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Agree Realty Corporation

ADC Real Estate
$75.46 $-0.22 (-0.29%)
Market Cap: $9.08 B
Gurus Holding
5
Popularity Rank
#1730
% of Shares Held
1.01%
Net Activity (Q1 2026)
+$13.85 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 Q1 2026, a total of 5 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $91.59 M.

Top institutional holders include Joel Greenblatt and Paul Tudor Jones.

Institutional sentiment is currently Bullish. This is evidenced by a $13.85 M net inflow during the quarter.

Recent activity highlights Paul Tudor Jones who increased their stake by 148.3%. Conversely, Cliff Asness reduced exposure by 17.2%.

Key Holders

Top 5 by Value

$28.59 M
$23.02 M
$20.12 M
$15.97 M
$3.62 M

Top 5 by Conviction

Recent Activity Breakdown (Q1 2026)

+$19.59 M
Total Buy Value
New Buys 0
Additions 3
-$5.73 M
Total Sell Value
Reductions 2
Sold Out 1

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
3
Net Buyers
3

FAQs for Agree Realty Corporation (ADC)

Major holders include Joel Greenblatt ($28.59 M), Paul Tudor Jones ($23.02 M), Cliff Asness ($20.12 M). According to the latest reported data, 5 tracked investment managers collectively hold approximately 1.21 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $13.85 M, with 3 managers increasing positions and 3 managers reducing holdings.

During the most recent reporting period, 2 managers trimmed their positions, while 1 fully exited ADC. The total reported sell value was $5.73 M.

Yes, 0 managers opened new positions in ADC, and 3 increased their existing holdings. The total reported buy value was $19.59 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.09% Add 4.0% 379,274 $28.59 M Q1 2026
0.04% Add 148.3% 305,452 $23.02 M Q1 2026
0.01% Reduce -17.2% 269,084 $20.12 M Q1 2026
0.02% Add 42.0% 211,867 $15.97 M Q1 2026
0.00% Reduce 0.0% 48,085 $3.62 M Q1 2026
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