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 467 institutions that hold shares in the stock, with a total of 106 Million shares, which have been reported (via 13F filing form) to have a value of $7.76 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Plante Moran Financial Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
100
shares
|
$7,256
0.0% of portfolio
|
Q3 2022
Reduced 11.5%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
100
shares
|
$7,256
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Nov 04, 2024 Q3 2024 |
97
shares
|
$7,039
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
94
shares
|
$6,821
0.0% of portfolio
|
Q2 2024
Added 11.9%
|
|
|
Prestige Wealth Management Group LLC
|
Nov 14, 2024 Q3 2024 |
92
shares
|
$6,676
0.0% of portfolio
|
Q4 2023
Reduced 90.7%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
86
shares
|
$6,241
0.0% of portfolio
|
Q2 2024
Added 56.36%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2024 Q3 2024 |
81
shares
|
$5,878
0.0% of portfolio
|
Q3 2024
Added 523.08%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
79
shares
|
$5,733
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Oct 31, 2024 Q3 2024 |
73
shares
|
$5,297
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
51
shares
|
$3,701
0.0% of portfolio
|
Q3 2024
Reduced 25.0%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 13, 2025 Q4 2024 |
50
shares
|
$3,628
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
50
shares
|
$3,628
0.0% of portfolio
|
Q2 2022
Reduced 23.08%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Jan 14, 2025 Q4 2024 |
47
shares
|
$3,410
0.0% of portfolio
|
Q4 2024
Added 2.17%
|
|
|
Farmers & Merchants Investments Inc
|
Jan 28, 2025 Q4 2024 |
40
shares
|
$2,902
0.0% of portfolio
|
Q1 2023
Reduced 38.46%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
36
shares
|
$2,612
0.0% of portfolio
|
Q3 2024
Added 2.86%
|
|
|
First Financial Corp
|
Jan 13, 2025 Q4 2024 |
35
shares
|
$2,539
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
33
shares
|
$2,394
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
29
shares
|
$2,104
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
25
shares
|
$1,814
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jan 21, 2025 Q4 2024 |
22
shares
|
$1,596
0.0% of portfolio
|
Q2 2024
Reduced 43.59%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 27, 2025 Q4 2024 |
22
shares
|
$1,596
0.0% of portfolio
|
Q4 2024
Reduced 69.44%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
20
shares
|
$1,451
0.0% of portfolio
|
Q3 2024
Reduced 9.09%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
18
shares
|
$1,306
0.0% of portfolio
|
Q1 2024
Reduced 70.0%
|
|
|
Avion Wealth
The Woodlands, TX |
Jan 29, 2025 Q4 2024 |
18
shares
|
$1,306
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Jan 30, 2025 Q4 2024 |
17
shares
|
$1,233
0.0% of portfolio
|
Q4 2024
New holding
|