Agree RealtyADC
13F holders, Q1 2026 (March 31)501holders +9
53new positions
44sold out
9famous investors
$75.37avg. 13F price*
At the end of Q1 2026, 501 institutions reported holding Agree Realty Corp. (ADC) in their 13F filings, up 9 from Q4 2025. 53 opened new positions and 44 sold out. The largest holders were BlackRock, Inc. ($1.3B), Cohen & Steers, Inc. ($1.3B) and Vanguard Portfolio Management LLC ($773.4M). 9 famous investors held it, including Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio), Joel Greenblatt (0.1% of Gotham Asset Management's portfolio) and Israel Englander (0.1% of Millennium Management's portfolio).
- Company
- Agree Realty Corp.
- CUSIP
- 008492100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 53 | $352.5M |
| Exits | 44 | $96.2M |
All 13F filers, Q4 2025 → Q1 2026: 20,224,663 shares bought and 7,122,659 shares sold, net +13,102,004 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 501 holders
| BlackRock, Inc. | 0.02% | Add +6.6% | 17,890,008 | $1.3B |
| Cohen & Steers, Inc. | 2.34% | Add +26.7% | 17,864,344 | $1.3B |
| Vanguard Portfolio Management LLC | 0.04% | — | 10,260,006 | $773.4M |
| State Street Corp. | 0.02% | Add +1.4% | 5,966,403 | $451.3M |
| Vanguard Capital Management LLC | 0.01% | — | 5,346,433 | $403.0M |
| Principal Financial Group Inc. | 0.18% | Add +5.4% | 4,526,088 | $341.2M |
| Two Sigma Investments, LP | 0.26% | Add +139.1% | 4,041,693 | $304.7M |
| Centersquare Investment Management LLC | 2.67% | Add +4.0% | 3,429,575 | $258.5M |
| Zimmer Partners, LP | 6.34% | New | 3,296,414 | $248.5M |
| Daiwa Securities Group Inc. | 0.65% | Add +30.9% | 2,961,683 | $223.3M |
| JPMorgan Chase & Co. | 0.01% | Reduce -2.7% | 2,766,748 | $207.4M |
| Geode Capital Management, LLC | 0.01% | Add +7.5% | 2,698,758 | $203.5M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +7.9% | 2,109,853 | $159.0M |
| Prudential Financial Inc. | 0.18% | Add +6.3% | 1,907,109 | $143.8M |
| Dimensional Fund Advisors LP | 0.03% | Add +5.3% | 1,771,018 | $133.5M |
| Bank of America Corp. | 0.01% | Add +65.4% | 1,526,561 | $115.1M |
| Raymond James Financial Inc. | 0.03% | Add +13.3% | 1,432,481 | $107.9M |
| Nomura Asset Management International Inc. | 0.18% | Reduce -21.5% | 1,396,798 | $105.3M |
| Deutsche Bank AG | 0.03% | Reduce -38.6% | 1,336,269 | $100.7M |
| Morgan Stanley | 0.01% | Add +0.9% | 1,319,035 | $99.4M |
| Janus Henderson Group PLC | 0.05% | Reduce -0.1% | 1,251,683 | $94.3M |
| Goldman Sachs Group Inc. | 0.01% | Add +159.4% | 1,170,476 | $88.2M |
| Northern Trust Corp. | 0.01% | Add +3.1% | 1,151,104 | $86.8M |
| Frontier Capital Management Co. LLC | 0.85% | Add +36.6% | 1,101,386 | $83.0M |
| Millennium Management | 0.06% | Reduce -23.4% | 1,098,432 | $82.8M |
| Sei Investments Co. | 0.07% | Add +27.3% | 1,051,454 | $79.3M |
| Duff & Phelps Investment Management Co. | 0.79% | Add +5.5% | 1,010,118 | $76.1M |
| PGGM Investments | 1.23% | Reduce -9.2% | 932,633 | $70.3M |
| Bank of New York Mellon Corp | 0.01% | Reduce -0.3% | 925,807 | $69.8M |
| Russell Investments Group, Ltd. | 0.07% | Reduce -4.7% | 903,113 | $68.1M |
| Citadel Advisors | 0.04% | Reduce -20.2% | 791,151 | $59.6M |
| Holocene Advisors, LP | 0.14% | Add +104.2% | 790,359 | $59.6M |
| Cincinnati Insurance Co. | 0.90% | No change | 789,500 | $59.5M |
| Sumitomo Mitsui Trust Group, Inc. | 0.04% | Add +7.5% | 781,592 | $58.9M |
| Voloridge Investment Management, LLC | 0.23% | Add +21.8% | 761,010 | $57.4M |
| Vanguard Fiduciary Trust Co. | 0.01% | — | 742,361 | $56.0M |
| American Century Companies Inc. | 0.03% | Reduce -7.7% | 727,653 | $54.9M |
| Lasalle Investment Management Securities LLC | 2.14% | Add +6.7% | 719,719 | $54.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Reduce -0.3% | 707,711 | $53.3M |
| Rush Island Management, LP | 3.43% | New | 677,438 | $51.1M |
| Thrivent Financial for Lutherans | 0.10% | Add +90.8% | 676,444 | $51.0M |
| Legal & General Group Plc | 0.01% | Reduce -7.2% | 657,004 | $49.5M |
| Bahl & Gaynor LLC | 0.24% | Add +5.7% | 632,566 | $47.7M |
| Alyeska Investment Group, L.P. | 0.13% | Add +3.7% | 607,793 | $45.8M |
