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Agree Realty Ownership | Who Owns Agree Realty?

OverviewForecastRevenueFinancialsChartTranscripts

Agree Realty Ownership Summary

Agree Realty is owned by 110.01% institutional investors, 1.77% insiders. Vanguard group is the largest institutional shareholder, holding 14.40% of ADC shares. Vanguard Real Estate Index Investor is the top mutual fund, with 3.65% of its assets in Agree Realty shares.

ADC Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockAgree Realty110.01%1.77%-11.78%
SectorReal Estate Stocks 66.62%8.14%25.24%
IndustryRetail REIT Stocks 76.66%8.21%15.13%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Vanguard group14.44M14.40%$894.55M
Blackrock13.32M13.28%$824.84M
State street5.03M5.02%$313.05M
Cohen & steers4.71M4.70%$292.00M
Principal financial group4.60M4.58%$284.66M
Centersquare investment management3.34M3.33%$207.09M
Jpmorgan chase2.66M2.65%$164.52M
Long pond capital, lp2.52M2.51%$156.20M
Geode capital management2.04M2.04%$126.66M
Macquarie group1.97M1.97%$122.12M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Masterton capital management, lp226.60K10.02%$14.04M
Long pond capital, lp2.52M8.35%$156.20M
Hazelview securities361.01K4.22%$22.35M
Lasalle investment management securities920.60K2.44%$57.02M
Centersquare investment management3.34M2.24%$207.09M
Heitman real estate securities568.31K2.23%$35.20M
Community bank of raymore45.40K2.18%$2.81M
Csu producer resources8.00K1.65%$495.52K
Tributary capital management316.01K1.62%$19.57M
Scout investments910.89K1.51%$56.42M

Top Buyers

HolderShares% AssetsChange
Cohen & steers4.71M0.61%3.57M
Norges bank1.19M0.01%1.19M
Pggm investments1.13M1.01%1.13M
Alyeska investment group1.05M0.37%675.48K
Daiwa securities group1.82M0.60%650.92K

Top Sellers

HolderShares% AssetsChange
Principal financial group4.60M0.17%-1.08M
Grs advisors---608.41K
Ubs asset management americas120.72K0.00%-494.68K
Apg asset management us---399.16K
Deprince race & zollo680.87K0.94%-354.41K

New Positions

HolderShares% AssetsChangeValue
Norges bank1.19M0.01%1.19M$73.93M
Pggm investments1.13M1.01%1.13M$70.22M
Leeward investments, llc - ma489.28K1.39%489.28K$30.31M
Lighthouse investment partners405.00K1.00%405.00K$25.09M
Hudson bay capital management lp200.72K0.06%200.72K$12.43M

Sold Out

HolderChange
Harbor investment advisory-1.00
Colonial trust advisors-7.00
Opal wealth advisors-29.00
National bank of canada /fi/-35.00
Financial network wealth advisors-43.00

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Sep 30, 20244295.41%110,430,4275.92%1101.02%2211.38%15414.07%
Jun 30, 20244011.26%104,212,6555.91%1031.08%213-3.18%1348.94%
Mar 31, 20243967.32%98,395,674-3.49%980.95%2204.27%12311.82%
Dec 31, 2023369-1.07%101,958,2997.97%1011.08%2118.21%110-5.17%
Sep 30, 2023373-0.80%94,429,092-0.63%970.93%1952.63%116-11.45%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
Vanguard Real Estate Index Investor3.96M3.65%-12.13K
Vanguard Total Stock Mkt Idx Inv3.20M2.95%-7.86K
iShares Core S&P Mid-Cap ETF3.16M2.91%1.71K
Vanguard Small Cap Index2.52M2.32%4.95K
Cohen & Steers Real Estate Securities A2.06M2.05%285.49K
Cohen & Steers Real Estate Opportunities2.06M1.99%285.49K
Vanguard Small Cap Value Index Inv1.70M1.57%-588.00
Vanguard Institutional Extnd Mkt Idx Tr1.49M1.38%-7.85K
American Century Mid Cap Value Inv1.05M1.04%1.05M
American Century U.S. Mid Cap Value1.05M1.04%1.05M

Recent Insider Transactions

DateNameRoleActivityValue
May 23, 2024RAKOLTA JOHN JR-Buy$592.40K
May 23, 2024RAKOLTA JOHN JR-Buy$594.00K
May 23, 2024Lehmkuhl Greg-Buy$58.99K
Mar 14, 2024Breslin Stephen CHIEF ACCOUNTING OFFICERBuy$24.90K
Feb 29, 2024AGREE RICHARD EXECUTIVE CHAIRMAN OF BOARDBuy$888.00K

Insider Transactions Trends

DateBuySell
2024 Q4--
2024 Q3--
2024 Q23-
2024 Q18-
2023 Q46-

ADC Ownership FAQ

Who Owns Agree Realty?

Agree Realty shareholders are primarily institutional investors at 110.01%, followed by 1.77% insiders and -11.78% retail investors. The average institutional ownership in Agree Realty's industry, Retail REIT Stocks , is 76.66%, which Agree Realty exceeds.

Who owns the most shares of Agree Realty?

Agree Realty’s largest shareholders are Vanguard group (14.44M shares, 14.40%), Blackrock (13.32M shares, 13.28%), and State street (5.03M shares, 5.02%). Together, they hold 32.70% 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?

Masterton capital management, lp is Agree Realty’s biggest shareholder by percentage of total assets invested, with 10.02% of its assets in 226.6K Agree Realty shares, valued at 14.04M$.

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 3.65% of its total shares outstanding invested in 3.96M Agree Realty shares.

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