ADC · Insider trading · 13F holders · Congress trades
Agree Realty Corp (ADC)
Who is buying and selling ADC: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 30
- Insider buys, 90 days
- $4.1M
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 6
ADC at a glance
- Between Aug 1, 2026 and Oct 29, 2026, 3 ADC insiders filed 5 open-market purchases worth $4.1M on SEC Form 4.
- 30 13F filers hold ADC among their 50 largest positions, worth $2.5B combined. The biggest bets by portfolio weight are Sophron Capital Management L.P. (7.8%), Vision Capital Corp (7.3%) and Masterton Capital Management, LP (6.6%). In their latest 13Fs, 1 manager opened a new position and 9 added to one.
- Members of Congress have disclosed 15 ADC trades since 2014, 2 purchases and 4 sales in the past year; the latest was Josh Gottheimer (D-NJ), selling $1K–15K on Jun 1, 2026.
- ADC last closed at $67.61 on Oct 29, 2026.
ADC insider trading
Between Aug 1, 2026 and Oct 29, 2026, 3 ADC insiders filed 5 open-market purchases worth $4.1M on SEC Form 4.
| Filed | Insider | Role | Trade | Shares | Price | Value | Form 4 |
|---|---|---|---|---|---|---|---|
| Sep 23, 2026 | Erlich Craig | CHIEF GROWTH OFFICER | Buy | 1,000 | $67.55 | $68K | SEC |
| Sep 17, 2026 | Rakolta John Jr | Director | Buy | 20,000 | $68.78 | $1.4M | SEC |
| Sep 17, 2026 | Agree Joey | PRESIDENT & CEO, Director | Buy | 7,360 | $68.06 | $501K | SEC |
| Sep 2, 2026 | Rakolta John Jr | Director | Buy | 10,000 | $72.42 | $724K | SEC |
| Aug 31, 2026 | Rakolta John Jr | Director | Buy | 20,136 | $73.23 | $1.5M | SEC |
Who owns ADC? Hedge funds and superinvestors
30 13F filers hold ADC among their 50 largest positions, worth $2.5B combined. The biggest bets by portfolio weight are Sophron Capital Management L.P. (7.8%), Vision Capital Corp (7.3%) and Masterton Capital Management, LP (6.6%). In their latest 13Fs, 1 manager opened a new position and 9 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Cohen & Steers, Inc.Investment manager | 2.0% | $1.2B | 16,403,414 | -8.2% shares | Q2 2026 |
| Centersquare Investment Management LLCInstitutional asset manager | 2.4% | $282.6M | 3,730,917 | +8.8% shares | Q2 2026 |
| Daiwa Securities Group Inc.Broker-dealer | 0.4% | $169.3M | 2,534,221 | -13.3% shares | Q3 2026 |
| Zimmer Partners, LPHedge fund | 3.3% | $139.6M | 1,843,300 | -44.1% shares | Q2 2026 |
| Duff & Phelps Investment Management CoMutual fund manager | 0.8% | $83.4M | 1,100,957 | — | Q2 2026 |
| Frontier Capital Management Co LLCInstitutional asset manager | 0.7% | $71.4M | 943,005 | -14.4% shares | Q2 2026 |
| Lasalle Investment Management Securities LLCHedge fund | 2.5% | $69.3M | 915,004 | +27.1% shares | Q2 2026 |
| Rush Island Management, LPHedge fund | 4.4% | $66.2M | 873,829 | +29.0% shares | Q2 2026 |
| Cincinnati Insurance CoInsurance company | 0.9% | $59.8M | 789,500 | +0.0% shares | Q2 2026 |
| Heitman Real Estate Securities LLCInstitutional asset manager | 2.8% | $43.8M | 578,024 | +260.3% shares | Q2 2026 |
| Adelante Capital Management LLCInstitutional asset manager | 2.1% | $32.6M | 430,209 | -2.3% shares | Q2 2026 |
| Lighthouse Investment Partners, LLCHedge fund | 0.8% | $27.0M | 356,896 | +48.7% shares | Q2 2026 |
| Sophron Capital Management L.P.Hedge fund | 7.8% | $25.1M | 331,087 | +32.0% shares | Q2 2026 |
| Leeward Investments, LLC - MAAsset manager | 1.2% | $24.4M | 364,642 | -4.1% shares | Q3 2026 |
| Apollo Management Holdings, L.P.Hedge fund | 0.4% | $23.9M | 315,810 | +0.0% shares | Q2 2026 |
| APG Asset Management US Inc.Hedge fund | 0.2% | $23.1M | 302,617 | +0.0% shares | Q2 2026 |
| Vision Capital CorpHedge fund | 7.3% | $15.9M | 209,300 | New | Q2 2026 |
| Uniplan Investment Counsel, Inc.Wealth manager | 1.0% | $10.4M | 136,713 | -4.5% shares | Q2 2026 |
| Ibex Wealth AdvisorsWealth manager | 0.7% | $8.6M | 112,922 | +3.8% shares | Q2 2026 |
| Masterton Capital Management, LPHedge fund | 6.6% | $7.8M | 103,300 | +55.8% shares | Q2 2026 |
