Steven Cohen's ADC Position Overview
Steven Cohen (via Point72 Asset Management, L.P.) currently holds 149,183 shares of Agree Realty Corporation (ADC) worth $10.75 M, representing 0.01% of the portfolio. First purchased in 2020-Q1, this medium-term investment has been held for 17 quarters.
Based on 13F filings, Steven Cohen has maintained a strategic position in ADC, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2022, adding 351,356 shares. Largest reduction occurred in Q2 2024, reducing 325,732 shares.
Analysis based on 13F filings available since 2013 Q2
Steven Cohen's Agree Realty Corporation (ADC) Holding Value Over Time
Track share changes against reported price movement
Quarterly Agree Realty Corporation (ADC) Trades by Steven Cohen
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +133,758 | Add 867.15% | 149,183 | $72.03 |
| Q3 2025 | -9,230 | Reduce 37.44% | 15,425 | $71.04 |
| Q2 2025 | +18,547 | Add 303.65% | 24,655 | $73.06 |
| Q1 2025 | +6,108 | New Buy | 6,108 | $77.19 |
| Q2 2024 | -325,732 | Sold Out | 0 | $0.00 |
| Q1 2024 | +321,932 | Add 8471.89% | 325,732 | $57.12 |
| Q4 2023 | -20,707 | Reduce 84.49% | 3,800 | $62.95 |
| Q3 2023 | -272,587 | Reduce 91.75% | 24,507 | $55.24 |
| Q2 2023 | -190,027 | Reduce 39.01% | 297,094 | $65.39 |
| Q1 2023 | -86,064 | Reduce 15.02% | 487,121 | $68.61 |
| Q4 2022 | +62,158 | Add 12.16% | 573,185 | $70.93 |
| Q3 2022 | +351,356 | Add 220.05% | 511,027 | $67.58 |
| Q2 2022 | +62,342 | Add 64.05% | 159,671 | $72.13 |
| Q1 2022 | +74,729 | Add 330.66% | 97,329 | $66.36 |
| Q4 2021 | +22,600 | New Buy | 22,600 | $71.37 |
| Q2 2020 | -10,000 | Sold Out | 0 | $0.00 |
| Q1 2020 | +10,000 | New Buy | 10,000 | $61.90 |
Steven Cohen's Agree Realty Corporation Investment FAQs
Steven Cohen first purchased Agree Realty Corporation (ADC) in Q1 2020, acquiring 10,000 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Steven Cohen has held Agree Realty Corporation (ADC) for 17 quarters since Q1 2020.
Steven Cohen's largest addition to Agree Realty Corporation (ADC) was in Q3 2022, adding 511,027 shares worth $34.54 M.
According to the latest 13F filing for Q4 2025, Steven Cohen's firm, Point72 Asset Management, L.P., owns 149,183 shares of Agree Realty Corporation (ADC), valued at approximately $10.75 M.
As of the Q4 2025 filing, Agree Realty Corporation (ADC) represents approximately 0.01% of Steven Cohen's publicly disclosed stock portfolio, making it one of their key holdings.
Steven Cohen's peak holding in Agree Realty Corporation (ADC) was 573,185 shares, as reported at the end of Q4 2022.