Agree Realty ADC Institutional Ownership

Updated Oct 11, 2026

Agree Realty Corp (NYSE:ADC) appeared in the 13F filings of 496 institutional investors for the quarter ended June 30, 2026.

• Total holdings of ADC shares rose 2.17% from Q1 2026, and the holder count rose 5.31% from Q2 2025.
• Of these 496 holders, 244 added to their positions, 159 reduced their stakes and 93 left their positions unchanged.
• The aggregate institutional position in Agree Realty was 142.54Mn shares at the end of Q2 2026, up 3.03Mn from the prior quarter and up 19.58Mn from a year earlier.
• BlackRock, Inc. led 13F holders of ADC with 19.11Mn shares as of June 30, 2026.
• Among existing holders, the largest additions to Agree Realty in Q2 2026 came from BlackRock, Inc. (+1.22Mn shares), Healthcare of Ontario Pension Plan Trust Fund (+817K shares), Nuveen, LLC (+743.33K shares), Millennium Management LLC (+484.19K shares) and Tudor Investment Corp (+421.03K shares).
• The largest position reductions in ADC for Q2 2026 were by JPMorgan Chase & Co (-1.65Mn shares), Cohen & Steers, Inc. (-1.46Mn shares), Zimmer Partners, LP (-1.45Mn shares), Two Sigma Investments, LP (-506.63K shares) and Engineers Gate Manager LP (-501.37K shares).
• Business Quant data shows the 10 biggest positions in Agree Realty as of Q2 2026 were held by BlackRock, Inc. (19.11Mn shares), Cohen & Steers, Inc. (16.4Mn shares), Vanguard Portfolio Management LLC (10.59Mn shares), State Street Corp (5.86Mn shares), Vanguard Capital Management LLC (5.41Mn shares), Principal Financial Group Inc (4.66Mn shares), Centersquare Investment Management LLC (3.73Mn shares), Two Sigma Investments, LP (3.54Mn shares), Daiwa Securities Group Inc. (2.92Mn shares) and Geode Capital Management, LLC (2.78Mn shares).