Agree Realty Ownership 2024 | Who Owns Agree Realty Now?


OverviewForecastRevenueFinancialsChartTranscripts

Institutional Ownership

64.57%

Insider Ownership

1.82%

Retail Ownership

33.61%

Institutional Holders

251.00

Agree Realty Institutional Shareholders


Institutional Shareholders by % of Total Shares

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
VANGUARD GROUP INC14.44%0.02%14,480,463258,2171.82%827,124,047Mar 31, 2024
BLACKROCK INC.13.47%0.02%13,508,761862,0956.82%771,620,443Mar 31, 2024
PRINCIPAL FINANCIAL GROUP INC5.66%0.19%5,676,771-983,894-14.77%324,257,181Mar 31, 2024
STATE STREET CORP5.05%0.01%5,066,540-468,540-8.46%290,631,830Mar 31, 2024
CENTERSQUARE INVESTMENT MANAGEMENT LLC3.46%2.29%3,468,653-99,679-2.79%198,476,324Mar 31, 2024
LONG POND CAPITAL, LP2.86%9.38%2,868,6402,382,252489.78%163,856,717Mar 31, 2024
JPMORGAN CHASE & CO2.67%0.01%2,680,448-801,656-23.02%153,107,186Mar 31, 2024
GEODE CAPITAL MANAGEMENT, LLC1.98%0.01%1,990,028102,0855.41%113,688,788Mar 31, 2024
MACQUARIE GROUP LTD1.98%0.13%1,986,142-41,063-2.03%113,448,316Mar 31, 2024
JANUS HENDERSON GROUP PLC1.54%0.05%1,549,063-317,121-16.99%88,443,798Mar 31, 2024
CHARLES SCHWAB INVESTMENT MANAGEMENT INC1.52%0.02%1,527,70946,3343.13%87,262,738Mar 31, 2024
DEUTSCHE BANK AG\1.46%0.04%1,463,234-954,784-39.49%83,579,926Mar 31, 2024
THRIVENT FINANCIAL FOR LUTHERANS1.45%0.17%1,452,04710,0630.70%82,941,000Mar 31, 2024
DIMENSIONAL FUND ADVISORS LP1.44%0.02%1,445,19635,9432.55%82,549,596Mar 31, 2024
INVESCO LTD.1.34%0.02%1,346,108-442,067-24.72%76,889,687Mar 31, 2024
BANK OF NEW YORK MELLON CORP1.24%0.01%1,240,375-45,695-3.55%70,850,210Mar 31, 2024
DAIWA SECURITIES GROUP INC.1.16%0.38%1,164,590-12,953-1.10%66,521,000Mar 31, 2024
MORGAN STANLEY1.15%0.01%1,149,727128,62212.60%65,672,573Mar 31, 2024
COHEN & STEERS, INC.1.14%0.14%1,142,466-15,247-1.32%65,258,000Mar 31, 2024
NUVEEN ASSET MANAGEMENT, LLC1.14%0.02%1,141,319-198,826-14.84%65,320,250Mar 31, 2024

Agree Realty's largest institutional shareholder is VANGUARD GROUP INC, holding 14.44% of the company's total share outstanding, currently valued at $827.12M. The top 10 institutional shareholders own together 53.13% of the company.

Institutional Shareholders by % of Total Assets

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
MASTERTON CAPITAL MANAGEMENT, LP0.23%10.14%226,60034,10017.71%12,943,392Mar 31, 2024
LONG POND CAPITAL, LP2.86%9.38%2,868,6402,382,252489.78%163,856,717Mar 31, 2024
HAZELVIEW SECURITIES INC.0.28%2.98%276,960-100,700-26.66%15,806,107Mar 31, 2024
HEITMAN REAL ESTATE SECURITIES LLC0.82%2.67%822,363-1,591-0.19%46,973,375Mar 31, 2024
CENTERSQUARE INVESTMENT MANAGEMENT LLC3.46%2.29%3,468,653-99,679-2.79%198,476,324Mar 31, 2024
COMMUNITY BANK OF RAYMORE0.07%1.76%65,690-13,760-17.32%3,752,213Mar 31, 2024
WORTH VENTURE PARTNERS, LLC0.00%1.54%4,05050014.08%231,336Mar 31, 2024
CSU PRODUCER RESOURCES, INC.0.01%1.50%8,000--456,960Mar 31, 2024
MESIROW INSTITUTIONAL INVESTMENT MANAGEMENT, INC.0.28%1.44%283,17615,3035.71%16,175,013Mar 31, 2024
LIBERTY MUTUAL GROUP ASSET MANAGEMENT INC.0.09%1.41%86,75386,753100.00%4,955,000Mar 31, 2024
SCOUT INVESTMENTS, INC.0.97%1.36%969,307124,94014.80%55,318,350Mar 31, 2024
DEPRINCE RACE & ZOLLO INC1.03%1.27%1,035,2795,3250.52%59,135,136Mar 31, 2024
TRIBUTARY CAPITAL MANAGEMENT, LLC0.26%1.21%258,02272,50439.08%14,738,226Mar 31, 2024
UNIPLAN INVESTMENT COUNSEL, INC.0.18%0.82%183,656-7,159-3.75%10,490,000Mar 31, 2024
IBEX WEALTH ADVISORS0.04%0.77%40,23440,16558210.14%2,854,000Mar 31, 2024
CINCINNATI INSURANCE CO0.79%0.74%789,500407,500106.68%45,096,240Mar 31, 2024
CAPITAL SQUARE, LLC0.02%0.72%17,816-112-0.62%1,017,653Mar 31, 2024
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC0.03%0.60%28,332-15,054-34.70%1,618,324Mar 31, 2024
GW&K INVESTMENT MANAGEMENT, LLC1.07%0.54%1,069,960-16,608-1.53%61,116,000Mar 31, 2024
1620 INVESTMENT ADVISORS, INC.0.01%0.47%8,142440.54%465,082Mar 31, 2024

The largest Agree Realty shareholder by % of total assets is MASTERTON CAPITAL MANAGEMENT, LP. The company owns 226.60K shares of Agree Realty (ADC), representing 10.14% of its total assets.

Institutional Buyers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
LONG POND CAPITAL, LP2.86%9.38%2,868,6402,382,252489.78%163,856,717Mar 31, 2024
BLACKROCK INC.13.47%0.02%13,508,761862,0956.82%771,620,443Mar 31, 2024
TWO SIGMA INVESTMENTS, LP0.66%0.09%661,694535,374423.82%37,795,961Mar 31, 2024
CINCINNATI INSURANCE CO0.79%0.74%789,500407,500106.68%45,096,240Mar 31, 2024
MILLENNIUM MANAGEMENT LLC0.37%0.01%370,248354,5552259.32%21,148,566Mar 31, 2024
POINT72 ASSET MANAGEMENT, L.P.0.32%0.05%325,732321,9328471.89%18,605,812Mar 31, 2024
TWO SIGMA ADVISERS, LP0.48%0.06%483,287306,900173.99%27,605,353Mar 31, 2024
T. ROWE PRICE INVESTMENT MANAGEMENT, INC.0.51%0.02%514,194305,025145.83%29,371,000Mar 31, 2024
CITADEL ADVISORS LLC0.30%0.00%303,568300,0238463.27%17,339,804Mar 31, 2024
SYSTEMATIC FINANCIAL MANAGEMENT LP0.28%0.45%285,259285,259100.00%16,294,000Mar 31, 2024
VANGUARD GROUP INC14.44%0.02%14,480,463258,2171.82%827,124,047Mar 31, 2024
ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC0.83%0.07%831,353193,12830.26%47,486,883Mar 31, 2024
CUBIST SYSTEMATIC STRATEGIES, LLC0.16%0.05%158,290158,290100.00%9,041,546Mar 31, 2024
SUSQUEHANNA INTERNATIONAL GROUP, LLP0.14%0.00%142,900142,900100.00%8,162,448Mar 31, 2024
MORGAN STANLEY1.15%0.01%1,149,727128,62212.60%65,672,573Mar 31, 2024
SCOUT INVESTMENTS, INC.0.97%1.36%969,307124,94014.80%55,318,350Mar 31, 2024
BALYASNY ASSET MANAGEMENT L.P.0.11%0.01%113,868113,868100.00%6,504,140Mar 31, 2024
GEODE CAPITAL MANAGEMENT, LLC1.98%0.01%1,990,028102,0855.41%113,688,788Mar 31, 2024
AQR CAPITAL MANAGEMENT LLC0.28%0.03%276,58398,90255.66%15,798,420Mar 31, 2024
EXODUSPOINT CAPITAL MANAGEMENT, LP0.09%0.04%94,62294,622100.00%5,405,000Mar 31, 2024

As of Mar 31 2024, Agree Realty's largest institutional buyer is LONG POND CAPITAL, LP. The company purchased 2.38M stocks of ADC, valued at $163.86M.