| Gsa Capital Partners LLPHedge fund | 0.4% | $7.1M | 93,165 | +71.9% shares | Q2 2026 |
| Bridgefront Capital, LLCHedge fund | 0.8% | $3.1M | 41,513 | +14.2% shares | Q2 2026 |
| Community Bank of RaymoreBank & trust | 1.8% | $3.0M | 44,624 | +0.0% shares | Q3 2026 |
| Presima Securities ULCBroker-dealer | 1.6% | $2.9M | 38,203 | +0.0% shares | Q1 2026 |
| Hazelview Securities Inc.Hedge fund | 0.4% | $2.9M | 36,703 | -82.9% shares | Q2 2026 |
| Town & Country Bank & Trust CO dba First Bankers Trust COBank & trust | 0.7% | $2.4M | 31,040 | +3.3% shares | Q2 2026 |
| Agp Franklin, LLCWealth manager | 0.7% | $1.6M | 21,337 | -2.9% shares | Q2 2026 |
| Cincinnati Specialty Underwriters Insurance COInsurance company | 0.3% | $1.2M | 16,500 | +0.0% shares | Q2 2026 |
| Foresight Group Ltd Liability PartnershipHedge fund | 0.2% | $1.2M | 15,903 | -11.9% shares | Q2 2026 |
| CSU Producer Resources, Inc.Investment manager | 2.0% | $606K | 8,000 | +0.0% shares | Q2 2026 |
Each manager counts with its latest 13F (Q3 2026: 3, Q2 2026: 26, Q1 2026: 1). Screen ADC in the grand portfolio →
ADC stock trades by members of Congress
Members of Congress have disclosed 15 ADC trades since 2014, 2 purchases and 4 sales in the past year; the latest was Josh Gottheimer (D-NJ), selling $1K–15K on Jun 1, 2026.
| Filed | Member | Trade | Amount | Traded | Since |
|---|---|---|---|---|---|
| Jul 7, 2026 | Josh GottheimerD-NJ · House | Sale | $1K–15K | Jun 1, 2026 | -7.1% |
| Feb 13, 2026 | Gilbert Ray Cisneros, Jr.D-CA · House | Sale | $15K–50K | Jan 15, 2026 | -6.5% |
| Oct 22, 2025 | Lisa C. McClainR-MI · House | Sale | $1K–15K | Sep 25, 2025 | -4.6% |
| Sep 12, 2025 | Lisa C. McClainR-MI · House | Buy | $1K–15K | Aug 13, 2025 | -6.9% |
| Aug 13, 2025 | Lisa C. McClainR-MI · House | Sale | $1K–15K | Jun 17, 2025 | -9.8% |
| Aug 13, 2025 | Lisa C. McClainR-MI · House | Buy | $1K–15K | Jun 11, 2025 | -9.7% |
| May 14, 2025 | Josh GottheimerD-NJ · House | Sale | $1K–15K | Apr 9, 2025 | -7.7% |
| May 15, 2024 | Josh GottheimerD-NJ · House | Buy | $1K–15K | Apr 15, 2024 | +20.8% |
| Apr 7, 2024 | Josh GottheimerD-NJ · House | Sale | $1K–15K | Mar 14, 2024 | +21.9% |
| Aug 13, 2023 | Daniel S. GoldmanD-NY · House | Sale | $1K–15K | Jul 12, 2023 | +2.7% |
| Oct 14, 2020 | Gilbert Ray Cisneros, Jr.D-CA · House | Buy | $1K–15K | Sep 29, 2020 | +6.6% |
| Aug 19, 2020 | Gilbert Ray Cisneros, Jr.D-CA · House | Buy | $1K–15K | Jul 30, 2020 | +0.2% |
| Aug 10, 2020 | Josh GottheimerD-NJ · House | Buy | $1K–15K | Jul 22, 2020 | +4.2% |
| Apr 15, 2019 | Van TaylorR-TX · House | Sale | $1K–15K | Mar 25, 2019 | -2.1% |
| May 16, 2014 | Susan M. CollinsR-ME · Senate | Sale | $1K–15K | May 7, 2014 | +128.3% |
6 members have traded ADC: Josh Gottheimer, Gilbert Ray Cisneros, Jr., Lisa C. McClain, Daniel S. Goldman, Van Taylor, Susan M. Collins.
Analysis mentioning ADC
Posts from the blog that cover Agree Realty Corp, newest first.
ADC questions and answers
Are insiders buying ADC stock?
Between Aug 1, 2026 and Oct 29, 2026, 3 ADC insiders filed 5 open-market purchases worth $4.1M on SEC Form 4.
Which hedge funds own ADC?
30 13F filers hold ADC among their 50 largest positions, worth $2.5B combined. The biggest bets by portfolio weight are Sophron Capital Management L.P. (7.8%), Vision Capital Corp (7.3%) and Masterton Capital Management, LP (6.6%). In their latest 13Fs, 1 manager opened a new position and 9 added to one.
Has Congress traded ADC?
Members of Congress have disclosed 15 ADC trades since 2014, 2 purchases and 4 sales in the past year; the latest was Josh Gottheimer (D-NJ), selling $1K–15K on Jun 1, 2026.
Who is the largest holder of ADC?
Among 13F filers, Cohen & Steers, Inc. reports the largest ADC position, $1.2B (16,403,414 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Sophron Capital Management L.P.'s: 7.8% of its portfolio.
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