oct 31, 2025 Q3 2025 |
3,174
shares
|
$234,177
0.0% of portfolio
|
Q1 2025
Added 1.67%
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
Nov 05, 2025 Q3 2025 |
3,162
shares
|
$233,292
0.01% of portfolio
|
Q3 2025
Added 5.82%
|
|
|
Caprock Group, Inc.
|
Nov 06, 2025 Q3 2025 |
3,112
shares
|
$229,603
0.01% of portfolio
|
Q3 2025
Reduced 29.08%
|
|
|
Heron Financial Group, LLC
|
Aug 10, 2023 Q2 2023 |
3,100
shares
|
$228,718
0.11% of portfolio
|
Q4 2020
New holding
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
3,062
shares
|
$225,914
0.0% of portfolio
|
Q3 2025
Reduced 4.1%
|
|
|
Gw Henssler & Associates LTD
|
Jul 25, 2025 Q2 2025 |
3,002
shares
|
$221,487
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Longboard Asset Management, LP
Phoenix, AZ |
Oct 22, 2025 Q3 2025 |
2,990
shares
|
$220,602
0.34% of portfolio
|
Q4 2024
New holding
|
|
|
1492 Capital Management LLC
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
2,973
shares
|
$219,347
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Quarterback LLC
Toms River, NJ |
Oct 20, 2025 Q3 2025 |
2,960
shares
|
$218,388
0.09% of portfolio
|
Q3 2025
Reduced 10.25%
|
|
|
Cullen Capital Management, LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
2,950
shares
|
$217,651
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Oct 21, 2025 Q3 2025 |
2,879
shares
|
$212,412
0.01% of portfolio
|
Q3 2025
Reduced 9.29%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
2,832
shares
|
$208,944
0.02% of portfolio
|
Q1 2025
Added 260.31%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jan 06, 2026 Q4 2025 |
2,704
shares
|
$199,501
0.02% of portfolio
|
Q4 2025
Reduced 6.89%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
2,612
shares
|
$192,713
0.0% of portfolio
|
Q3 2025
Added 38.13%
|
|
|
Quest Partners LLC
New York, NY |
Nov 03, 2025 Q3 2025 |
2,580
shares
|
$190,352
0.01% of portfolio
|
Q3 2025
New holding
|
|