Institutional Sellers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
ZIMMER PARTNERS, LP----2,991,804-100.00%-Mar 31, 2024
PRINCIPAL FINANCIAL GROUP INC5.66%0.19%5,676,771-983,894-14.77%324,257,181Mar 31, 2024
DEUTSCHE BANK AG\1.46%0.04%1,463,234-954,784-39.49%83,579,926Mar 31, 2024
JPMORGAN CHASE & CO2.67%0.01%2,680,448-801,656-23.02%153,107,186Mar 31, 2024
STATE STREET CORP5.05%0.01%5,066,540-468,540-8.46%290,631,830Mar 31, 2024
AEW CAPITAL MANAGEMENT L P0.00%0.00%1,400-462,330-99.70%79,968Mar 31, 2024
INVESCO LTD.1.34%0.02%1,346,108-442,067-24.72%76,889,687Mar 31, 2024
CINCINNATI FINANCIAL CORP----407,500-100.00%-Mar 31, 2024
LAND & BUILDINGS INVESTMENT MANAGEMENT, LLC----404,690-100.00%-Mar 31, 2024
JANUS HENDERSON GROUP PLC1.54%0.05%1,549,063-317,121-16.99%88,443,798Mar 31, 2024
AMERICAN CENTURY COMPANIES INC0.37%0.01%371,310-251,693-40.40%21,209,227Mar 31, 2024
NUVEEN ASSET MANAGEMENT, LLC1.14%0.02%1,141,319-198,826-14.84%65,320,250Mar 31, 2024
ALYESKA INVESTMENT GROUP, L.P.0.37%0.13%371,851-176,548-32.19%21,240,129Mar 31, 2024
NORTHERN TRUST CORP0.75%0.01%753,247-149,414-16.55%43,025,469Mar 31, 2024
GUGGENHEIM CAPITAL LLC0.04%0.02%41,609-141,895-77.33%2,376,706Mar 31, 2024
RUSSELL INVESTMENTS GROUP, LTD.0.81%0.07%814,720-134,938-14.21%46,532,536Mar 31, 2024
SEI INVESTMENTS CO0.03%0.00%34,455-130,487-79.11%1,968,074Mar 31, 2024
MARSHALL WACE, LLP0.17%0.01%167,294-117,134-41.18%9,555,833Mar 31, 2024
MITSUBISHI UFJ TRUST & BANKING CORP----103,116-100.00%-Mar 31, 2024
HAZELVIEW SECURITIES INC.0.28%2.98%276,960-100,700-26.66%15,806,107Mar 31, 2024

As of Mar 31 2024, Agree Realty's biggest institutional seller is ZIMMER PARTNERS, LP. The company sold -2.99M shares of ADC, valued at -.

Institutional New positions

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
SYSTEMATIC FINANCIAL MANAGEMENT LP0.28%0.45%285,259285,259100.00%16,294,000Mar 31, 2024
SUSQUEHANNA INTERNATIONAL GROUP, LLP0.14%0.00%142,900142,900100.00%8,162,448Mar 31, 2024
LIBERTY MUTUAL GROUP ASSET MANAGEMENT INC.0.09%1.41%86,75386,753100.00%4,955,000Mar 31, 2024
PENN CAPITAL MANAGEMENT COMPANY, LLC0.08%0.39%77,34877,348100.00%4,433,826Mar 31, 2024
PHOCAS FINANCIAL CORP.0.06%0.01%61,56761,567100.00%3,517,000Mar 31, 2024
SUSQUEHANNA INTERNATIONAL GROUP, LLP0.06%0.00%60,96660,966100.00%3,482,378Mar 31, 2024
SUSQUEHANNA INTERNATIONAL GROUP, LLP0.06%0.00%60,90060,900100.00%3,478,608Mar 31, 2024
MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.0.04%0.01%44,32844,328100.00%2,932,622Mar 31, 2024
CERITY PARTNERS LLC0.03%0.00%31,90931,909100.00%1,822,651Mar 31, 2024
NEBULA RESEARCH & DEVELOPMENT LLC0.02%0.30%24,37524,375100.00%1,392,300Mar 31, 2024
TRANSCEND CAPITAL ADVISORS, LLC0.02%0.11%23,89823,898100.00%1,365,029Mar 31, 2024
QUEST PARTNERS LLC0.02%0.23%23,24823,248100.00%1,327,926Mar 31, 2024
QUBE RESEARCH & TECHNOLOGIES LTD0.02%0.00%20,72820,728100.00%1,183,983Mar 31, 2024
WALLEYE TRADING LLC0.02%0.00%16,71116,711100.00%954,532Mar 31, 2024
ONTARIO TEACHERS PENSION PLAN BOARD0.01%0.01%14,50214,502100.00%828,354Mar 31, 2024
CITIZENS NATIONAL BANK TRUST DEPARTMENT0.01%0.18%13,70513,705100.00%782,830Mar 31, 2024
GSA CAPITAL PARTNERS LLP0.01%0.06%12,80212,802100.00%731,000Mar 31, 2024
CETERA INVESTMENT ADVISERS0.01%0.01%12,41412,414100.00%709,120Mar 31, 2024
MQS MANAGEMENT LLC0.01%0.26%8,0858,085100.00%461,815Mar 31, 2024
CAPULA MANAGEMENT LTD0.01%0.01%8,0518,051100.00%459,873Mar 31, 2024
KOSHINSKI ASSET MANAGEMENT, INC.0.01%0.04%6,7426,742100.00%385,103Mar 31, 2024
COMMONWEALTH EQUITY SERVICES, LLC0.01%0.00%6,6796,679100.00%382,000Mar 31, 2024
INTEGRATED INVESTMENT CONSULTANTS, LLC0.01%0.09%5,5965,596100.00%319,644Mar 31, 2024
FIRST NATIONAL ADVISERS, LLC0.01%0.07%5,4375,437100.00%310,561Mar 31, 2024
BAYESIAN CAPITAL MANAGEMENT, LP0.01%0.03%5,3175,317100.00%303,707Mar 31, 2024
CIPHER CAPITAL LP0.00%0.12%4,6764,676100.00%267,093Mar 31, 2024
CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.0.00%0.00%4,4614,461100.00%254,812Mar 31, 2024
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP0.00%0.00%4,1114,111100.00%235,000Mar 31, 2024
SHERBROOKE PARK ADVISERS LLC0.00%0.04%4,0114,011100.00%229,108Mar 31, 2024
CENTRAL PACIFIC BANK - TRUST DIVISION0.00%0.02%3,0503,050100.00%174,064Mar 31, 2024
0.00%0.01%2,7962,796100.00%159,687Mar 31, 2024
TWIN TREE MANAGEMENT, LP0.00%0.00%2,3452,345100.00%133,946Mar 31, 2024
CIBC PRIVATE WEALTH GROUP, LLC0.00%0.00%1,2501,250100.00%71,338,000Mar 31, 2024
HARVEST FUND MANAGEMENT CO., LTD0.00%0.00%737737100.00%42,000Mar 31, 2024
QUARRY LP0.00%0.01%632632100.00%36,100Mar 31, 2024
JONES FINANCIAL COMPANIES LLLP0.00%-606606100.00%34,615Mar 31, 2024
MATHER GROUP, LLC.0.00%0.00%271271100.00%17,059,000Mar 31, 2024
RISE ADVISORS, LLC0.00%0.01%261261100.00%14,915Mar 31, 2024
ENTRYPOINT CAPITAL, LLC0.00%0.01%110110100.00%6,283Mar 31, 2024
BENJAMIN F. EDWARDS & COMPANY, INC.0.00%0.00%7979100.00%5,000Mar 31, 2024
SMARTLEAF ASSET MANAGEMENT LLC-0.00%4747100.00%2,664,000Mar 31, 2024
GILLILAND JETER WEALTH MANAGEMENT LLC-0.00%4343100.00%2,456Mar 31, 2024
FIRST FINANCIAL CORP /IN/-0.00%3535100.00%1,998Mar 31, 2024
AVION WEALTH-0.00%1818100.00%2,000Mar 31, 2024
COLONIAL TRUST ADVISORS--77100.00%400Mar 31, 2024

