Cross-institution positioning
May 12, 2026Mixed positioning. 1 accumulating, 1 reducing, 1 exited across 3 comparable institutions.
Source: Schedule 13 researchADC Institutional Ownership
AGREE REALTY CORP
Latest stored close $65.82 as of Oct 8, 2026 View live quote ↗
STOCKNODE Outlook
Neutral
55/100
4 tracked · 3 comparable
Latest filing
May 12, 2026
Positive breadth
2 positive · 2 negative
Recent close
$65.82
Research confidence
Medium
Institutional Research 42/100 · 1 accumulating · 2 reducing / exited
Ownership history
Reported ownership % history
Latest filing May 12, 2026
See how each tracked institution's reported ownership changed across SEC position dates. Full history is available with Investor or Pro access.
Locked preview
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Accumulating1
Newly reported1
Reducing / exited
2
52-week position
—
Institutional Intelligence
Why STOCKNODE says Neutral
What the evidence shows across the newest institutional, insider, company-event, 13F, fundamental, and price data; STOCKNODE combines these layers into a quantitative research signal while preserving each source and reporting window.
STOCKNODE Outlook
Neutral 55/100
Confidence:Medium
Why this signal
- 1 tracked institution accumulating versus 2 reducing/exited.
- 1 tracked institution recently reversed from reducing to accumulating.
- 1 tracked institution shows persistent accumulation.
- 1 tracked institution show accelerating accumulation.
- Recent insider purchase activity confirms the institutional direction.
- Comparable SEC fundamentals are improving.
Institutional
44/100
Insiders
84/100
Fundamentals
66/100
Events
50/100
Quarterly 13F activity
Jun 30, 20261 increased/new, 1 reduced/exited across 2 managers in the latest comparable Form 13F quarter.
Source: Form 13F quarter-end holdingsInsider filing activity
Sep 21, 2026Over the last 90 days, SEC-coded non-derivative P/S activity includes 6 purchases by 3 reporting owners and 0 sales by 0 reporting owners. Amendments are shown in the filing evidence but excluded from rolling activity totals.
Source: SEC Forms 3/4/5Material company events
Oct 2, 20265 non-amendment material events in the last 90 days; 3 capital-related filing/events (0 equity-related, 1 debt-related); Latest classified evidence: Other event. Registration and prospectus filings are treated as financing capacity/disclosure evidence, not proof that securities were sold.
Source: SEC 8-K / securities filing metadataSEC fundamentals
Jul 30, 2026Revenue +16.8% YoY; Net income +11.1% YoY. Periods are compared only when the SEC facts are aligned and comparable.
Source: SEC Company FactsPrice context
Sep 15, 2026Recent close is 4% through its reported 52-week range; -4.0% over one year.
Source: Stored historical price series
Latest filing decision brief
Investor / Pro
Research the latest Initial Schedule 13G from State Street.
Filed May 12, 2026. Unlock the dated position comparison, disclosure classification, confidence, price context, and filing-specific significance analysis.
Premium research values are withheld until unlocked.
Supporting institutional evidence
Institutional Evidence
The research summary above gives the current read. This section shows the dated holder-level evidence behind it.
Latest filing
May 12, 2026
Latest reported position changes
Investor / Pro detailSee each institution's newest reported position against its own prior report, with position as-of date separated from SEC filed date. Institution names and filing freshness remain public below.
State Street
Filed May 12, 2026
Direction locked
BlackRock
Filed Jan 23, 2024
Direction locked
Vanguard Capital Management
Filed Apr 29, 2026
Direction locked
BlackRock
Filed Apr 28, 2025
Direction locked
Vanguard Group
Filed Mar 26, 2026
Direction locked
Unlock the actual direction, share change, ownership change, and classification basis.
No premium position values are sent in this locked preview.
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Reported direction breadth by as-of date
Locked previewComparable holder direction grouped by SEC position as-of date — never presented as trade dates.
Unlock actual accumulation vs. reduction breadth across reported position dates.
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Institution comparison
Investor / Pro detailCompare each institution only with its own prior reported position. Public visitors can see who is tracked and how fresh the filing is; paid research reveals the actual comparison.
State Street
Filed May 12, 2026
BlackRock
Filed Jan 23, 2024
Vanguard Capital Management
Filed Apr 29, 2026
BlackRock
Filed Apr 28, 2025
Vanguard Group
Filed Mar 26, 2026
Unlock the evidence behind the score
Know who changed position, by how much, and when the SEC learned about it.
Investor and Pro reveal holder-by-holder changes, reported ownership history, dated breadth, disclosure timing, institution comparison, and filing-specific analysis without treating Schedule 13 reports as trade dates.
✓ Actual share and ownership changes
✓ Position as-of date vs. SEC filed date
✓ Deterministic direction basis
✓ Full evidence on every eligible stock
SEC Forms 3, 4 & 5
Insider activity
Reported Section 16 ownership activity. Rolling purchase/sale totals use non-derivative SEC transaction codes P and S only; amendments remain visible but are excluded from those totals.
