Purchases and Sales Made in Q2 2025 in Agree Realty Corp (ADC)
This table provides information about the institutional ownership of Agree Realty Corp (ADC) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
404+ 14.92% |
$28.6K - $32K
|
3.11K
$226K
|
|
|
Jul 25, 2025
Q2 2025
|
Yousif Capital Management, LLC
|
BUY
|
- |
370+ 0.92% |
$26.2K - $29.3K
|
40.4K
$2.93M
|
|
|
Aug 12, 2025
Q2 2025
|
Employees Retirement System Of Texas
|
BUY
|
- |
368+ 0.97% |
$26K - $29.1K
|
38.4K
$2.78M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
356+ 158.93% |
$25.2K - $28.2K
|
580
$42.1K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
352+ 43.08% |
$24.9K - $27.9K
|
1.17K
$84.8K
|
|
|
Jul 22, 2025
Q2 2025
|
Sage Investment Counsel LLC
Franklin, TN |
BUY
|
- |
345+ 7.37% |
$24.4K - $27.3K
|
5.03K
$365K
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
328New |
$23.2K - $26K
|
328
$23.8K
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
323+ 4.82% |
$22.8K - $25.6K
|
7.02K
$509K
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
310+ 2.5% |
$21.9K - $24.5K
|
12.7K
$923K
|
|
|
Aug 12, 2025
Q2 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
309+ 3.63% |
$21.8K - $24.4K
|
8.83K
$640K
|
|
|
Aug 07, 2025
Q2 2025
|
Pro Share Advisors LLC
|
BUY
|
- |
308+ 6.75% |
$21.8K - $24.4K
|
4.87K
$353K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
306+ 408.0% |
$21.6K - $24.2K
|
381
$27.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
294+ 5.95% |
$20.8K - $23.3K
|
5.23K
$379K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
279+ 15.99% |
$19.7K - $22.1K
|
2.02K
$147K
|
|
|
Jul 23, 2025
Q2 2025
|
Friedenthal Financial
|
BUY
|
- |
278+ 2.39% |
$19.6K - $22K
|
11.9K
$862K
|
|
|
Aug 11, 2025
Q2 2025
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
BUY
|
- |
271+ 1.61% |
$19.2K - $21.4K
|
17.2K
$1.24M
|
|
|
Aug 14, 2025
Q2 2025
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
262+ 4.8% |
$18.5K - $20.7K
|
5.72K
$415K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
262+ 41.65% |
$18.5K - $20.7K
|
891
$64.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
262New |
$18.5K - $20.7K
|
262
$19K
|
|
|
Aug 12, 2025
Q2 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
261+ 1.24% |
$18.4K - $20.7K
|
21.3K
$1.55M
|
|
|
Jul 30, 2025
Q2 2025
|
Securian Asset Management, Inc
|
BUY
|
- |
233+ 2.87% |
$16.5K - $18.4K
|
8.36K
$606K
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
222+ 0.85% |
$15.7K - $17.6K
|
26.3K
$1.91M
|
|
|
Aug 05, 2025
Q2 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
215New |
$15.2K - $17K
|
215
$15.6K
|
|
|
Aug 11, 2025
Q2 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
215+ 6.59% |
$15.2K - $17K
|
3.48K
$252K
|
|
|
Aug 14, 2025
Q2 2025
|
Xponance, Inc.
|
BUY
|
- |
198+ 1.64% |
$14K - $15.7K
|
12.3K
$891K
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
187+ 207.78% |
$13.2K - $14.8K
|
277
$20.1K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
180+ 272.73% |
$12.7K - $14.2K
|
246
$17.8K
|
|
|
Aug 07, 2025
Q2 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
177+ 2.07% |
$12.5K - $14K
|
8.74K
$634K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
158+ 36.41% |
$11.2K - $12.5K
|
592
$42.9K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
138+ 83.13% |
$9.75K - $10.9K
|
304
$22K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
138New |
$9.75K - $10.9K
|
138
$10K
|
|
|
Aug 08, 2025
Q2 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
133+ 1.7% |
$9.4K - $10.5K
|
7.98K
$579K
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
133+ 4.31% |
$9.4K - $10.5K
|
3.22K
$234K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
132+ 7.5% |
$9.33K - $10.4K
|
1.89K
$137K
|
|
|
Aug 12, 2025
Q2 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
127+ 0.79% |
$8.98K - $10K
|
16.2K
$1.18M
|
|
|
Aug 08, 2025
Q2 2025
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
114New |
$8.06K - $9.02K
|
114
$8.27K
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
108+ 2.23% |
$7.63K - $8.54K
|
4.94K
$358K
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
100+ 2.7% |
$7.07K - $7.91K
|
3.8K
$276K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
96+ 10.49% |
$6.79K - $7.6K
|
1.01K
$73.3K
|
|
|
Aug 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
93New |
$6.57K - $7.36K
|
93
$6.74K
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO
|
BUY
|
- |
91+ 40.09% |
$6.43K - $7.2K
|
318
$23.1K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
73New |
$5.16K - $5.78K
|
73
$5.29K
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
59+ 1.28% |
$4.17K - $4.67K
|
4.68K
$339K
|
|
|
Aug 13, 2025
Q2 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
35+ 0.64% |
$2.47K - $2.77K
|
5.49K
$398K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
34+ 1133.33% |
$2.4K - $2.69K
|
37
$2.68K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
26New |
$1.84K - $2.06K
|
26
$1.89K
|
|
|
Aug 07, 2025
Q2 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
25+ 0.84% |
$1.77K - $1.98K
|
2.99K
$217K
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
25New |
$1.77K - $1.98K
|
25
$1.81K
|
|
|
Aug 13, 2025
Q2 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
24+ 0.1% |
$1.7K - $1.9K
|
24.2K
$1.75M
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
21+ 0.55% |
$1.48K - $1.66K
|
3.87K
$280K
|