Agree Realty's largest new institutional shareholder by number of shares is SYSTEMATIC FINANCIAL MANAGEMENT LP, purchased 285.26K shares, valued at $16.29M, as of undefined.

Institutional Sold Out

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
ZIMMER PARTNERS, LP----2,991,804-100.00%-Mar 31, 2024
CINCINNATI FINANCIAL CORP----407,500-100.00%-Mar 31, 2024
LAND & BUILDINGS INVESTMENT MANAGEMENT, LLC----404,690-100.00%-Mar 31, 2024
MITSUBISHI UFJ TRUST & BANKING CORP----103,116-100.00%-Mar 31, 2024
JUPITER ASSET MANAGEMENT LTD----81,408-100.00%-Mar 31, 2024
BRIDGEWATER ASSOCIATES, LP----75,070-100.00%-Mar 31, 2024
EVOKE WEALTH, LLC----71,591-100.00%-Mar 31, 2024
PERPETUAL LTD----23,700-100.00%-Mar 31, 2024
ALGERT GLOBAL LLC----16,270-100.00%-Mar 31, 2024
PICTET & CIE (EUROPE) SA----14,676-100.00%-Mar 31, 2024
INCEPTIONR LLC----14,112-100.00%-Mar 31, 2024
TORONTO DOMINION BANK----9,576-100.00%-Mar 31, 2024
BESSEMER GROUP INC----6,941-100.00%-Mar 31, 2024
WOLVERINE TRADING, LLC----4,900-100.00%-Mar 31, 2024
NAPLES GLOBAL ADVISORS, LLC----4,525-100.00%-Mar 31, 2024
TD ASSET MANAGEMENT INC----3,900-100.00%-Mar 31, 2024
ETHIC INC.----3,734-100.00%-Mar 31, 2024
WEALTHSTREAM ADVISORS, INC.----3,548-100.00%-Mar 31, 2024
CORTON CAPITAL INC.----3,390-100.00%-Mar 31, 2024
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC----3,347-100.00%-Mar 31, 2024
VESTMARK ADVISORY SOLUTIONS, INC.----3,265-100.00%-Mar 31, 2024
SAMALIN INVESTMENT COUNSEL, LLC----3,218-100.00%-Mar 31, 2024
PRIVATE OCEAN, LLC----2,300-100.00%-Mar 31, 2024
ADVISORY SERVICES NETWORK, LLC----1,987-100.00%-Mar 31, 2024
ARCHER INVESTMENT CORP----900-100.00%-Mar 31, 2024
HBC FINANCIAL SERVICES, PLLC----500-100.00%-Mar 31, 2024
TURTLE CREEK WEALTH ADVISORS, LLC----33-100.00%-Mar 31, 2024
GLASSMAN WEALTH SERVICES----9-100.00%-Mar 31, 2024

Agree Realty's largest sold out institutional shareholder by shares sold is ZIMMER PARTNERS, LP, sold -2.99M shares, valued at -, as of undefined.

