SEC ownership of AGREE REALTY CORP

Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0000917251.

Comparable stake leader

COHEN & STEERS, INC.

Disclosed value leader

COHEN & STEERS, INC.

Comparable rows

50/50

Latest evidence

04 Jun 2026

Top shareholders Insider holders Latest transactions
Public ticker
ADC, ADC-PA on NYSE
Parsed ownership sources
13D/G, 13F, and 3/4/5
Source: Parsed SEC ownership filingsUse: Compare filing families carefully
Largest SEC-reported holder
COHEN & STEERS, INC.
Ranking: Comparable ownership first, then disclosed value
Ownership snapshot CIK-linked ownership evidence from parsed SEC filings. 3 signals
Comparable ownership rows
50 of 50
Meaning: Rows with safely comparable ownership %
Latest 13D/G holder
COHEN & STEERS, INC.
Source: Latest parsed Schedule 13D/G stake
Latest parsed ownership date
04 Jun 2026
Freshness: Most recent filing date in this holder set
Issuer Names, identifiers, and filing context for this profile. 2 identity fields
Issuer CIK
0000917251
Issuer location
Royal Oak, MI

Ownership snapshot

Top shareholders of AGREE REALTY CORP (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.

Comparable stake leader
COHEN & STEERS, INC.
Disclosed value leader
COHEN & STEERS, INC.
Comparable rows
50/50
Latest evidence
04 Jun 2026
13D/G 13F 3/4/5 Lead comparable stake: 15% 13D/G row: COHEN & STEERS, INC. Showing 1-8 of 50 holder rows.

Quick read

COHEN & STEERS, INC. leads the comparable SEC ownership view at 15%.

50 of 50 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.

Open SEC evidence Opens COHEN & STEERS, INC.'s linked filing trail.
Comparable ownership Top 5
COHEN & STEERS, INC. 15%
BlackRock, Inc. 11%
VANGUARD PORTFOLIO MANAGEMENT LLC 8.6%
VANGUARD CAPITAL MANAGEMENT LLC 5.3%
STATE STREET CORP 5%

Ownership % is shown only when SEC disclosures are safely comparable across share classes.

Detailed SEC evidence table Showing 1-8 of 50 holder rows
Holder Evidence Ownership % Position 12M Net Δ As of
COHEN & STEERS, INC.
13D/G 13F
Company
13D/G 13F
15%
$1,372,725,789
17,918,363 shares
 +$414,181,393 31 Mar 2026
BlackRock, Inc.
13F 13D/G
Company
13F 13D/G
11%
from 13D/G
$1,348,548,794
17,890,008 shares
 — 31 Mar 2026
VANGUARD PORTFOLIO MANAGEMENT LLC
13D/G 13F
Vanguard Portfolio Management · Company
13D/G 13F
8.6%
$774,743,956
10,277,845 shares
 $0 31 Mar 2026
VANGUARD CAPITAL MANAGEMENT LLC
13D/G 13F
Vanguard Capital Management · Company
13D/G 13F
5.3%
$477,327,342
6,332,281 shares
 $0 31 Mar 2026
STATE STREET CORP
13D/G 13F
STATE STREET CORPORATION · Company
13D/G 13F
5%
$457,134,245
5,967,031 shares
 +$53,857,519 31 Mar 2026
Joey Agree
3/4/5
PRESIDENT & CEO, Director
3/4/5
0.57%
$51,208,323
679,067 shares
 +$1,753,054 14 May 2026
Richard Agree
3/4/5
EXECUTIVE CHAIRMAN OF BOARD, Director
3/4/5
0.56%
$50,037,246
668,567 shares
 +$2,053,130 04 Jun 2026
John Rakolta Jr.
3/4/5
Director
3/4/5
0.5%
$44,439,643
595,944 shares
 +$4,356,244 15 May 2026
How to read this table

Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.

Forms 3/4/5 flow

Insider trading overview

Net insider flow leans to buying over the last 12 months. Net value: +$8,333,780.

