rotation.to
Following this device: dark.
Free account
rotation.to
Appearance
Following this device: dark.
Drag a card by its title · ⚙ to size, swap or remove

The company

Agree Realty Corporation

ADC · NYSE

Real EstateREITsNot moving yet

ADC stood above a rising 150-day average in 21 of the last 52 weekly readings, and has been out of that trend for the last 11 weeks. It is 9.7% below that average now. REITs: 13% of its 170 stocks in an uptrend (−9 points in four weeks); Real Estate: 12% (−11 points in four weeks).

Statistics

Rotation
Not moving yet
Weeks in an uptrend
out for 11
Industry in uptrend
13% -9 in 4 wk
Insider buys, 12 months
$18.7M
Insider sales, 12 months
$0
Officials’ trades on record
16
Institutions holding
460 (+1)

In the rotation

Each square a week: lit when it closed above a rising 150-day average. 21 of 52 weeks.

21 Apr – 20 Oct
14%35%56%Apr 26Jun 26Jul 26Sep 26Oct 26

REITs: Few of its stocks are in an uptrend and the share has fallen sharply over four weeks. Real Estate: Few of its stocks are in an uptrend and the share has fallen sharply over four weeks.

Money in and out

1 Nov 2024 – 1 Oct 2026
$0$4.9MNov 24May 25Nov 25Apr 26Oct 26

Open-market buys above the line and sales below, in dollars.

Congress and officials

16 disclosed lines: House 15, Senate 1, executive 0; 7 people.

WhoDidAmountTraded
Josh Gottheimer House: U.S. House ClerkNJ05soldjoint$1k–$15k1 Jun 2026filed 7 Jul 2026
Gilbert Ray Cisneros, Jr. House: U.S. House ClerkCA31sold$15k–$50k15 Jan 2026filed 13 Feb 2026
Lisa C. McClain House: U.S. House ClerkMI09soldspouse$1k–$15k25 Sep 2025filed 23 Oct 2025
Lisa C. McClain House: U.S. House ClerkMI09soldspouse$1k–$15k25 Sep 2025filed 22 Oct 2025
Lisa C. McClain House: U.S. House ClerkMI09boughtspouse$1k–$15k13 Aug 2025filed 12 Sep 2025
Lisa C. McClain House: U.S. House ClerkMI09soldspouse$1k–$15k17 Jun 2025filed 13 Aug 2025
Lisa C. McClain House: U.S. House ClerkMI09boughtspouse$1k–$15k11 Jun 2025filed 13 Aug 2025
Josh Gottheimer House: U.S. House ClerkNJ05soldjoint$1k–$15k9 Apr 2025filed 14 May 2025
Josh Gottheimer House: U.S. House ClerkNJ05boughtjoint$1k–$15k15 Apr 2024filed 15 May 2024
Josh Gottheimer House: U.S. House ClerkNJ05soldjoint$1k–$15k14 Mar 2024filed 7 Apr 2024
Daniel S. Goldman House: U.S. House ClerkNY10sold$1k–$15k12 Jul 2023filed 13 Aug 2023
Gilbert Ray Cisneros, Jr. House: U.S. House ClerkCA39bought$1k–$15k29 Sep 2020filed 14 Oct 2020

Insiders

Buy orders, 12 months14
Sale orders, 12 months0
Buyers · sellers6 · 0
WhoDidSharesTraded
Craig ErlichCHIEF GROWTH OFFICERbought1,000at $67.5521 Sep 2026filed 23 Sep 2026
Joey AgreePRESIDENT & CEObought7,360at $68.0616 Sep 2026filed 17 Sep 2026
John Rakolta, Jr.Directorbought20,000at $68.7816 Sep 2026filed 17 Sep 2026
John Rakolta, Jr.Directorbought10,000at $72.4231 Aug 2026filed 2 Sep 2026
John Rakolta, Jr.Directorbought136at $73.5228 Aug 2026filed 31 Aug 2026
John Rakolta, Jr.Directorbought20,000at $73.2327 Aug 2026filed 31 Aug 2026
Richard AgreeEXECUTIVE CHAIRMAN OF BOARDbought5,000at $71.414 Jun 2026filed 8 Jun 2026
John Rakolta, Jr.Directorbought20,000at $74.5715 May 2026filed 19 May 2026
Joey AgreePRESIDENT & CEObought13,295at $75.4114 May 2026filed 18 May 2026
Greg LehmkuhlDirectorbought750at $75.0914 May 2026filed 18 May 2026
John Rakolta, Jr.Directorbought146at $75.691 Apr 2026filed 3 Apr 2026
Richard AgreeEXECUTIVE CHAIRMAN OF BOARDbought24,000at $70.679 Jan 2026filed 12 Jan 2026

