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ADC — Agree Rlty Corp Institutional Holders · Q3 2026

Who owns Agree Rlty Corp (ADC)? 18 institutions reported holding $2.37M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Applied Capital LLC/FL ($727,695), Farther Finance Advisors, LLC ($478,285), CoreCap Advisors, LLC ($281,471).

RankInstitutionValueSharesChange
1Applied Capital LLC/FL$727,69510,892Hold
2Farther Finance Advisors, LLC$478,2857,159Added
3CoreCap Advisors, LLC$281,4714,213Trimmed
4GAMMA Investing LLC$258,6893,872Trimmed
5Central Pacific Bank - Trust Division$222,7453,334Added
6Legacy Wealth Asset Management, LLC$202,1003,025Added
7Versant Capital Management, Inc$40,821611Added
8MassMutual Private Wealth & Trust, FSB$38,282573Trimmed
9Wealth Enhancement Trust Services, Inc.$31,601473New
10CX Institutional$29,000438Added
11ELEVATION WEALTH PARTNERS, LLC$28,729430Added
12EASTERN BANK$13,896208Hold
13Rosenberg Matthew Hamilton$8,218123Hold
14MJT & Associates Financial Advisory Group, Inc.$2,67340Hold
15GILPIN WEALTH MANAGEMENT, LLC$2,47237New
16Retirement Wealth Solutions LLC$6029Trimmed
17Planning Strategies Inc.$671Trimmed
18AMERICAN NATIONAL BANK & TRUST$00Exited

Source: SEC Form 13F filings · as of 2026-09-30