AGREE REALTY CORP (ADC) Institutional Ownership Changes & 13F Activity
AGREE REALTY CORP (ADC). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include California State Teachers Retirement System, Sixth Street Partners Management Company, L.P., Cohen & Steers, Inc., Zimmer Partners, Lp, and Canada Pension Plan Investment Board.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Parkside Financial Bank & Trust | Buy | +63 | +19.1% | 392 | $29.69K | Q2 2026 | Sep 04, 2026 |
| Brown, Lisle/Cummings, Inc. | Sell | -2 | -12.5% | 14 | $1.06K | Q2 2026 | Sep 02, 2026 |
| California State Teachers Retirement System | Buy | +10,477,120 | +7473.6% | 10,617,309 | $140.18K | Q2 2026 | Aug 24, 2026 |
| Bernard Wealth Management Corp. | Sell | -20 | -4.7% | 403 | $30.52K | Q2 2026 | Aug 21, 2026 |
| Harvest Fund Management Co., Ltd | Sell | -254 | -36.3% | 446 | $34.00K | Q2 2026 | Aug 20, 2026 |
| Beacon Pointe Advisors, Llc | Buy | +6,726 | — | 6,726 | $509.43K | Q2 2026 | Aug 18, 2026 |
| Jdm Financial Group Llc | Buy | +9 | — | 9 | $682.00 | Q2 2026 | Aug 18, 2026 |
| Jefferies Financial Group Inc. | Buy | +523,700 | — | 523,700 | $39.67M | Q2 2026 | Aug 17, 2026 |
| Public Employees Retirement System Of Ohio | Buy | +17,229 | +7.1% | 259,479 | $19.65M | Q2 2026 | Aug 17, 2026 |
| Adelante Capital Management Llc | Sell | -9,972 | -2.3% | 430,209 | $32.58M | Q2 2026 | Aug 17, 2026 |
| Integrated Investment Consultants, Llc | Buy | +5,579 | — | 5,579 | $422.55K | Q2 2026 | Aug 17, 2026 |
| Pure Financial Advisors, Llc | Sell | -809 | -17.5% | 3,814 | $288.87K | Q2 2026 | Aug 17, 2026 |
| United Capital Financial Advisors, Llc | Buy | +143 | +2.2% | 6,586 | $498.82K | Q2 2026 | Aug 17, 2026 |
| Transamerica Financial Advisors, Llc | Sell | -10 | -1.7% | 588 | $44.71K | Q2 2026 | Aug 17, 2026 |
| Sixth Street Partners Management Company, L.P. | Buy | +2,196,532 | — | 2,196,532 | $166.37M | Q2 2026 | Aug 14, 2026 |
| Cohen & Steers, Inc. | Sell | -1,460,930 | -8.2% | 16,403,414 | $1.24B | Q2 2026 | Aug 14, 2026 |
| Zimmer Partners, Lp | Sell | -1,453,114 | -44.1% | 1,843,300 | $139.61M | Q2 2026 | Aug 14, 2026 |
| Canada Pension Plan Investment Board | Buy | +1,221,720 | — | 1,221,720 | $92.53M | Q2 2026 | Aug 14, 2026 |
| Two Sigma Investments, Lp | Sell | -506,635 | -12.5% | 3,535,058 | $267.75M | Q2 2026 | Aug 14, 2026 |
| Engineers Gate Manager Lp | Sell | -501,365 | -84.8% | 90,181 | $6.83M | Q2 2026 | Aug 14, 2026 |
| Millennium Management Llc | Buy | +484,191 | +44.1% | 1,582,623 | $119.87M | Q2 2026 | Aug 14, 2026 |
| Tudor Investment Corp Et Al | Buy | +421,026 | +137.8% | 726,478 | $55.02M | Q2 2026 | Aug 14, 2026 |
| Heitman Real Estate Securities Llc | Buy | +417,582 | +260.3% | 578,024 | $43.78M | Q2 2026 | Aug 14, 2026 |
| Qube Research & Technologies Ltd | Buy | +397,295 | +114.9% | 742,961 | $56.27M | Q2 2026 | Aug 14, 2026 |
| D. E. Shaw & Co., Inc. | Buy | +291,828 | +85.5% | 633,290 | $47.97M | Q2 2026 | Aug 14, 2026 |
| Balyasny Asset Management L.P. | Buy | +236,282 | +111.2% | 448,806 | $33.99M | Q2 2026 | Aug 14, 2026 |
| Schonfeld Strategic Advisors Llc | Sell | -222,806 | -54.7% | 184,221 | $13.95M | Q2 2026 | Aug 14, 2026 |
| Voloridge Investment Management, Llc | Sell | -210,304 | -27.6% | 550,706 | $41.71M | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Buy | +201,999 | +13.2% | 1,728,560 | $130.92M | Q2 2026 | Aug 14, 2026 |
| Alyeska Investment Group, L.P. | Sell | -199,222 | -32.8% | 408,571 | $30.95M | Q2 2026 | Aug 14, 2026 |
Frequently asked questions about ADC activity
Which institutional owners are buying ADC?
Institutional owners buying ADC include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in ADC activity?
"Buy" means an investor increased their reported position in ADC compared to the prior reporting period. This reflects growing exposure to AGREE REALTY CORP (ADC) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in ADC increasing?
Institutional interest in ADC can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.
Related ADC Institutional Insights
- ADC Overview
- ADC 13F Institutional Holders
- ADC Top Institutional Shareholders
- 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
- ADC Articles
- Top Institutional Investor Stock Rankings