ADC
Agree Realty Corporation · Real Estate · REIT - Retail
Señales de momentum (gestores comparables):
amplitud de titulares -5.3% ·
flujo de acciones +2.6% ·
nuevas posiciones netas -11.1%
— fórmula
Acumulación concentrada — aumento de acciones entre menos titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q3 2025
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| 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 | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (pasivo) | 16.06M | +5.2% | $1.14B | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | BlackRock ✦ (pasivo) | 16.06M | +5.2% | $1.14B | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | BlackRock ✦ (pasivo) | 16.06M | +5.2% | $1.14B | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | BlackRock ✦ (pasivo) | 16.06M | +5.2% | $1.14B | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | BlackRock ✦ (pasivo) | 16.06M | +5.2% | $1.14B | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | BlackRock ✦ (pasivo) | 16.06M | +5.2% | $1.14B | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | BlackRock ✦ (pasivo) | 16.06M | +5.2% | $1.14B | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | BlackRock ✦ (pasivo) | 16.06M | +5.2% | $1.14B | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | BlackRock ✦ (pasivo) | 16.06M | +5.2% | $1.14B | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | BlackRock ✦ (pasivo) | 16.06M | +5.2% | $1.14B | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | BlackRock ✦ (pasivo) | 16.06M | +5.2% | $1.14B | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | BlackRock ✦ (pasivo) | 16.06M | +5.2% | $1.14B | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | BlackRock ✦ (pasivo) | 16.06M | +5.2% | $1.14B | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | BlackRock ✦ (pasivo) | 16.06M | +5.2% | $1.14B | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | BlackRock ✦ (pasivo) | 16.06M | +5.2% | $1.14B | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | BlackRock ✦ (pasivo) | 16.06M | +5.2% | $1.14B | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | BlackRock ✦ (pasivo) | 16.06M | +5.2% | $1.14B | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | The Vanguard Group ✦ (pasivo) | 15.65M | +2.1% | $1.11B | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | The Vanguard Group ✦ (pasivo) | 15.65M | +2.1% | $1.11B | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | The Vanguard Group ✦ (pasivo) | 15.65M | +2.1% | $1.11B | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | The Vanguard Group ✦ (pasivo) | 15.65M | +2.1% | $1.11B | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | The Vanguard Group ✦ (pasivo) | 15.65M | +2.1% | $1.11B | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | State Street Global Advisors ✦ (pasivo) | 5.79M | +0.5% | $412.95M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 24 | JPMorgan Chase ✦ | 4.03M | — | $286.54M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | JPMorgan Chase ✦ | 4.03M | — | $286.54M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | JPMorgan Chase ✦ | 4.03M | — | $286.54M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | JPMorgan Chase ✦ | 4.03M | — | $286.54M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | JPMorgan Chase ✦ | 4.03M | — | $286.54M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | JPMorgan Chase ✦ | 4.03M | — | $286.54M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | JPMorgan Chase ✦ | 4.03M | — | $286.54M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | JPMorgan Chase ✦ | 4.03M | — | $286.54M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | JPMorgan Chase ✦ | 4.03M | — | $286.54M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | JPMorgan Chase ✦ | 4.03M | — | $286.54M | 0.0% | n/c | 1 | SEC ↗ |
| 34 | JPMorgan Chase ✦ | 4.03M | — | $286.54M | 0.0% | n/c | 1 | SEC ↗ |
