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Agree Realty Corporation

ADC Real Estate
$74.54 $-0.2 (-0.27%)
Market Cap: $9.28 B
Gurus Holding
6
Popularity Rank
#1305
% of Shares Held
1.68%
Net Activity (Q2 2026)
+$67 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 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

$55.02 M
$39.67 M
$20.83 M
$20.07 M
$19.68 M

Top 5 by Conviction

Recent Activity Breakdown (Q2 2026)

+$75.21 M
Total Buy Value
New Buys 1
Additions 3
-$8.21 M
Total Sell Value
Reductions 2
Sold Out 0

Guru Consensus (Q2 2026)

Based on recent activity
Net Sellers
2
Net Buyers
4

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.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.08% Add 137.8% 726,478 $55.02 M Q2 2026
0.26% New Buy 523,700 $39.67 M Q2 2026
0.05% Reduce -27.5% 274,961 $20.83 M Q2 2026
0.01% Reduce -1.5% 264,993 $20.07 M Q2 2026
0.02% Add 22.6% 259,797 $19.68 M Q2 2026
0.00% Add 0.8% 48,457 $3.67 M Q2 2026
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