$ADC is held by 11 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 3.01%, with an average of 0.33% of portfolio. Largest holder: Hazelview Securities Inc. at 3.01%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.
AGREE RLTY CORP
13F holders
498
Net 13F flow · Q
—
Insider buys · 90d
0
Insider net · 90d
—
Congress · 90d
0
Convergence
—
Institutional holders
Top 10 of 498 · Source: 13F-HR01
Menlo Advisors LLC
—
—
02
Axa S.a.
—
—
03
State Street
—
—
04
Leuthold Group, LLC
—
—
05
Pamplona Capital Management, LLC
—
—
06
Mesirow Financial Investment Management, Inc.
—
—
07
Two Sigma
—
—
08
Strs Ohio
—
—
09
Gladwyn Financial Advisors, Inc.
—
—
10
Two Sigma
—
—
Each fund name links to that filer's expert page. Share counts and per-fund weights are pending the 13F ingest fix (portfolios_expertholding.units is currently mis-populated — see the same caveat on the fund detail page's holdings table). Quarter-over-quarter delta ships with the metrics pipeline.
Smart Money · top-200 alpha cohort
11 holders · Q1 202601
Hazelview Securities Inc.
3.01% ↑ +0.6pp
α +13.6pts
02
New Age Alpha Advisors, LLC
0.24% held
α +10.8pts
03
Voloridge Investment Management, LLC
0.23% held
α +15.5pts
04
Motley Fool Wealth Management, LLC
0.09% held
α +15.3pts
05
Tributary Capital Management, LLC
0.08% held
α +40.6pts
06
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
0.01% held
α +27.5pts
07
Connor, Clark & Lunn Investment Management Ltd.
0.01% held
α +12.3pts
08
Citigroup Inc.
0.01% held
α +26.3pts
09
Nisa Investment Advisors, LLC
0.00% held
α +16.6pts
10
Wellington Management Group LLP
0.00% held
α +10.5pts
11
Mountain Hill Investment Partners Corp.
0.00% held
α +15.0pts
Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.
Insider activity · last 90 days
12 transactions · 6 filersTransaction codes: P open-market purchase · S sale · M option exercise · A grant · F tax-withhold sale. Insider names link to each individual's expert page.
Congress trades · last 90 days
6 disclosures · STOCK ActConvergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence detection for $ADC lands with the Pattern Engine.
Once the Pattern Engine ships, this section will surface every active convergence event involving $ADC — the institutional managers and Congress members on the same name, the 30-day window, and the combined position size.
Source data: SEC EDGAR · 13F-HR · Form 4 · CapitolTrades · Last refreshed 10:44 UTC.