AGREE REALTY CORP (ADC) — Institutional Holders, Q2 2026 (page 5)
499 institutional investment managers reported a ADC position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $10.8B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 401 to 499. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
ADC 13F holders ranked 401–499 of 499
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 401 | Transamerica Financial Advisors#401 · 588 sh | 588 | $44.7K | <0.01% | -1.7% |
| 402 | MCF Advisors#402 · 588 sh | 588 | $44.7K | <0.01% | +0.5% |
| 403 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT#403 · 589 sh | 589 | $44.6K | 0.00% | -5.2% |
| 404 | PRIVATE NA#404 · 584 sh | 584 | $44.2K | — | -42.7% |
| 405 | Versant Capital Management#405 · 583 sh | 583 | $44.2K | — | -3.6% |
| 406 | Ronald Blue#406 · 535 sh | 535 | $40.5K | — | -1.5% |
| 407 | Smithfield#407 · 510 sh | 510 | $39.0K | <0.01% | 0.0% |
| 408 | North Star Investment Management#408 · 500 sh | 500 | $37.9K | <0.01% | 0.0% |
| 409 | Mirae Asset Global Investments , Ltd.#409 · 495 sh | 495 | $37.5K | <0.01% | -79.1% |
| 410 | MATHER GROUP#410 · 487 sh | 487 | $36.9K | — | 0.0% |
| 411 | NBC SECURITIES#411 · 485 sh | 485 | $36.7K | — | +17.7% |
| 412 | LOS ANGELES CAPITAL MANAGEMENT#412 · 480 sh | 480 | $36.4K | <0.01% | 0.0% |
| 413 | Wiser Advisor Group#413 · 465 sh | 465 | $35.2K | 0.04% | +1.1% |
| 414 | Harvest Fund Management , Ltd#414 · 446 sh | 446 | $34.0K | <0.01% | -36.3% |
| 415 | Clearstead#415 · 430 sh | 430 | $32.6K | <0.01% | +16.8% |
| 416 | Westside Investment Management#416 · 430 sh | 430 | $32.6K | <0.01% | 0.0% |
| 417 | Bernard Wealth Management#417 · 403 sh | 403 | $30.5K | 0.01% | -4.7% |
| 418 | IFP Advisors#418 · 393 sh | 393 | $29.8K | — | -21.2% |
| 419 | WELLINGTON-ALTUS USA#419 · 351 sh | 351 | $26.5K | 0.02% | 0.0% |
| 420 | SJS Investment Consulting#420 · 349 sh | 349 | $26.4K | — | New |
| 421 | Quent Capital#421 · 256 sh | 256 | $19.4K | <0.01% | +108.1% |
| 422 | WHITTIER#422 · 227 sh | 227 | $17.5K | <0.01% | 0.0% |
| 423 | WHITTIER OF NEVADA#423 · 212 sh | 212 | $16.6K | <0.01% | -8.2% |
| 424 | EASTERN BANK#424 · 208 sh | 208 | $15.8K | — | 0.0% |
| 425 | Smallwood Wealth Investment Management#425 · 200 sh | 200 | $15.1K | <0.01% | 0.0% |
| 426 | Physician Wealth Advisors#426 · 199 sh | 199 | $15.1K | — | +24.4% |
| 427 | Capital Analysts#427 · 192 sh | 192 | $15.0K | <0.01% | -33.8% |
| 428 | Eurizon Capital SGR S.p.A.#428 · 189 sh | 189 | $14.6K | 0.00% | 0.0% |
| 429 | Anchor Bay Capital#429 · 196 sh | 196 | $14.5K | <0.01% | — |
| 430 | Kentucky#430 · 172 sh | 172 | $13.0K | — | 0.0% |