| 35 | JPMorgan Chase ✦ | 4.03M | — | $286.54M | 0.0% | n/c | 1 | SEC ↗ |
| 36 | JPMorgan Chase ✦ | 4.03M | — | $286.54M | 0.0% | n/c | 1 | SEC ↗ |
| 37 | JPMorgan Chase ✦ | 4.03M | — | $286.54M | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Geode Capital Management ✦ (pasivo) | 2.39M | -10.7% | $169.99M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 39 | Geode Capital Management ✦ (pasivo) | 2.39M | -10.7% | $169.99M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 40 | Two Sigma Investments ✦ | 1.73M | -4.5% | $122.57M | 0.2% | ▼ Trim | 6 | SEC ↗ |
| 41 | Citadel Advisors ✦ | 1.64M | +123.6% | $116.77M | 0.1% | ▲ Add | 6 | SEC ↗ |
| 42 | Citadel Advisors ✦ | 1.64M | +123.6% | $116.77M | 0.1% | ▲ Add | 6 | SEC ↗ |
| 43 | Millennium Management ✦ | 1.26M | +35.0% | $89.70M | 0.1% | ▲ Add | 6 | SEC ↗ |
| 44 | Morgan Stanley ✦ | 1.19M | — | $84.43M | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Morgan Stanley ✦ | 1.19M | — | $84.43M | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Morgan Stanley ✦ | 1.19M | — | $84.43M | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Morgan Stanley ✦ | 1.19M | — | $84.43M | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Morgan Stanley ✦ | 1.19M | — | $84.43M | 0.0% | n/c | 1 | SEC ↗ |
| 49 | Morgan Stanley ✦ | 1.19M | — | $84.43M | 0.0% | n/c | 1 | SEC ↗ |
| 50 | Morgan Stanley ✦ | 1.19M | — | $84.43M | 0.0% | n/c | 1 | SEC ↗ |
| 51 | Morgan Stanley ✦ | 1.19M | — | $84.43M | 0.0% | n/c | 1 | SEC ↗ |
| 52 | Morgan Stanley ✦ | 1.19M | — | $84.43M | 0.0% | n/c | 1 | SEC ↗ |
| 53 | Morgan Stanley ✦ | 1.19M | — | $84.43M | 0.0% | n/c | 1 | SEC ↗ |
| 54 | AQR Capital Management ✦ | 349.79K | +6.7% | $24.63M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 55 | AQR Capital Management ✦ | 349.79K | +6.7% | $24.63M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 56 | AQR Capital Management ✦ | 349.79K | +6.7% | $24.63M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 57 | AQR Capital Management ✦ | 349.79K | +6.7% | $24.63M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 58 | T. Rowe Price ✦ | 271.65K | +2.1% | $19.30M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 59 | T. Rowe Price ✦ | 271.65K | +2.1% | $19.30M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 60 | D. E. Shaw & Co. ✦ | 249.34K | -56.7% | $17.71M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 61 | D. E. Shaw & Co. ✦ | 249.34K | -56.7% | $17.71M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 62 | Goldman Sachs Group ✦ | 247.51K | — | $17.58M | 0.0% | n/c | 1 | SEC ↗ |
| 63 | Goldman Sachs Group ✦ | 247.51K | — | $17.58M | 0.0% | n/c | 1 | SEC ↗ |
| 64 | Gotham Asset Management ✦ | 158.09K | +89.5% | $11.23M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 65 | Wellington Management ✦ | 62.55K | -88.5% | $4.44M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 66 | Fisher Asset Management ✦ | 48.00K | -0.1% | $3.41M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 67 | Fidelity (FMR) ✦ | 25.40K | +20.0% | $1.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 68 | Fidelity (FMR) ✦ | 25.40K | +20.0% | $1.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 69 | Fidelity (FMR) ✦ | 25.40K | +20.0% | $1.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 70 | Point72 Asset Management ✦ | 15.43K | -37.4% | $1.10M | 0.0% | ▼ Trim | 3 | SEC ↗ |
«Su ponderación» = la participación de la posición en el valor de renta variable 13F declarado por ese gestor — la medida de convicción. ✦ = gestor seleccionado.
Nuevos compradores
| Sin nuevos compradores rastreados este trimestre. |
Posición cerrada
| Norges Bank | $65.03M | era 0.0% |
| Arrowstreet Capital | $1.87M | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 495 tenedores, 136.60M acciones, $8.65B declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.