30-day purchases63 reporting owner(s)
30-day sales00 reporting owner(s)
90-day purchase breadth3Multi-insider
90-day sale breadth0
View recent insider filing evidence
| Date | Reporting owner | Code | Security | Shares | Price | Ownership | Filed |
|---|---|---|---|---|---|---|---|
| Sep 21, 2026 | Erlich Craig | POpen-market or private purchase | Common Shares | 1.0K | $67.55 | Direct | Sep 23, 2026 |
| Sep 16, 2026 | Agree Joey | POpen-market or private purchase | Common Shares | 7.4K | $68.06 | Direct | Sep 17, 2026 |
| Sep 16, 2026 | RAKOLTA JOHN JR | POpen-market or private purchase | Common Shares | 20.0K | $68.78 | Direct | Sep 17, 2026 |
| Aug 31, 2026 | RAKOLTA JOHN JR | POpen-market or private purchase | Common Shares | 10.0K | $72.42 | Direct | Sep 2, 2026 |
| Aug 28, 2026 | RAKOLTA JOHN JR | POpen-market or private purchase | Common Shares | 136 | $73.52 | Direct | Aug 31, 2026 |
| Aug 27, 2026 | RAKOLTA JOHN JR | POpen-market or private purchase | Common Shares | 20.0K | $73.23 | Direct | Aug 31, 2026 |
| Aug 19, 2026 | Witteveen Nicole | FTax/price withholding or payment | Common Shares | 293 | $74.39 | Direct | Aug 21, 2026 |
| Jun 4, 2026 | AGREE RICHARD | POpen-market or private purchase | Common Shares | 5.0K | $71.41 | Indirect | Jun 8, 2026 |
| May 15, 2026 | RAKOLTA JOHN JR | POpen-market or private purchase | Common Shares | 20.0K | $74.57 | Direct | May 19, 2026 |
| May 14, 2026 | Frankel Merrie S. | AGrant, award, or other acquisition | Common Shares | 432 | $0.00 | Direct | May 18, 2026 |
| May 14, 2026 | Dearing Karen | AGrant, award, or other acquisition | Common Shares | 2.2K | $0.00 | Direct | May 18, 2026 |
| May 14, 2026 | He Linglong | AGrant, award, or other acquisition | Common Shares | 1.3K | $75.28 | Direct | May 18, 2026 |
| May 14, 2026 | He Linglong | AGrant, award, or other acquisition | Common Shares | 2.2K | $0.00 | Direct | May 18, 2026 |
| May 14, 2026 | Hollman Michael | AGrant, award, or other acquisition | Common Shares | 2.2K | $0.00 | Direct | May 18, 2026 |
| May 14, 2026 | Judlowe Michael | AGrant, award, or other acquisition | Common Shares | 1.3K | $75.28 | Direct | May 18, 2026 |
| May 14, 2026 | Judlowe Michael | AGrant, award, or other acquisition | Common Shares | 2.2K | $0.00 | Direct | May 18, 2026 |
| May 14, 2026 | RAKOLTA JOHN JR | AGrant, award, or other acquisition | Common Shares | 1.3K | $75.28 | Direct | May 18, 2026 |
| May 14, 2026 | RAKOLTA JOHN JR | AGrant, award, or other acquisition | Common Shares | 2.2K | $0.00 | Direct | May 18, 2026 |
| May 14, 2026 | Rossi Jerome R | AGrant, award, or other acquisition | Common Shares | 2.2K | $0.00 | Direct | May 18, 2026 |
| May 14, 2026 | Lehmkuhl Greg | POpen-market or private purchase | Common Shares | 750 | $75.09 | Direct | May 18, 2026 |
SEC company-event context
Material company events
Recent 8-K item classifications plus securities registration and prospectus filings. Registration or prospectus filings show financing capacity/disclosure activity; they do not by themselves prove that securities were sold.
30-day material events4
90-day capital-related3
90-day equity-related0
90-day debt-related1
View recent company-event filing evidence
| Filed | Form | 8-K item(s) | Classification | Capital context | SEC |
|---|---|---|---|---|---|
| Oct 2, 2026 | 8-K | 8.01 | Other event | — | Filing |
| Sep 22, 2026 | 8-K | 1.01, 2.03, 8.01, 9.01 | Material definitive agreement; New direct financial obligation; Other event; Financial statements / exhibits | Debt | Filing |
| Sep 18, 2026 | 424B5 | — | Prospectus filing | Capital-related | Filing |
| Sep 17, 2026 | 424B5 | — | Prospectus filing | Capital-related | Filing |
| Jul 30, 2026 | 8-K | 2.02, 9.01 | Results of operations / financial condition; Financial statements / exhibits | — | Filing |
| Jul 2, 2026 | 8-K | 8.01 | Other event | — | Filing |
| May 14, 2026 | 8-K | 5.07, 9.01 | Shareholder vote results; Financial statements / exhibits | — | Filing |
| Apr 24, 2026 | 8-K | 8.01, 9.01 | Other event; Financial statements / exhibits | — | Filing |
| Apr 24, 2026 | 424B5 | — | Prospectus filing | Capital-related | Filing |
| Apr 24, 2026 | S-3ASR | — | Shelf securities registration | Capital-related | Filing |
| Apr 21, 2026 | 8-K | 2.02, 9.01 | Results of operations / financial condition; Financial statements / exhibits | — | Filing |
| Apr 2, 2026 | 8-K | 8.01 | Other event | — | Filing |
SEC-reported company fundamentals
Fundamentals
Period-aligned SEC facts. Comparisons appear only when periods and units are comparable.
