Purchases and Sales Made in Q1 2025 in Agree Realty Corp (ADC)
This table provides information about the institutional ownership of Agree Realty Corp (ADC) during Q1 2025. 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 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
295+ 2.43% |
$20.2K - $22.8K
|
12.4K
$901K
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
292New |
$20K - $22.5K
|
292
$21.2K
|
|
|
May 15, 2025
Q1 2025
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
288+ 1.93% |
$19.7K - $22.2K
|
15.2K
$1.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
270+ 137.76% |
$18.5K - $20.8K
|
466
$33.8K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
263+ 0.75% |
$18K - $20.3K
|
35.5K
$2.57M
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
237+ 0.96% |
$16.2K - $18.3K
|
24.9K
$1.81M
|
|
|
Apr 16, 2025
Q1 2025
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
233+ 3.5% |
$15.9K - $18K
|
6.88K
$499K
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
232+ 5.51% |
$15.9K - $17.9K
|
4.44K
$322K
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
229+ 3.6% |
$15.7K - $17.7K
|
6.59K
$478K
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
223+ 0.08% |
$15.2K - $17.2K
|
280K
$20.3M
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
200New |
$13.7K - $15.4K
|
200
$14.5K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
139+ 3.03% |
$9.5K - $10.7K
|
4.73K
$343K
|
|
|
Apr 28, 2025
Q1 2025
|
Gf Fund Management Co. Ltd.
Guangzhou, F4 |
BUY
|
- |
132+ 7.22% |
$9.02K - $10.2K
|
1.96K
$142K
|
|
|
Apr 15, 2025
Q1 2025
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
126+ 0.13% |
$8.61K - $9.73K
|
93.6K
$6.79M
|
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
BUY
|
- |
124+ 1.04% |
$8.48K - $9.57K
|
12.1K
$876K
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
123+ 4100.0% |
$8.41K - $9.49K
|
126
$9.14K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
117+ 2.47% |
$8K - $9.03K
|
4.85K
$352K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
117+ 8.96% |
$8K - $9.03K
|
1.42K
$103K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
116New |
$7.93K - $8.95K
|
116
$8.41K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
111+ 26.43% |
$7.59K - $8.57K
|
531
$38.5K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
110+ 1.65% |
$7.52K - $8.49K
|
6.78K
$491K
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
108+ 4.25% |
$7.38K - $8.34K
|
2.65K
$192K
|
|
|
May 14, 2025
Q1 2025
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
106+ 8.29% |
$7.25K - $8.18K
|
1.39K
$100K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
105+ 20.04% |
$7.18K - $8.1K
|
629
$45.6K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
103+ 93.64% |
$7.04K - $7.95K
|
213
$15.4K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
101+ 0.45% |
$6.9K - $7.8K
|
22.4K
$1.62M
|
|
|
Apr 24, 2025
Q1 2025
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
BUY
|
- |
98+ 1.83% |
$6.7K - $7.56K
|
5.46K
$396K
|
|
|
May 14, 2025
Q1 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
88+ 1.04% |
$6.02K - $6.79K
|
8.56K
$621K
|
|
|
May 09, 2025
Q1 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
66New |
$4.51K - $5.09K
|
66
$4.79K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
65New |
$4.44K - $5.02K
|
65
$4.71K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
63+ 0.64% |
$4.31K - $4.86K
|
9.97K
$723K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
60+ 32.97% |
$4.1K - $4.63K
|
242
$17.5K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
54+ 15.25% |
$3.69K - $4.17K
|
408
$29.6K
|
|
|
May 13, 2025
Q1 2025
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
52+ 1.67% |
$3.55K - $4.01K
|
3.17K
$230K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
48+ 13.91% |
$3.28K - $3.71K
|
393
$28.5K
|
|
|
May 13, 2025
Q1 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
37+ 0.3% |
$2.53K - $2.86K
|
12.5K
$906K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
36+ 0.23% |
$2.46K - $2.78K
|
15.8K
$1.15M
|
|
|
May 15, 2025
Q1 2025
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
36+ 0.55% |
$2.46K - $2.78K
|
6.63K
$481K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
36+ 66.67% |
$2.46K - $2.78K
|
90
$6.53K
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
33+ 82.5% |
$2.26K - $2.55K
|
73
$5.29K
|
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
31+ 0.65% |
$2.12K - $2.39K
|
4.84K
$351K
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
30New |
$2.05K - $2.32K
|
30
$2.18K
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
25+ 50.0% |
$1.71K - $1.93K
|
75
$5.44K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
22+ 1.3% |
$1.5K - $1.7K
|
1.71K
$124K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
19+ 105.56% |
$1.3K - $1.47K
|
37
$2.68K
|
|
|
May 13, 2025
Q1 2025
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
19+ 1.35% |
$1.3K - $1.47K
|
1.43K
$103K
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
17New |
$1.16K - $1.31K
|
17
$1.23K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
17+ 1.89% |
$1.16K - $1.31K
|
915
$66.3K
|
|
|
Apr 23, 2025
Q1 2025
|
Sage Investment Counsel LLC
Franklin, TN |
BUY
|
- |
16+ 0.34% |
$1.09K - $1.24K
|
4.68K
$340K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
14New |
$957 - $1.08K
|
14
$1.02K
|