Lines filed since 2 January 2026, newest first; every insider’s older lines are on their own page.

Institutions

Holders460+1 on the quarter
New · exited52 · 51
Reported value$9.5B

Quarter to 30 Jun 2026, against 31 Mar 2026; newest filing 31 Aug 2026.

ManagerSharesChange
BlackRock, Inc.added · filed 7 Aug 202619,112,107$1.4B+1,222,099+6.8%
VANGUARD PORTFOLIO MANAGEMENT LLCadded · filed 13 Aug 202610,588,511$802.0M+328,505+3.2%
STATE STREET CORPreduced · filed 7 Aug 20265,858,959$445.3M-107,444−1.8%
VANGUARD CAPITAL MANAGEMENT LLCadded · filed 13 Aug 20265,405,144$409.4M+58,711+1.1%
PRINCIPAL FINANCIAL GROUP INCadded · filed 4 Aug 20264,662,379$353.1M+136,291+3.0%
CENTERSQUARE INVESTMENT MANAGEMENT LLCadded · filed 7 Aug 20263,730,917$282.6M+301,342+8.8%
TWO SIGMA INVESTMENTS, LPreduced · filed 14 Aug 20263,535,058$267.7M-506,635−12.5%
Daiwa Securities Group Inc.reduced · filed 31 Jul 20262,921,805$221.3M-39,878−1.3%
GEODE CAPITAL MANAGEMENT, LLCadded · filed 12 Aug 20262,781,222$210.7M+82,464+3.1%
CHARLES SCHWAB INVESTMENT MANAGEMENT INCadded · filed 14 Aug 20262,196,532$166.4M+86,679+4.1%
31 Mar 2023 – 30 Jun 2026
299377454Mar 23Dec 23Dec 24Sep 25Jun 26

Everyone who traded it

Craig Erlich Company insiderCHIEF GROWTH OFFICER · last 21 Sep 202614 · 0
Joey Agree Company insiderPRESIDENT & CEO · last 16 Sep 202625 · 0
John Rakolta Jr. Company insiderDirector · last 16 Sep 202660 · 0
Nicole Witteveen Company insiderCHIEF OPERATING OFFICER · last 19 Aug 20260 · 0
Richard Agree Company insiderEXECUTIVE CHAIRMAN OF BOARD · last 4 Jun 202621 · 0
Josh Gottheimer HouseNJ05 · last 1 Jun 20262 · 3
Greg Lehmkuhl Company insiderDirector · last 14 May 202614 · 0
Jerome R. Rossi Company insiderDirector · last 14 May 20261 · 1
Karen Dearing Company insiderDirector · last 14 May 20260 · 0
Linglong He Company insiderDirector · last 14 May 20260 · 0
Merrie S. Frankel Company insiderDirector · last 14 May 20266 · 0
Michael Hollman Company insiderDirector · last 14 May 20260 · 0

Same industry

Government contracts

No federal award is tied to it.

From its SEC filings

Operating profit marginFY 2025 · to 31 Dec 202547.4%
Cash conversionFY 2025 · to 31 Dec 2025247%
Share count trendFY 2025 · to 9 Feb 2026-0.0%
Cash and equivalentsFY 2025 · to 31 Dec 2025$16.3M

Analyst forecasts

No analyst forecasts yet.