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 |
|---|---|---|---|---|---|
|
Massmutual Trust CO Fsb
|
Jan 07, 2026 Q4 2025 |
985
shares
|
$72,673
0.0% of portfolio
|
Q4 2025
Reduced 0.71%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 20, 2025 Q3 2025 |
950
shares
|
$70,091
0.0% of portfolio
|
Q3 2025
Reduced 10.97%
|
|
|
Ci Investments Inc.
Toronto, A6 |
Nov 12, 2025 Q3 2025 |
900
shares
|
$66,402
0.0% of portfolio
|
Q3 2025
Reduced 24.43%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
898
shares
|
$66,254
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
875
shares
|
$64,557
0.05% of portfolio
|
Q2 2022
Added 20.03%
|
|
|
Versant Capital Management, Inc
|
Jan 08, 2026 Q4 2025 |
875
shares
|
$64,557
0.01% of portfolio
|
Q4 2025
Added 12.9%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
834
shares
|
$61,532
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
818
shares
|
$60,352
0.0% of portfolio
|
Q3 2025
Added 114.7%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
803
shares
|
$59,245
0.0% of portfolio
|
Q3 2025
Reduced 28.3%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
742
shares
|
$54,744
0.0% of portfolio
|
Q3 2025
Added 0.54%
|
|
|
Financial Life Planners
Tempe, AZ |
Nov 13, 2025 Q3 2025 |
646
shares
|
$47,661
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
620
shares
|
$45,743
0.0% of portfolio
|
Q3 2025
Added 5.08%
|
|
|
Gables Capital Management Inc.
|
Nov 05, 2025 Q3 2025 |
600
shares
|
$44,268
0.02% of portfolio
|
Q3 2024
Reduced 14.29%
|
|
|
Point72 (Difc) LTD
Dubai, C0 |
Nov 14, 2025 Q3 2025 |
584
shares
|
$43,087
0.0% of portfolio
|
Q3 2025
Reduced 88.71%
|
|
|
New Century Advisors, LLC
|
Oct 13, 2022 Q3 2022 |
564
shares
|
$41,611
0.05% of portfolio
|
Q3 2022
Reduced 2.08%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
560
shares
|
$41,316
0.0% of portfolio
|
Q3 2025
Added 37.25%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
529
shares
|
$39,029
0.0% of portfolio
|
Q3 2025
Reduced 10.64%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 05, 2025 Q3 2025 |
525
shares
|
$38,734
0.0% of portfolio
|
Q3 2025
Reduced 22.79%
|
|
|
Peak6 Investments LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
519
shares
|
$38,291
0.0% of portfolio
|
Q3 2024
Reduced 66.58%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
510
shares
|
$37,627
0.0% of portfolio
|
Q2 2024
Added 142.86%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 22, 2025 Q3 2025 |
500
shares
|
$36,890
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Aew Capital Management L P
|
Nov 10, 2025 Q3 2025 |
500
shares
|
$36,890
0.0% of portfolio
|
Q3 2025
Added 25.0%
|
|
|
Mcf Advisors LLC
Covington, KY |
Nov 05, 2025 Q3 2025 |
487
shares
|
$35,930
0.0% of portfolio
|
Q3 2025
Added 0.41%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 04, 2025 Q3 2025 |
484
shares
|
$35,709
0.0% of portfolio
|
Q3 2025
Added 1513.33%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
475
shares
|
$35,045
0.02% of portfolio
|
Q4 2023
New holding
|
|