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 461 institutions that hold shares in the stock, with a total of 109 Million shares, which have been reported (via 13F filing form) to have a value of $8.09 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
3,458
shares
|
$253,505
0.0% of portfolio
|
Q3 2024
Added 8.5%
|
|
|
Caprock Group, Inc.
|
Nov 07, 2024 Q3 2024 |
3,458
shares
|
$253,505
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Vontobel Holding Ltd.
|
Oct 15, 2024 Q3 2024 |
3,418
shares
|
$250,573
0.0% of portfolio
|
Q3 2024
Reduced 16.39%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
3,417
shares
|
$250,500
0.0% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Keel Point, LLC
Huntsville, AL |
Nov 14, 2024 Q3 2024 |
3,412
shares
|
$250,133
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
Nov 12, 2024 Q3 2024 |
3,405
shares
|
$249,620
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
3,390
shares
|
$248,520
0.0% of portfolio
|
Q3 2024
Added 1.25%
|
|
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
Nov 08, 2024 Q3 2024 |
3,388
shares
|
$248,374
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Graham Capital Management, L.P.
Rowayton, CT |
Nov 14, 2024 Q3 2024 |
3,333
shares
|
$244,342
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
3,295
shares
|
$241,556
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
3,269
shares
|
$239,650
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
3,267
shares
|
$239,503
0.0% of portfolio
|
Q3 2024
Reduced 35.02%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Nov 04, 2024 Q3 2024 |
3,217
shares
|
$235,838
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Nov 13, 2024 Q3 2024 |
3,205
shares
|
$234,958
0.11% of portfolio
|
Q3 2024
Reduced 5.23%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
3,123
shares
|
$228,947
0.0% of portfolio
|
Q3 2024
Added 18.56%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 14, 2024 Q3 2024 |
3,114
shares
|
$228,287
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Heron Financial Group, LLC
|
Aug 10, 2023 Q2 2023 |
3,100
shares
|
$227,261
0.11% of portfolio
|
Q4 2020
New holding
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Oct 02, 2024 Q3 2024 |
3,080
shares
|
$225,794
0.03% of portfolio
|
Q2 2024
Added 0.98%
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Oct 16, 2024 Q3 2024 |
3,075
shares
|
$225,428
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
Nov 12, 2024 Q3 2024 |
3,004
shares
|
$220,223
0.01% of portfolio
|
Q3 2024
Added 104.21%
|
|
|
1492 Capital Management LLC
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
2,973
shares
|
$217,950
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Cibc Asset Management Inc
Toronto, A6 |
Nov 06, 2024 Q3 2024 |
2,969
shares
|
$217,657
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
Nov 04, 2024 Q3 2024 |
2,916
shares
|
$213,771
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Allie Family Office LLC
|
Nov 08, 2024 Q3 2024 |
2,814
shares
|
$206,294
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 29, 2024 Q3 2024 |
2,805
shares
|
$205,634
0.12% of portfolio
|
Q3 2024
Reduced 61.88%
|