| 431 | Keating Financial Advisory Services#431 · 162 sh | 162 | $12.3K | <0.01% | +3.2% |
| 432 | ZRC WEALTH MANAGEMENT#432 · 158 sh | 158 | $12.0K | — | New |
| 433 | Clearstead Advisors#433 · 152 sh | 152 | $11.5K | <0.01% | +347.1% |
| 434 | Caldwell#434 · 150 sh | 150 | $11.4K | <0.01% | 0.0% |
| 435 | Rosenberg Matthew Hamilton#435 · 123 sh | 123 | $9.3K | — | 0.0% |
| 436 | Cornerstone Financial Management#436 · 113 sh | 113 | $8.6K | <0.01% | +46.8% |
| 437 | Itau Unibanco Holding S.A.#437 · 111 sh | 111 | $8.4K | <0.01% | -8.3% |
| 438 | Cornerstone Planning Group#438 · 99 sh | 99 | $7.9K | — | 0.0% |
| 439 | Plante Moran Financial Advisors#439 · 100 sh | 100 | $7.6K | <0.01% | 0.0% |
| 440 | FARMERS & MERCHANTS INVESTMENTS#440 · 95 sh | 95 | $7.2K | — | 0.0% |
| 441 | ACTION POINT FINANCIAL PLANNING#441 · 91 sh | 91 | $6.7K | <0.01% | New |
| 442 | Institute for Wealth Management#442 · 87 sh | 87 | $6.6K | <0.01% | New |
| 443 | True Wealth Design#443 · 80 sh | 80 | $6.1K | — | +471.4% |
| 444 | Bare Financial Services#444 · 79 sh | 79 | $6.0K | <0.01% | 0.0% |
| 445 | WOLFF WIESE MAGANA#445 · 70 sh | 70 | $5.3K | — | 0.0% |
| 446 | Geneos Wealth Management#446 · 64 sh | 64 | $4.8K | <0.01% | +4.9% |
| 447 | Kilter Group#447 · 63 sh | 63 | $4.8K | <0.01% | -6.0% |
| 448 | FIRST HORIZON NATIONAL#448 · 63 sh | 63 | $4.8K | — | +2000.0% |
| 449 | High Note Wealth#449 · 61 sh | 61 | $4.6K | <0.01% | 0.0% |
| 450 | Silver Grove Financial Group#450 · 56 sh | 56 | $4.2K | <0.01% | New |
| 451 | ROTHSCHILD INVESTMENT#451 · 56 sh | 56 | $4.2K | <0.01% | -65.0% |
| 452 | TD PRIVATE CLIENT WEALTH#452 · 54 sh | 54 | $4.1K | <0.01% | +14.9% |
| 453 | Roble, Belko & Company#453 · 50 sh | 50 | $4.0K | <0.01% | +2.0% |
| 454 | AMERICAN NATIONAL BANK#454 · 52 sh | 52 | $3.9K | — | 0.0% |
| 455 | Bell Investment Advisors#455 · 51 sh | 51 | $3.9K | <0.01% | 0.0% |
| 456 | Virginia Estate & Retirement Planning Advisors#456 · 48 sh | 48 | $3.6K | — | +2.1% |
| 457 | Rialto Wealth Management#457 · 43 sh | 43 | $3.3K | <0.01% | 0.0% |
| 458 | JPL Wealth Management#458 · 40 sh | 40 | $3.0K | <0.01% | 0.0% |
| 459 | MJT & Associates Financial Advisory Group#459 · 40 sh | 40 | $3.0K | — | 0.0% |
| 460 | CX Institutional#460 · 46 sh | 46 | $3.0K | — | 0.0% |
| 461 | Cromwell#461 · 39 sh | 39 | $3.0K | <0.01% | +116.7% |
| 462 | James T. Borello RIA#462 · 39 sh | 39 | $3.0K | — | +50.0% |
| 463 | Godfrey Financial Associates#463 · 37 sh | 37 | $2.8K | <0.01% | 0.0% |
| 464 | Signature Equity Partners#464 · 31 sh | 31 | $2.3K | <0.01% | +14.8% |
