Follow The Filings

ADC Agree Realty Corporation

Real Estate, filed as AGREE RLTY CORP (COM), Equity As of 2026 Q3 among managers we track Quote on Google Finance, opens in a new tab

Sold by 1 manager in 2026 Q2

  • 1 Owner
  • Max 0.0%
  • $11K

Who owns this now

Largest portfolio weights among holders, up to 0.0% (Kentucky Trust Co., Kentucky Trust). Not free-float ownership.

  1. Kentucky Trust Co. 0.01%

Who owns ADC

Sorted by value, long equity only, as of 2026 Q3.

History
Kentucky Trust Co., Kentucky Trust 0.01% Hold 172 $11K History

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by ADC's executives, directors and 10% owners in the last 12 months, from their Form 4s

All ADC insider trades
  • $9.9M bought by 6 insiders
  • None no sales outside a trading plan
  • None no planned (10b5-1) sales
  1. Craig Erlich Chief Growth Officer
    Buy
    $68K 1,000 shares at $67.55 +1.7% to stake
    Traded Sep 21 Filed Sep 23
  2. John Rakolta Jr. Director
    Buy
    $1.4M 20,000 shares at $68.78 +3.2% to stake
    Traded Sep 16 Filed Sep 17
  3. Joey Agree CEO
    Buy
    $501K 7,360 shares at $68.06 +1.1% to stake
    Traded Sep 16 Filed Sep 17
  4. John Rakolta Jr. Director
    Buy
    $724K 10,000 shares at $72.42 +1.6% to stake
    Traded Aug 31 Filed Sep 2
  5. John Rakolta Jr. Director
    Buy
    $1.5M 20,136 shares at $73.23 +3.3% to stake
    Traded Aug 27–28 Filed Aug 31
  6. Richard Agree Chair
    Buy
    $357K 5,000 shares at $71.41 +5.8% to stake
    Traded Jun 4 Filed Jun 8
  7. John Rakolta Jr. Director
    Buy
    $1.5M 20,000 shares at $74.57 +3.5% to stake
    Traded May 15 Filed May 19
  8. Greg Lehmkuhl Director
    Buy
    $56K 750 shares at $75.09 +2.2% to stake
    Traded May 14 Filed May 18
  9. Joey Agree CEO
    Buy
    $1M 13,295 shares at $75.41 +2% to stake
    Traded May 14 Filed May 18
  10. John Rakolta Jr. Director
    Buy
    $11K 146 shares at $75.69 New stake
    Traded Apr 1 Filed Apr 3
  11. Peter Coughenour CFO
    Buy
    $35K 500 shares at $69.80 +2.8% to stake
    Traded Jan 9 Filed Jan 13
  12. Richard Agree Chair
    Buy
    $1.7M 24,000 shares at $70.67 +18% to stake
    Traded Jan 9 Filed Jan 12
  13. John Rakolta Jr. Director
    Buy
    $1.1M 15,000 shares at $72.18 +2.7% to stake
    Traded Dec 24, 2025 Filed Dec 29, 2025
  14. John Rakolta Jr. Director
    Buy
    $1.8M 25,154 shares at $70.41 +4.8% to stake
    Traded Oct 7, 2025 Filed Oct 9, 2025

Also filed in the last 12 months, not counted as buying or selling: 24 stock grants, 9 share withholdings for taxes, and 7 gifts.

Congress

3 members of Congress traded ADC in the last three years: 3 buys and 6 sales. 2 members listed it in 2025 annual reports.

All Congress trades
  1. Josh Gottheimer D-NJ-5Joint Sell $1K–$15K Jun 1 filed Jul 7
  2. Gilbert Ray Cisneros, Jr. D-CA-31 Sell $15K–$50K Jan 15 filed Feb 13
  3. Lisa C. McClain R-MI-9Spouse Sell $1K–$15K Sep 25, 2025 filed Oct 22, 2025
  4. Lisa C. McClain R-MI-9Spouse Buy $1K–$15K Aug 13, 2025 filed Sep 12, 2025
  5. Lisa C. McClain R-MI-9Spouse Sell $1K–$15K Jun 17, 2025 filed Aug 13, 2025
  6. Lisa C. McClain R-MI-9Spouse Buy $1K–$15K Jun 11, 2025 filed Aug 13, 2025

SEC filings

Recent issuer filings from EDGAR, 20 shown.

Filed Form Detail Links
SCHEDULE 13G —
10-Q
8-K 2.02,9.01
8-K 8.01
8-K 1.01,2.03,8.01,9.01
424B5
424B5
SCHEDULE 13G/A —
8-K 2.02,9.01
10-Q
8-K 8.01
SCHEDULE 13G/A —
8-K 5.07,9.01
SCHEDULE 13G —
SCHEDULE 13G —
SCHEDULE 13G —
424B5
8-K 8.01,9.01
8-K 2.02,9.01
10-Q

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its SEC filing.

Income statement

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

Balance sheet

Metric FY2023 FY2024 FY2025
Total assets $7.77B $8.49B $9.8B
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 -$0.885B -$1.54B
Cash from financing $0.869B $0.445B $1.05B
Net change in cash * -$14.38M -$8.12M $14.22M

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.