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 |
|---|---|---|---|---|---|---|---|
|
Aug 05, 2025
Q2 2025
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
15+ 0.02% |
$1.06K - $1.19K
|
99.3K
$7.2M
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
14+ 19.18% |
$990 - $1.11K
|
87
$6.31K
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
11+ 5.16% |
$777 - $870
|
224
$16.2K
|
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
11+ 1.64% |
$777 - $870
|
680
$49.3K
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
7+ 53.85% |
$495 - $554
|
20
$1.45K
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
7New |
$495 - $554
|
7
$508
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
6+ 0.09% |
$424 - $475
|
6.78K
$492K
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
5New |
$353 - $396
|
5
$363
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
5+ 4.59% |
$353 - $396
|
114
$8.27K
|
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
3+ 0.62% |
$212 - $237
|
485
$35.2K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
3+ 0.51% |
$212 - $237
|
590
$42.8K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
2+ 1.17% |
$141 - $158
|
173
$12.5K
|
|
|
Jul 23, 2025
Q2 2025
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
2+ 3.28% |
$141 - $158
|
63
$4.57K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2+ 0.62% |
$141 - $158
|
323
$23.4K
|
|
|
Aug 05, 2025
Q2 2025
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
BUY
|
- |
1+ 10.0% |
$70.7 - $79.1
|
11
$798
|
|
|
Aug 04, 2025
Q2 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
1+ 2.13% |
$70.7 - $79.1
|
48
$3.48K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-2- 0.02% |
$141 - $158
|
9.64K
$699K
|
|
|
Aug 06, 2025
Q2 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-3- 17.65% |
$212 - $237
|
14
$1.02K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-6- 1.13% |
$424 - $475
|
525
$38.1K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-7- 3.2% |
$495 - $554
|
212
$15.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-15- 0.34% |
$1.06K - $1.19K
|
4.43K
$321K
|
|
|
Aug 01, 2025
Q2 2025
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-15- 0.07% |
$1.06K - $1.19K
|
22.4K
$1.63M
|
|
|
Jul 24, 2025
Q2 2025
|
Applied Capital Llc/Fl
Hollywood, FL |
SELL
|
- |
-16- 0.14% |
$1.13K - $1.27K
|
11.1K
$808K
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
SELL
|
- |
-17- 62.96% |
$1.2K - $1.35K
|
10
$725
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-22- 1.93% |
$1.55K - $1.74K
|
1.12K
$81.2K
|
|
|
Jul 24, 2025
Q2 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
SELL
|
- |
-23- 5.16% |
$1.63K - $1.82K
|
423
$30.7K
|
|
|
Jul 24, 2025
Q2 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-26- 0.81% |
$1.84K - $2.06K
|
3.17K
$230K
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-27- 0.59% |
$1.91K - $2.14K
|
4.59K
$333K
|
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-35- 53.85% |
$2.47K - $2.77K
|
30
$2.18K
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-41- 1.19% |
$2.9K - $3.24K
|
3.4K
$246K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-51- 6.46% |
$3.6K - $4.04K
|
738
$53.5K
|
|
|
Jul 21, 2025
Q2 2025
|
Gf Fund Management Co. Ltd.
Guangzhou, F4 |
SELL
|
- |
-67- 3.42% |
$4.74K - $5.3K
|
1.89K
$137K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-86- 16.6% |
$6.08K - $6.8K
|
432
$31.3K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-90- 5.26% |
$6.36K - $7.12K
|
1.62K
$118K
|
|
|
Aug 05, 2025
Q2 2025
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-100- 2.23% |
$7.07K - $7.91K
|
4.38K
$318K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-127- 10.31% |
$8.98K - $10K
|
1.11K
$80.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-134- 2.53% |
$9.47K - $10.6K
|
5.17K
$375K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-141- 3.04% |
$9.97K - $11.2K
|
4.5K
$326K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-145- 1.02% |
$10.2K - $11.5K
|
14.1K
$1.02M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-165- 2.4% |
$11.7K - $13.1K
|
6.72K
$487K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-187- 2.84% |
$13.2K - $14.8K
|
6.4K
$464K
|
|
|
Aug 14, 2025
Q2 2025
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-197- 2.63% |
$13.9K - $15.6K
|
7.28K
$528K
|
|
|
Jul 24, 2025
Q2 2025
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
SELL
|
- |
-207- 3.79% |
$14.6K - $16.4K
|
5.26K
$381K
|
|
|
Aug 12, 2025
Q2 2025
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-234- 16.42% |
$16.5K - $18.5K
|
1.19K
$86.4K
|
|
|
Jul 28, 2025
Q2 2025
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-250- 1.3% |
$17.7K - $19.8K
|
19.1K
$1.38M
|
|
|
Jul 29, 2025
Q2 2025
|
Regions Financial Corp
|
SELL
|
- |
-258- 7.16% |
$18.2K - $20.4K
|
3.35K
$243K
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-268- 18.83% |
$18.9K - $21.2K
|
1.16K
$83.7K
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-270- 57.94% |
$19.1K - $21.4K
|
196
$14.2K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-300- 5.14% |
$21.2K - $23.7K
|
5.54K
$402K
|