Stock ownership · SEC 13F · Q4 2025

AGREE RLTY CORP

Who owns AGREE RLTY CORP (CUSIP 008492100)? A look at the institutions behind it, how tightly they hold it, and the latest quarter's moves.

$975K
Reported value
2
Institutions
100%
Top-5 share

The verdict

As of Q4 2025, 2 institutions report $975K in AGREE RLTY CORP positions, ownership that is dominated by its top few institutional owners.

2
institutions hold it
$975K
reported 13F value
100%
held by top 5

Based on long positions reported to the SEC as of Q4 2025; 13F omits shorts, options and non-US holdings.

How 13F ownership is computed · All tracked stocks · Concentration rankings

SEC Form 13F-HR ownership desk

CUSIP 008492100 · Q4 2025 $1M reported

VALUE-TRACE · HOLDERS-FOCUS · CONC-DOM · PHOTO-UNK · ACTIVITY-LIGHT · BOOK-FULL

  • VALUE-TRACE $1.0M
  • HOLDERS-FOCUS 2 filers
  • CONC-DOM 100% top-5
  • PHOTO-UNK No peer
  • ACTIVITY-LIGHT 1 new
  • BOOK-FULL 8Q history

Read with: Ownership concentration guide - AGREE RLTY CORP's top-five holders account for 100% of reported value — read concentration before treating any single filer as a signal.

Institutional ownership over time

The number of institutions reporting a AGREE RLTY CORP position has fallen from 3 to 2 over the last 8 quarters of 13F filings.

0123456 Q1'24Q2'24Q3'24Q4'24Q1'25Q2'25Q3'25Q4'25 2
Distinct 13F filers holding AGREE RLTY CORP, by quarter

Top Institutional Holders

# Institution Shares Value Share of reported
1 Pacer Advisors, Inc. 13,479 $971K 99.6%
2 Bell Investment Advisors, Inc 51 $4K 0.4%

Investment Discretion

SEC Form 13F requires each institutional filer to report whether it exercises sole or shared discretion over a position. Among AGREE RLTY CORP's reported holders for Q4 2025, by reported value:

Sole discretion (SOLE)
100.0%

Latest Quarter Activity · Q4 2025

Frequently Asked Questions

How many institutions hold AGREE RLTY CORP?
AGREE RLTY CORP is held by 2 institutional investors per the latest SEC Form 13F filings as of Q4 2025.
What is the total institutional value of AGREE RLTY CORP?
Institutions report $975K of AGREE RLTY CORP as of Q4 2025.
How concentrated is ownership of AGREE RLTY CORP?
The top five institutional holders account for 100% of the reported institutional value in AGREE RLTY CORP, making ownership dominated by its top few institutional owners.
Who is the largest institutional holder of AGREE RLTY CORP?
Pacer Advisors, Inc. is the largest reported holder of AGREE RLTY CORP with $971K across 13,479 shares as of Q4 2025.

Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q4 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Short positions and most derivatives are not disclosed.

PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Holder lists, concentration, and reported value on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.