AGREE RLTY CORP

$ADC
Smart money positioned

11 of the Top-200 alpha managers hold $ADC as of the latest 13F snapshot.

13F holders
498
Insider buys · 90d
0
Congress · 90d
0

Smart Money · top-200 alpha cohort

11 holders · Q1 2026

$ADC is held by 11 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 3.01%, with an average of 0.33% of portfolio. Largest holder: Hazelview Securities Inc. at 3.01%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.

Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.

Institutional holders

Top 10 of 498 · Source: 13F-HR
01
Menlo Advisors LLC
2.34% of portfolio
35,728,688 sh
02
Axa S.a.
0.02% of portfolio
5,966,403 sh
03
State Street
0.01% of portfolio
5,884,291 sh
04
Leuthold Group, LLC
0.25% of portfolio
4,041,693 sh
05
Pamplona Capital Management, LLC
6.00% of portfolio
3,296,414 sh
06
Mesirow Financial Investment Management, Inc.
0.32% of portfolio
2,258,287 sh
07
Two Sigma
0.34% of portfolio
2,165,887 sh
08
Strs Ohio
0.02% of portfolio
2,109,853 sh
09
Gladwyn Financial Advisors, Inc.
0.07% of portfolio
2,047,312 sh
10
Two Sigma
0.34% of portfolio
1,725,413 sh
See all 498 13F holders · Pro →

Insider activity · last 90 days

12 transactions · 6 filers
09 Jan 2026
Coughenour Peter
▲ BOUGHT
500
$69.80
P
09 Jan 2026
Agree Richard
▲ BOUGHT
24,000
$70.67
P
24 Dec 2025
Rakolta John Jr
▲ BOUGHT
15,000
$72.18
P
07 Oct 2025
Rakolta John Jr
▲ BOUGHT
25,154
$70.41
P
03 Oct 2025
Erlich Craig
▲ BOUGHT
360
$70.85
P
02 Oct 2025
Agree Joey
▲ BOUGHT
3,528
$70.63
P
05 Sep 2025
Lehmkuhl Greg
▲ BOUGHT
750
$72.84
P
14 Aug 2025
Agree Joey
▲ BOUGHT
2,100
$72.08
P
13 Aug 2025
Agree Joey
▲ BOUGHT
742
$72.15
P
13 Aug 2025
Agree Joey
▲ BOUGHT
4,108
$72.15
P
11 Jun 2025
Rakolta John Jr
▲ BOUGHT
10,000
$74.34
P
08 Apr 2025
Rakolta John Jr
▲ BOUGHT
28,080
$71.30
P

Transaction codes: P open-market purchase · S sale · M option exercise · A grant · F tax-withhold sale. Insider names link to each individual's expert page.

Congress trades · last 90 days

7 disclosures · STOCK Act
House · California · Traded Jan 15
SOLD
$15K–$50K
Feb 13STOCK
House · Michigan · Traded Jan 15
SOLD
Feb 11STOCK
House · Michigan · Traded Sep 25
SOLD
$1K–$15K
Oct 22STOCK
House · Michigan · Traded Aug 13
BOUGHT
$1K–$15K
Sep 12STOCK
House · Michigan · Traded Jun 17
SOLD
$1K–$15K
Aug 13STOCK
House · Michigan · Traded Jun 11
BOUGHT
$1K–$15K
Aug 13STOCK
House · New Jersey · Traded Apr 9
SOLD
$1K–$15K
May 14STOCK

Source data: SEC EDGAR · 13F-HR · Form 4 · U.S. House Clerk PTR (disclosures-clerk.house.gov) · Senate eFD (senate.gov) · Last refreshed 07:15 UTC.