| Engineers Gate Manager LP | 0.56% | Reduce -50.0% | 591,546 | $44.6M |
| GW&K Investment Management, LLC | 0.37% | Reduce -38.7% | 556,104 | $41.9M |
| HRT Financial LP | 0.10% | Add +61.2% | 520,919 | $39.3M |
| UBS Group AG | 0.01% | Add +61.4% | 487,786 | $36.8M |
| Invesco Ltd. | 0.00% | Add +2.3% | 479,929 | $36.2M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.06% | Reduce -12.3% | 445,919 | $33.6M |
| Adelante Capital Management LLC | 2.27% | Add +0.4% | 440,181 | $33.2M |
| Nuveen, LLC | 0.01% | Reduce -65.5% | 421,183 | $31.7M |
| Schonfeld Strategic Advisors LLC | 0.25% | Add +246.8% | 407,027 | $30.7M |
| Leeward Investments, LLC - MA | 1.46% | Reduce -2.9% | 393,073 | $29.6M |
| Fort Washington Investment Advisors Inc. | 0.16% | Add +0.5% | 390,636 | $29.4M |
| Gotham Asset Management | 0.09% | Add +4.0% | 379,274 | $28.6M |
| Wells Fargo & Company | 0.01% | Add +4.9% | 370,565 | $27.9M |
| HSBC Holdings PLC | 0.02% | Add +23.5% | 365,065 | $27.6M |
| Envestnet Asset Management Inc. | 0.01% | Add +15.2% | 352,943 | $26.6M |
| Qube Research & Technologies Ltd | 0.04% | Add +392.8% | 345,666 | $26.1M |
| D. E. Shaw & Co. | 0.02% | Add +125.8% | 341,462 | $25.7M |
| Rhumbline Advisers | 0.02% | Add +4.9% | 340,248 | $25.6M |
| Systematic Financial Management LP | 0.55% | Reduce -1.9% | 319,492 | $24.1M |
| Neuberger Berman Group LLC | 0.02% | Reduce -5.8% | 316,090 | $23.8M |
| Apollo Management Holdings, L.P. | 0.46% | Add +5.7% | 315,810 | $23.8M |
| Loomis Sayles & Co. L P | 0.03% | Reduce -2.5% | 308,345 | $23.2M |
| Tudor Investment Corporation | 0.12% | Add +148.3% | 305,452 | $23.0M |
| APG Asset Management US Inc. | 0.18% | Reduce -0.0% | 302,617 | $23.0M |
| State of New Jersey Common Pension Fund D | 0.09% | No change | 301,132 | $22.7M |
| Barclays PLC | 0.01% | Add +31.3% | 280,071 | $21.1M |
| California Public Employees Retirement System | 0.01% | Reduce -7.9% | 276,624 | $20.9M |
| AQR Capital Management | 0.01% | Reduce -17.2% | 269,084 | $20.1M |
| Ameriprise Financial Inc. | 0.00% | Add +20.4% | 266,318 | $20.1M |
| CANADA LIFE ASSURANCE Co | 0.04% | Add +4.1% | 260,561 | $19.7M |
| Impax Asset Management Group plc | 0.14% | Add +30.0% | 260,000 | $19.6M |
| Sophron Capital Management L.P. | 5.57% | Reduce -16.9% | 250,917 | $18.9M |
| Jump Financial, LLC | 0.31% | Add +558.8% | 249,169 | $18.8M |
| STRS Ohio | 0.07% | Add +5.3% | 247,109 | $18.6M |
| Citigroup Inc. | 0.01% | Add +74.1% | 246,867 | $18.6M |
| Public Employees Retirement System of Ohio | 0.06% | Reduce -8.6% | 242,250 | $18.3M |
| Lighthouse Investment Partners, LLC | 0.68% | Reduce -20.1% | 240,062 | $18.1M |
| Swiss National Bank | 0.01% | Add +4.2% | 227,382 | $17.1M |
| BNP Paribas Financial Markets | 0.01% | Add +46.5% | 221,897 | $16.7M |
| William Blair Investment Management, LLC | 0.05% | Reduce -37.9% | 218,993 | $16.5M |
| Hazelview Securities Inc. | 3.01% | Add +22.3% | 214,369 | $16.2M |
| Balyasny Asset Management L.P. | 0.03% | Reduce -66.4% | 212,524 | $16.0M |
| Creative Planning | 0.01% | Add +27.4% | 211,993 | $16.0M |
| Point72 Asset Management | 0.03% | Add +42.0% | 211,867 | $16.0M |
| Asset Management One Co., Ltd. | 0.04% | Reduce -7.3% | 194,777 | $14.7M |
| Alliancebernstein L.P. | 0.00% | Add +14.2% | 201,888 | $14.5M |
| Aristotle Capital Boston, LLC | 0.90% | Reduce -13.7% | 191,357 | $14.4M |
| Nomura Asset Management Co. Ltd. | 0.04% | Add +7.9% | 184,990 | $13.9M |
| State of Wisconsin Investment Board | 0.03% | Reduce -9.0% | 184,091 | $13.9M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.02% | Add +9.5% | 178,473 | $13.5M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.10% | Add +2.2% | 176,478 | $13.3M |
| Heitman Real Estate Securities LLC | 0.87% | Reduce -54.5% | 160,442 | $12.1M |
| Quantbot Technologies LP | 0.48% | Add +33.0% | 154,855 | $11.7M |
| Mitsubishi UFJ Trust & Banking Corp | 0.03% | Add +12.1% | 151,138 | $11.4M |
| LMCG Investments, LLC | 0.67% | Add +15.8% | 148,569 | $11.2M |
| Retirement Systems of Alabama | 0.04% | Add +6.7% | 146,911 | $11.1M |
"% of holder's portfolio" is ADC's weight in each manager's 13F, not the share of Agree Realty Corp. the manager owns.