Buys
$8,333,780
Insiders: 6
Sells
$0
Insiders: 0
Net
+$8,333,780
Shares: +115,433
Window
Last 12 months
4 rolling buckets
Buy value Sell value
Shares: 115,433 Shares: 0
Window (months) Buy shares Sell shares Buy value Sell value Net value
0-3 39,045 0 $2,907,343 $0 +$2,907,343
3-6 146 0 $11,051 $0 +$11,051
6-9 39,500 0 $2,813,680 $0 +$2,813,680
9-12 36,742 0 $2,601,705 $0 +$2,601,705

Reporting owners

Insider holders from Forms 3/4/5

Showing 1-16 of 16 reporting-owner rows connected to AGREE REALTY CORP. Open a relationship link for the CIK-to-CIK filing trail.

Rows
16
Largest Forms 3/4/5 holder
Joey Agree
Net 12M change
+$8,333,780
Latest report
04 Jun 2026
Name Relationship Holdings Value Past Year Net Change Change % Valuation Report Date
Joey Agree PRESIDENT & CEO, Director $51,208,323 +$1,753,054 +3.5% Mixed 14 May 2026
Richard Agree EXECUTIVE CHAIRMAN OF BOARD, Director $50,037,246 +$2,053,130 +4.3% Mixed 04 Jun 2026
John Rakolta Jr. Director $44,439,643 +$4,356,244 +11% Mixed 15 May 2026
Craig Erlich Chief Growth Officer $4,484,205 +$25,504 +0.57% Mixed 06 May 2026
Greg Lehmkuhl Director $2,587,957 +$110,948 +4.5% Filing P/S 14 May 2026
Peter Coughenour Chief Financial Officer $2,114,353 +$34,900 +1.7% Mixed 23 Feb 2026
Danielle M. Spehar General Counsel $2,045,266 Mixed 23 Feb 2026
Nicole Witteveen Chief Operating Officer $1,869,334 Mixed 23 Feb 2026
Karen Dearing Director $1,177,134 Mixed 14 May 2026
Michael Judlowe Director $1,162,133 Mixed 14 May 2026
Stephen Breslin Chief Accounting Officer $1,035,998 Mixed 23 Feb 2026
Jerome R. Rossi Director $931,018 Mixed 14 May 2026
Merrie S. Frankel Director $836,642 Mixed 14 May 2026
Michael Hollman Director $779,221 Mixed 14 May 2026
Linglong He Director $728,784 Mixed 14 May 2026
David A. Wolff Chief Accounting Officer $275,621 Mixed 23 Feb 2022

Recent insider transactions for AGREE REALTY CORP

Showing up to 300 recent insider transactions from the last 12 months.