Agree Realty Mutual Fund Holders


Name% Total AssetsTotal SharesChange AmountChange %Date
AMG FUNDS2.25%251,389--Jan 31, 2024
PIONEER REAL ESTATE SHARES0.56%21,487-2,781-11.46%Mar 31, 2023
VIRTUS ALTERNATIVE SOLUTIONS TRUST0.56%2,185--Jan 31, 2024
AMERICAN CENTURY VARIABLE PORTFOLIOS II INC0.41%3,600,000--Dec 31, 2023
AMERICAN CENTURY CAPITAL PORTFOLIOS INC0.29%218,092-23,248-9.63%Jan 31, 2024
AB GLOBAL REAL ESTATE INVESTMENT FUND INC0.28%15,240--Feb 29, 2024
BNY Mellon Absolute Insight Funds, Inc.0.27%5,000,0005,000,000-Jan 31, 2024
HARTFORD HLS SERIES FUND II INC0.23%55,756--Dec 31, 2023
SPDR S&P MIDCAP 400 ETF TRUST0.21%814,91426,0763.31%Dec 29, 2023
Voya Global Advantage & Premium Opportunity Fund0.21%12,949-405-3.03%Feb 29, 2024
AB INSTITUTIONAL FUNDS INC0.19%33,640--Jan 31, 2024
Voya GLOBAL EQUITY DIVIDEND & PREMIUM OPPORTUNITY FUND0.19%39,184-1,259-3.11%Feb 29, 2024
Apollo Diversified Real Estate Fund0.18%641,079-58,781-8.40%Dec 31, 2023
JOHN HANCOCK INCOME SECURITIES TRUST0.16%535,000--Jan 31, 2024
SPIRIT OF AMERICA INVESTMENT FUND INC0.15%8,250--Feb 29, 2024
AMERICAN CENTURY INVESTMENT TRUST0.14%20,282,000--Dec 31, 2023
BNY MELLON MIDCAP INDEX FUND, INC.0.14%62,157-1,291-2.03%Jan 31, 2024
NICHOLAS EQUITY INCOME FUND, INC.0.14%38,500--Dec 31, 2023
VANGUARD VALLEY FORGE FUNDS0.14%67,410--Dec 31, 2023
Total Fund Solution0.13%48,111-9,249-16.12%Dec 31, 2023
BNY MELLON INDEX FUNDS, INC.0.12%128,552--Jan 31, 2024
CORNERCAP GROUP OF FUNDS /VA/0.11%8,199--Sep 30, 2022
DOMINI INVESTMENT TRUST0.11%660,000660,000-Jan 31, 2024
JOHN HANCOCK BOND TRUST0.11%7,305,000--Feb 29, 2024
JOHN HANCOCK SOVEREIGN BOND FUND0.10%29,159,000--Feb 29, 2024
Natixis Funds Trust IV0.10%30,159--Jan 31, 2024
COHEN & STEERS TOTAL RETURN REALTY FUND INC0.09%41,483--Dec 31, 2023
BlackRock Advantage SMID Cap Fund, Inc.0.09%17,541--Dec 29, 2023
AMERICAN CENTURY VARIABLE PORTFOLIOS INC0.09%226,000--Dec 31, 2023
Nuveen S&P 500 Dynamic Overwrite Fund0.09%5,517--Dec 31, 2023
BNY MELLON INVESTMENT PORTFOLIOS0.09%52,234--Mar 31, 2024
AMERICAN CENTURY VARIABLE PORTFOLIOS INC0.08%200,000--Dec 31, 2023
AMERICAN CENTURY VARIABLE PORTFOLIOS INC0.08%200,000--Dec 31, 2023
DELAWARE VIP TRUST0.08%263,95958,20028.29%Dec 29, 2023
JANUS ASPEN SERIES0.08%3,278,000--Dec 31, 2023
JANUS ASPEN SERIES0.07%3,231,000--Dec 31, 2023
DEUTSCHE DWS MARKET TRUST0.07%366,412--Jan 31, 2024
VANGUARD SPECIALIZED FUNDS0.07%3,887,78645,5311.19%Jan 31, 2024
AMERICAN CENTURY VARIABLE PORTFOLIOS INC0.06%160,000--Dec 31, 2023
AMERICAN CENTURY MUTUAL FUNDS, INC.0.06%642,000--Jan 31, 2024
AMERICAN CENTURY INVESTMENT TRUST0.06%8,300,00060,0000.73%Dec 31, 2023
JANUS ASPEN SERIES0.06%2,424,000--Dec 31, 2023
JOHN HANCOCK SOVEREIGN BOND FUND0.05%16,000,000--Feb 29, 2024
Brookfield Investment Funds0.05%101,071-14,820-12.79%Dec 31, 2023
COHEN & STEERS REAL ESTATE SECURITIES FUND INC0.05%92,861--Dec 31, 2023
JOHN HANCOCK INCOME SECURITIES TRUST0.05%164,000164,000-Jan 31, 2024
COHEN & STEERS REALTY SHARES INC0.05%64,021--Dec 31, 2023
DOMINI INVESTMENT TRUST0.05%280,000-100,000-26.32%Jan 31, 2024
JANUS INVESTMENT FUND0.05%14,728,000--Dec 31, 2023
VANGUARD ADMIRAL FUNDS0.05%204,5084,9102.46%Feb 29, 2024
AMERICAN CENTURY MUTUAL FUNDS, INC.0.04%450,000--Jan 31, 2024
AMERICAN CENTURY INVESTMENT TRUST0.04%5,915,000--Dec 31, 2023
Federated Hermes Index Trust0.04%9,424-2,865-23.31%Jan 31, 2024
AMERICAN CENTURY VARIABLE PORTFOLIOS INC0.04%101,170--Dec 31, 2023
AMERICAN CENTURY MUTUAL FUNDS, INC.0.04%400,000--Jan 31, 2024
JANUS INVESTMENT FUND0.04%11,528,000--Dec 31, 2023
BRIDGEWAY FUNDS INC0.04%89,800--Dec 29, 2023
JOHN HANCOCK BOND TRUST0.03%2,294,000--Feb 29, 2024
DEUTSCHE DWS INVESTMENTS VIT FUNDS0.03%13,383--Dec 31, 2023
COHEN & STEERS QUALITY INCOME REALTY FUND INC0.03%272,991--Dec 31, 2023
JANUS INVESTMENT FUND0.03%8,647,000--Dec 31, 2023
JOHN HANCOCK INVESTMENT TRUST0.02%2,056,000-1,399,000-40.49%Jan 31, 2024
COHEN & STEERS INSTITUTIONAL REALTY SHARES INC0.02%46,904--Dec 31, 2023
Tributary Funds, Inc.0.02%117,757-3,003-2.49%Dec 31, 2023
VANGUARD INDEX FUNDS0.02%10,435,9331,882,70522.01%Dec 31, 2023
QUANTITATIVE MASTER SERIES LLC0.02%139,035--Dec 31, 2023
Seven Hills Realty Trust0.02%19,309--Dec 31, 2020
M FUND INC0.02%9,528--Mar 31, 2024
ALLSPRING MASTER TRUST0.02%1,327,000--Feb 29, 2024
TOUCHSTONE VARIABLE SERIES TRUST0.02%14,860-6,120-29.17%Dec 31, 2023
Cohen & Steers Global Income Builder, Inc0.02%4,2354,235-Sep 30, 2019
PRUDENTIAL INVESTMENT PORTFOLIOS 120.02%14,192--Jan 31, 2024
JOHN HANCOCK INVESTMENT TRUST0.01%1,131,0001,131,000-Jan 31, 2024
DELAWARE GROUP EQUITY FUNDS V0.01%773,163122,90018.90%Feb 29, 2024
Voya EQUITY TRUST0.01%19,116-178-0.92%Feb 29, 2024
DELAWARE POOLED TRUST0.01%13,2484,16645.87%Jan 31, 2024
COHEN & STEERS REIT & PREFERRED & INCOME FUND INC0.01%110,356--Dec 31, 2023
FIDELITY COVINGTON TRUST0.01%150,99421,02216.17%Feb 29, 2024
John Hancock Exchange-Traded Fund Trust0.01%61,572990.16%Jan 31, 2024
Fidelity Commonwealth Trust II0.01%63,262--Aug 31, 2023
TIAA SEPARATE ACCOUNT VA 10.01%2,147--Dec 31, 2023
Calvert Variable Products, Inc.0.01%22,1956042.80%Dec 31, 2023
THRIVENT MUTUAL FUNDS0.01%763,595758,13113875.02%Jan 31, 2024
FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND0.01%31,270--Jan 31, 2024
CARILLON SERIES TRUST0.01%818,440285,32853.52%Dec 31, 2023
PFM Multi-Manager Series Trust0.01%6,602--Dec 31, 2023
AMERICAN CENTURY ETF TRUST0.01%886,00045,0005.35%Feb 29, 2024
SCHWAB STRATEGIC TRUST0.01%1,394,97784,2516.43%Feb 29, 2024
PAX WORLD FUNDS SERIES TRUST I0.01%120,000120,000-Dec 31, 2023
FIRST TRUST SERIES FUND0.01%20,431--Jan 31, 2024
DEUTSCHE DWS VARIABLE SERIES II0.01%12,759--Dec 31, 2023
STATE STREET VARIABLE INSURANCE SERIES FUNDS INC0.01%25,310-4,170-14.15%Dec 31, 2023
AMG Funds IV0.00%15,000--Jan 31, 2024
THRIVENT SERIES FUND INC0.00%542,910-45,629-7.75%Dec 29, 2023
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS)0.00%413,679-176,091-29.86%Feb 29, 2024
Thirdline Real Estate Income Fund0.00%200--Dec 31, 2023
First Trust Intermediate Duration Preferred & Income Fund0.00%69,919--Jan 31, 2024
FORUM FUNDS II0.00%4,150--Jan 31, 2024
RBB Fund Trust0.00%4,2614,261-Feb 29, 2024
Cohen & Steers Alternative Income Fund, Inc.0.00%1,160--Jan 31, 2024

Agree Realty's largest mutual fund holder by % of total assets is "AMG FUNDS", owning 251.39K shares, compromising 2.25% of its total assets.

Agree Realty Institutional Ownership Trends


Institutional Holdings Trend

DateHoldingsChange %
31 Mar, 24251-31.04%
31 Dec, 23364-1.62%
30 Sep, 23370-0.54%
30 Jun, 233723.05%
31 Mar, 23361-0.55%
31 Dec, 223631.11%
30 Sep, 223594.97%
30 Jun, 223426.54%
31 Mar, 22321-0.62%
31 Dec, 213230.31%
30 Sep, 213223.54%
30 Jun, 213112.30%
31 Mar, 213049.35%
31 Dec, 202782.96%
30 Sep, 202701.12%
30 Jun, 20267-2.55%
31 Mar, 20274-
31 Dec, 1927411.84%
30 Sep, 19245-1.21%
30 Jun, 192482.90%
31 Mar, 19241-0.41%
31 Dec, 1824210.50%
30 Sep, 18219-1.79%
30 Jun, 182230.45%
31 Mar, 1822211.00%
31 Dec, 172004.71%
30 Sep, 171911.60%
30 Jun, 1718810.59%
31 Mar, 17170-5.56%
31 Dec, 16180-6.74%
30 Sep, 16193-0.52%
30 Jun, 161940.52%
31 Mar, 1619313.53%
31 Dec, 151704.29%
30 Sep, 15163-0.61%
30 Jun, 151641.23%
31 Mar, 1516210.96%
31 Dec, 1414613.18%
30 Sep, 14129-9.79%
30 Jun, 141433.62%
31 Mar, 14138-4.83%
31 Dec, 1314516.94%
30 Sep, 131241.64%
30 Jun, 13122144.00%
31 Mar, 13508.70%
31 Dec, 1246-2.13%
30 Sep, 1247-
30 Jun, 1247-
31 Mar, 12476.82%
31 Dec, 114422.22%
30 Sep, 1136-2.70%
30 Jun, 11378.82%
31 Mar, 1134-
31 Dec, 10346.25%
30 Sep, 103210.34%
30 Jun, 102920.83%
31 Mar, 1024-4.00%
31 Dec, 092513.64%
30 Sep, 0922-
30 Jun, 092246.67%
31 Mar, 0915-16.67%
31 Dec, 08185.88%
30 Sep, 0817-5.56%
30 Jun, 081828.57%
31 Mar, 0814-22.22%
31 Dec, 071838.46%
30 Sep, 0713-18.75%
30 Jun, 071645.45%
31 Mar, 0711-15.38%
31 Dec, 0613-13.33%
30 Sep, 061566.67%
30 Jun, 06950.00%
31 Mar, 066-25.00%
31 Dec, 05814.29%
30 Sep, 057-12.50%
30 Jun, 05833.33%
31 Mar, 05620.00%
31 Dec, 04566.67%
30 Sep, 043-40.00%
30 Jun, 045-37.50%
31 Mar, 048166.67%
31 Dec, 033-
30 Sep, 033200.00%
30 Jun, 031-
31 Mar, 021-
30 Jun, 011-
31 Mar, 011-
31 Dec, 001-
30 Sep, 001-
30 Jun, 001-
30 Sep, 991-
30 Jun, 991-
31 Mar, 991-

