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 |
|---|---|---|---|---|---|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
321
shares
|
$22,893
0.0% of portfolio
|
Q1 2025
Added 0.63%
|
|
|
Hantz Financial Services, Inc.
|
May 12, 2025 Q1 2025 |
292
shares
|
$20,825
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
227
shares
|
$16,189
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
224
shares
|
$15,975
0.0% of portfolio
|
Q1 2025
Reduced 41.36%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
219
shares
|
$15,619
0.0% of portfolio
|
Q1 2025
Reduced 73.13%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
213
shares
|
$15,191
0.0% of portfolio
|
Q1 2025
Added 93.64%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
200
shares
|
$14,263
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
200
shares
|
$14,263
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
173
shares
|
$12,338
0.0% of portfolio
|
Q2 2025
Added 1.17%
|
|
|
Kentucky Trust CO
Danville, KY |
Jul 15, 2025 Q2 2025 |
172
shares
|
$12,267
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
166
shares
|
$11,839
0.0% of portfolio
|
Q2 2024
Added 72.92%
|
|
|
Optimum Investment Advisors
|
Apr 30, 2025 Q1 2025 |
150
shares
|
$10,697
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
138
shares
|
$9,842
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
127
shares
|
$9,057
0.0% of portfolio
|
Q1 2025
Reduced 23.95%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
126
shares
|
$8,986
0.0% of portfolio
|
Q1 2025
Added 4100.0%
|
|
|
Rosenberg Matthew Hamilton
|
Apr 28, 2025 Q1 2025 |
123
shares
|
$8,772
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
114
shares
|
$8,130
0.0% of portfolio
|
Q2 2025
Added 4.59%
|
|
|
Plante Moran Financial Advisors, LLC
|
May 08, 2025 Q1 2025 |
100
shares
|
$7,131
0.0% of portfolio
|
Q3 2022
Reduced 11.5%
|
|
|
Prestige Wealth Management Group LLC
|
May 12, 2025 Q1 2025 |
92
shares
|
$6,561
0.0% of portfolio
|
Q4 2023
Reduced 90.7%
|
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
90
shares
|
$6,418
0.0% of portfolio
|
Q1 2025
Added 66.67%
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
87
shares
|
$6,204
0.0% of portfolio
|
Q2 2025
Added 19.18%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
79
shares
|
$5,634
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
67
shares
|
$4,778
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
May 09, 2025 Q1 2025 |
66
shares
|
$4,707
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
65
shares
|
$4,635
0.0% of portfolio
|
Q1 2025
New holding
|