# AGREE RLTY CORP (ADC)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/ADC/

- Reporting holders: 16
- Reported value: $2.3M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Applied Capital LLC/FL](https://holderbook.com/funds/1965393-applied-capital-llc-fl/) | $727.7K | 10,892 | 0.3% | 14 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $478.3K | 7,159 | 0.0% | 16 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $281.5K | 4,213 | 0.0% | 9 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $258.7K | 3,872 | 0.0% | 12 |
| [Central Pacific Bank - Trust Division](https://holderbook.com/funds/2020066-central-pacific-bank-trust-division/) | $222.7K | 3,334 | 0.0% | 11 |
| [Legacy Wealth Asset Management, LLC](https://holderbook.com/funds/1846151-legacy-wealth-asset-management-llc/) | $202.1K | 3,025 | 0.0% | 3 |
| [Versant Capital Management, Inc](https://holderbook.com/funds/1735057-versant-capital-management-inc/) | $40.8K | 611 | 0.0% | 23 |
| [MassMutual Private Wealth & Trust, FSB](https://holderbook.com/funds/1103653-massmutual-private-wealth-trust-fsb/) | $38.3K | 573 | 0.0% | 16 |
| [Wealth Enhancement Trust Services, Inc.](https://holderbook.com/funds/2067696-wealth-enhancement-trust-services-inc/) | $31.6K | 473 | 0.0% | 1 |
| [ELEVATION WEALTH PARTNERS, LLC](https://holderbook.com/funds/1976256-elevation-wealth-partners-llc/) | $28.7K | 430 | 0.0% | 2 |
| [EASTERN BANK](https://holderbook.com/funds/1126395-eastern-bank/) | $13.9K | 208 | 0.0% | 5 |
| [Rosenberg Matthew Hamilton](https://holderbook.com/funds/1812103-rosenberg-matthew-hamilton/) | $8.2K | 123 | 0.0% | 9 |
| [MJT & Associates Financial Advisory Group, Inc.](https://holderbook.com/funds/2065777-mjt-associates-financial-advisory-group-inc/) | $2.7K | 40 | 0.0% | 5 |
| [GILPIN WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/2058144-gilpin-wealth-management-llc/) | $2.5K | 37 | 0.0% | 1 |
| [Retirement Wealth Solutions LLC](https://holderbook.com/funds/2044741-retirement-wealth-solutions-llc/) | $602 | 9 | 0.0% | 5 |
| [Planning Strategies Inc.](https://holderbook.com/funds/2139665-planning-strategies-inc/) | $67 | 1 | 0.0% | 2 |
| [CX Institutional](https://holderbook.com/funds/1737089-cx-institutional/) | $29 | 438 | 0.0% | 3 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 16 | $2.3M |
| Q2 2026 | 498 | $11.7B |
| Q1 2026 | 500 | $10.7B |
| Q4 2025 | 493 | $9.4B |
| Q3 2025 | 481 | $9.1B |
| Q2 2025 | 472 | $9.2B |
| Q1 2025 | 471 | $9.4B |
| Q4 2024 | 452 | $8.3B |
| Q3 2024 | 432 | $8.7B |
| Q2 2024 | 410 | $6.6B |
| Q1 2024 | 396 | $6.0B |
| Q4 2023 | 367 | $6.7B |