What smart money is saying about Agree Realty Corporation
1 fund in our archive has pitched Agree Realty Corporation — most recently Baron Real Estate Income Fund in March 2026.
Agree Realty Corporation functions as a publicly traded Real Estate Investment Trust (REIT), concentrating its efforts on the acquisition and development of commercial properties. These assets are primarily net-leased to leading companies within the retail sector. As of September 30, 2020, the firm oversaw a substantial portfolio of 1,027 properties, which were distributed across 45 U.S. states and encompassed a total gross leasable area of approximately 21.0 million square feet. Shares of Agree Realty's common stock are available for trade on the New York Stock Exchange, identified by the ticker symbol ADC.
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Position history
Between Q1 2026 and Q2 2026, 2 fund letters reported a position in Agree Realty Corporation — 2 trimmed or exited.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 2 | 0 | 2 | 0 |
| Q1 2026 | 0 | 0 | 0 | 1 |
Fund activity · 2 positions · 2 moves
- June 2026
“In the second quarter, we repositioned our triple net REIT exposure by exiting Essential Properties Realty Trust, Inc. and Agree Realty Corporation and purchasing Blackstone Digital Infrastructure Trust Inc.”
Agree Realty Corporation - June 2026
“In the second quarter, we repositioned our triple net REIT exposure by exiting Essential Properties Realty Trust, Inc. and Agree Realty Corporation and purchasing Blackstone Digital Infrastructure Trust Inc.”
Agree Realty Corporation
Fund coverage · 1 thesis
- Baron Real Estate Income FundMarch 2026
Agree Realty Corporation is backed by a high-quality, investment-grade tenant portfolio, cost-of-capital advantages, and founder-led capital allocation with significant scaling potential.
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