§ REAL ESTATE
USD · Real Estate

ADC

AGREE REALTY CORP
USDSector · Real EstateBeta · 0.53
LAST
n/a
n/aPREV CLOSE · n/a
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX

§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY

13F FLOW
260 increased/new, 159 decreased/exited (13F)
AC 13F Analysis

§ 04 · FUNDAMENTALS · THE BOOKS

P/E45.0P/B1.33
EPS (TTM)1.84Dividend4.23%
§ 05 · WHO OWNS IT
Top institutional holders
All holders →
FundShares% portΔ Q/Q
BlackRock, Inc.17.9M0.0%+7%
VANGUARD PORTFOLIO MANAGEMENT LLC10.3Mn/an/a
State Street6.0M0.0%+1%
VANGUARD CAPITAL MANAGEMENT LLC5.3Mn/an/a
PRINCIPAL FINANCIAL GROUP INC4.5M0.2%+5%
TWO SIGMA INVESTMENTS, LP4.0M0.2%+139%
◇ AC INTELLIGENCE

Top institutional owners for ADC as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.

§ 06 · WHO OWNS IT · BY STRATEGY

OTHER64.9% · 361 holders
PASSIVE / INDEX20.3% · 12 holders
DEALER / BANK16.9% · 51 holders
QUALITY / COMPOUNDER8.2% · 29 holders
INCOME / DEFENSIVE7.9% · 31 holders
TACTICAL / MACRO2.1% · 5 holders
SYSTEMATIC / QUANT1.3% · 9 holders
ACTIVIST0.3% · 1 holder
◇ AC INTELLIGENCE

Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.

§ 07 · INSIDER ACTIVITY · LAST 180 DAYS

NO INSIDER FILINGS
◇ AC INTELLIGENCE

No Form 4 filings on record for ADC in the last 180 days.

§ 08 · COVERAGE · OUR RECENT NOTES