Agree Realty Ownership | Who Owns Agree Realty?


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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


TypeName% Inst% Insiders% Retail
StockAgree Realty112.02%1.77%-13.79%
SectorReal Estate Stocks 46.98%8.71%44.31%
IndustryRetail REIT Stocks 47.21%8.26%44.53%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Vanguard group14.55M14.49%$1.03B
Blackrock funding, inc. /de13.36M13.31%$941.24M
Blackrock13.32M13.28%$824.84M
Cohen & steers9.77M9.73%$688.11M
State street5.26M5.09%$372.17M
Principal financial group2.73M2.72%$192.22M
Deutsche bank ag\2.52M2.51%$177.70M
Daiwa securities group2.23M2.22%$157.34M
Invesco2.21M2.20%$155.90M
Centersquare investment management2.20M2.19%$154.80M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Hazelview securities334.95K4.30%$23.59M
Grs advisors509.72K3.54%$35.91M
Heitman real estate securities739.66K3.35%$52.11M
Community bank of raymore44.01K2.44%$3.10M
Csu producer resources8.00K1.86%$563.60K
Leeward investments, llc - ma473.38K1.66%$33.35M
Centersquare investment management2.20M1.63%$154.80M
Scout investments910.89K1.51%$56.42M
Gsi capital advisors38.88K1.45%$2.74M
Cohen & steers9.77M1.30%$688.11M

Top Buyers

HolderShares% AssetsChange
Cohen & steers9.77M1.30%2.94M
Raymond james financial1.44M0.04%1.44M
Millennium management1.17M0.04%1.07M
Invesco2.21M0.03%1.02M
Norges bank693.57K0.01%693.57K

Top Sellers

HolderShares% AssetsChange
Long pond capital, lp---3.03M
Jpmorgan chase1.98M0.01%-1.66M
Principal financial group2.73M0.10%-1.46M
Fmr1.66M0.01%-575.84K
American century companies1.89M0.08%-524.81K

New Positions

HolderShares% AssetsChangeValue
Raymond james financial1.44M0.04%1.44M$101.38M
Norges bank693.57K0.01%693.57K$48.86M
Apg asset management us360.34K0.19%360.34K$25.39M
Hazelview securities334.95K4.30%334.95K$23.59M
Gillson capital lp72.60K0.46%72.60K$5.12M

Sold Out

HolderChange
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


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Mar 31, 20254682.86%119,916,0572.32%1120.82%261-1409.38%
Dec 31, 20244463.48%116,836,7625.69%1130.93%25213.51%127-18.06%
Sep 30, 20244295.41%110,430,4275.92%1101.02%2211.38%15414.07%
Jun 30, 20244011.26%104,212,6555.91%1031.08%213-3.18%1348.94%
Mar 31, 20243967.32%98,395,674-3.49%980.95%2204.27%12311.82%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
Vanguard Real Estate Index Investor3.88M3.53%-65.42K
iShares Core S&P Mid-Cap ETF3.48M3.16%2.28K
Vanguard Total Stock Mkt Idx Inv3.44M3.13%59.09K
Vanguard US Total Market Shares ETF3.21M2.99%1.77K
Vanguard Small Cap Index2.69M2.45%16.42K
Cohen & Steers Real Estate Securities A2.06M1.92%-
Cohen & Steers Real Estate Opportunities2.06M1.92%-
Vanguard Small Cap Value Index Inv1.74M1.58%5.51K
Vanguard Institutional Extnd Mkt Idx Tr1.66M1.51%8.95K
Daiwa US-REIT Open Mother Fund1.51M1.39%713.89K

Recent Insider Transactions


DateNameRoleActivityValue
Apr 08, 2025RAKOLTA JOHN JR-Buy$2.00M
Dec 23, 2024RAKOLTA JOHN JR-Buy$700.70K
Dec 20, 2024RAKOLTA JOHN JR-Buy$1.43M
May 23, 2024RAKOLTA JOHN JR-Buy$594.00K
May 23, 2024RAKOLTA JOHN JR-Buy$592.40K

Insider Transactions Trends


DateBuySell
2025 Q21-
2025 Q1--
2024 Q42-
2024 Q3--
2024 Q23-

ADC Ownership FAQ


Who Owns Agree Realty?

Agree Realty shareholders are primarily institutional investors at 112.02%, followed by 1.77% insiders and -13.79% retail investors. The average institutional ownership in Agree Realty's industry, Retail REIT Stocks , is 47.21%, which Agree Realty exceeds.

Who owns the most shares of Agree Realty?

Agree Realty’s largest shareholders are Vanguard group (14.55M shares, 14.49%), Blackrock funding, inc. /de (13.36M shares, 13.31%), and Blackrock (13.32M shares, 13.28%). Together, they hold 41.08% of Agree Realty’s total shares outstanding.

Does Blackrock own Agree Realty?

Yes, BlackRock owns 13.28% of Agree Realty, totaling 13.32M shares as of Jun 2024. This represents 0.02% of BlackRock's total assets, with a market value of 824.84M$. In the last quarter, BlackRock decreased its holdings by -192K shares, a -1.42% change.

Who is Agree Realty’s biggest shareholder by percentage of total assets invested?

Hazelview securities is Agree Realty’s biggest shareholder by percentage of total assets invested, with 4.30% of its assets in 334.95K Agree Realty shares, valued at 23.59M$.

Who is the top mutual fund holder of Agree Realty shares?

Vanguard Real Estate Index Investor is the top mutual fund holder of Agree Realty shares, with 3.53% of its total shares outstanding invested in 3.88M Agree Realty shares.

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