As of 31 Mar 24, 251 institutions are holding Agree Realty's shares, representing a decrease of -31.04% compared to the previous quarter.

Shares Outstanding Trend

DateShares OutstandingChange %
31 Mar, 2464,748,311-36.46%
31 Dec, 23101,907,6388.13%
30 Sep, 2394,246,7630.34%
30 Jun, 2393,924,087-2.69%
31 Mar, 2396,515,999-2.48%
31 Dec, 2298,968,2355.47%
30 Sep, 2293,837,0678.72%
30 Jun, 2286,310,51810.27%
31 Mar, 2278,271,2502.68%
31 Dec, 2176,231,1154.52%
30 Sep, 2172,931,573-6.33%
30 Jun, 2177,859,86613.72%
31 Mar, 2168,463,7146.75%
31 Dec, 2064,135,7806.93%
30 Sep, 2059,980,975-0.73%
30 Jun, 2060,420,22312.93%
31 Mar, 2053,504,55015.05%
31 Dec, 1946,506,1347.11%
30 Sep, 1943,417,497-0.62%
30 Jun, 1943,689,5798.47%
31 Mar, 1940,278,3532.04%
31 Dec, 1839,474,53013.84%
30 Sep, 1834,674,76611.10%
30 Jun, 1831,209,6541.27%
31 Mar, 1830,816,7719.55%
31 Dec, 1728,130,93510.52%
30 Sep, 1725,453,2364.20%
30 Jun, 1724,428,3615.58%
31 Mar, 1723,138,2671.18%
31 Dec, 1622,868,06117.88%
30 Sep, 1619,399,0502.12%
30 Jun, 1618,996,37320.32%
31 Mar, 1615,787,5691.77%
31 Dec, 1515,513,727-39.75%
30 Sep, 1525,750,53397.00%
30 Jun, 1513,071,3158.93%
31 Mar, 1511,999,406-1.24%
31 Dec, 1412,150,49519.16%
30 Sep, 1410,196,6100.10%
30 Jun, 1410,186,0940.14%
31 Mar, 1410,172,2813.49%
31 Dec, 139,829,19612.70%
30 Sep, 138,721,6686.98%
30 Jun, 138,152,925234.29%
31 Mar, 132,438,9021.86%
31 Dec, 122,394,396-11.81%
30 Sep, 122,714,903-5.39%
30 Jun, 122,869,659-3.58%
31 Mar, 122,976,2060.14%
31 Dec, 112,972,1207.70%
30 Sep, 112,759,7203.05%
30 Jun, 112,678,086-0.25%
31 Mar, 112,684,88040.20%
31 Dec, 101,915,02629.71%
30 Sep, 101,476,408-14.66%
30 Jun, 101,730,07227.25%
31 Mar, 101,359,588-90.23%
31 Dec, 0913,920,8092003.31%
30 Sep, 09661,85217.70%
30 Jun, 09562,31733.15%
31 Mar, 09422,306-65.89%
31 Dec, 081,238,028246.57%
30 Sep, 08357,22333.48%
30 Jun, 08267,628-45.97%
31 Mar, 08495,325-7.60%
31 Dec, 07536,05719.90%
30 Sep, 07447,071-7.37%
30 Jun, 07482,6636.99%
31 Mar, 07451,11212.91%
31 Dec, 06399,515-1.94%
30 Sep, 06407,4103.48%
30 Jun, 06393,69339.62%
31 Mar, 06281,96829.07%
31 Dec, 05218,46428.40%
30 Sep, 05170,143-19.83%
30 Jun, 05212,24017.54%
31 Mar, 05180,5651.50%
31 Dec, 04177,892194.63%
30 Sep, 0460,379-47.44%
30 Jun, 04114,887-14.76%
31 Mar, 04134,774267.24%
31 Dec, 0336,699-76.08%
30 Sep, 03153,39976984.92%
30 Jun, 03199-
31 Mar, 0260-
30 Jun, 013,400580.00%
31 Mar, 01500-
31 Dec, 00500-
30 Sep, 00500-
30 Jun, 00500-
30 Sep, 9963,9201.27%
30 Jun, 9963,1202.43%
31 Mar, 9961,620-

Agree Realty (ADC) has 64.75M shares outstanding as of 31 Mar 24, down -36.46% compared to the previous quarter.

Institutional Ownership Trend

DateOwnership %Change %
31 Mar, 2464.57%0.57%
31 Dec, 23106.78%1.04%
30 Sep, 23101.28%0.93%
30 Jun, 23104.33%0.91%
31 Mar, 23107.21%0.86%
31 Dec, 22111.91%0.81%
30 Sep, 22117.74%0.89%
30 Jun, 22115.02%0.95%
31 Mar, 22109.89%0.84%
31 Dec, 21114.11%1.02%
30 Sep, 21105.54%0.73%
30 Jun, 21120.09%1.01%
31 Mar, 21108.97%0.81%
31 Dec, 20115.77%0.93%
30 Sep, 20111.65%0.85%
30 Jun, 20114.59%0.83%
31 Mar, 20117.76%0.97%
31 Dec, 19109.98%1.02%
30 Sep, 19103.79%0.90%
30 Jun, 19107.58%0.93%
31 Mar, 19107.44%0.84%
31 Dec, 18113.25%0.95%
30 Sep, 18109.18%1.13%
30 Jun, 1898.27%0.98%
31 Mar, 18100.05%0.96%
31 Dec, 17101.83%1.28%
30 Sep, 1789.08%1.04%
30 Jun, 1792.57%1.16%
31 Mar, 1789.15%1.10%
31 Dec, 1690.12%1.32%
30 Sep, 1682.71%1.13%
30 Jun, 1685.62%1.44%
31 Mar, 1677.24%1.17%
31 Dec, 1581.38%0.40%
30 Sep, 15142.99%2.57%
30 Jun, 1574.53%1.56%
31 Mar, 1569.08%1.04%
31 Dec, 1481.64%1.70%
30 Sep, 1469.30%1.45%
30 Jun, 1469.23%1.45%
31 Mar, 1469.21%1.22%
31 Dec, 1375.23%1.67%
30 Sep, 1367.17%1.70%
30 Jun, 1362.79%16.87%
31 Mar, 1319.29%4.12%
31 Dec, 1221.63%3.67%
30 Sep, 1224.27%3.69%
30 Jun, 1225.66%3.33%
31 Mar, 1227.76%3.61%
31 Dec, 1127.72%3.53%
30 Sep, 1128.01%3.79%
30 Jun, 1127.17%3.66%
31 Mar, 1127.24%7.07%
31 Dec, 1019.62%8.26%
30 Sep, 1015.41%3.38%
30 Jun, 1021.37%7.58%
31 Mar, 1016.79%0.06%
31 Dec, 09171.93%240.39%
30 Sep, 098.46%16.17%
30 Jun, 097.23%24.51%
31 Mar, 095.43%2.09%
31 Dec, 0816.13%74.40%
30 Sep, 084.66%38.30%
30 Jun, 083.49%8.36%
31 Mar, 086.46%13.22%
31 Dec, 076.99%20.43%
30 Sep, 075.85%14.67%
30 Jun, 076.32%18.13%
31 Mar, 075.90%21.60%
31 Dec, 065.23%18.23%
30 Sep, 065.36%19.98%
30 Jun, 065.18%37.66%
31 Mar, 063.71%43.28%
31 Dec, 052.93%59.49%
30 Sep, 052.22%29.00%
30 Jun, 052.77%45.60%
31 Mar, 052.46%41.83%
31 Dec, 042.43%278.44%
30 Sep, 040.93%29.58%
30 Jun, 041.78%40.90%
31 Mar, 042.08%647.12%
31 Dec, 030.57%7.76%
30 Sep, 032.70%13837475.00%
30 Jun, 030.00%-
31 Mar, 020.00%-
30 Jun, 010.08%60176.99%
31 Mar, 010.01%8849.56%
31 Dec, 000.01%8728.07%
30 Sep, 000.01%8772.81%
30 Jun, 000.01%-
30 Sep, 991.46%70.03%
30 Jun, 991.45%72.56%
31 Mar, 991.41%-

