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Agree Realty Corporation

ADC Real Estate
$75.84 +$0.46 (0.61%)
Market Cap: $9.11 B
Gurus Holding
6
Popularity Rank
#1519
% of Shares Held
0.86%
Net Activity (Q4 2025)
+$1.09 M

Guru Ownership Trend

Guru Analysis for Agree Realty Corporation (ADC)

Agree Realty Corporation (ADC), a key player in the Real Estate sector, continues to attract institutional attention.

As of Q4 2025, a total of 6 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $78.22 M.

Top institutional holders include Joel Greenblatt and Cliff Asness.

Institutional sentiment is currently Bullish. This is evidenced by a $1.09 M net inflow during the quarter.

Recent activity highlights Steven Cohen who increased their stake by 867.2%. Conversely, Paul Tudor Jones reduced exposure by 72.4%.

Key Holders

Top 5 by Value

$26.26 M
$23.42 M
$10.75 M
$3.46 M

Top 5 by Conviction

Recent Activity Breakdown (Q4 2025)

+$26.06 M
Total Buy Value
New Buys 1
Additions 3
-$24.96 M
Total Sell Value
Reductions 2
Sold Out 0

Guru Consensus (Q4 2025)

Based on recent activity
Net Sellers
2
Net Buyers
4

FAQs for Agree Realty Corporation (ADC)

Major holders include Joel Greenblatt ($26.26 M), Cliff Asness ($23.42 M), Steven Cohen ($10.75 M). According to the latest reported data, 6 tracked investment managers collectively hold approximately 1.03 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $1.09 M, with 4 managers increasing positions and 2 managers reducing holdings.

During the most recent reporting period, 2 managers trimmed their positions, while 0 fully exited ADC. The total reported sell value was $24.96 M.

Yes, 1 managers opened new positions in ADC, and 3 increased their existing holdings. The total reported buy value was $26.06 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.10% Add 130.6% 364,533 $26.26 M Q4 2025
0.01% Reduce -7.1% 325,082 $23.42 M Q4 2025
0.01% Add 867.2% 149,183 $10.75 M Q4 2025
0.02% Reduce -72.4% 123,035 $8.86 M Q4 2025
0.00% Add 0.2% 48,090 $3.46 M Q4 2025
0.01% New Buy 21,454 $1.55 M Q4 2025
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