HolderBook

AGREE RLTY CORP (ADC)

Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.

16
Reporting holders
$2.3M
Reported value
0.0%
Calls
0.0%
Puts
-482
Holder change

Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.

Holders

Download these holders as CSV

FilerValueShares Their book Held Change
Applied Capital LLC/FL$727.7K10,8920.29%14qHELD
Farther Finance Advisors, LLC$478.3K7,1590.00%16q+11.5%+$49.4K
CoreCap Advisors, LLC$281.5K4,2130.01%9q-94.8%-$5.1M
GAMMA Investing LLC$258.7K3,8720.01%12q-28.1%-$101.0K
Central Pacific Bank - Trust Division$222.7K3,3340.02%11q+21.1%+$38.7K
Legacy Wealth Asset Management, LLC$202.1K3,0250.04%3qHELD
Versant Capital Management, Inc$40.8K6110.00%23q+4.8%+$1.9K
MassMutual Private Wealth & Trust, FSB$38.3K5730.00%16q-31.0%-$17.2K
Wealth Enhancement Trust Services, Inc.$31.6K4730.00%newNEW
ELEVATION WEALTH PARTNERS, LLC$28.7K4300.01%2q+172.2%+$18.2K
EASTERN BANK$13.9K2080.00%5qHELD
Rosenberg Matthew Hamilton$8.2K1230.00%9qHELD
MJT & Associates Financial Advisory Group, Inc.$2.7K400.00%5qHELD
GILPIN WEALTH MANAGEMENT, LLC$2.5K370.00%newNEW
Retirement Wealth Solutions LLC$60290.00%5q-43.8%
Planning Strategies Inc.$6710.00%2q-83.3%
CX Institutional$294380.00%3q+852.2%

Five percent filings

Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →

FiledFormFiler % of class
2026-08-1413G/ACohen & Steers, Inc.with 4 co-filers13.7%

What the company announced

Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.

FiledEvent dateWhatSource
2026-09-222026-09-17Material agreement enteredfiling

What the insiders did

Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.

Officers and directors

DateInsiderRoleSideSharesValue
2026-05-15RAKOLTA JOHN JRDirectorBought20,000$1.5M
2026-08-27RAKOLTA JOHN JRDirectorBought20,000$1.5M
2026-09-16RAKOLTA JOHN JRDirectorBought20,000$1.4M
2026-05-14Agree JoeyPRESIDENT & CEOBought13,295$1.0M
2026-08-31RAKOLTA JOHN JRDirectorBought10,000$724.2K
2026-09-16Agree JoeyPRESIDENT & CEOBought7,360$500.9K
2026-06-04AGREE RICHARDEXECUTIVE CHAIRMAN OF BOARDBought5,000$357.1K

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q3 202616$2.3M35,0002450.0%
Q2 2026498$11.7B153,111,803451971470.5%
Q1 2026500$10.7B141,113,728541991420.1%
Q4 2025493$9.4B129,846,598441861620.1%
Q3 2025481$9.1B128,348,142551901410.3%
Q2 2025472$9.2B125,545,612582111320.2%
Q1 2025471$9.4B121,521,992581921290.2%
Q4 2024452$8.3B117,761,252441771240.1%
Q3 2024432$8.7B115,226,560591541460.1%
Q2 2024410$6.6B106,935,492541481340.3%
Q1 2024396$6.0B104,875,642571591170.4%
Q4 2023367$6.7B106,440,774391521110.2%
Q3 2023371$5.3B95,397,367361441110.2%
Q2 2023375$6.2B95,127,399531311310.1%
Q1 2023361$6.7B97,865,016451301260.1%
Q4 2022360$7.0B98,723,576391461030.1%
Q3 2022356$6.4B94,599,36253168770.1%
Q2 2022339$6.2B86,300,17750147850.1%
Q1 2022320$5.2B78,197,61534136940.2%
Q4 2021325$5.5B77,084,235441231030.2%
Q3 2021319$4.8B72,983,69947116910.1%
Q2 2021313$5.5B77,866,43148136720.1%
Q1 2021302$4.6B68,062,44148137790.2%
Q4 2020280$4.3B64,184,94830117880.0%
Q3 2020273$3.9B60,776,99931102900.0%
Q2 2020271$4.0B60,708,49239121760.0%
Q1 2020275$3.3B53,670,05144105800.0%
Q4 2019277$3.3B47,180,16141104740.0%
Q3 2019246$3.2B44,062,3372899670.0%
Q2 2019250$2.8B43,956,28436113590.1%
Q1 2019242$2.8B40,533,1682788740.0%
Q4 2018246$2.4B39,975,4527730.0%