Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Agree Rlty Corp (ADC)

497 + Investors. Track Smart Money conviction in ADC. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +15
Streak
10Q ▲
Buyers last Q
58%

Smart Money Signals — ADC

Based on 501 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 10 quarters in a row

last 6Q
For 10 consecutive quarters, more hedge funds added ADC than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
501 hedge funds hold ADC right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +7% more funds vs a year ago

fund count last 6Q
+34 new funds entered over the past year (+7% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 58% buying

277 buying201 selling
Last quarter: 277 funds bought or added vs 201 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~67 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 64 → 62 → 63 → 67. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

59% of holders stayed for 2+ years

■ 59% conviction (2yr+) ■ 24% medium ■ 18% new
295 out of 501 hedge funds have held ADC for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~67 new funds/quarter

68 → 64 → 62 → 63 → 67 new funds/Q
New funds entering each quarter: 64 → 62 → 63 → 67. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 65% of holders stayed 2+ years

■ 65% veterans ■ 13% 1-2yr ■ 23% new
Of 505 current holders: 326 (65%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
✅

Strong quality — 31% AUM from major funds

31% from top-100 AUM funds
56 of 501 holders rank in the top 100 by AUM, accounting for 31% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — ADC

In 2026 Q1, 277 hedge funds were net buyers of ADC (67 opened a new position, 210 added to an existing one), while 201 reduced or exited (149 trimmed, 52 sold completely) — a 58% buyer ratio, indicating a slight buying edge. This marks 10 consecutive quarters of net institutional buying — a persistent conviction signal. 31% of total institutional value in ADC is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +15 funds (more new holders than closures). Total institutional holders: 501.

Hedge Fund Ownership: ADC

How many hedge funds hold ADC — quarterly history vs. share price
Quarterly hedge fund ownership of ADC vs. share price

Market Analysis: ADC

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: ADC

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Agree Rlty Corp (ADC) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much ADC has moved relative to its sector benchmark (XLRE) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 75d ago
ADC
+0.6%
XLRE
+11.1%

ADC outperformed XLRE by -10.5% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 30d ago
ADC
+2.2%
XLRE
+4.9%

Since the filing became public, ADC outperformed XLRE by -2.7% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

35 top-rated funds 3 high-conviction
Consensus
6.8
/ 10
breadth
×
Elite
2.9
/ 10
conviction
Hedge Fund Positioning: ADC
497 + Investors

Track Smart Money conviction in ADC. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 497 486 2.26%
13F Shares 139M 130M 7.23%
Total Value $8.86B $9.33B -5.04%
New Positions 64 63 +1
Increased Positions 208 191 +17
Closed Positions 53 48 +5
Reduced Positions 147 168 -21
Total Calls 4 4 -
Total Puts 2 2 -
PUT/CALL Ratio 0.5 0.5 Bullish

Statistics: ADC

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Institutional Holders (2026 Q1)

497 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in ADC. Verified SEC 13F-HR filings.

QUARTER:
Top 25 ADC holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Brummer Multi-Strategy AB 27.34% 87,127 $6.6M
2 Zimmer Partners, LP 5.99% 3,296,414 $248.5M
3 Sophron Capital Management L.P. 5.57% 250,917 $18.9M
4 Masterton Capital Management, LP 4.55% 66,300 $5.0M
5 Rush Island Management, LP 3.43% 677,438 $51.1M
6 Hazelview Securities Inc. 3.01% 214,369 $16.2M
7 Centersquare Investment Management LLC 2.67% 3,429,575 $258.5M
8 Adelante Capital Management LLC 2.27% 440,181 $33.2M
9 Lasalle Investment Management Securities LLC 2.14% 719,719 $54.3M
10 Community Bank of Raymore 2.02% 40,024 $3.0M
11 Cander Asset Management LP 1.89% 139,785 $10.5M
12 CSU Producer Resources, Inc. 1.73% 8,000 $603K
13 Presima Securities ULC 1.62% 38,203 $2.9M
14 Leeward Investments, LLC - MA 1.46% 393,073 $29.6M
15 Uniplan Investment Counsel, Inc. 1.11% 143,159 $10.8M
16 Cincinnati Insurance Co 0.90% 789,500 $59.5M
17 Aristotle Capital Boston, LLC 0.90% 191,357 $14.4M
18 Heitman Real Estate Securities LLC 0.87% 160,442 $12.1M
19 Frontier Capital Management Co LLC 0.85% 1,101,386 $83.0M
20 Agp Franklin, LLC 0.83% 21,983 $1.7M
21 Duff & Phelps Investment Management Co 0.79% 1,010,118 $76.1M
22 Town & Country Bank & Trust CO dba First Bankers Trust CO 0.76% 30,034 $2.3M
23 Ibex Wealth Advisors 0.76% 108,753 $8.2M
24 Bridgefront Capital, LLC 0.68% 36,356 $2.7M
25 Lmcg Investments, LLC 0.67% 148,569 $11.2M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Agree Rlty Corp (ADC)

What does the Smart Money Trend signal show for ADC?

Buying streak — 10 quarters in a row: For 10 consecutive quarters, more hedge funds added ADC than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for ADC?

Slight buying edge — 58% buying: Last quarter: 277 funds bought or added vs 201 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for ADC holders?

Strong quality — 31% AUM from major funds: 56 of 501 holders rank in the top 100 by AUM, accounting for 31% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held ADC?

59% of holders stayed for 2+ years: 295 out of 501 hedge funds have held ADC for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Agree Rlty Corp (ADC) following the 2026 Q1 hedge fund 13F filings?

As of today, ADC has moved +2.2% since the 2026 Q1 13F filing date (May 15, 2026), compared to +4.9% for the XLRE sector ETF — an outperformance of -2.7%. Since the quarter end (March 31, 2026), ADC has gained +0.6% vs +11.1% for XLRE. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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