Agree Realty Corporation

NYSE:ADC Stock Report

Market Cap: US$8.8b

Agree Realty Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

NYSE:ADC Recent Insider Transactions by Companies or Individuals
DateValueNameEntityRoleSharesMax Price
04 Jun 26BuyUS$357,050Richard AgreeIndividual5,000US$71.41
15 May 26BuyUS$1,491,400John RakoltaIndividual20,000US$74.57
14 May 26BuyUS$1,002,576Joel AgreeIndividual13,295US$75.41
14 May 26BuyUS$56,318W. LehmkuhlIndividual750US$75.09
01 Apr 26BuyUS$11,051John RakoltaIndividual146US$75.69
09 Jan 26BuyUS$1,696,080Richard AgreeIndividual24,000US$70.67
09 Jan 26BuyUS$34,900Peter CoughenourIndividual500US$69.80
24 Dec 25BuyUS$1,082,700John RakoltaIndividual15,000US$72.18
07 Oct 25BuyUS$1,771,093John RakoltaIndividual25,154US$70.41
03 Oct 25BuyUS$25,504Craig ErlichIndividual360US$70.85
02 Oct 25BuyUS$249,183Joel AgreeIndividual3,528US$70.63
05 Sep 25BuyUS$54,630W. LehmkuhlIndividual750US$72.84
14 Aug 25BuyUS$151,368Joel AgreeIndividual2,100US$72.08
13 Aug 25BuyUS$349,928Joel AgreeIndividual4,850US$72.15
11 Jun 25BuyUS$743,400John RakoltaIndividual10,000US$74.34

Insider Trading Volume

Insider Buying: ADC insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of ADC?
Owner TypeNumber of SharesOwnership Percentage
State or Government97,0270.0661%
Individual Insiders2,183,3191.49%
Institutions144,397,54498.4%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 81.83% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
14.9%
BlackRock, Inc.
17,889,002US$1.3b6.57%0.02%
14.7%
Cohen & Steers Capital Management, Inc.
17,663,276US$1.3b25.3%1.93%
8.54%
Vanguard Portfolio Management, LLC
10,260,006US$752.5m0%0.04%
4.97%
State Street Global Advisors, Inc.
5,966,403US$437.6m1.4%0.01%
4.45%
Vanguard Capital Management, LLC
5,346,433US$392.1m0%0.01%
3.77%
Principal Global Investors, LLC
4,526,088US$331.9m5.42%0.14%
3.37%
Two Sigma Investments, LP
4,041,693US$296.4m139%0.24%
2.79%
CenterSquare Investment Management LLC
3,346,765US$245.4m14.4%2.3%
2.74%
Zimmer Partners, LP
3,296,414US$241.8m0%6.0%
2.47%
Daiwa Asset Management Co., Ltd.
2,961,683US$217.2m30.9%0.11%
2.25%
Geode Capital Management, LLC
2,698,758US$197.9m7.52%0.01%
1.76%
Charles Schwab Investment Management, Inc.
2,109,853US$154.7m7.87%0.02%
1.73%
JP Morgan Asset Management
2,077,297US$152.3m3.4%0.01%
1.59%
PGIM, Inc.
1,907,109US$139.9m6.31%0.13%
1.47%
Dimensional Fund Advisors LP
1,771,018US$129.9m5.29%0.02%
1.34%
Norges Bank Investment Management
1,612,027US$118.2m0%0.01%
1.19%
Raymond James Financial, Inc.
1,432,481US$105.1m13.3%0.03%
1.16%
Nomura Investment Management Business Trust
1,396,798US$102.4m-21.5%0.13%
1.04%
Janus Henderson Group plc
1,251,683US$91.8m-0.08%0.03%
1%
UBS Asset Management AG
1,195,497US$87.7m18.1%0.01%
0.96%
Northern Trust Global Investments
1,151,104US$84.4m3.13%0.01%
0.94%
Millennium Management LLC
1,133,426US$83.1m-22.8%0.05%
0.92%
Frontier Capital Management Co LLC
1,101,386US$80.8m36.6%0.7%
0.91%
RREEF America L.L.C.
1,096,507US$80.4m-43.4%0.38%
0.88%
SEI Investments Company
1,051,454US$77.1m27.3%0.05%

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/06/09 16:18
End of Day Share Price 2026/06/09 00:00
Earnings2026/03/31
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Agree Realty Corporation is covered by 36 analysts. 11 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Wesley GolladayBaird
Richard HightowerBarclays
Nathan CrossettBerenberg