12 institutions reported holding $6.9M of AGREE REALTY (ADC) in SEC 13F filings for 2026-06-30. Largest institutional holders: CoreCap Advisors, LLC ($6.1M), GAMMA Investing LLC ($407,708), Central Pacific Bank - Trust Division ($208,588), MassMutual Private Wealth & Trust, FSB ($62,940), Cedar Mountain Advisors, LLC ($45,898). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | CoreCap Advisors, LLC | $6.1M | 80,269 | Added |
| 2 | GAMMA Investing LLC | $407,708 | 5,383 | Added |
| 3 | Central Pacific Bank - Trust Division | $208,588 | 2,754 | Added |
| 4 | MassMutual Private Wealth & Trust, FSB | $62,940 | 831 | Trimmed |
| 5 | Cedar Mountain Advisors, LLC | $45,898 | 606 | Hold |
| 6 | Versant Capital Management, Inc | $44,156 | 583 | Trimmed |
| 7 | EASTERN BANK | $15,754 | 208 | Hold |
| 8 | ELEVATION WEALTH PARTNERS, LLC | $11,967 | 158 | New |
| 9 | MJT & Associates Financial Advisory Group, Inc. | $3,030 | 40 | Hold |
| 10 | CX Institutional | $3,000 | 46 | Hold |
| 11 | Retirement Wealth Solutions LLC | $1,212 | 16 | Hold |
| 12 | TRUST POINT INC. | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30