Agree Realty Ownership | Who Owns Agree Realty?
Agree Realty Ownership Summary
Agree Realty is owned by 116.48% institutional investors, 1.79% insiders. Vanguard group is the largest institutional shareholder, holding 14.49% of ADC shares. Vanguard Real Estate Index Investor is the top mutual fund, with 3.60% of its assets in Agree Realty shares.
ADC Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Agree Realty | 116.48% | 1.79% | -18.27% |
| Sector | Real Estate Stocks | 70.14% | 9.14% | 20.72% |
| Industry | Retail REIT Stocks | 82.88% | 8.28% | 8.83% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 14.55M | 14.49% | $1.03B |
| Blackrock funding, inc. /de | 15.27M | 14.27% | $1.12B |
| Blackrock | 13.32M | 13.28% | $824.84M |
| Cohen & steers | 12.39M | 11.57% | $905.22M |
| State street | 5.26M | 5.09% | $372.17M |
| Principal financial group | 2.73M | 2.72% | $192.22M |
| Deutsche bank ag\ | 2.52M | 2.51% | $177.70M |
| Invesco | 2.21M | 2.20% | $155.90M |
| Daiwa securities group | 2.35M | 2.19% | $171.47M |
| Centersquare investment management | 2.20M | 2.19% | $154.80M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Hazelview securities | 334.95K | 4.30% | $23.59M |
| Grs advisors | 386.45K | 2.71% | $28.23M |
| Hgi capital management | 26.18K | 2.59% | $1.91M |
| Adelante capital management | 427.61K | 2.30% | $31.24M |
| Community bank of raymore | 39.72K | 1.95% | $2.82M |
| Heitman real estate securities | 362.82K | 1.88% | $26.51M |
| Csu producer resources | 8.00K | 1.83% | $584.48K |
| Leeward investments, llc - ma | 473.38K | 1.66% | $33.35M |
| Cohen & steers | 12.39M | 1.66% | $905.22M |
| Centersquare investment management | 2.20M | 1.63% | $154.80M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Cohen & steers | 12.39M | 1.66% | 2.52M |
| Blackrock funding, inc. /de | 15.27M | 0.02% | 2.28M |
| Millennium management | 1.17M | 0.04% | 1.07M |
| Invesco | 2.21M | 0.03% | 1.02M |
| Westwood group | 894.83K | 0.57% | 894.83K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Long pond capital, lp | - | - | -3.03M |
| Jpmorgan chase | 1.98M | 0.01% | -1.66M |
| Principal financial group | 2.73M | 0.10% | -1.46M |
| American century companies | 854.62K | 0.03% | -896.41K |
| Cbre investment management listed real assets | - | - | -821.09K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Westwood group | 894.83K | 0.57% | 894.83K | $65.38M |
| Norges bank | 693.57K | 0.01% | 693.57K | $48.86M |
| Apg asset management us | 360.34K | 0.19% | 360.34K | $25.39M |
| Hazelview securities | 334.95K | 4.30% | 334.95K | $23.59M |
| Ghisallo capital management | 250.00K | 0.49% | 250.00K | $18.27M |
Sold Out
| Holder | Change |
|---|---|
| Harbor investment advisory | -1.00 |
| Psi advisors | -1.00 |
| Cibc private wealth group | -2.00 |
| Perkins coie trust | -3.00 |
| Dunhill financial | -6.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2025 | 471 | -0.63% | 124,684,856 | 3.67% | 116 | 0.92% | 273 | 2.63% | 144 | 2.86% |
| Mar 31, 2025 | 468 | 2.86% | 119,916,057 | 2.32% | 112 | 0.82% | 261 | - | 140 | 9.38% |
| Dec 31, 2024 | 446 | 3.48% | 116,836,762 | 5.69% | 113 | 0.93% | 252 | 13.51% | 127 | -18.06% |
| Sep 30, 2024 | 429 | 5.41% | 110,430,427 | 5.92% | 110 | 1.02% | 221 | 1.38% | 154 | 14.07% |
| Jun 30, 2024 | 401 | 1.26% | 104,212,655 | 5.91% | 103 | 1.08% | 213 | -3.18% | 134 | 8.94% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Real Estate Index Investor | 3.99M | 3.60% | 4.20K |
| iShares Core S&P Mid-Cap ETF | 3.57M | 3.23% | - |
| Vanguard Total Stock Mkt Idx Inv | 3.46M | 3.13% | -73.43K |
| Vanguard US Total Market Shares ETF | 3.21M | 2.99% | 1.77K |
| Vanguard Small Cap Index | 2.67M | 2.41% | -17.08K |
| Cohen & Steers Real Estate Securities A | 2.41M | 2.19% | 351.13K |
| Cohen & Steers Real Estate Opportunities | 2.41M | 2.19% | 351.13K |
| Vanguard Small Cap Value Index Inv | 1.72M | 1.55% | 4.57K |
| Cohen & Steers Realty Shares L | 1.67M | 1.52% | 786.63K |
| Cohen & Steers Instl Realty Shares | 1.66M | 1.51% | 674.72K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Oct 07, 2025 | RAKOLTA JOHN JR | - | Buy | $1.77M |
| Oct 03, 2025 | Erlich Craig | CHIEF GROWTH OFFICER | Buy | $25.50K |
| Oct 02, 2025 | Agree Joey | PRESIDENT & CEO | Buy | $249.18K |
| Sep 05, 2025 | Lehmkuhl Greg | - | Buy | $54.63K |
| Aug 14, 2025 | Agree Joey | PRESIDENT & CEO | Buy | $151.37K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q4 | 3 | - |
| 2025 Q3 | 4 | - |
| 2025 Q2 | 2 | - |
| 2025 Q1 | - | - |
| 2024 Q4 | 2 | - |
ADC Ownership FAQ
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