ADC
Agree Realty CorporationMarquee-fund ownership over time
Current holders
Sorted by tenure (longest first)| Fund | First disclosed | Held | Entry price | Latest close | Return on entry |
|---|---|---|---|---|---|
| Citadel Advisors | Q3 2024(8Q snapshot) | 7Q | $67 | $76 | +13% |
| Two Sigma Investments | Q3 2024(8Q snapshot) | 7Q | $67 | $76 | +13% |
| D.E. Shaw | Q3 2024(8Q snapshot) | 7Q | $67 | $76 | +13% |
| AQR Capital Management | Q3 2024(8Q snapshot) | 7Q | $67 | $76 | +13% |
| Millennium Management | Q3 2024(8Q snapshot) | 7Q | $67 | $76 | +13% |
| Point72 Asset Management | Q2 2025(8Q snapshot) | 4Q | $71 | $76 | +7% |
“Return on entry” is the price-only move from the fund's first disclosure to today — it ignores any adds, trims, or dividends. A fund that built its position over multiple quarters has a true cost basis somewhere between entry price and latest close; this figure is the upper bound.
Past holders
Funds that exited at some point| Fund | Last entry | Exited | Entry → Exit | Return |
|---|---|---|---|---|
| Soros Fund Management | Q1 2025 | Q2 2025 | → $71 | +5% |
| Renaissance Technologies 2× in & out | Q1 2025 | Q2 2025 | → $69 | +2% |
| Bridgewater Associates | Q4 2022 | Q2 2024 | → $55 | -8% |
Insider activity
Form 4 — officers, directors, 10%+ ownersFiled within two business days of each transaction by anyone with material insider status at AGREE REALTY CORP. Pair with the holders table above as a sanity check: heavy insider buying alongside marquee-fund accumulation is the strongest accumulation signal; heavy insider selling alongside fund exits is the strongest distribution signal.
30d / 90d windows measured from Jun 8, 2026 — the most recent Form 4 on file — not from today.
- Form 40001275238-26-000007Jun 8, 2026
- Form 40001528153-26-000007May 19, 2026
- Form 40001683822-26-000002May 18, 2026
- Form 40001354979-26-000004May 18, 2026
- Form 40002009651-26-000004May 18, 2026
- Form 40001821990-26-000003May 18, 2026
- Form 40001882560-26-000004May 18, 2026
- Form 40001528153-26-000005May 18, 2026
- Form 40001388727-26-000002May 18, 2026
- Form 40001748303-26-000006May 18, 2026
- Form 40001348490-26-000004May 18, 2026
- Form 40001747962-26-000005May 8, 2026
- Form 40001528153-26-000002Apr 3, 2026
- Form 40001932559-26-000002Feb 25, 2026
- Form 40001795831-26-000002Feb 25, 2026
Fundamentals
XBRL · Agree Realty CorporationAnnual figures sourced directly from Agree Realty Corporation's 10-K / 10-Q filings via SEC EDGAR XBRL. Latest fiscal year and the year-over-year change, with up to ten years of history.
Recent SEC filings
10-K · 10-Q · 8-K · 13D/G · proxyThe most recent material filings for AGREE REALTY CORP — earnings, material events, ownership disclosures, proxy statements. Form 4 insider activity is shown in the panel above.
- 8-KMaterial eventMay 14, 2026
- 8-KMaterial eventApr 24, 2026
- 10-QQuarterly reportApr 21, 2026
- 8-KMaterial eventApr 21, 2026
- DEF 14AProxy statementApr 2, 2026
- 8-KMaterial eventApr 2, 2026
- 8-KMaterial eventFeb 26, 2026
- 10-KAnnual reportFeb 10, 2026
- 8-KMaterial eventFeb 10, 2026
- 8-KMaterial eventJan 5, 2026
- 8-KMaterial eventNov 18, 2025
- 10-QQuarterly reportOct 21, 2025
- 8-KMaterial eventOct 21, 2025
- 8-KMaterial eventOct 2, 2025
- 8-KFORM 8-KJul 31, 2025
Trade history
Every open→close lifecycle across tracked funds| Fund | Open date | Close date | Open price | Close price / current | Return |
|---|---|---|---|---|---|
| Point72 Asset Management | Q2 2025 | open | $71 | $76 | +7% |
| Soros Fund Management | Q1 2025 | Q2 2025 | $67 | $71 | +5% |
| Renaissance Technologies | Q1 2025 | Q2 2025 | $68 | $69 | +2% |
| Citadel Advisors | Q3 2024 | open | $67 | $76 | +13% |
| Two Sigma Investments | Q3 2024 | open | $67 | $76 | +13% |
| D.E. Shaw | Q3 2024 | open | $67 | $76 | +13% |
| AQR Capital Management | Q3 2024 | open | $67 | $76 | +13% |
| Millennium Management | Q3 2024 | open | $67 | $76 | +13% |
| Renaissance Technologies | Q3 2024 | Q4 2024 | $67 | $72 | +7% |
| Bridgewater Associates | Q4 2022 | Q2 2024 | $60 | $55 | -8% |
- Covers only the 27 marquee funds tracked here, not the full institutional universe. A “0 holders” reading does not mean unowned.
- Heavy funds (Renaissance Technologies, Citadel Advisors, Soros Fund Management, Two Sigma Investments, D.E. Shaw, AQR Capital Management, Millennium Management, Point72 Asset Management) use 8-quarter snapshots, so their pre-2024 history is missing.
- “Current” reflects each fund's most recent 13F — filings lag the actual trade by up to 45 days; positions shown may have changed since.
- Cost = price at the entry filing date. Re-entered positions show the most recent open lot.
- Options, ADRs, and unmapped CUSIPs are excluded from the follower-backtest pipeline that produces these snapshots, so certain holding types won't appear here.