| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 5.4M | $409.4M | +1.1% | 4.500% | 0.01% |
| 5 | PRINCIPAL FINANCIAL GROUP INC | 4.7M | $353.1M | +3.0% | 3.882% | 0.17% |
| 6 | CENTERSQUARE INVESTMENT MANAGEMENT LLC | 3.7M | $282.6M | +8.8% | 3.106% | 2.41% |
| 7 | TWO SIGMA INVESTMENTS, LP | 3.5M | $267.7M | -12.5% | 2.943% | 0.19% |
| 8 | Daiwa Securities Group Inc. | 2.9M | $221.3M | -1.4% | 2.433% | 0.43% |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | 2.8M | $210.7M | +3.1% | 2.316% | 0.01% |
| 10 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 2.2M | $166.4M | +4.1% | 1.829% | 0.02% |
| 11 | Zimmer Partners, LP | 1.8M | $139.6M | -44.1% | 1.535% | 3.21% |
| 12 | DIMENSIONAL FUND ADVISORS LP | 1.8M | $135.9M | +1.3% | 1.494% | 0.02% |
| 13 | PRUDENTIAL FINANCIAL INC | 1.8M | $135.4M | -6.3% | 1.488% | 0.15% |
| 14 | BANK OF AMERICA CORP /DE/ | 1.7M | $130.9M | +13.2% | 1.439% | 0.01% |
| 15 | MILLENNIUM MANAGEMENT LLC | 1.6M | $119.9M | +44.1% | 1.318% | 0.04% |
| 16 | NORGES BANK | 1.6M | $117.5M | β | 1.292% | 0.01% |
| 17 | MORGAN STANLEY | 1.5M | $115.5M | +15.6% | 1.270% | 0.01% |
| 18 | NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 1.5M | $115.0M | +8.7% | 1.264% | 0.17% |
| 19 | RAYMOND JAMES FINANCIAL INC | 1.4M | $108.2M | -0.3% | 1.190% | 0.03% |
| 20 | DEUTSCHE BANK AG\ | 1.4M | $104.7M | +3.5% | 1.151% | 0.03% |
| 21 | NORTHERN TRUST CORP | 1.4M | $102.7M | +17.8% | 1.129% | 0.01% |
| 22 | GOLDMAN SACHS GROUP INC | 1.3M | $97.3M | +3.2% | 1.070% | 0.01% |
| 23 | CANADA PENSION PLAN INVESTMENT BOARD | 1.2M | $92.5M | β | 1.017% | 0.05% |
| 24 | Jupiter Topco LLC | 1.2M | $92.1M | β | 1.013% | 0.04% |
| 25 | Nuveen, LLC | 1.2M | $88.2M | +176.5% | 0.970% | 0.02% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in ADC β a direct measure of their conviction.
| 111.83% |
| 0.13 pp |
| $7.82B |
| +12% |
| Q4 2024 | 440 | +5.0% | 111.96% | +3.43 pp | $7.01B | 2.4% |
| Q3 2024 | 419 | β | 108.53% | β | $7.18B | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
42 institutions opened new positions in ADC during Q2 2026, while 48 fully exited. 292 added to existing positions and 144 trimmed.
ADC institutional ownership rose by 2.83 percentage points quarter-over-quarter, with a net change of -1 holders.
The top 10 institutions account for 49.1% of all reported 13F value in ADC, and the top 25 account for 67.2%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Agree Realty Corporation (ADC) Institutional Ownership