| 465 | Avion Wealth#465 · 39 sh | 39 | $2.0K | <0.01% | 0.0% |
| 466 | Strategic Wealth Partners, Ltd.#466 · 26 sh | 26 | $2.0K | <0.01% | 0.0% |
| 467 | Rossby Financial, LCC#467 · 25 sh | 25 | $1.9K | <0.01% | 0.0% |
| 468 | Sunrise Financial Services#468 · 25 sh | 25 | $1.9K | — | 0.0% |
| 469 | Bogart Wealth#469 · 23 sh | 23 | $1.7K | <0.01% | New |
| 470 | Private Wealth Management Group#470 · 22 sh | 22 | $1.7K | — | 0.0% |
| 471 | Manchester Capital Management#471 · 20 sh | 20 | $1.5K | — | 0.0% |
| 472 | LifeSteps Financial#472 · 20 sh | 20 | $1.5K | — | New |
| 473 | Essential Partners#473 · 20 sh | 20 | $1.5K | — | 0.0% |
| 474 | WPG Advisers#474 · 19 sh | 19 | $1.4K | <0.01% | 0.0% |
| 475 | Retirement Wealth Solutions#475 · 16 sh | 16 | $1.2K | — | 0.0% |
| 476 | Ares Financial Consulting#476 · 16 sh | 16 | $1.2K | — | 0.0% |
| 477 | Provenance Wealth Advisors#477 · 15 sh | 15 | $1.1K | <0.01% | 0.0% |
| 478 | Sachetta#478 · 14 sh | 14 | $1.1K | <0.01% | -36.4% |
| 479 | BROWN, LISLE/CUMMINGS#479 · 14 sh | 14 | $1.1K | — | -12.5% |
| 480 | HIGHLINE WEALTH PARTNERS#480 · 14 sh | 14 | $1.1K | — | 0.0% |
| 481 | TOUNJIAN ADVISORY PARTNERS#481 · 13 sh | 13 | $985.00 | <0.01% | New |
| 482 | SHP Wealth Management#482 · 11 sh | 11 | $833.00 | <0.01% | 0.0% |
| 483 | Mountain Hill Investment Partners#483 · 11 sh | 11 | $830.00 | — | 0.0% |
| 484 | JDM Financial Group#484 · 9 sh | 9 | $682.00 | <0.01% | 0.0% |
| 485 | Breakwater Investment Management#485 · 9 sh | 9 | $682.00 | — | New |
| 486 | Bruce G. Allen Investments#486 · 8 sh | 8 | $606.00 | <0.01% | 0.0% |
| 487 | Hughes Financial Services#487 · 8 sh | 8 | $606.00 | <0.01% | +300.0% |
| 488 | Financial Management Professionals#488 · 7 sh | 7 | $532.00 | — | 0.0% |
| 489 | Fortitude Family Office#489 · 7 sh | 7 | $530.00 | — | -87.0% |
| 490 | Dunhill Financial#490 · 6 sh | 6 | $475.00 | <0.01% | 0.0% |
| 491 | Planning Strategies#491 · 6 sh | 6 | $454.00 | — | — |
| 492 | Quaker Wealth Management#492 · 5 sh | 5 | $379.00 | — | 0.0% |
| 493 | Silicon Valley Capital Partners#493 · 4 sh | 4 | $308.00 | 0.00% | 0.0% |
| 494 | Principia Wealth Advisory#494 · 4 sh | 4 | $303.00 | <0.01% | -20.0% |
| 495 | GHP Investment Advisors#495 · 2 sh | 2 | $152.00 | — | 0.0% |
| 496 | Activest Wealth Management#496 · 1 sh | 1 | $76.00 | — | New |
| 497 | American Capital Advisory#497 · 1 sh | 1 | $76.00 | 0.00% | 0.0% |
| 498 | Raleigh Capital Management#498 · 1 sh | 1 | $55.00 | 0.00% | 0.0% |
| 499 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM#499 · 140,181 sh | 140,181 | — | — | 0.0% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.