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 514 institutions that hold shares in the stock, with a total of 121 Million shares, which have been reported (via 13F filing form) to have a value of $8.71 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
4,615
shares
|
$329,141
0.0% of portfolio
|
Q1 2025
Reduced 1.35%
|
|
|
Caxton Associates LP
New York, NY |
Feb 14, 2025 Q4 2024 |
4,604
shares
|
$328,357
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Pro Share Advisors LLC
|
May 08, 2025 Q1 2025 |
4,560
shares
|
$325,219
0.0% of portfolio
|
Q1 2025
Reduced 5.55%
|
|
|
Redpoint Investment Management Pty LTD
|
Oct 14, 2022 Q3 2022 |
4,546
shares
|
$324,220
0.04% of portfolio
|
Q2 2022
Added 26.0%
|
|
|
Cornercap Investment Counsel Inc
Atlanta, GA |
May 02, 2025 Q1 2025 |
4,481
shares
|
$319,584
0.18% of portfolio
|
Q1 2025
Reduced 1.49%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
May 15, 2025 Q1 2025 |
4,441
shares
|
$316,732
0.01% of portfolio
|
Q1 2025
Added 5.51%
|
|
|
Perbak Capital Partners LLP
London, X0 |
May 15, 2025 Q1 2025 |
4,435
shares
|
$316,304
0.25% of portfolio
|
Q1 2025
New holding
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Jul 17, 2025 Q2 2025 |
4,410
shares
|
$314,521
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
4,397
shares
|
$313,594
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
4,388
shares
|
$312,952
0.01% of portfolio
|
Q1 2025
Added 26.56%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
4,381
shares
|
$312,452
0.0% of portfolio
|
Q1 2025
Added 13.23%
|
|
|
Bank Of Nova Scotia
|
Jul 02, 2025 Q1 2025 |
4,363
shares
|
$311,169
0.0% of portfolio
|
Q1 2025
Reduced 67.36%
|
|
|
Kbc Group Nv
|
Apr 25, 2025 Q1 2025 |
4,332
shares
|
$308,958
0.0% of portfolio
|
Q1 2025
Reduced 90.06%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
4,185
shares
|
$298,474
0.0% of portfolio
|
Q1 2025
Reduced 7.98%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
4,007
shares
|
$285,779
0.0% of portfolio
|
Q1 2025
Reduced 3.45%
|
|
|
Nj State Employees Deferred Compensation Plan
|
May 09, 2025 Q1 2025 |
4,000
shares
|
$285,280
0.04% of portfolio
|
Q1 2020
New holding
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
3,908
shares
|
$278,718
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Bailard, Inc.
|
May 02, 2025 Q1 2025 |
3,890
shares
|
$277,434
0.01% of portfolio
|
Q2 2023
Reduced 23.58%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
3,844
shares
|
$274,154
0.02% of portfolio
|
Q1 2025
Added 23.96%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
3,833
shares
|
$273,369
0.05% of portfolio
|
Q2 2024
Added 55.94%
|
|
|
Shelton Capital Management
Denver, CO |
May 15, 2025 Q1 2025 |
3,709
shares
|
$264,525
0.01% of portfolio
|
Q1 2025
Reduced 5.86%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
3,704
shares
|
$264,169
0.01% of portfolio
|
Q1 2025
Added 8.72%
|
|
|
Regions Financial Corp
|
May 08, 2025 Q1 2025 |
3,605
shares
|
$257,108
0.0% of portfolio
|
Q1 2025
Reduced 0.58%
|
|
|
Bayforest Capital LTD
London, X0 |
May 08, 2025 Q1 2025 |
3,491
shares
|
$248,978
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
3,455
shares
|
$246,410
0.0% of portfolio
|
Q1 2025
Reduced 0.23%
|