Congress trades
Agree Realty Corporation (ADC)
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About Agree Realty Corporation
from the company's filings and listing, as of Oct 23, 2026- Exchange
- NYSE
- Sector
- Real Estate
- Industry
- REIT - Retail
- Chief executive
- Joel N. Agree
- Employees
- 90
- Listed since
- Apr 15, 1994
- Market value
- $8.3B
- Price to earnings (12 mo)
- 34.6
- Net income per share, as reported (12 mo)
- $1.94
- Dividend yield
- 4.73%
Earnings
6 reported quarters · next on Feb 9, 2027| Quarter | EPS | EPS expected | Revenue | Revenue expected | Result |
|---|---|---|---|---|---|
| Q3 FY2026reported Oct 20, 2026 | $1.15 | $0.47 | $213.9M | $211.5M | EPS beatRevenue in line |
| Q2 FY2026reported Jul 30, 2026 | $0.44 | $0.48 | $205.1M | $204.5M | EPS miss, GAAPRevenue in line |
| Q1 FY2026reported Apr 21, 2026 | $0.50 | $0.48 | $200.8M | $195.9M | EPS beat, GAAPRevenue beat |
| Q4 FY2025reported Feb 10, 2026 | $0.47 | $0.47 | $190.5M | $185.7M | EPS in lineRevenue beat |
| Q3 FY2025reported Oct 21, 2025 | $0.45 | $0.45 | $183.2M | $180.2M | EPS in line, GAAPRevenue beat |
| Q2 FY2025reported Jul 31, 2025 | $0.44 | $0.45 | $175.5M | $173.2M | EPS miss, GAAPRevenue in line |
Actual against the consensus estimate at the time. A flag marks a beat or a miss of more than 1.5% either way; inside that band the quarter is in line. A flag marked GAAP compares a GAAP figure the company reported with an adjusted consensus, two different measures, so a one-time gain or charge can move it either way. A flag reads n/a only when a number is missing. Quarterly EPS is the figure set against the consensus, usually adjusted, so the quarters need not add up to the 12-month net income per share above. An estimate is a forecast made by analysts, not a company target.
Executive pay
as filed for fiscal 2025 · proxy filed Apr 2, 2026| Executive | Salary | Stock awards | Other | Total |
|---|---|---|---|---|
| Joel AgreePresident and Chief Executive Officer | $922K | $6.9M | $3.1M | $11.0M |
| Nicole WitteveenChief Operating Officer | $443K | $1.1M | $708K | $2.2M |
| Peter CoughenourChief Financial Officer, Secretary | $443K | $1.1M | $695K | $2.2M |
| Craig ErlichChief Growth Officer | $443K | $1.1M | $463K | $2.0M |
| Danielle SpeharGeneral Counsel | $408K | $631K | $394K | $1.4M |
The summary compensation table from the proxy statement for fiscal 2025, with titles as filed then. Executives who have since left are not shown. Read the filing
Institutional holders
13F positions as of Jun 30, 2026| Holder | Value | Shares | Shares vs prior qtr | % of shares out |
|---|---|---|---|---|
| BlackRock, Inc. | $1.4B | 19,112,107 | +6.8% | 15.93% |
| Cohen & Steers, Inc. | $1.2B | 16,403,414 | -8.2% | 13.67% |
| Vanguard Portfolio Management LLC | $802.0M | 10,588,511 | +3.2% | 8.82% |
| State Street Corp | $445.3M | 5,858,959 | -1.8% | 4.89% |
| Vanguard Capital Management LLC | $409.4M | 5,405,144 | +1.1% | 4.50% |
| Principal Financial Group Inc | $353.1M | 4,662,379 | +3.0% | 3.89% |
| Centersquare Investment Management LLC | $282.6M | 3,730,917 | +8.8% | 3.11% |
| Two Sigma Investments, LP | $267.7M | 3,535,058 | -12.5% | 2.95% |
| Daiwa Securities Group Inc. | $221.3M | 2,921,805 | -1.3% | 2.43% |
| Geode Capital Management, LLC | $210.7M | 2,781,222 | +3.1% | 2.32% |
| Charles Schwab Investment Management Inc | $166.4M | 2,196,532 | +4.1% | 1.83% |
| Zimmer Partners, LP | $139.6M | 1,843,300 | -44.1% | 1.54% |
A 13F reports long US equity positions and is filed within 45 days of the quarter end, so these are positions as they stood on Jun 30, 2026. For a manager's whole book see the fund directory. What a 13F covers and leaves out is explained in our guide to Form 13F.
