ADC Agree Realty Corp.

NYSE
$73.88

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.

Managers reporting
530
filed a 13F this quarter
Managers holding
484
-4 on the quarter
Buyers
240
42 opened new
Sellers
202
46 sold out entirely
Buyer share
54.3%
of managers who traded it
Breadth
+8.6
net buyers, as a share of those trading

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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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 2.1%
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

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.