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 |
|---|---|---|---|---|---|---|---|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
13New |
$889 - $1K
|
13
$943
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
11+ 0.08% |
$752 - $849
|
14.2K
$1.03M
|
|
|
May 06, 2025
Q1 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
7New |
$479 - $540
|
7
$508
|
|
|
May 06, 2025
Q1 2025
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
5+ 0.1% |
$342 - $386
|
5.12K
$372K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
5+ 22.73% |
$342 - $386
|
27
$1.96K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
4+ 0.51% |
$273 - $309
|
789
$57.2K
|
|
|
May 14, 2025
Q1 2025
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
4+ 0.92% |
$273 - $309
|
441
$32K
|
|
|
Apr 11, 2025
Q1 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
3New |
$205 - $232
|
3
$218
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2+ 0.63% |
$137 - $154
|
321
$23.3K
|
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
2+ 0.42% |
$137 - $154
|
482
$34.9K
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
1+ 0.04% |
$68.4 - $77.2
|
2.65K
$192K
|
|
|
May 02, 2025
Q1 2025
|
James Investment Research Inc
|
BUY
|
- |
1+ 0.01% |
$68.4 - $77.2
|
10.8K
$785K
|
|
|
Apr 29, 2025
Q1 2025
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-5- 0.07% |
$342 - $386
|
6.89K
$499K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-8- 0.23% |
$547 - $618
|
3.46K
$251K
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-12- 0.43% |
$820 - $926
|
2.8K
$203K
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-12- 0.15% |
$820 - $926
|
7.85K
$569K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-14Closed |
$957 - $1.08K
|
0
$0
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-16- 8.74% |
$1.09K - $1.24K
|
167
$12.1K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-17- 2.81% |
$1.16K - $1.31K
|
587
$42.6K
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
SELL
|
- |
-21- 0.58% |
$1.44K - $1.62K
|
3.61K
$261K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-25- 0.26% |
$1.71K - $1.93K
|
9.64K
$699K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-40- 23.95% |
$2.73K - $3.09K
|
127
$9.21K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-41- 1.18% |
$2.8K - $3.16K
|
3.44K
$249K
|
|
|
Apr 15, 2025
Q1 2025
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
SELL
|
- |
-46- 0.69% |
$3.14K - $3.55K
|
6.65K
$482K
|
|
|
May 01, 2025
Q1 2025
|
Applied Capital Llc/Fl
Hollywood, FL |
SELL
|
- |
-50- 0.45% |
$3.42K - $3.86K
|
11.2K
$809K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-63- 1.35% |
$4.31K - $4.86K
|
4.62K
$335K
|
|
|
May 05, 2025
Q1 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-65- 2.15% |
$4.44K - $5.02K
|
2.96K
$215K
|
|
|
May 02, 2025
Q1 2025
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-68- 1.49% |
$4.65K - $5.25K
|
4.48K
$325K
|
|
|
May 05, 2025
Q1 2025
|
Carmel Capital Partners, LLC
|
SELL
|
- |
-70- 1.02% |
$4.79K - $5.4K
|
6.82K
$495K
|
|
|
May 15, 2025
Q1 2025
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-73- 0.19% |
$4.99K - $5.63K
|
38.1K
$2.76M
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-77- 10.32% |
$5.26K - $5.94K
|
669
$48.5K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-80- 42.33% |
$5.47K - $6.18K
|
109
$7.9K
|
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-96- 17.2% |
$6.56K - $7.41K
|
462
$33.5K
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
SELL
|
- |
-99- 36.67% |
$6.77K - $7.64K
|
171
$12.4K
|
|
|
May 14, 2025
Q1 2025
|
Group One Trading, L.P.
Chicago, IL |
SELL
|
- |
-100Closed |
$6.84K - $7.72K
|
0
$0
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-124- 1.94% |
$8.48K - $9.57K
|
6.28K
$455K
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-143- 3.45% |
$9.78K - $11K
|
4.01K
$291K
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-149- 4.37% |
$10.2K - $11.5K
|
3.26K
$236K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-151- 3.23% |
$10.3K - $11.7K
|
4.52K
$328K
|
|
|
Apr 23, 2025
Q1 2025
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-154- 0.79% |
$10.5K - $11.9K
|
19.3K
$1.4M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-158- 41.36% |
$10.8K - $12.2K
|
224
$16.2K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-165- 11.81% |
$11.3K - $12.7K
|
1.23K
$89.3K
|
|
|
May 13, 2025
Q1 2025
|
Cibc World Markets Corp
New York, NY |
SELL
|
- |
-195- 0.65% |
$13.3K - $15.1K
|
29.9K
$2.17M
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-230- 0.47% |
$15.7K - $17.8K
|
48.7K
$3.53M
|
|
|
May 15, 2025
Q1 2025
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-231- 5.86% |
$15.8K - $17.8K
|
3.71K
$269K
|
|
|
May 13, 2025
Q1 2025
|
Abrdn PLC
|
SELL
|
- |
-258- 0.94% |
$17.6K - $19.9K
|
27.2K
$1.98M
|
|
|
May 08, 2025
Q1 2025
|
Pro Share Advisors LLC
|
SELL
|
- |
-268- 5.55% |
$18.3K - $20.7K
|
4.56K
$331K
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-315- 55.26% |
$21.5K - $24.3K
|
255
$18.5K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-328- 3.62% |
$22.4K - $25.3K
|
8.74K
$634K
|