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 491 institutions that hold shares in the stock, with a total of 117 Million shares, which have been reported (via 13F filing form) to have a value of $8.84 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
875
shares
|
$65,843
0.05% of portfolio
|
Q2 2022
Added 20.03%
|
|
|
Fil LTD
Hamilton, D0 |
Feb 13, 2025 Q4 2024 |
863
shares
|
$64,940
0.0% of portfolio
|
Q4 2024
Reduced 13.61%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
863
shares
|
$64,940
0.0% of portfolio
|
Q4 2024
Reduced 33.92%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
815
shares
|
$61,328
0.0% of portfolio
|
Q4 2024
Reduced 0.12%
|
|
|
Lindbrook Capital, LLC
|
Feb 06, 2025 Q4 2024 |
786
shares
|
$59,146
0.01% of portfolio
|
Q4 2024
Reduced 2.12%
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
785
shares
|
$59,071
0.0% of portfolio
|
Q4 2024
Added 0.51%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Feb 13, 2025 Q4 2024 |
746
shares
|
$56,136
0.0% of portfolio
|
Q4 2024
Reduced 69.07%
|
|
|
Quarry LP
New York, NY |
Feb 14, 2025 Q4 2024 |
737
shares
|
$55,459
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Life Planners
Tempe, AZ |
Jan 24, 2025 Q4 2024 |
626
shares
|
$47,106
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
604
shares
|
$45,451
0.0% of portfolio
|
Q4 2024
Reduced 6.79%
|
|
|
Gables Capital Management Inc.
|
Feb 07, 2025 Q4 2024 |
600
shares
|
$45,150
0.02% of portfolio
|
Q3 2024
Reduced 14.29%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
570
shares
|
$42,892
0.0% of portfolio
|
Q4 2024
Added 15.38%
|
|
|
New Century Advisors, LLC
|
Oct 13, 2022 Q3 2022 |
564
shares
|
$42,441
0.05% of portfolio
|
Q3 2022
Reduced 2.08%
|
|
|
Headlands Technologies LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
558
shares
|
$41,989
0.0% of portfolio
|
Q4 2024
Added 72.76%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
524
shares
|
$39,431
0.0% of portfolio
|
Q4 2024
Added 4.17%
|
|
|
Peak6 Investments LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
519
shares
|
$39,054
0.0% of portfolio
|
Q3 2024
Reduced 66.58%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Feb 06, 2025 Q4 2024 |
510
shares
|
$38,377
0.0% of portfolio
|
Q2 2024
Added 142.86%
|
|
|
Atticus Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
500
shares
|
$37,625
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Feb 10, 2025 Q4 2024 |
500
shares
|
$37,625
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Mcf Advisors LLC
Covington, KY |
Jan 17, 2025 Q4 2024 |
480
shares
|
$36,120
0.0% of portfolio
|
Q4 2024
Added 0.42%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
475
shares
|
$35,743
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Feb 13, 2025 Q4 2024 |
446
shares
|
$33,561
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
Feb 05, 2025 Q4 2024 |
437
shares
|
$32,884
0.04% of portfolio
|
Q4 2024
Reduced 1.58%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
434
shares
|
$32,658
0.0% of portfolio
|
Q4 2024
Added 27.65%
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
420
shares
|
$31,605
0.01% of portfolio
|
Q4 2024
Added 230.71%
|