AGREE REALTY CORP (ADC) research
AGREE REALTY CORP- Sector
- Real Estate
- Last price
- $67.32
- As of
AGREE REALTY CORP (ADC): 5 institutional managers tracked by Kresmion reported non-option positions in their 2026Q2 Form 13F filings, and the most recent SEC filing on record for the company is a Form 10-Q filed 2026-07-30.
As of . Source: SEC EDGAR filings for ADC. Method and limitations.
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- highCONSENSUS_BUY
3 tracked funds increased ADC this 2026Q2, institutional consensus
- highINSTITUTIONAL_SURGE
CITADEL ADVISORS LLC added +1206% to ADC (2026Q2)
- highINSTITUTIONAL_SURGE
CITADEL ADVISORS LLC added +915% to ADC (2026Q2)
- highINSTITUTIONAL_SURGE
CITADEL ADVISORS LLC added +6801% to ADC (2026Q2)
- highINSTITUTIONAL_SURGE
D. E. Shaw & Co., Inc. added +85% to ADC (2026Q2)
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Every signal on ADC, as it fires
You are seeing 5 of 17 signals recorded on ADC since 2026-07-24.
The five above landed across 2 days. The other 12 were recorded on 3 other days. 15 of the 17 are institutional flow rows, which arrive in batches on filing days.
No fixed schedule: it goes out when the data has something in it. Unsubscribe anytime. We never sell your data.
Largest reported share positions in ADC (2026Q2)
| Manager / security | Market value | % portfolio | QoQ |
|---|---|---|---|
| TWO SIGMA INVESTMENTS, LPCUSIP 008492100 · 2026Q2 | $267.7M | 0.19% | , |
| MILLENNIUM MANAGEMENT LLCCUSIP 008492100 · 2026Q2 | $119.9M | 0.04% | , |
| CITADEL ADVISORS LLCCUSIP 008492100 · 2026Q2 | $54.9M | 0.01% | , |
| D. E. Shaw & Co., Inc.CUSIP 008492100 · 2026Q2 | $48M | 0.02% | , |
| Point72 Asset Management, L.P.CUSIP 008492100 · 2026Q2 | $19.7M | 0.02% | , |
Quarterly SEC Form 13F disclosures from the managers Kresmion tracks, not a complete ownership ranking. Non-option holdings only; reported put and call positions are excluded. Different securities are labeled by CUSIP. Values are reporting-period snapshots, not current position values. Filings can arrive up to 45 days after quarter-end.
Recent SEC filings, ADC
- 10-QSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 10-QSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 8-KSEC EDGAR ↗
ADC against its peers
ADC's operating margin of 47.4% ranks in the 65th percentile of 12 Real Estate sub-industry peers, fiscal period ending 2025-12-31.
| Metric | ADC | Peer median | Percentile | n |
|---|---|---|---|---|
| Revenue FY | 718M USD | 1.2B USD | 28 | 22 |
| Operating margin | 47.4% | 12.0% | 65 | 12 |
| Net margin | 28.4% | 24.7% | 59 | 22 |
| Return on equity | 3.3% | 8.2% | 26 | 24 |
| P / E | 38.0x | 24.1x | 78 | 19 |
Peers (24): NNN, BRX, COMP, FR, CUBE, ZG, STAG, HR, AHR, RYN, AGNC, FSV, STWD, OHI, SBRA, MRP, CIGI, WPC, JLL, CUZ, NLY, EPR, COLD, BNL. Left out: SKT (no annual filing). Fiscal period ending 2025-12-31. Every figure is one full fiscal year read from one annual filing (ADC: 10-K), reported in USD. Nothing is trailing twelve months and nothing is converted between currencies. Source: SEC EDGAR XBRL company facts (public domain); prices from Kresmion's daily equity market-data snapshot. Open the full comparison.
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