ADC Agree Realty Corp.
Agree Realty Corp. (ADC) Institutional Ownership
What the institutions did with ADC last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended June 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| BlackRock, Inc. | 19.1M | 13.4% |
| COHEN & STEERS, INC. | 16.4M | 11.5% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 10.6M | 7.4% |
| STATE STREET CORP | 5.9M | 4.1% |
| VANGUARD CAPITAL MANAGEMENT LLC | 5.4M | 3.8% |
| PRINCIPAL FINANCIAL GROUP INC | 4.7M | 3.3% |
| CENTERSQUARE INVESTMENT MANAGEMENT LLC | 3.7M | 2.6% |
| TWO SIGMA INVESTMENTS, LP | 3.5M | 2.5% |
| Daiwa Securities Group Inc. | 2.9M | 2.0% |
| GEODE CAPITAL MANAGEMENT, LLC | 2.8M | 2.0% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 2.2M | 1.5% |
| Zimmer Partners, LP | 1.8M | 1.3% |
| DIMENSIONAL FUND ADVISORS LP | 1.8M | 1.3% |
| PRUDENTIAL FINANCIAL INC | 1.8M | 1.3% |
| BANK OF AMERICA CORP /DE/ | 1.7M | 1.2% |
| MILLENNIUM MANAGEMENT LLC | 1.6M | 1.1% |
| NORGES BANK | 1.6M | 1.1% |
| MORGAN STANLEY | 1.5M | 1.1% |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 1.5M | 1.1% |
| RAYMOND JAMES FINANCIAL INC | 1.4M | 1.0% |
| DEUTSCHE BANK AG\ | 1.4M | 1.0% |
| NORTHERN TRUST CORP | 1.4M | 1.0% |
| GOLDMAN SACHS GROUP INC | 1.2M | 0.9% |
| CANADA PENSION PLAN INVESTMENT BOARD | 1.2M | 0.9% |
| Jupiter Topco LLC | 1.2M | 0.9% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| JPMORGAN CHASE & CO | Reduced | 2.8M | 1.1M | -1.6M |
| COHEN & STEERS, INC. | Reduced | 17.9M | 16.4M | -1.5M |
| Zimmer Partners, LP | Reduced | 3.3M | 1.8M | -1.5M |
| BlackRock, Inc. | Increased | 17.9M | 19.1M | +1.2M |
| CANADA PENSION PLAN INVESTMENT BOARD | New | 0 | 1.2M | +1.2M |
| PGGM Investments | Sold Out | 932.6K | 0 | -932.6K |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | Increased | 98.0K | 915.0K | +817.0K |
| Nuveen, LLC | Increased | 421.2K | 1.2M | +743.3K |
| Jefferies Financial Group Inc. | New | 0 | 523.7K | +523.7K |
| TWO SIGMA INVESTMENTS, LP | Reduced | 4.0M | 3.5M | -506.6K |
| Engineers Gate Manager LP | Reduced | 591.5K | 90.2K | -501.4K |
| MILLENNIUM MANAGEMENT LLC | Increased | 1.1M | 1.6M | +484.2K |
| TUDOR INVESTMENT CORP ET AL | Increased | 305.5K | 726.5K | +421.0K |
| Heitman Real Estate Securities LLC | Increased | 160.4K | 578.0K | +417.6K |
| Qube Research & Technologies Ltd | Increased | 345.7K | 743.0K | +397.3K |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Increased | 10.3M | 10.6M | +328.5K |
| SCHRODER INVESTMENT MANAGEMENT GROUP | Increased | 11.5K | 337.4K | +325.9K |
| CENTERSQUARE INVESTMENT MANAGEMENT LLC | Increased | 3.4M | 3.7M | +301.3K |
| D. E. Shaw & Co., Inc. | Increased | 341.5K | 633.3K | +291.8K |
| STRS OHIO | Sold Out | 247.1K | 0 | -247.1K |
| Balyasny Asset Management L.P. | Increased | 212.5K | 448.8K | +236.3K |
