Agree Realty Ownership | Who Owns Agree Realty?

Overview Forecast RevenueFinancials Chart Transcripts

Agree Realty Ownership Summary

Agree Realty is owned by 113.06% institutional investors, 3.04% insiders. Vanguard group is the largest institutional shareholder, holding 14.49% of ADC shares. Vanguard Real Estate Index Investor is the top mutual fund, with 3.69% of its assets in Agree Realty shares.

ADC Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Agree Realty	113.06%	3.04%	-16.10%
Sector	Real Estate Stocks	55.70%	8.24%	36.06%
Industry	Retail REIT Stocks	68.11%	8.29%	23.61%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Vanguard group	14.55M	14.49%	$1.03B
Blackrock funding, inc. /de	13.36M	13.31%	$941.24M
Blackrock	13.32M	13.28%	$824.84M
Cohen & steers	9.77M	9.73%	$688.11M
State street	5.26M	5.09%	$372.17M
Long pond capital, lp	3.03M	3.02%	$213.41M
Principal financial group	2.73M	2.72%	$192.22M
Deutsche bank ag\	2.52M	2.51%	$177.70M
Daiwa securities group	2.23M	2.22%	$157.34M
Invesco	2.21M	2.20%	$155.90M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Long pond capital, lp	3.03M	10.83%	$213.41M
Hazelview securities	334.95K	4.30%	$23.59M
Grs advisors	509.72K	3.54%	$35.91M
Heitman real estate securities	739.66K	3.35%	$52.11M
Waterfront capital partners	253.47K	3.28%	$17.86M
Community bank of raymore	44.01K	2.44%	$3.10M
Csu producer resources	8.00K	1.86%	$563.60K
Leeward investments, llc - ma	473.38K	1.66%	$33.35M
Centersquare investment management	2.20M	1.63%	$154.80M
Scout investments	910.89K	1.51%	$56.42M

Top Buyers

Holder	Shares	% Assets	Change
Cohen & steers	9.77M	1.30%	2.94M
Raymond james financial	1.44M	0.04%	1.44M
Millennium management	1.17M	0.04%	1.07M
Invesco	2.21M	0.03%	1.02M
Norges bank	693.57K	0.01%	693.57K

Top Sellers

Holder	Shares	% Assets	Change
Jpmorgan chase	1.98M	0.01%	-1.66M
Principal financial group	2.73M	0.10%	-1.46M
Fmr	1.66M	0.01%	-575.84K
American century companies	1.89M	0.08%	-524.81K
Centersquare investment management	2.20M	1.63%	-341.01K

New Positions

Holder	Shares	% Assets	Change	Value
Raymond james financial	1.44M	0.04%	1.44M	$101.38M
Norges bank	693.57K	0.01%	693.57K	$48.86M
Apg asset management us	360.34K	0.19%	360.34K	$25.39M
Hazelview securities	334.95K	4.30%	334.95K	$23.59M
Soros fund management	215.00K	0.23%	215.00K	$15.15M

Sold Out

Holder	Change
Harbor investment advisory	-1.00
Colonial trust advisors	-7.00
Horizon investments	-16.00
Opal wealth advisors	-29.00
National bank of canada /fi/	-35.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Dec 31, 2024	446	3.48%	116,836,762	5.69%	113	0.93%	252	13.51%	127	-18.06%
Sep 30, 2024	429	5.41%	110,430,427	5.92%	110	1.02%	221	1.38%	154	14.07%
Jun 30, 2024	401	1.26%	104,212,655	5.91%	103	1.08%	213	-3.18%	134	8.94%
Mar 31, 2024	396	7.32%	98,395,674	-3.49%	98	0.95%	220	4.27%	123	11.82%
Dec 31, 2023	369	-1.07%	101,958,299	7.97%	101	1.08%	211	8.21%	110	-5.17%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard Real Estate Index Investor	3.96M	3.69%	64.41K
iShares Core S&P Mid-Cap ETF	3.50M	3.26%	6.10K
Vanguard Total Stock Mkt Idx Inv	3.26M	3.04%	9.70K
Vanguard US Total Market Shares ETF	3.21M	2.99%	1.77K
Vanguard Small Cap Index	2.64M	2.46%	2.19K
Cohen & Steers Real Estate Securities A	2.06M	1.90%	-
Cohen & Steers Real Estate Opportunities	2.06M	1.90%	-
Vanguard Small Cap Value Index Inv	1.74M	1.62%	-5.97K
Vanguard Institutional Extnd Mkt Idx Tr	1.57M	1.47%	5.13K
Daiwa US-REIT Open Mother Fund	1.51M	1.39%	713.89K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Apr 08, 2025	RAKOLTA JOHN JR	-	Buy	$2.00M
Dec 23, 2024	RAKOLTA JOHN JR	-	Buy	$700.70K
Dec 20, 2024	RAKOLTA JOHN JR	-	Buy	$1.43M
May 23, 2024	RAKOLTA JOHN JR	-	Buy	$594.00K
May 23, 2024	RAKOLTA JOHN JR	-	Buy	$592.40K

Insider Transactions Trends

Date	Buy	Sell
2025 Q2	1	-
2025 Q1	-	-
2024 Q4	2	-
2024 Q3	-	-
2024 Q2	3	-

ADC Ownership FAQ

Who Owns Agree Realty?

Agree Realty shareholders are primarily institutional investors at 113.06%, followed by 3.04% insiders and -16.10% retail investors. The average institutional ownership in Agree Realty's industry, Retail REIT Stocks , is 68.11%, which Agree Realty exceeds.

Who owns the most shares of Agree Realty?

Agree Realty’s largest shareholders are Vanguard group (14.55M shares, 14.49%), Blackrock funding, inc. /de (13.36M shares, 13.31%), and Blackrock (13.32M shares, 13.28%). Together, they hold 41.08% of Agree Realty’s total shares outstanding.

Does Blackrock own Agree Realty?

Yes, BlackRock owns 13.28% of Agree Realty, totaling 13.32M shares as of Jun 2024. This represents 0.02% of BlackRock's total assets, with a market value of 824.84M$. In the last quarter, BlackRock decreased its holdings by -192K shares, a -1.42% change.

Who is Agree Realty’s biggest shareholder by percentage of total assets invested?

Long pond capital, lp is Agree Realty’s biggest shareholder by percentage of total assets invested, with 10.83% of its assets in 3.03M Agree Realty shares, valued at 213.41M$.

Who is the top mutual fund holder of Agree Realty shares?

Vanguard Real Estate Index Investor is the top mutual fund holder of Agree Realty shares, with 3.69% of its total shares outstanding invested in 3.96M Agree Realty shares.

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