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 Q2 2026, a total of 6 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $156.41 M.
Top institutional holders include Paul Tudor Jones and Jefferies Group.
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $67 M net inflow during the quarter.
Recent activity highlights Paul Tudor Jones who increased their stake by 137.8%. Conversely, Joel Greenblatt reduced exposure by 27.5%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q2 2026)
Guru Consensus (Q2 2026)
FAQs for Agree Realty Corporation (ADC)
Major holders include Paul Tudor Jones ($55.02 M), Jefferies Group ($39.67 M), Joel Greenblatt ($20.83 M). According to the latest reported data, 6 tracked investment managers collectively hold approximately 2.1 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $67 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 $8.21 M.
Yes, 1 managers opened new positions in ADC, and 3 increased their existing holdings. The total reported buy value was $75.21 M.