Joel Greenblatt's ADC Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 364,533 shares of Agree Realty Corporation (ADC) worth $26.26 M, representing 0.10% of the portfolio. First purchased in 2020-Q1, this short-term holding has been held for 6 quarters.
Based on 13F filings, Joel Greenblatt has maintained this position in ADC for several quarters, showing initial confidence in the investment. Largest addition occurred in Q4 2025, adding 206,444 shares. Largest reduction occurred in Q2 2020, reducing 3,247 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's Agree Realty Corporation (ADC) Holding Value Over Time
Track share changes against reported price movement
Quarterly Agree Realty Corporation (ADC) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +206,444 | Add 130.59% | 364,533 | $72.03 |
| Q3 2025 | +74,682 | Add 89.54% | 158,089 | $71.04 |
| Q2 2025 | +60,063 | Add 257.30% | 83,407 | $73.06 |
| Q1 2025 | +23,344 | New Buy | 23,344 | $77.19 |
| Q2 2020 | -3,247 | Sold Out | 0 | $0.00 |
| Q1 2020 | +3,247 | New Buy | 3,247 | $61.90 |
Joel Greenblatt's Agree Realty Corporation Investment FAQs
Joel Greenblatt first purchased Agree Realty Corporation (ADC) in Q1 2020, acquiring 3,247 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt has held Agree Realty Corporation (ADC) for 6 quarters since Q1 2020.
Joel Greenblatt's largest addition to Agree Realty Corporation (ADC) was in Q4 2025, adding 364,533 shares worth $26.26 M.
According to the latest 13F filing for Q4 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 364,533 shares of Agree Realty Corporation (ADC), valued at approximately $26.26 M.
As of the Q4 2025 filing, Agree Realty Corporation (ADC) represents approximately 0.10% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.
Joel Greenblatt's peak holding in Agree Realty Corporation (ADC) was 364,533 shares, as reported at the end of Q4 2025.