AGREE REALTY CORP (ADC) Institutional Ownership
ADC is currently held by 1 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $789,078 based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026.
The largest disclosed holder is Sequoia Financial Advisors, which reported ownership valued at approximately $789,078 in its March 31, 2026 13F filing. Based on current market prices and the latest disclosed share count, Sequoia Financial Advisors's ADC position is now estimated to be worth approximately $772,643.08, representing an estimated loss of -2.08% since the filing period.
Major shareholders tracked on this page include Sequoia Financial Advisors, and other prominent asset managers. Collectively, these investors account for approximately 100% of the total disclosed value among the investors covered in this analysis.
This page tracks institutional ownership trends, hedge fund exposure, portfolio concentration, historical 13F filings, and estimated holding performance to help investors analyze smart money sentiment toward AGREE REALTY CORP (ADC).
Institutional Ownership Trend
| Portfolio quarter | Institutional holders | Total reported value | Total shares |
|---|---|---|---|
| Q1 2026 | 1 | $789,078 | 10,468 |
| Q4 2025 | 1 | $868,106 | 12,052 |
| Q3 2025 | 1 | $525,554 | 7,398 |
| Q2 2025 | 1 | $1,313,692 | 17,981 |
| Q1 2025 | 1 | $365,032 | 4,729 |
| Q4 2024 | 2 | $2,859,566 | 40,590 |
| Q3 2024 | 1 | $333,034 | 4,421 |
| Q2 2024 | 2 | $9,590,109 | 154,829 |
| Q1 2024 | 2 | $405,495 | 94,012 |
| Q4 2023 | 2 | $427,677 | 85,615 |
| Q3 2023 | 2 | $366,303 | 19,718 |
| Q2 2023 | 2 | $442,272 | 220,150 |
Related ADC Institutional Insights:
- ADC Institutional Ownership & Insiders Activity
- ADC Institutional Ownership & 13F Activity
- ADC Top Institutional Shareholders
- ADC Institutional Buying Activity
- ADC Institutional Selling Activity
- Real Estate Sector Institutional Ownership
- Real Estate Sector Portfolio Overlap
- Institutional Portfolio Overlap & Shared Holdings
- Most Bought Real Estate Stocks By Institutional Investors
- Most Sold Real Estate Stocks By Institutional Investors
- ADC Insider Trading & SEC Form 4 Activity
- Top Institutional Investor Stock Rankings