As of 31 Mar 24, Agree Realty is held by 64.57% institutional shareholders, representing a 0.57% growth compared to 31 Dec 23.

Institutional Increased Positions Trend

DateIncreased PositionsChange %
31 Mar, 24134-35.89%
31 Dec, 232097.18%
30 Sep, 231953.72%
30 Jun, 231882.73%
31 Mar, 23183-14.88%
31 Dec, 22215-3.59%
30 Sep, 222239.85%
30 Jun, 2220313.41%
31 Mar, 221790.56%
31 Dec, 211781.71%
30 Sep, 21175-7.89%
30 Jun, 211900.53%
31 Mar, 2118921.94%
31 Dec, 2015510.71%
30 Sep, 20140-12.50%
30 Jun, 201600.63%
31 Mar, 20159-3.05%
31 Dec, 1916422.39%
30 Sep, 19134-12.99%
30 Jun, 1915425.20%
31 Mar, 19123-16.33%
31 Dec, 1814728.95%
30 Sep, 181143.64%
30 Jun, 18110-20.29%
31 Mar, 1813824.32%
31 Dec, 17111-1.77%
30 Sep, 171133.67%
30 Jun, 1710936.25%
31 Mar, 1780-23.81%
31 Dec, 1610517.98%
30 Sep, 1689-30.47%
30 Jun, 1612810.34%
31 Mar, 1611614.85%
31 Dec, 1510121.69%
30 Sep, 1583-2.35%
30 Jun, 1585-9.57%
31 Mar, 15943.30%
31 Dec, 149185.71%
30 Sep, 1449-23.44%
30 Jun, 14644.92%
31 Mar, 1461-35.11%
31 Dec, 139440.30%
30 Sep, 1367-27.96%
30 Jun, 1393181.82%
31 Mar, 133365.00%
31 Dec, 1220-25.93%
30 Sep, 12273.85%
30 Jun, 1226-
31 Mar, 12264.00%
31 Dec, 112547.06%
30 Sep, 1117-10.53%
30 Jun, 1119-13.64%
31 Mar, 112222.22%
31 Dec, 101838.46%
30 Sep, 1013-40.91%
30 Jun, 102257.14%
31 Mar, 101416.67%
31 Dec, 0912-14.29%
30 Sep, 09147.69%
30 Jun, 091385.71%
31 Mar, 097-41.67%
31 Dec, 0812-7.69%
30 Sep, 0813-7.14%
30 Jun, 0814133.33%
31 Mar, 086-45.45%
31 Dec, 071137.50%
30 Sep, 078-20.00%
30 Jun, 071042.86%
31 Mar, 077-
31 Dec, 067-
30 Sep, 067-
30 Jun, 06775.00%
31 Mar, 064-33.33%
31 Dec, 05620.00%
30 Sep, 055-16.67%
30 Jun, 05650.00%
31 Mar, 054-
31 Dec, 044100.00%
30 Sep, 042-50.00%
30 Jun, 044-42.86%
31 Mar, 047250.00%
31 Dec, 032-
30 Sep, 032100.00%
30 Jun, 031-
31 Mar, 021-
30 Jun, 011-
31 Mar, 01--
31 Dec, 00--
30 Sep, 00--100.00%
30 Jun, 001-
30 Sep, 991-
30 Jun, 991-
31 Mar, 991-

134 institutional shareholders have increased their position in ADC stock as of 31 Mar 24 compared to 209 in the previous quarter (a -35.89% decrease).

Institutional Reduced Positions Trend

DateReduced PositionsChange %
31 Mar, 2477-30.00%
31 Dec, 23110-4.35%
30 Sep, 23115-12.21%
30 Jun, 231311.55%
31 Mar, 2312920.56%
31 Dec, 2210725.88%
30 Sep, 2285-4.49%
30 Jun, 2289-11.88%
31 Mar, 22101-7.34%
31 Dec, 2110914.74%
30 Sep, 219526.67%
30 Jun, 2175-6.25%
31 Mar, 2180-8.05%
31 Dec, 2087-6.45%
30 Sep, 209322.37%
30 Jun, 2076-8.43%
31 Mar, 208316.90%
31 Dec, 19711.43%
30 Sep, 19709.38%
30 Jun, 1964-17.95%
31 Mar, 197834.48%
31 Dec, 1858-13.43%
30 Sep, 1867-5.63%
30 Jun, 187116.39%
31 Mar, 186117.31%
31 Dec, 175220.93%
30 Sep, 17432.38%
30 Jun, 1742-27.59%
31 Mar, 175834.88%
31 Dec, 1643-37.68%
30 Sep, 166956.82%
30 Jun, 1644-22.81%
31 Mar, 165732.56%
31 Dec, 1543-18.87%
30 Sep, 15536.00%
30 Jun, 155011.11%
31 Mar, 154566.67%
31 Dec, 1427-49.06%
30 Sep, 14531.92%
30 Jun, 14526.12%
31 Mar, 144953.13%
31 Dec, 13323.23%
30 Sep, 133172.22%
30 Jun, 131863.64%
31 Mar, 1311-26.67%
31 Dec, 121525.00%
30 Sep, 121220.00%
30 Jun, 1210-9.09%
31 Mar, 1211-15.38%
31 Dec, 111318.18%
30 Sep, 111110.00%
30 Jun, 1110-9.09%
31 Mar, 111122.22%
31 Dec, 109-35.71%
30 Sep, 1014250.00%
30 Jun, 104-33.33%
31 Mar, 106-33.33%
31 Dec, 099200.00%
30 Sep, 093-50.00%
30 Jun, 09620.00%
31 Mar, 095-
31 Dec, 08566.67%
30 Sep, 083-
30 Jun, 083-25.00%
31 Mar, 084-
31 Dec, 074300.00%
30 Sep, 071-75.00%
30 Jun, 074100.00%
31 Mar, 072-33.33%
31 Dec, 063-25.00%
30 Sep, 064100.00%
30 Jun, 062100.00%
31 Mar, 061-
31 Dec, 05--100.00%
30 Sep, 051-
30 Jun, 051-
31 Mar, 051-
31 Dec, 04--100.00%
30 Sep, 041-
30 Jun, 04--100.00%
31 Mar, 041-
31 Dec, 031-
30 Sep, 03--
30 Jun, 03--
31 Mar, 02--
30 Jun, 01--
31 Mar, 01--
31 Dec, 00--
30 Sep, 00--
30 Jun, 00--
30 Sep, 99--
30 Jun, 99--
31 Mar, 99--

77 institutional shareholders have reduced their position in ADC stock as of 31 Mar 24 compared to 110 in the previous quarter (a -30.00% decrease).