Insider Symbol Class Transaction % SEC-reported value SEC-reported price Shares Shares owned Date Ownership
Richard Agree ADC Common Shares Purchase 5.85% $357,050 $71.41 5,000 90,512 04 Jun 2026 By wife
John Rakolta Jr. ADC Common Shares Purchase 3.47% $1,491,400 $74.57 20,000 595,798 15 May 2026 Direct
Merrie S. Frankel ADC Common Shares Award 4.05% 432 11,099 14 May 2026 Direct
Karen Dearing ADC Common Shares Award 16% 2,159 15,616 14 May 2026 Direct
Linglong He ADC Common Shares Award 56.4% 3,487 9,668 14 May 2026 Direct
Michael Hollman ADC Common Shares Award 26.4% 2,159 10,337 14 May 2026 Direct
Michael Judlowe ADC Common Shares Award 29.5% 3,487 15,317 14 May 2026 Direct
John Rakolta Jr. ADC Common Shares Award 0.61% 3,487 573,794 14 May 2026 Direct
Jerome R. Rossi ADC Common Shares Award 21.2% 2,159 12,351 14 May 2026 Direct
Greg Lehmkuhl ADC Common Shares Purchase 2.22% $56,318 $75.09 750 34,465 14 May 2026 Direct
Greg Lehmkuhl ADC Common Shares Award 14.7% 4,318 33,715 14 May 2026 Direct
Joey Agree ADC Common Shares Purchase 2.01% $1,002,576 $75.41 13,295 675,105 14 May 2026 Direct
Craig Erlich ADC Common Shares Gift -0.83% -500 59,388 06 May 2026 Direct
John Rakolta Jr. ADC Common Shares Purchase $11,051 $75.69 146 146 01 Apr 2026 By wife
Stephen Breslin ADC Common Shares Tax liability -10.2% -1,475 13,061 23 Feb 2026 Direct
Stephen Breslin ADC Common Shares Award 21% 2,521 14,536 23 Feb 2026 Direct
Danielle M. Spehar ADC Common Shares Tax liability -18.1% -5,706 25,785 23 Feb 2026 Direct
Danielle M. Spehar ADC Common Shares Award 50.3% 10,543 31,491 23 Feb 2026 Direct
Nicole Witteveen ADC Common Shares Tax liability -11.8% -3,146 23,567 23 Feb 2026 Direct
Nicole Witteveen ADC Common Shares Award 70.1% 11,012 26,713 23 Feb 2026 Direct
Craig Erlich ADC Common Shares Tax liability -12.6% -8,636 59,888 23 Feb 2026 Direct
Craig Erlich ADC Common Shares Award 29.7% 15,678 68,524 23 Feb 2026 Direct
Peter Coughenour ADC Common Shares Tax liability -14.2% -4,401 26,656 23 Feb 2026 Direct
Peter Coughenour ADC Common Shares Award 67.5% 12,513 31,057 23 Feb 2026 Direct
Joey Agree ADC Common Shares Tax liability -5.9% -41,487 661,810 23 Feb 2026 Direct
Joey Agree ADC Common Shares Award 10.1% 64,609 703,297 23 Feb 2026 Direct
Richard Agree ADC Common Shares Tax liability -1.07% -4,577 422,200 23 Feb 2026 Direct
Richard Agree ADC Common Shares Award 1.93% 8,069 426,777 23 Feb 2026 Direct
Peter Coughenour ADC Common Shares Purchase 2.77% $34,900 $69.80 500 18,544 09 Jan 2026 Direct
Richard Agree ADC Common Shares Purchase 17.7% $1,696,080 $70.67 24,000 159,855 09 Jan 2026 By trust - children
John Rakolta Jr. ADC Common Shares Purchase 2.74% $1,082,700 $72.18 15,000 562,606 24 Dec 2025 Direct
John Rakolta Jr. ADC Common Shares Gift -2.07% -11,549 547,606 22 Dec 2025 Direct
Stephen Breslin ADC Common Shares Tax liability -2.13% -262 12,015 01 Dec 2025 Direct
Joey Agree ADC Common Shares Gift 35% 1,028 3,962 18 Nov 2025 By children
Richard Agree ADC Common Shares Gift -0.62% -2,570 414,708 18 Nov 2025 Direct
John Rakolta Jr. ADC Common Shares Purchase 4.76% $1,771,093 $70.41 25,154 553,701 07 Oct 2025 Direct
Craig Erlich ADC Common Shares Purchase 0.69% $25,504 $70.84 360 52,846 03 Oct 2025 Direct
Joey Agree ADC Common Shares Purchase 0.56% $249,183 $70.63 3,528 638,688 02 Oct 2025 Direct
Greg Lehmkuhl ADC Common Shares Purchase 2.78% $54,630 $72.84 750 27,684 05 Sep 2025 Direct
Craig Erlich ADC Common Shares Tax liability -0.75% -396 52,486 19 Aug 2025 Direct
Nicole Witteveen ADC Common Shares Tax liability -1.84% -294 15,701 19 Aug 2025 Direct
Joey Agree ADC Common Shares Purchase 0.33% $151,368 $72.08 2,100 635,160 14 Aug 2025 Direct
Joey Agree ADC Common Shares Purchase 33.8% $53,535 $72.15 742 2,934 13 Aug 2025 By children
Joey Agree ADC Common Shares Purchase 0.65% $296,392 $72.15 4,108 633,060 13 Aug 2025 Direct
* marks a reported price that did not pass the local price check.
We use cookies and similar technologies to provide certain features, enhance the user experience and, if you allow them, measure engagement and deliver advertising. Analytics and marketing storage stay off until you grant consent. By clicking on "Agree and continue", you declare your consent to the use of the selected optional cookies. Manage preferences to update or revoke optional consent for future visits. For more information, see our Privacy Policy .