InvestorLens

ADC — AGREE REALTY CORP - US REIT

Public company

Sign in to save3 tracked investors reported this
For educational research only.InvestorLens analyzes public regulatory filings (SEC EDGAR, STOCK Act PTRs) that may be delayed by 45 days or more. Information shown is historical and is not financial, legal, or tax advice, nor a recommendation or solicitation to buy or sell any security. Always do your own research.

InvestorLens aggregates public filing data to show which tracked investors reported holdings in this stock. Dollar values represent reported position values, not market capitalization, and may be delayed up to 45 days. Not a recommendation.

Sourced from SEC EDGAR public filings

Why are billionaires buying ADC?

Built from public SEC filings and public economic data. Not a recommendation.

Confidence
95
Institutional Conviction
Net accumulation · 3 buying vs 0 selling last quarter
67
Macro Tailwind
Macro conditions are mixed for this sector
56
Congressional Activity
0 congressional purchases, 1 sale disclosed in the last 6 months
Why? — Evidence & Confidence ▾

Of 3 tracked investors who changed their ADC position last quarter, 3 bought and 0 sold (100% buy-side). Macro conditions are mixed for this sector (Macro Tailwind 56/100 in a Expansion regime). 0 congressional purchases, 1 sale disclosed in the last 6 months.

Supporting evidence
  • +3 tracked investors added or increased positions last quarter (Izzy Englander, Ken Griffin, Paul Tudor Jones)
  • +3 tracked investors reported holding ADC at their latest filing
  • +Macro Health is 56/100 in a Expansion regime — historically acceptable for this sectorsource
Contradicting evidence — always shown
  • −Congressional disclosures lean toward selling (1 sales vs 0 purchases, 6 months)
  • −13F data is disclosed up to 45 days after quarter end — positions may have changed since
Know the limits
  • · 13F disclosure lag (up to 45 days)
  • · Tracked investors are a sample, not the whole market
  • · Sector regime fit is a historical average, not a guarantee

Every InvestorLens score shows its evidence — including what argues against it. Model conviction-v1 · generated 9/19/2026.

About AGREE REALTY CORP - US REIT (ADC)

AGREE REALTY CORP - US REIT (ADC) appears in the most recent 13F filings of 3 tracked institutional investors. The largest disclosed position is held by Izzy Englander (Millennium Management), valued at $120M. Across recent filings, tracked investors recorded 9 new positions, 9 increased, 6 reduced, and 6 exited. All data sourced from SEC 13F filings.

Smart Money Consensus™

Based on recent institutional activity in ADC

60
/100
Institutional Accumulation
Added / Increased18
Reduced6
Exited6
BearishBullish
Crowded Trade Score™

How many top investors track ADC

20
/100
Emerging Interest
3investors

A small number of top investors own this.

UndiscoveredCrowded
151015+

ADC Ownership Composition

How AGREE REALTY CORP - US REIT is held across tracked investor types, based on reported 13F positions.

Dominant Type
Multi-Strategy / Quant
78% of tracked value
Institutions
3
tracked investors
Total Reported
$248.2M
combined 13F value
Types2
  • Multi-Strategy / Quant77.8%
  • Macro22.2%
Multi-Strategy / Quant(2)
77.8%
Macro(1)
22.2%

Tracked investors currently reporting ADC

3 tracked investors have since exited this position — listed separately below.

  • Izzy EnglanderJun 30, 2026
    Millennium Management
    Shares
    1.6M
    Value
    $119.9M
    % Portfolio
    0.04%
  • Ken GriffinJun 30, 2026
    Citadel Advisors
    Shares
    968.3K
    Value
    $73.3M
    % Portfolio
    0.01%
  • Paul Tudor JonesJun 30, 2026
    Tudor Investment Corp
    Shares
    726.5K
    Value
    $55M
    % Portfolio
    0.08%

Previously held ADC

These investors reported ADC in an earlier quarter but not in their most recent 13F. Figures below are their last reported position, not a current holding.

InvestorFirmLast reported sharesValue thenLast held
George SorosSoros Fund Management215K$15.1MDec 31, 2024
Ray DalioBridgewater Associates75.1K$4.7MDec 31, 2023
Steve CohenPoint72 Asset Management24.7K$1.8MJun 30, 2025

Recent activity

Frequently asked questions

How many institutional investors hold ADC?
3 tracked institutional investors disclosed a position in ADC (AGREE REALTY CORP - US REIT) in their most recent 13F filing.
Who is the largest institutional holder of ADC?
Izzy Englander, Millennium Management, holds the largest disclosed position in ADC, valued at $120M.
Did institutional ownership of ADC increase or decrease?
Across recent 13F filings, tracked investors recorded 9 new positions, 9 increased, 6 reduced, and 6 fully exited ADC.
Where does this ADC ownership data come from?
SEC Form 13F-HR filings, accessed via EDGAR. 13F filings are disclosed quarterly with a 45-day reporting delay and cover U.S.-listed long equity positions only. This is not investment advice.