Filing Research | ADC - AGREE REALTY CORP Institutional Holdings

Snapshot holdings

50 / 92 loaded

#		Instrument	quantity
1	FORT WASHINGTON INVESTMENT ADVISORS INC /OH/	Shares	406.6KSH	$30.8M
2	EXCHANGE TRADED CONCEPTS, LLC	Shares	164.8KSH	$12.5M
3	LMCG INVESTMENTS, LLC	Shares	152.0KSH	$11.5M
4	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	117.0KSH	$8.9M
5	CoreCap Advisors, LLC	Shares	80.3KSH	$6.1M
6	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	72.8KSH	$5.7M
7	Police & Firemen's Retirement System of New Jersey	Shares	53.0KSH	$4.0M
8	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	37.0KSH	$2.8M
9	Louisiana State Employees Retirement System	Shares	35.1KSH	$2.7M
10	Oak Thistle LLC	Shares	33.0KSH	$2.5M
11	Sumitomo Mitsui DS Asset Management Company, Ltd	Shares	33.0KSH	$2.5M
12	Town & Country Bank & Trust CO dba First Bankers Trust CO	Shares	31.0KSH	$2.4M
13	E. Ohman J:or Asset Management AB	Shares	28.2KSH	$2.1M
14	Union Bancaire Privee, UBP SA	Shares	34.4KSH	$2.0M
15	Citizens National Bank Trust Department	Shares	23.8KSH	$1.8M
16	IFM Investors Pty Ltd	Shares	19.4KSH	$1.5M
17	JAMES INVESTMENT RESEARCH, INC.	Shares	13.3KSH	$1.0M
18	SIGNATUREFD, LLC	Shares	13.0KSH	$983.3K
19	SPIRIT OF AMERICA MANAGEMENT CORP/NY	Shares	12.5KSH	$946.8K
20	Applied Capital LLC/FL	Shares	10.9KSH	$825.0K
21	Tributary Capital Management, LLC	Shares	10.2KSH	$769.9K
22	SECURIAN ASSET MANAGEMENT, INC	Shares	8.8KSH	$716.5K
23	1620 INVESTMENT ADVISORS, INC.	Shares	9.4KSH	$712.5K
24	Gilman Hill Asset Management, LLC	Shares	9.2KSH	$694.2K
25	SCHNIEDERS CAPITAL MANAGEMENT, LLC.	Shares	8.8KSH	$667.3K
26	Crossmark Global Holdings, Inc.	Shares	8.6KSH	$654.1K
27	Vanderbilt University	Shares	8.1KSH	$616.0K
28	Sequoia Financial Advisors, LLC	Shares	6.7KSH	$504.4K
29	Farther Finance Advisors, LLC	Shares	6.4KSH	$486.4K
30	TRUST CO OF TOLEDO NA /OH/	Shares	6.1KSH	$459.6K
31	Apollon Wealth Management, LLC	Shares	5.6KSH	$426.9K
32	Spire Wealth Management	Shares	5.4KSH	$408.2K
33	GAMMA Investing LLC	Shares	5.4KSH	$407.7K
34	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	5.2KSH	$393.4K
35	J.W. COLE ADVISORS, INC.	Shares	5.2KSH	$390.5K
36	First National Advisers, LLC	Shares	4.9KSH	$367.6K
37	QRG CAPITAL MANAGEMENT, INC.	Shares	4.8KSH	$364.2K
38	GREENLEAF TRUST	Shares	4.7KSH	$354.2K
39	Sage Investment Counsel LLC	Shares	3.8KSH	$291.6K
40	Ballentine Partners, LLC	Shares	3.8KSH	$285.2K
41	Merit Financial Group, LLC	Shares	3.0KSH	$230.7K
42	Legacy Wealth Asset Management, LLC	Shares	3.0KSH	$228.7K
43	Fifth Third Wealth Advisors LLC	Shares	2.9KSH	$223.3K
44	Central Pacific Bank - Trust Division	Shares	2.8KSH	$208.6K
45	Curated Wealth Partners LLC	Shares	60.0KSH	$63.4K
46	MassMutual Private Wealth & Trust, FSB	Shares	831SH	$62.9K
47	EverSource Wealth Advisors, LLC	Shares	821SH	$62.2K
48	Financial Life Planners	Shares	667SH	$50.5K
49	Cedar Mountain Advisors, LLC	Shares	606SH	$45.9K
50	Versant Capital Management, Inc	Shares	583SH	$44.2K

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Manager changes2026-06-30 vs 2026-03-31