All Institutional Ownership Trend Data

DateHoldingsChange %Shares OutstandingChange %Ownership %Change %Increased PositionsChange %Reduced PositionsChange %
31 Mar, 24251-31.04%64,748,311-36.46%64.57%0.57%134-35.89%77-30.00%
31 Dec, 23364-1.62%101,907,6388.13%106.78%1.04%2097.18%110-4.35%
30 Sep, 23370-0.54%94,246,7630.34%101.28%0.93%1953.72%115-12.21%
30 Jun, 233723.05%93,924,087-2.69%104.33%0.91%1882.73%1311.55%
31 Mar, 23361-0.55%96,515,999-2.48%107.21%0.86%183-14.88%12920.56%
31 Dec, 223631.11%98,968,2355.47%111.91%0.81%215-3.59%10725.88%
30 Sep, 223594.97%93,837,0678.72%117.74%0.89%2239.85%85-4.49%
30 Jun, 223426.54%86,310,51810.27%115.02%0.95%20313.41%89-11.88%
31 Mar, 22321-0.62%78,271,2502.68%109.89%0.84%1790.56%101-7.34%
31 Dec, 213230.31%76,231,1154.52%114.11%1.02%1781.71%10914.74%
30 Sep, 213223.54%72,931,573-6.33%105.54%0.73%175-7.89%9526.67%
30 Jun, 213112.30%77,859,86613.72%120.09%1.01%1900.53%75-6.25%
31 Mar, 213049.35%68,463,7146.75%108.97%0.81%18921.94%80-8.05%
31 Dec, 202782.96%64,135,7806.93%115.77%0.93%15510.71%87-6.45%
30 Sep, 202701.12%59,980,975-0.73%111.65%0.85%140-12.50%9322.37%
30 Jun, 20267-2.55%60,420,22312.93%114.59%0.83%1600.63%76-8.43%
31 Mar, 20274-53,504,55015.05%117.76%0.97%159-3.05%8316.90%
31 Dec, 1927411.84%46,506,1347.11%109.98%1.02%16422.39%711.43%
30 Sep, 19245-1.21%43,417,497-0.62%103.79%0.90%134-12.99%709.38%
30 Jun, 192482.90%43,689,5798.47%107.58%0.93%15425.20%64-17.95%
31 Mar, 19241-0.41%40,278,3532.04%107.44%0.84%123-16.33%7834.48%
31 Dec, 1824210.50%39,474,53013.84%113.25%0.95%14728.95%58-13.43%
30 Sep, 18219-1.79%34,674,76611.10%109.18%1.13%1143.64%67-5.63%
30 Jun, 182230.45%31,209,6541.27%98.27%0.98%110-20.29%7116.39%
31 Mar, 1822211.00%30,816,7719.55%100.05%0.96%13824.32%6117.31%
31 Dec, 172004.71%28,130,93510.52%101.83%1.28%111-1.77%5220.93%
30 Sep, 171911.60%25,453,2364.20%89.08%1.04%1133.67%432.38%
30 Jun, 1718810.59%24,428,3615.58%92.57%1.16%10936.25%42-27.59%
31 Mar, 17170-5.56%23,138,2671.18%89.15%1.10%80-23.81%5834.88%
31 Dec, 16180-6.74%22,868,06117.88%90.12%1.32%10517.98%43-37.68%
30 Sep, 16193-0.52%19,399,0502.12%82.71%1.13%89-30.47%6956.82%
30 Jun, 161940.52%18,996,37320.32%85.62%1.44%12810.34%44-22.81%
31 Mar, 1619313.53%15,787,5691.77%77.24%1.17%11614.85%5732.56%
31 Dec, 151704.29%15,513,727-39.75%81.38%0.40%10121.69%43-18.87%
30 Sep, 15163-0.61%25,750,53397.00%142.99%2.57%83-2.35%536.00%
30 Jun, 151641.23%13,071,3158.93%74.53%1.56%85-9.57%5011.11%
31 Mar, 1516210.96%11,999,406-1.24%69.08%1.04%943.30%4566.67%
31 Dec, 1414613.18%12,150,49519.16%81.64%1.70%9185.71%27-49.06%
30 Sep, 14129-9.79%10,196,6100.10%69.30%1.45%49-23.44%531.92%
30 Jun, 141433.62%10,186,0940.14%69.23%1.45%644.92%526.12%
31 Mar, 14138-4.83%10,172,2813.49%69.21%1.22%61-35.11%4953.13%
31 Dec, 1314516.94%9,829,19612.70%75.23%1.67%9440.30%323.23%
30 Sep, 131241.64%8,721,6686.98%67.17%1.70%67-27.96%3172.22%
30 Jun, 13122144.00%8,152,925234.29%62.79%16.87%93181.82%1863.64%
31 Mar, 13508.70%2,438,9021.86%19.29%4.12%3365.00%11-26.67%
31 Dec, 1246-2.13%2,394,396-11.81%21.63%3.67%20-25.93%1525.00%
30 Sep, 1247-2,714,903-5.39%24.27%3.69%273.85%1220.00%
30 Jun, 1247-2,869,659-3.58%25.66%3.33%26-10-9.09%
31 Mar, 12476.82%2,976,2060.14%27.76%3.61%264.00%11-15.38%
31 Dec, 114422.22%2,972,1207.70%27.72%3.53%2547.06%1318.18%
30 Sep, 1136-2.70%2,759,7203.05%28.01%3.79%17-10.53%1110.00%
30 Jun, 11378.82%2,678,086-0.25%27.17%3.66%19-13.64%10-9.09%
31 Mar, 1134-2,684,88040.20%27.24%7.07%2222.22%1122.22%
31 Dec, 10346.25%1,915,02629.71%19.62%8.26%1838.46%9-35.71%
30 Sep, 103210.34%1,476,408-14.66%15.41%3.38%13-40.91%14250.00%
30 Jun, 102920.83%1,730,07227.25%21.37%7.58%2257.14%4-33.33%
31 Mar, 1024-4.00%1,359,588-90.23%16.79%0.06%1416.67%6-33.33%
31 Dec, 092513.64%13,920,8092003.31%171.93%240.39%12-14.29%9200.00%
30 Sep, 0922-661,85217.70%8.46%16.17%147.69%3-50.00%
30 Jun, 092246.67%562,31733.15%7.23%24.51%1385.71%620.00%
31 Mar, 0915-16.67%422,306-65.89%5.43%2.09%7-41.67%5-
31 Dec, 08185.88%1,238,028246.57%16.13%74.40%12-7.69%566.67%
30 Sep, 0817-5.56%357,22333.48%4.66%38.30%13-7.14%3-
30 Jun, 081828.57%267,628-45.97%3.49%8.36%14133.33%3-25.00%
31 Mar, 0814-22.22%495,325-7.60%6.46%13.22%6-45.45%4-
31 Dec, 071838.46%536,05719.90%6.99%20.43%1137.50%4300.00%
30 Sep, 0713-18.75%447,071-7.37%5.85%14.67%8-20.00%1-75.00%
30 Jun, 071645.45%482,6636.99%6.32%18.13%1042.86%4100.00%
31 Mar, 0711-15.38%451,11212.91%5.90%21.60%7-2-33.33%
31 Dec, 0613-13.33%399,515-1.94%5.23%18.23%7-3-25.00%
30 Sep, 061566.67%407,4103.48%5.36%19.98%7-4100.00%
30 Jun, 06950.00%393,69339.62%5.18%37.66%775.00%2100.00%
31 Mar, 066-25.00%281,96829.07%3.71%43.28%4-33.33%1-
31 Dec, 05814.29%218,46428.40%2.93%59.49%620.00%--100.00%
30 Sep, 057-12.50%170,143-19.83%2.22%29.00%5-16.67%1-
30 Jun, 05833.33%212,24017.54%2.77%45.60%650.00%1-
31 Mar, 05620.00%180,5651.50%2.46%41.83%4-1-
31 Dec, 04566.67%177,892194.63%2.43%278.44%4100.00%--100.00%
30 Sep, 043-40.00%60,379-47.44%0.93%29.58%2-50.00%1-
30 Jun, 045-37.50%114,887-14.76%1.78%40.90%4-42.86%--100.00%
31 Mar, 048166.67%134,774267.24%2.08%647.12%7250.00%1-
31 Dec, 033-36,699-76.08%0.57%7.76%2-1-
30 Sep, 033200.00%153,39976984.92%2.70%13837475.00%2100.00%--
30 Jun, 031-199-0.00%-1---
31 Mar, 021-60-0.00%-1---
30 Jun, 011-3,400580.00%0.08%60176.99%1---
31 Mar, 011-500-0.01%8849.56%----
31 Dec, 001-500-0.01%8728.07%----
30 Sep, 001-500-0.01%8772.81%--100.00%--
30 Jun, 001-500-0.01%-1---
30 Sep, 991-63,9201.27%1.46%70.03%1---
30 Jun, 991-63,1202.43%1.45%72.56%1---
31 Mar, 991-61,620-1.41%-1---

