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Security record · archived quarter

ADC

Agree Realty Corporation · Real Estate · REIT - Retail

74.24 -0.1% mkt cap $8.92B quote delayed (FMP) · as of Aug 26 15:08 UTC — separate from filing data below

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
14Tracked holders
+1Δ holders
12.80MShares held
$902.97MReported value
+2New positions
−1Exits
Strongly Rising Conviction score 65/100 2 quarters of rising tracked shares ●●○○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +7.7% · share flow +20.4% · net new positions +7.1%formula
Broad accumulation — rising shares across more holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2024

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 122 -1 88.51M $6.71B +6 −6
Q1 2026 125 -7 83.80M $6.32B +1 −9
Q4 2025 131 +1 90.67M $6.53B +2
Q3 2025 18 -1 51.17M $3.64B −2
Q2 2025 17 +1 45.32M $3.32B +1
Q1 2025 13 -1 13.47M $1.05B +2 −3
Q4 2024 14 +1 12.80M $902.97M +2 −1
Q3 2024 12 0 5.37M $403.95M +1 −1
Q2 2024 12 5.28M $326.98M
Holder count
Who holds it · Q4 2024
#ManagerSharesΔ sharesValueTheir weightHeld
1 State Street Global Advisors (passive) 5.26M $372.17M 0.0% n/c 1 SEC ↗
2 Geode Capital Management (passive) 2.13M +2.8% $150.26M 0.0% ▲ Add 3 SEC ↗
3 Geode Capital Management (passive) 2.13M +2.8% $150.26M 0.0% ▲ Add 3 SEC ↗
4 Millennium Management 1.17M +1036.9% $82.52M 0.1% ▲ Add 3 SEC ↗
5 Two Sigma Investments 928.03K +16.8% $65.38M 0.2% ▲ Add 3 SEC ↗
6 Norges Bank (passive) 693.57K +9.5% $48.86M 0.0% ▲ Add 3 SEC ↗
7 Wellington Management 590.85K +664.6% $41.63M 0.0% ▲ Add 3 SEC ↗
8 Wellington Management 590.85K +664.6% $41.63M 0.0% ▲ Add 3 SEC ↗
9 Wellington Management 590.85K +664.6% $41.63M 0.0% ▲ Add 3 SEC ↗
10 Wellington Management 590.85K +664.6% $41.63M 0.0% ▲ Add 3 SEC ↗
11 T. Rowe Price 427.97K +3.0% $30.15M 0.0% ▲ Add 3 SEC ↗
12 T. Rowe Price 427.97K +3.0% $30.15M 0.0% ▲ Add 3 SEC ↗
13 D. E. Shaw & Co. 412.93K +78.4% $29.09M 0.0% ▲ Add 3 SEC ↗
14 AQR Capital Management 279.93K -32.8% $19.69M 0.0% ▼ Trim 3 SEC ↗
15 AQR Capital Management 279.93K -32.8% $19.69M 0.0% ▼ Trim 3 SEC ↗
16 AQR Capital Management 279.93K -32.8% $19.69M 0.0% ▼ Trim 3 SEC ↗
17 AQR Capital Management 279.93K -32.8% $19.69M 0.0% ▼ Trim 3 SEC ↗
18 Citadel Advisors 267.42K +129.8% $18.84M 0.0% ▲ Add 3 SEC ↗
19 Citadel Advisors 267.42K +129.8% $18.84M 0.0% ▲ Add 3 SEC ↗
20 Marshall Wace 261.97K +30.2% $18.46M 0.0% ▲ Add 3 SEC ↗
21 Soros Fund Management 215.00K New $15.15M 0.4% New 1 SEC ↗
22 Fisher Asset Management 117.06K 0.0% $8.25M 0.0% ▲ Add 3 SEC ↗
23 Renaissance Technologies 36.00K New $2.54M 0.0% New 1 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

Soros Fund Management $15.15M 0.4%
Renaissance Technologies $2.54M 0.0%

Exited

Arrowstreet Capital $13.91M was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 495 holders, 136.60M shares, $8.65B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.

Beneficial ownership
Aug 14 SC 13G/A — COHEN & STEERS, INC.

View original SEC filing ↗

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q4 2024 · Methodology · Get this via the API