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 |
|---|---|---|---|---|---|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Nov 14, 2024 Q3 2024 |
475
shares
|
$34,822
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
444
shares
|
$32,549
0.05% of portfolio
|
Q3 2024
Added 1.14%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
400
shares
|
$29,324
0.0% of portfolio
|
Q3 2022
Added 44.93%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
340
shares
|
$24,925
0.0% of portfolio
|
Q3 2024
Added 4.29%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
329
shares
|
$24,118
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Headlands Technologies LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
323
shares
|
$23,679
0.0% of portfolio
|
Q3 2024
Reduced 71.72%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
316
shares
|
$23,165
0.0% of portfolio
|
Q3 2024
Reduced 0.63%
|
|
|
Rise Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
267
shares
|
$19,573
0.01% of portfolio
|
Q3 2024
Added 1.14%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
253
shares
|
$18,547
0.0% of portfolio
|
Q3 2024
Reduced 46.17%
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
241
shares
|
$17,667
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
227
shares
|
$16,641
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Quent Capital, LLC
|
Oct 04, 2024 Q3 2024 |
215
shares
|
$15,761
0.0% of portfolio
|
Q3 2024
Added 66.67%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
207
shares
|
$15,175
0.0% of portfolio
|
Q3 2024
Added 459.46%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Oct 18, 2024 Q3 2024 |
200
shares
|
$14,662
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
196
shares
|
$14,368
0.0% of portfolio
|
Q2 2024
Added 1407.69%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
182
shares
|
$13,342
0.0% of portfolio
|
Q3 2024
Reduced 31.58%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
166
shares
|
$12,169
0.0% of portfolio
|
Q2 2024
Added 72.92%
|
|
|
Optimum Investment Advisors
|
Oct 16, 2024 Q3 2024 |
150
shares
|
$10,996
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
135
shares
|
$9,896
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Versant Capital Management, Inc
|
Oct 07, 2024 Q3 2024 |
127
shares
|
$9,310
0.0% of portfolio
|
Q2 2024
Added 217.5%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
126
shares
|
$9,237
0.0% of portfolio
|
Q3 2024
Added 250.0%
|
|
|
Rosenberg Matthew Hamilton
|
Oct 28, 2024 Q3 2024 |
123
shares
|
$9,017
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Group One Trading, L.P.
Chicago, IL |
Nov 14, 2024 Q3 2024 |
116
shares
|
$8,503
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
100
shares
|
$7,331
0.0% of portfolio
|
Q3 2022
Reduced 11.5%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Nov 04, 2024 Q3 2024 |
97
shares
|
$7,111
0.0% of portfolio
|
Q3 2024
New holding
|