Agree Realty Insider Shareholders Trades


Open Market Insider Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Mar 15, 2024Breslin Stephenofficer CHIEF ACCOUNTING OFFICERP-PurchaseBuy450$55.33$24.90K10,441
Mar 01, 2024AGREE RICHARDdirector, officer EXECUTIVE CHAIRMAN OF BOARDP-PurchaseBuy16,000$55.50$888.00K135,855

Open Market Insider Buys

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Mar 15, 2024Breslin Stephenofficer CHIEF ACCOUNTING OFFICERP-PurchaseBuy450$55.33$24.90K10,441
Mar 01, 2024AGREE RICHARDdirector, officer EXECUTIVE CHAIRMAN OF BOARDP-PurchaseBuy16,000$55.50$888.00K135,855

Insider Sells

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Feb 27, 2024Witteveen Nicoleofficer CHIEF OPERATING OFFICERF-InKindSell615$57.51$35.37K11,359
Feb 27, 2024Spehar Danielle Mofficer GENERAL COUNSELF-InKindSell1,535$57.51$88.28K16,355
Feb 27, 2024Erlich Craigofficer CHIEF GROWTH OFFICERF-InKindSell1,465$57.51$84.25K45,081

All Insider Owners Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Mar 22, 2024RAKOLTA JOHN JRdirector-A-AwardBuy3,217--415,867
Mar 15, 2024Breslin Stephenofficer CHIEF ACCOUNTING OFFICERP-PurchaseBuy450$55.33$24.90K10,441
Mar 01, 2024AGREE RICHARDdirector, officer EXECUTIVE CHAIRMAN OF BOARDP-PurchaseBuy16,000$55.50$888.00K135,855
Feb 27, 2024He Linglongdirector-A-AwardBuy3,217--3,217
Feb 27, 2024RAKOLTA JOHN JRdirector-A-AwardBuy3,217--412,650
Feb 27, 2024Rossi Jerome Rdirector-A-AwardBuy2,000--8,613
Feb 27, 2024Lehmkuhl Gregdirector-A-AwardBuy4,086--21,893
Feb 27, 2024Judlowe Michaeldirector-A-AwardBuy3,217--9,290
Feb 27, 2024Hollman Michaeldirector-A-AwardBuy2,000--6,019
Feb 27, 2024Frankel Merrie S.director-A-AwardBuy2,000--9,088
Feb 27, 2024Dearing Karendirector-A-AwardBuy3,652--10,574
Feb 27, 2024Witteveen Nicoleofficer CHIEF OPERATING OFFICERA-AwardBuy3,912--11,974
Feb 27, 2024Witteveen Nicoleofficer CHIEF OPERATING OFFICERF-InKindSell615$57.51$35.37K11,359
Feb 27, 2024Spehar Danielle Mofficer GENERAL COUNSELA-AwardBuy1,764--17,890
Feb 27, 2024Spehar Danielle Mofficer GENERAL COUNSELF-InKindSell1,535$57.51$88.28K16,355
Feb 27, 2024Spehar Danielle Mofficer GENERAL COUNSELA-AwardBuy4,695--16,126
Feb 27, 2024Erlich Craigofficer CHIEF GROWTH OFFICERA-AwardBuy661--46,546
Feb 27, 2024Erlich Craigofficer CHIEF GROWTH OFFICERA-AwardBuy7,825--45,885
Feb 27, 2024Erlich Craigofficer CHIEF GROWTH OFFICERF-InKindSell1,465$57.51$84.25K45,081
Feb 27, 2024He Linglong-Buy----

The last insider sell of Agree Realty's stock was made by Witteveen Nicole on Feb 27 2024, selling 615 shares at $57.51 per share (valued at $35.37K). The last insider buy of ADC was made by Breslin Stephen on Mar 15 2024, buying 450 shares at $55.33 per share (worth $24.90K).

Agree Realty Insider Ownership Trends


All Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q1 2024266433.33%
Q4 202372350.00%
Q3 2023143466.67%
Q2 20239--
Q1 2023156250.00%
Q4 202221200.00%
Q3 2022-3-
Q2 202211100.00%
Q1 2022246400.00%
Q4 202162300.00%
Q3 202184200.00%
Q1 2021275540.00%
Q4 202031300.00%
Q3 20201--
Q2 202051500.00%
Q1 2020207285.71%
Q4 201982400.00%
Q3 201922100.00%
Q2 20195--
Q1 2019118137.50%

26 total buy trades, and 6 total sell trades (buy/sell ratio of 4.33%) were made by Agree Realty's insiders, as of Q1 2024.

Open Market Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q1 20248--
Q4 20236--
Q3 202314--
Q2 20239--
Q1 2023---
Q4 20222--
Q3 2022---
Q2 20221--
Q1 20222--
Q4 20216--
Q3 20218--
Q1 202110--
Q4 20203--
Q3 2020---
Q2 202051500.00%
Q1 20207--
Q4 20198--
Q3 201911100.00%
Q2 20195--
Q1 2019-1-

As of Q1 2024, Insider owners conducted 8 open market buy trades and 0 open market sell trades of Agree Realty's stocks.

Agree Realty Peer Ownership


TickerCompany
FRTFederal Realty Investment Trust
SPGSimon Property Group, Inc.
BFSSaul Centers, Inc.
PECOPhillips Edison & Company, Inc.
REGRegency Centers Corporation
ORealty Income Corporation
NTSTNETSTREIT Corp.
UEUrban Edge Properties
KRGKite Realty Group Trust
NNNNational Retail Properties, Inc.
UBAUrstadt Biddle Properties Inc.
SITCSITE Centers Corp.
KIMKimco Realty Corporation

ADC Ownership FAQ


Agree Realty is owned by institutional shareholders (64.57%), insiders (1.82%), and public (33.61%). The largest institutional shareholder of Agree Realty is VANGUARD GROUP INC (14.44% of total shares) and the top mutual fund owner is AMG FUNDS (2.25% of total shares).

Agree Realty's major institutional shareholders are VANGUARD GROUP INC, BLACKROCK INC., PRINCIPAL FINANCIAL GROUP INC, STATE STREET CORP, and CENTERSQUARE INVESTMENT MANAGEMENT LLC. The top five shareholders own together 42.08% of the company's share outstanding.

As of Mar 2024, there are 251 institutional shareholders of Agree Realty.

VANGUARD GROUP INC owns 14.48M shares of Agree Realty, representing 14.44% of the company's total shares outstanding, valued at $827.12M (as of Mar 2024).

As of Mar 2024, BLACKROCK INC holds 13.51M shares of Agree Realty (ADC), compromising 13.47% of the company, valued at $771.62M.

PRINCIPAL FINANCIAL GROUP INC is the third largest holder of Agree Realty. The company owns 5.68M of the company's shares outstanding (worth $324.26M).