Follow-The-Filings

Security

ADC

Agree Rlty Corp. · COM

Equity holders as of 2026 Q1 (each manager’s latest book)

15 owners 1 exit max 0.2% (Two Sigma Investments, LP)

grid → activity →
owners 15
max % 0.2%
tracked value $1.7B
qoq A 6 R 5 E 1

holders

sorted by % of portfolio · long equity only · exits show last held size

manager % port activity shares value history
Two Sigma Investments, LP 2025 Q4 stale 0.2% Exit -0.17 pp 1,690,448 $122M hist
Joel Greenblatt - Gotham Asset Management, LLC 2026 Q1 0.1% Add -0.01 pp 379,274 $29M hist
Israel Englander - Millennium Management LLC 2026 Q1 0.0% Reduce -0.01 pp 1,098,432 $83M hist
Vanguard Group Inc. 2025 Q4 stale 0.0% Add 0.00 pp 15,731,141 $1.1B hist
D. E. Shaw & Co., Inc. 2026 Q1 0.0% Add +0.01 pp 341,462 $26M hist
Dmitry Balyasny - Balyasny Asset Management L.P. 2026 Q1 0.0% Reduce -0.04 pp 212,524 $16M hist
Steve Cohen - Point72 Asset Management, L.P. 2026 Q1 0.0% Add +0.01 pp 211,867 $16M hist
Ron Baron - Bamco Inc. /NY/ (Baron Capital) 2026 Q1 0.0% Add 0.00 pp 83,347 $6M hist
Norges Bank 2025 Q4 stale 0.0% Exit -0.01 pp 1,612,027 $116M hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.0% Reduce 0.00 pp 791,151 $60M hist
Cliff Asness - Aqr Capital Management LLC 2026 Q1 0.0% Reduce 0.00 pp 269,084 $20M hist
Kentucky Trust Co. 2026 Q2 stale 0.0% — 172 $13M hist
Natixis Advisors, LLC 2026 Q1 0.0% Add 0.00 pp 120,474 $9M hist
Ken Fisher - Fisher Asset Management, LLC 2026 Q1 0.0% Reduce 0.00 pp 48,085 $4M hist
Ancora Advisors LLC 2026 Q1 0.0% — 552 $42 hist
Marshall Wace - Marshall Wace, LLP exited 2026 Q1 last 2025 Q4 0.0% Exit 0.00 pp 16,836 $1M hist

15 current · 1 exited last period · options excluded

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025
Revenue $537.4M $616.82M $718.16M
Gross profit — — —
Gross margin — — —
Net income $169.96M $189.2M $204.35M
Net margin * 31.6% 30.7% 28.5%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets — — —
Total non-current assets — — —
Total assets $7.77B $8.49B $9.8B
Total current liabilities — — —
Total non-current liabilities — — —
Total equity $5.2B $5.51B $6.27B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $391.6M $431.97M $504.14M
Cash from investing -$1.27B -$885.41M -$1.54B
Cash from financing $869.01M $445.31M $1.05B
Net change in cash * -$14.38M -$8.12M $14.22M

Source: SEC companyfacts (US-GAAP 10-K) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

ownership over time

filing count by report period · click a bar for that quarter’s holders