50 / 97 loaded

#		Instrument
1	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS added	Shares	+35.5K	+$2.7M	$8.9M
2	Oak Thistle LLC new	Shares	+33.0K	+$2.5M	$2.5M
3	EXCHANGE TRADED CONCEPTS, LLC added	Shares	+28.2K	+$2.2M	$12.5M
4	FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ added	Shares	+16.0K	+$1.4M	$30.8M
5	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+15.3K	+$1.3M	$5.7M
6	CoreCap Advisors, LLC added	Shares	+6.8K	+$537.9K	$6.1M
7	Apollon Wealth Management, LLC new	Shares	+5.6K	+$426.9K	$426.9K
8	Farther Finance Advisors, LLC added	Shares	+5.2K	+$396.7K	$486.4K
9	SPIRIT OF AMERICA MANAGEMENT CORP/NY added	Shares	+4.4K	+$336.2K	$946.8K
10	Police & Firemen's Retirement System of New Jersey added	Shares	+4.0K	+$323.8K	$4.0M
11	LMCG INVESTMENTS, LLC added	Shares	+3.5K	+$316.8K	$11.5M
12	Ballentine Partners, LLC new	Shares	+3.8K	+$285.2K	$285.2K
13	Merit Financial Group, LLC new	Shares	+3.0K	+$230.7K	$230.7K
14	Union Bancaire Privee, UBP SA added	Shares	+1.4K	+$161.1K	$2.0M
15	Sumitomo Mitsui DS Asset Management Company, Ltd added	Shares	+1.2K	+$98.9K	$2.5M
16	Town & Country Bank & Trust CO dba First Bankers Trust CO added	Shares	+1.0K	+$87.0K	$2.4M
17	IFM Investors Pty Ltd added	Shares	+800	+$67.3K	$1.5M
18	Curated Wealth Partners LLC new	Shares	+60.0K	+$63.4K	$63.4K
19	QRG CAPITAL MANAGEMENT, INC. added	Shares	+685	+$53.3K	$364.2K
20	SECURIAN ASSET MANAGEMENT, INC unchanged	Shares	0	+$50.7K	$716.5K
21	Louisiana State Employees Retirement System added	Shares	+400	+$42.8K	$2.7M
22	GAMMA Investing LLC added	Shares	+501	+$39.7K	$407.7K
23	SIGNATUREFD, LLC added	Shares	+454	+$38.9K	$983.3K
24	Crossmark Global Holdings, Inc. added	Shares	+409	+$33.9K	$654.1K
25	SJS Investment Consulting Inc. new	Shares	+349	+$26.4K	$26.4K
26	TRUST CO OF TOLEDO NA /OH/ added	Shares	+205	+$17.6K	$459.6K
27	Spire Wealth Management added	Shares	+150	+$13.2K	$408.2K
28	ELEVATION WEALTH PARTNERS, LLC new	Shares	+158	+$12.0K	$12.0K
29	E. Ohman J:or Asset Management AB unchanged	Shares	0	+$10.2K	$2.1M
30	Central Pacific Bank - Trust Division added	Shares	+100	+$8.5K	$208.6K
31	LANARK FINANCIAL, INC. added	Shares	+73	+$5.7K	$36.7K
32	J.W. COLE ADVISORS, INC. added	Shares	+49	+$5.6K	$390.5K
33	True Wealth Design, LLC added	Shares	+66	+$5.0K	$6.1K
34	JAMES INVESTMENT RESEARCH, INC. unchanged	Shares	0	+$4.8K	$1.0M
35	FIRST HORIZON CORP added	Shares	+60	+$4.5K	$4.8K
36	Applied Capital LLC/FL unchanged	Shares	0	+$3.9K	$825.0K
37	Gilman Hill Asset Management, LLC unchanged	Shares	0	+$3.3K	$694.2K
38	SCHNIEDERS CAPITAL MANAGEMENT, LLC. unchanged	Shares	0	+$3.2K	$667.3K
39	Physician Wealth Advisors, Inc. added	Shares	+39	+$3.0K	$15.1K
40	Bogart Wealth, LLC new	Shares	+23	+$1.7K	$1.7K
41	Cromwell Holdings LLC added	Shares	+21	+$1.6K	$3.0K
42	LifeSteps Financial, Inc. new	Shares	+20	+$1.5K	$1.5K
43	Citizens National Bank Trust Department trimmed	Shares	-99	+$1.1K	$1.8M
44	Financial Life Planners added	Shares	+7	+$761	$50.5K
45	Hughes Financial Services, LLC added	Shares	+6	+$455	$606
46	Cedar Mountain Advisors, LLC unchanged	Shares	0	+$218	$45.9K
47	NEW YORK STATE TEACHERS RETIREMENT SYSTEM added	Shares	+1.6K	+$158	$8.5K
48	State of Alaska, Department of Revenue added	Shares	+1.7K	+$154	$5.4K
49	Activest Wealth Management new	Shares	+1	+$76	$76
50	EASTERN BANK unchanged	Shares	0	+$75	$15.8K

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