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Congress trades in ADC
14 disclosures of 14 on record · median 30d of the 45 allowedSince the trade: the stock's move from the trade date to the latest close we hold (figures as of Oct 25, 2026), not the member's result. Not investment advice.
| Member | Type | Action | Amount disclosed | Stock since the trade | Trade date | Disclosed | Delay |
|---|---|---|---|---|---|---|---|
| Josh GottheimerJoint | Stock | Sale | $1,001 - $15,000 | -8.0%After the saleS&P 500 +0.2% · -8.1 pts vs S&P 500 | Jun 1, 2026 | Jul 7, 2026 | 36d |
| Gilbert Ray Cisneros, Jr. | Stock | Sale | $15,001 - $50,000 | -7.4%After the saleS&P 500 +9.7% · -17.1 pts vs S&P 500 | Jan 15, 2026 | Feb 13, 2026 | 29d |
| Lisa C. McClainSpouse | Stock | Sale | $1,001 - $15,000 | -5.5%After the saleS&P 500 +15.2% · -20.7 pts vs S&P 500 | Sep 25, 2025 | Oct 22, 2025 | 27d |
| Lisa C. McClainSpouse | Stock | Purchase | $1,001 - $15,000 | -7.7%S&P 500 +17.8% · -25.5 pts vs S&P 500 | Aug 13, 2025 | Sep 12, 2025 | 30d |
| Lisa C. McClainSpouse | Stock | Purchase | $1,001 - $15,000 | -10.5%S&P 500 +26.4% · -36.9 pts vs S&P 500 | Jun 11, 2025 | Aug 13, 2025 | 63d |
| Lisa C. McClainSpouse | Stock | Sale | $1,001 - $15,000 | -10.6%After the saleS&P 500 +27.2% · -37.8 pts vs S&P 500 | Jun 17, 2025 | Aug 13, 2025 | 57d |
| Josh GottheimerJoint | Stock | Sale | $1,001 - $15,000 | -8.5%After the saleS&P 500 +40.0% · -48.5 pts vs S&P 500 | Apr 9, 2025 | May 14, 2025 | 35d |
| Josh GottheimerJoint | Stock | Purchase | $1,001 - $15,000 | +19.8%S&P 500 +50.7% · -30.9 pts vs S&P 500 | Apr 15, 2024 | May 15, 2024 | 30d |
| Josh GottheimerJoint | Stock | Sale | $1,001 - $15,000 | +20.8%After the saleS&P 500 +47.6% · -26.8 pts vs S&P 500 | Mar 14, 2024 | Apr 7, 2024 | 24d |
| Daniel S. Goldman | Stock | Sale | $1,001 - $15,000 | +1.8%After the saleS&P 500 +70.5% · -68.7 pts vs S&P 500 | Jul 12, 2023 | Aug 13, 2023 | 32d |
| Gilbert Ray Cisneros, Jr. | Stock | Purchase | $1,001 - $15,000 | +5.6%S&P 500 +128.8% · -123.2 pts vs S&P 500 | Sep 29, 2020 | Oct 14, 2020 | 15d |
| Gilbert Ray Cisneros, Jr. | Stock | Purchase | $1,001 - $15,000 | -0.7%S&P 500 +134.7% · -135.4 pts vs S&P 500 | Jul 30, 2020 | Aug 19, 2020 | 20d |
| Josh GottheimerJoint | Stock | Purchase | $1,001 - $15,000 | +3.3%S&P 500 +132.6% · -129.3 pts vs S&P 500 | Jul 22, 2020 | Aug 10, 2020 | 19d |
| Susan M. CollinsSpouse | Stock | Sale (Full) | $1,001 - $15,000 | +126.0%After the saleS&P 500 +305.7% · -179.7 pts vs S&P 500 | May 7, 2014 | May 16, 2014 | 9d |
Since the trade is an estimate, set beside the S&P 500 over the same window, with the gap between the two in percentage points. The filing carries a band, not a fill, and a sale keeps the stock's sign, so a positive figure after a sale means the stock kept rising after it. An option row carries the underlying stock's move. A row marked n/a is one we hold no figure for.
A delay above 45 days is the gap between the dates on the report; we mark a filing late only after checking it.
"Not captured" means the band or the transaction type on the original report is missing from our data.
"Dates conflict" marks a row whose disclosure is dated before its trade on the record we hold. Both dates are printed as filed, and no since-the-trade figure is computed from them.
Every Congress trade in ADC, filterable by party, chamber, type and account.
Questions
Which members of Congress have traded ADC?
Josh Gottheimer, Gilbert Ray Cisneros, Jr., Lisa C. McClain, Daniel S. Goldman and Susan M. Collins disclosed ADC transactions in the filings shown here.
How quickly are ADC trades disclosed?
Congressional disclosures took a median of 30 days, against the 45 the STOCK Act allows.
How to read a STOCK Act filing
WHAT THE FILING ACTUALLY SAYS
Congress rows disclose a value range rather than an exact amount, and the STOCK Act allows up to 45 days to report. Full sourcing and the limits of this data are on the methodology page. A filing is a record of a transaction, not a signal, and nothing here is investment advice.
Data as of Oct 26, 2026.