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 |
|---|---|---|---|---|---|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
2,024
shares
|
$144,351
0.0% of portfolio
|
Q2 2025
Added 15.99%
|
|
|
Gf Fund Management Co. Ltd.
Guangzhou, F4 |
Apr 28, 2025 Q1 2025 |
1,961
shares
|
$139,858
0.0% of portfolio
|
Q1 2025
Added 7.22%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
1,919
shares
|
$136,863
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
1,891
shares
|
$134,866
0.0% of portfolio
|
Q2 2025
Added 7.5%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
1,711
shares
|
$122,028
0.01% of portfolio
|
Q1 2025
Added 1.3%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
1,508
shares
|
$107,550
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
1,500
shares
|
$106,979
0.06% of portfolio
|
Q2 2024
Added 7.14%
|
|
|
Ci Investments Inc.
Toronto, A6 |
May 13, 2025 Q1 2025 |
1,425
shares
|
$101,630
0.0% of portfolio
|
Q1 2025
Added 1.35%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
1,423
shares
|
$101,488
0.01% of portfolio
|
Q1 2025
Added 8.96%
|
|
|
State Of Wyoming
Cheyenne, WY |
May 14, 2025 Q1 2025 |
1,385
shares
|
$98,778
0.01% of portfolio
|
Q1 2025
Added 8.29%
|
|
|
Carderock Capital Management Inc
|
Jul 10, 2025 Q2 2025 |
1,300
shares
|
$92,715
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
1,232
shares
|
$87,866
0.0% of portfolio
|
Q1 2025
Reduced 11.81%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
1,226
shares
|
$87,438
0.0% of portfolio
|
Q1 2025
Reduced 75.05%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
1,142
shares
|
$81,447
0.0% of portfolio
|
Q4 2024
Added 26.19%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
May 14, 2025 Q1 2025 |
1,139
shares
|
$81,233
0.0% of portfolio
|
Q3 2024
Added 5.07%
|
|
|
Quarry LP
New York, NY |
May 15, 2025 Q1 2025 |
1,127
shares
|
$80,377
0.02% of portfolio
|
Q1 2025
Added 52.92%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
1,060
shares
|
$75,599
0.0% of portfolio
|
Q4 2024
Added 4.02%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
1,011
shares
|
$72,104
0.0% of portfolio
|
Q2 2025
Added 10.49%
|
|
|
Washington Trust CO
|
Apr 25, 2025 Q1 2025 |
1,000
shares
|
$71,320
0.0% of portfolio
|
Q1 2023
Added 99900.0%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
898
shares
|
$64,045
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
875
shares
|
$62,404
0.05% of portfolio
|
Q2 2022
Added 20.03%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
817
shares
|
$58,268
0.0% of portfolio
|
Q1 2025
Added 220.39%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
738
shares
|
$52,634
0.0% of portfolio
|
Q2 2025
Reduced 6.46%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
669
shares
|
$47,713
0.0% of portfolio
|
Q1 2025
Reduced 10.32%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
629
shares
|
$44,860
0.0% of portfolio
|
Q1 2025
Added 20.04%
|