Agree Realty Ownership | Who Owns Agree Realty?
Agree Realty Ownership Summary
Agree Realty is owned by 112.02% institutional investors, 1.77% 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 3.53% of its assets in Agree Realty shares.
ADC Ownership Benchmark
Type | Name | % Inst | % Insiders | % Retail |
---|---|---|---|---|
Stock | Agree Realty | 112.02% | 1.77% | -13.79% |
Sector | Real Estate Stocks | 46.98% | 8.71% | 44.31% |
Industry | Retail REIT Stocks | 47.21% | 8.26% | 44.53% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
Holder | Shares | % Holding | Value |
---|---|---|---|
Vanguard group | 14.55M | 14.49% | $1.03B |
Blackrock funding, inc. /de | 13.36M | 13.31% | $941.24M |
Blackrock | 13.32M | 13.28% | $824.84M |
Cohen & steers | 9.77M | 9.73% | $688.11M |
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 |
Daiwa securities group | 2.23M | 2.22% | $157.34M |
Invesco | 2.21M | 2.20% | $155.90M |
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 | 509.72K | 3.54% | $35.91M |
Heitman real estate securities | 739.66K | 3.35% | $52.11M |
Community bank of raymore | 44.01K | 2.44% | $3.10M |
Csu producer resources | 8.00K | 1.86% | $563.60K |
Leeward investments, llc - ma | 473.38K | 1.66% | $33.35M |
Centersquare investment management | 2.20M | 1.63% | $154.80M |
Scout investments | 910.89K | 1.51% | $56.42M |
Gsi capital advisors | 38.88K | 1.45% | $2.74M |
Cohen & steers | 9.77M | 1.30% | $688.11M |
Top Buyers
Holder | Shares | % Assets | Change |
---|---|---|---|
Cohen & steers | 9.77M | 1.30% | 2.94M |
Raymond james financial | 1.44M | 0.04% | 1.44M |
Millennium management | 1.17M | 0.04% | 1.07M |
Invesco | 2.21M | 0.03% | 1.02M |
Norges bank | 693.57K | 0.01% | 693.57K |
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 |
Fmr | 1.66M | 0.01% | -575.84K |
American century companies | 1.89M | 0.08% | -524.81K |
New Positions
Holder | Shares | % Assets | Change | Value |
---|---|---|---|---|
Raymond james financial | 1.44M | 0.04% | 1.44M | $101.38M |
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 |
Gillson capital lp | 72.60K | 0.46% | 72.60K | $5.12M |
Sold Out
Holder | Change |
---|---|
Harbor investment advisory | -1.00 |
Colonial trust advisors | -7.00 |
Fortitude family office | -11.00 |
Hhm wealth advisors | -13.00 |
Horizon investments | -16.00 |
Institutional Ownership Trends
Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
---|---|---|---|---|---|---|---|---|---|---|
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% |
Mar 31, 2024 | 396 | 7.32% | 98,395,674 | -3.49% | 98 | 0.95% | 220 | 4.27% | 123 | 11.82% |
Top Mutual Funds Shareholders
Holder | Shares | % Holding | Change |
---|---|---|---|
Vanguard Real Estate Index Investor | 3.88M | 3.53% | -65.42K |
iShares Core S&P Mid-Cap ETF | 3.48M | 3.16% | 2.28K |
Vanguard Total Stock Mkt Idx Inv | 3.44M | 3.13% | 59.09K |
Vanguard US Total Market Shares ETF | 3.21M | 2.99% | 1.77K |
Vanguard Small Cap Index | 2.69M | 2.45% | 16.42K |
Cohen & Steers Real Estate Securities A | 2.06M | 1.92% | - |
Cohen & Steers Real Estate Opportunities | 2.06M | 1.92% | - |
Vanguard Small Cap Value Index Inv | 1.74M | 1.58% | 5.51K |
Vanguard Institutional Extnd Mkt Idx Tr | 1.66M | 1.51% | 8.95K |
Daiwa US-REIT Open Mother Fund | 1.51M | 1.39% | 713.89K |
Recent Insider Transactions
Date | Name | Role | Activity | Value |
---|---|---|---|---|
Apr 08, 2025 | RAKOLTA JOHN JR | - | Buy | $2.00M |
Dec 23, 2024 | RAKOLTA JOHN JR | - | Buy | $700.70K |
Dec 20, 2024 | RAKOLTA JOHN JR | - | Buy | $1.43M |
May 23, 2024 | RAKOLTA JOHN JR | - | Buy | $594.00K |
May 23, 2024 | RAKOLTA JOHN JR | - | Buy | $592.40K |
Insider Transactions Trends
Date | Buy | Sell |
---|---|---|
2025 Q2 | 1 | - |
2025 Q1 | - | - |
2024 Q4 | 2 | - |
2024 Q3 | - | - |
2024 Q2 | 3 | - |
ADC Ownership FAQ
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