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Who Owns Agree Realty Corp

Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in Agree Realty Corp.

Who crossed 5% of ADC →
Managers holding
14
as of 2026-09-30
Reported value
$2.3M
summed across filings
Shares held
34.4K
Added vs trimmed
4 / 4
since each filer's last quarter

Positions as of 2026-09-30

Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.

ManagerValue
Applied Capital LLC/FLCOM10.9K shheld$727.7K
Farther Finance Advisors, LLCREIT7.2K shadded$478.3K
CoreCap Advisors, LLCREIT4.2K shtrimmed$281.5K
GAMMA Investing LLCREIT3.9K shtrimmed$258.7K
Central Pacific Bank - Trust DivisionCOM3.3K shadded$222.7K
Legacy Wealth Asset Management, LLCCOM3K shadded$202.1K
MassMutual Private Wealth & Trust, FSBClosed-end REIT573 shtrimmed$38.3K
Wealth Enhancement Trust Services, Inc.COM473 sh—$31.6K
ELEVATION WEALTH PARTNERS, LLCCOM430 shadded$28.7K
EASTERN BANKCOM208 shheld$13.9K
Rosenberg Matthew HamiltonREIT123 shheld$8.2K
MJT & Associates Financial Advisory Group, Inc.REIT40 shheld$2.7K
GILPIN WEALTH MANAGEMENT, LLCCOM37 sh—$2.5K
Retirement Wealth Solutions LLCCOM9 shtrimmed$602

Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.

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