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 |
|---|---|---|---|---|---|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
94
shares
|
$6,891
0.0% of portfolio
|
Q2 2024
Added 11.9%
|
|
|
Prestige Wealth Management Group LLC
|
Nov 14, 2024 Q3 2024 |
92
shares
|
$6,744
0.0% of portfolio
|
Q4 2023
Reduced 90.7%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
86
shares
|
$6,304
0.0% of portfolio
|
Q2 2024
Added 56.36%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2024 Q3 2024 |
81
shares
|
$5,938
0.0% of portfolio
|
Q3 2024
Added 523.08%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
79
shares
|
$5,791
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Oct 31, 2024 Q3 2024 |
73
shares
|
$5,351
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 29, 2024 Q3 2024 |
72
shares
|
$5,278
0.0% of portfolio
|
Q1 2024
Added 227.27%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
51
shares
|
$3,738
0.0% of portfolio
|
Q3 2024
Reduced 25.0%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
50
shares
|
$3,665
0.0% of portfolio
|
Q2 2022
Reduced 23.08%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Oct 15, 2024 Q3 2024 |
46
shares
|
$3,372
0.0% of portfolio
|
Q3 2024
Added 43.75%
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Oct 17, 2024 Q3 2024 |
43
shares
|
$3,152
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Oct 25, 2024 Q3 2024 |
40
shares
|
$2,932
0.0% of portfolio
|
Q1 2023
Reduced 38.46%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
36
shares
|
$2,639
0.0% of portfolio
|
Q3 2024
Added 2.86%
|
|
|
First Financial Corp
|
Oct 24, 2024 Q3 2024 |
35
shares
|
$2,565
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
33
shares
|
$2,419
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
29
shares
|
$2,125
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
25
shares
|
$1,832
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
Nov 08, 2024 Q3 2024 |
22
shares
|
$1,612
0.0% of portfolio
|
Q2 2024
Reduced 43.59%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
20
shares
|
$1,466
0.0% of portfolio
|
Q3 2024
Reduced 9.09%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
18
shares
|
$1,319
0.0% of portfolio
|
Q1 2024
Reduced 70.0%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 18, 2024 Q3 2024 |
18
shares
|
$1,319
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
16
shares
|
$1,172
0.0% of portfolio
|
Q3 2024
Added 60.0%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 24, 2024 Q3 2024 |
11
shares
|
$806
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
9
shares
|
$659
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
9
shares
|
$659
0.0% of portfolio
|
Q3 2024
Added 800.0%
|