Revenue
$205.1M
Q2 2026
+16.8% YoY 10-Q filed Jul 30, 2026
Operating income
$95.3M
Q2 2026
+16.2% YoY 10-Q filed Jul 30, 2026
Operating margin
46.5%
Q2 2026
-0.2 pts YoY 10-Q filed Jul 30, 2026
Net income
$54.7M
Q2 2026
+11.1% YoY 10-Q filed Jul 30, 2026
Diluted EPS
$0.44
Q2 2026
+2.3% YoY 10-Q filed Jul 30, 2026
Operating cash flow
$276.1M
YTD through Jun 30, 2026
+12.1% YoY 10-Q filed Jul 30, 2026
Free cash flow
$-442.5M
FY 2025
+45.3% YoY 10-K filed Feb 10, 2026
Cash & equivalents
$12.5M
As of Jun 30, 2026
+114.9% YoY 10-Q filed Jul 30, 2026
Assets
$10.6B
As of Jun 30, 2026
+16.5% YoY 10-Q filed Jul 30, 2026
Liabilities
$4.1B
As of Jun 30, 2026
+18.6% YoY 10-Q filed Jul 30, 2026
Stockholders’ equity
$6.5B
As of Jun 30, 2026
+15.3% YoY 10-Q filed Jul 30, 2026
Shares outstanding
124.4M
As of Jul 29, 2026
+12.4% YoY 10-Q filed Jul 30, 2026
View recent revenue trend
Quarterly
| Period | Revenue | YoY |
|---|---|---|
| Ended Jun 30, 2026 | $205.1M | +16.8% |
| Ended Mar 31, 2026 | $200.8M | +18.7% |
| Ended Sep 30, 2025 | $183.2M | +18.7% |
| Ended Jun 30, 2025 | $175.5M | +15.0% |
Annual
| Period | Revenue | YoY |
|---|---|---|
| Ended Dec 31, 2025 | $718.4M | +16.4% |
| Ended Dec 31, 2024 | $617.1M | +14.8% |
| Ended Dec 31, 2023 | $537.5M | +25.1% |
| Ended Dec 31, 2022 | $429.8M | +26.7% |
Current market context
Price performance
Dated price context from the historical market series already collected for this security.
Recent stored close
$70.07
View live quote ↗
52-week low
$69.56
Jan 9, 2026
52-week high
$82.08
Mar 3, 2026
Below 52-week high
14.6%
1W return
-3.7%
1M return
-6.2%
3M return
-5.9%
6M return
-11.5%
YTD return
-2.7%
1Y return
-4.0%
30-day volatility
11.7%
90-day volatility
16.4%
1Y max drawdown
-14.5%
Returns are close-to-close price changes. Volatility and drawdown are factual historical context, not recommendations.
How to read Schedule 13 ownership changes
Schedule 13G/13D reports beneficial ownership at an observation date. “Accumulation” or “reduction” is inferred from changes in reported shares when available; it is not a list of individual trades or exact execution prices.
Form 13F rows are quarter-end holding context only and do not establish an exact entry date.
For more context, see how to read a Schedule 13G, filing date vs event date, or Schedule 13G vs Schedule 13D.
Current ownership filings and reported ownership changes are available on free access. Investor and Pro add filing-specific significance scoring, disclosure-speed analysis, confirmation/divergence signals, and alerts. The overall institutional consensus preview remains public. Compare plans.
Beneficial ownership filing history
Showing 3 of 23 filing(s) · 20 older require more history accessView beneficial ownership filing evidence
| Holder | Observed / filed | Reported change | Shares | Ownership | Observation | Filing | Latest |
|---|---|---|---|---|---|---|---|
| Vanguard Capital Management CIK0002100119 | Jun 30, 2026 quarter end Aug 13, 2026 filed Form 13F quarter-end evidence | Earlier Form 13F quarter-end holding Quarter-end holding evidence; no ownership percentage or signal. | 5.4M | $65.82 | |||
| State Street CIK0000093751 | Mar 31, 2026 observed May 12, 2026 filed · 42d Initial Schedule 13G | Initial Schedule 13G | 6.0M +703.0K | 12.00% 0.00 pts | $75.38 | $76.54 | $65.82 |
| Vanguard Capital Management CIK0002100119 | Mar 31, 2026 observed Apr 29, 2026 filed · 29d Initial Schedule 13G | Initial Schedule 13G | 6.3M | 5.27% | $75.38 | $76.35 | $65.82 |
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