| Schonfeld Strategic Advisors LLC | Reduced | 407.0K | 184.2K | -222.8K |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | Reduced | 761.0K | 550.7K | -210.3K |
| Vision Capital Corp | New | 0 | 209.3K | +209.3K |
| MORGAN STANLEY | Increased | 1.3M | 1.5M | +206.2K |
| NORTHERN TRUST CORP | Increased | 1.2M | 1.4M | +204.9K |
| BANK OF AMERICA CORP /DE/ | Increased | 1.5M | 1.7M | +202.0K |
| Alyeska Investment Group, L.P. | Reduced | 607.8K | 408.6K | -199.2K |
| RUSH ISLAND MANAGEMENT, LP | Increased | 677.4K | 873.8K | +196.4K |
| LASALLE INVESTMENT MANAGEMENT SECURITIES LLC | Increased | 719.7K | 915.0K | +195.3K |
| Hazelview Securities Inc. | Reduced | 214.4K | 36.7K | -177.7K |
| Freestone Grove Partners LP | New | 0 | 161.3K | +161.3K |
| Sumitomo Mitsui Trust Group, Inc. | Increased | 781.6K | 940.8K | +159.2K |
| FRONTIER CAPITAL MANAGEMENT CO LLC | Reduced | 1.1M | 943.0K | -158.4K |
| BNP PARIBAS FINANCIAL MARKETS | Increased | 221.9K | 377.2K | +155.3K |
| BAHL & GAYNOR INC | Increased | 632.6K | 784.3K | +151.7K |
| Mitsubishi UFJ Trust & Banking Corp | Sold Out | 151.1K | 0 | -151.1K |
| Hudson Bay Capital Management LP | New | 0 | 150.0K | +150.0K |
| Cander Asset Management LP | Sold Out | 139.8K | 0 | -139.8K |
| Allspring Global Investments Holdings, LLC | Sold Out | 136.5K | 0 | -136.5K |
| PRINCIPAL FINANCIAL GROUP INC | Increased | 4.5M | 4.7M | +136.3K |
| LMR Partners LLP | Sold Out | 135.0K | 0 | -135.0K |
| Caisse de depot et placement du Quebec | New | 0 | 124.5K | +124.5K |
| Jump Financial, LLC | Reduced | 249.2K | 127.5K | -121.7K |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | Increased | 1.4M | 1.5M | +121.4K |
| PRUDENTIAL FINANCIAL INC | Reduced | 1.9M | 1.8M | -119.8K |
| Lighthouse Investment Partners, LLC | Increased | 240.1K | 356.9K | +116.8K |
| WELLINGTON MANAGEMENT GROUP LLP | Increased | 71.0K | 184.5K | +113.5K |
| SG Americas Securities, LLC | Reduced | 128.1K | 18.9K | -109.2K |
| STATE STREET CORP | Reduced | 6.0M | 5.9M | -107.4K |
| Gotham Asset Management, LLC | Reduced | 379.3K | 275.0K | -104.3K |
| Edgestream Partners, L.P. | Reduced | 143.3K | 50.8K | -92.5K |
| Aptus Capital Advisors, LLC | Sold Out | 92.5K | 0 | -92.5K |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO | Increased | 1.0M | 1.1M | +90.8K |
| AMERIPRISE FINANCIAL INC | Increased | 266.3K | 356.1K | +89.8K |
| Brummer Multi-Strategy AB | Sold Out | 87.1K | 0 | -87.1K |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Increased | 2.1M | 2.2M | +86.7K |
| AMERICAN CENTURY COMPANIES INC | Reduced | 727.7K | 641.4K | -86.3K |
| BAMCO INC /NY/ | Sold Out | 83.3K | 0 | -83.3K |
| GEODE CAPITAL MANAGEMENT, LLC | Increased | 2.7M | 2.8M | +82.5K |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.