Purchases and Sales Made in Q1 2023 in Agree Realty Corp (ADC)
This table provides information about the institutional ownership of Agree Realty Corp (ADC) during Q1 2023. The information is specifically focused on institutions that hold shares of AGREE REALTY CORP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 12, 2023
Q1 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-25- 38.46% |
$1.62K - $1.88K
|
40
$2.96K
|
|
|
May 04, 2023
Q1 2023
|
Dearborn Partners LLC
|
SELL
|
- |
-36- 0.66% |
$2.34K - $2.7K
|
5.41K
$400K
|
|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-37- 1.37% |
$2.4K - $2.78K
|
2.66K
$197K
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-44- 12.94% |
$2.86K - $3.31K
|
296
$21.9K
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-53- 3.07% |
$3.44K - $3.98K
|
1.67K
$124K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-55- 2.66% |
$3.57K - $4.13K
|
2.01K
$149K
|
|
|
May 15, 2023
Q1 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-62- 0.64% |
$4.03K - $4.66K
|
9.63K
$713K
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-64- 14.32% |
$4.16K - $4.81K
|
383
$28.3K
|
|
|
Apr 17, 2023
Q1 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-80- 1.43% |
$5.2K - $6.01K
|
5.53K
$409K
|
|
|
May 15, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-81- 93.1% |
$5.26K - $6.08K
|
6
$444
|
|
|
Apr 20, 2023
Q1 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-86- 1.41% |
$5.58K - $6.46K
|
6.03K
$446K
|
|
|
May 04, 2023
Q1 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-95- 1.32% |
$6.17K - $7.14K
|
7.12K
$527K
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-117- 2.12% |
$7.6K - $8.79K
|
5.39K
$399K
|
|
|
May 15, 2023
Q1 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-147- 2.67% |
$9.55K - $11K
|
5.37K
$397K
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-147- 1.27% |
$9.55K - $11K
|
11.4K
$846K
|
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-189- 23.3% |
$12.3K - $14.2K
|
622
$46K
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
SELL
|
- |
-250- 27.9% |
$16.2K - $18.8K
|
646
$47.8K
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-254- 3.41% |
$16.5K - $19.1K
|
7.19K
$532K
|
|
|
Apr 10, 2023
Q1 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-266- 69.09% |
$17.3K - $20K
|
119
$8.81K
|
|
|
May 04, 2023
Q1 2023
|
Ninepoint Partners LP
|
SELL
|
- |
-294- 10.67% |
$19.1K - $22.1K
|
2.46K
$182K
|
|
|
May 18, 2023
Q1 2023
|
Harvest Portfolios Group Inc.
Oakville, A6 |
SELL
|
- |
-325- 5.17% |
$21.1K - $24.4K
|
5.96K
$441K
|
|
|
Apr 05, 2023
Q1 2023
|
Somerset Trust CO
|
SELL
|
- |
-336- 8.41% |
$21.8K - $25.2K
|
3.66K
$271K
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-475- 48.42% |
$30.8K - $35.7K
|
506
$37.4K
|
|
|
May 10, 2023
Q1 2023
|
Keybank National Association
|
SELL
|
- |
-510- 6.69% |
$33.1K - $38.3K
|
7.12K
$527K
|
|
|
May 12, 2023
Q1 2023
|
Group One Trading, L.P.
Chicago, IL |
SELL
|
- |
-531- 88.5% |
$34.5K - $39.9K
|
69
$5.11K
|
|
|
Apr 19, 2023
Q1 2023
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-570- 5.43% |
$37K - $42.8K
|
9.92K
$734K
|
|
|
May 10, 2023
Q1 2023
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
SELL
|
- |
-596- 3.88% |
$38.7K - $44.8K
|
14.8K
$1.09M
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-611- 47.81% |
$39.7K - $45.9K
|
667
$49.4K
|
|
|
May 12, 2023
Q1 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-629- 7.93% |
$40.8K - $47.3K
|
7.31K
$541K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-646- 91.89% |
$42K - $48.5K
|
57
$4.22K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-668- 94.89% |
$43.4K - $50.2K
|
36
$2.66K
|
|
|
May 15, 2023
Q1 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-691- 8.48% |
$44.9K - $51.9K
|
7.46K
$552K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-721- 23.04% |
$46.8K - $54.2K
|
2.41K
$178K
|
|
|
Apr 24, 2023
Q1 2023
|
Capital Square, LLC
|
SELL
|
- |
-745- 3.6% |
$48.4K - $56K
|
19.9K
$1.48M
|
|
|
May 03, 2023
Q1 2023
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
SELL
|
- |
-782- 13.27% |
$50.8K - $58.7K
|
5.11K
$378K
|
|
|
May 10, 2023
Q1 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-859- 0.48% |
$55.8K - $64.5K
|
178K
$13.2M
|
|
|
May 15, 2023
Q1 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-895- 4.11% |
$58.1K - $67.2K
|
20.9K
$1.55M
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust CO
|
SELL
|
- |
-999- 99.9% |
$64.9K - $75K
|
1
$74
|
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-1KClosed |
$64.9K - $75.1K
|
0
$0
|
|
|
May 05, 2023
Q1 2023
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-1.06K- 16.61% |
$68.5K - $79.3K
|
5.3K
$392K
|
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-1.17KClosed |
$76K - $88K
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-1.21K- 5.79% |
$78.6K - $91K
|
19.7K
$1.46M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.32K- 4.58% |
$85.7K - $99.1K
|
27.5K
$2.03M
|
|
|
May 15, 2023
Q1 2023
|
Uniplan Investment Counsel, Inc.
Union Grove, WI |
SELL
|
- |
-1.41K- 0.65% |
$91.8K - $106K
|
216K
$16M
|
|
|
May 05, 2023
Q1 2023
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-1.46K- 12.37% |
$94.6K - $109K
|
10.3K
$763K
|
|
|
Apr 28, 2023
Q1 2023
|
Dupont Capital Management Corp
|
SELL
|
- |
-1.47K- 18.39% |
$95.4K - $110K
|
6.52K
$482K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.55K- 10.92% |
$101K - $117K
|
12.7K
$936K
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-1.56K- 3.7% |
$101K - $117K
|
40.5K
$3M
|
|
|
May 10, 2023
Q1 2023
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-1.6K- 0.83% |
$104K - $120K
|
191K
$14.1M
|
|
|
May 08, 2023
Q1 2023
|
Jlp Asset Management, LLC
New York, NY |
SELL
|
- |
-1.7K- 11.26% |
$110K - $128K
|
13.4K
$992K
|