ADC
Agree Realty Corporation · Real Estate · REIT - Retail
Momentum inputs (comparable managers):
holder breadth +6.2% ·
share flow +2.8% ·
net new positions +5.9%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 120 | -1 | 88.41M | $6.70B | +6 | −8 |
| 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 | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (passive) | 15.32M | — | $1.12B | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 2 | BlackRock ✦ (passive) | 15.27M | — | $1.12B | 0.0% | n/c | 1 | SEC ↗ ×18 |
| 3 | State Street Global Advisors ✦ (passive) | 5.76M | +7.1% | $422.63M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Geode Capital Management ✦ (passive) | 2.68M | +6.8% | $205.49M | 0.0% | ▲ Add | 5 | SEC ↗ ×2 |
| 5 | Two Sigma Investments ✦ | 1.81M | +20.7% | $132.06M | 0.2% | ▲ Add | 5 | SEC ↗ |
| 6 | Millennium Management ✦ | 935.32K | +7.3% | $68.33M | 0.1% | ▲ Add | 5 | SEC ↗ |
| 7 | Norges Bank ✦ (passive) | 890.09K | +46.1% | $65.03M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 8 | Citadel Advisors ✦ | 735.15K | +143.3% | $53.71M | 0.0% | ▲ Add | 5 | SEC ↗ ×2 |
| 9 | D. E. Shaw & Co. ✦ | 575.73K | +35.1% | $42.06M | 0.0% | ▲ Add | 5 | SEC ↗ ×2 |
| 10 | Wellington Management ✦ | 542.68K | -46.6% | $39.65M | 0.0% | ▼ Trim | 5 | SEC ↗ ×4 |
| 11 | AQR Capital Management ✦ | 327.75K | +17.0% | $23.68M | 0.0% | ▲ Add | 5 | SEC ↗ ×4 |
| 12 | T. Rowe Price ✦ | 266.01K | -39.1% | $19.44M | 0.0% | ▼ Trim | 5 | SEC ↗ ×2 |
| 13 | Gotham Asset Management ✦ | 83.41K | +257.3% | $6.09M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Fisher Asset Management ✦ | 48.07K | -53.8% | $3.51M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 15 | Arrowstreet Capital ✦ | 25.66K | New | $1.87M | 0.0% | New | 1 | SEC ↗ |
| 16 | Point72 Asset Management ✦ | 24.66K | +303.6% | $1.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Fidelity (FMR) ✦ | 21.17K | — | $1.55M | 0.0% | n/c | 1 | SEC ↗ ×3 |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Arrowstreet Capital | $1.87M | 0.0% |
Exited
| No tracked exits this quarter. |
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.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Open-market purchases (P)
Officer · CHIEF GROWTH OFFICER · 1.00K sh @ 67.55 · $67,550
Officer, Director · PRESIDENT & CEO · 7.36K sh @ 68.06 · $500,922
Director · 20.00K sh @ 68.78 · $1.38M
Director · 10.00K sh @ 72.42 · $724,200
Director · 136 sh @ 73.52 · $9,999
Director · 20.00K sh @ 73.23 · $1.46M
Open-market sales (S)
No open-market insider sales in our coverage window.
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology