Congress trades
Agree Realty Corporation (ADC)
About Agree Realty Corporation
from the company's filings and listing- Exchange
- NYSE
- Sector
- Real Estate
- Industry
- REIT - Retail
- Chief executive
- Joel N. Agree
- Employees
- 90
- Listed since
- Apr 15, 1994
- Market value
- $8.7B
- Price to earnings
- 39.0
- Earnings per share
- $1.88
- Dividend yield
- 4.36%
Earnings
6 reported quarters · next on Oct 20, 2026| Quarter | EPS | EPS expected | Revenue | Revenue expected | Result |
|---|---|---|---|---|---|
| Q2 FY2026reported Jul 30, 2026 | $0.44 | $0.48 | $205.1M | $204.5M | EPS missRevenue in line |
| Q1 FY2026reported Apr 21, 2026 | $0.50 | $0.48 | $200.8M | $195.9M | EPS beatRevenue 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 lineRevenue beat |
| Q2 FY2025reported Jul 31, 2025 | $0.44 | $0.45 | $175.5M | $173.2M | EPS missRevenue in line |
| Q1 FY2025reported Apr 22, 2025 | $0.42 | $0.42 | $169.2M | $164.6M | EPS in lineRevenue beat |
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; basis unverified means we could not classify the reported figure. A flag reads n/a only when a number is missing. An estimate is a forecast made by analysts, not a company target.
Executive pay
as filed for 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 2025 proxy statement, current executives only. Read the filing
Institutional holders
13F positions as of Jun 30, 2026| Holder | Value | Shares | Change | Of company |
|---|---|---|---|---|
| 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% | 4.88% |
| 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% |
| Sixth Street Partners Management Company, L.P. | $166.4M | 2,196,532 | +100.0% | 1.83% |
| Charles Schwab Investment Management Inc | $166.4M | 2,196,532 | +4.1% | 1.83% |
A 13F reports long US equity positions 45 days after the quarter ends, so these are positions as they stood on Jun 30, 2026. For a manager's whole book see the fund directory.
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Congress trades in ADC
14 disclosures of 14 on record · median 30d of the 45 allowed| Member | Type | Action | Amount disclosed | Since the trade | Trade date | Disclosed | Delay |
|---|---|---|---|---|---|---|---|
| Josh GottheimerJoint | Stock | Sale | $1,001 - $15,000 | +0.2%S&P +0.5% · vs S&P 500 -0.3% | Jun 1, 2026 | Jul 7, 2026 | 36d |
| Gilbert Ray Cisneros, Jr. | Stock | Sale | $15,001 - $50,000 | +0.8%S&P +10.1% · vs S&P 500 -9.3% | Jan 15, 2026 | Feb 13, 2026 | 29d |
| Lisa C. McClainSpouse | Stock | Sale | $1,001 - $15,000 | +2.6%S&P +15.7% · vs S&P 500 -13.1% | Sep 25, 2025 | Oct 22, 2025 | 27d |
| Lisa C. McClainSpouse | Stock | Purchase | $1,001 - $15,000 | +0.5%S&P +19.4% · vs S&P 500 -18.9% | Aug 13, 2025 | Sep 12, 2025 | 30d |
| Lisa C. McClainSpouseFiled late | Stock | Sale | $1,001 - $15,000 | -3.0%S&P +27.8% · vs S&P 500 -30.7% | Jun 17, 2025 | Aug 13, 2025 | 57d |
| Lisa C. McClainSpouseFiled late | Stock | Purchase | $1,001 - $15,000 | -2.8%S&P +27.0% · vs S&P 500 -29.8% | Jun 11, 2025 | Aug 13, 2025 | 63d |
| Josh GottheimerJoint | Stock | Sale | $1,001 - $15,000 | -0.4%S&P +40.4% · vs S&P 500 -40.9% | Apr 9, 2025 | May 14, 2025 | 35d |
| Josh GottheimerJoint | Stock | Purchase | $1,001 - $15,000 | +30.4%S&P +51.2% · vs S&P 500 -20.8% | Apr 15, 2024 | May 15, 2024 | 30d |
| Josh GottheimerJoint | Stock | Sale | $1,001 - $15,000 | +31.4%S&P +48.1% · vs S&P 500 -16.7% | Mar 14, 2024 | Apr 7, 2024 | 24d |
| Daniel S. Goldman | Stock | Sale | $1,001 - $15,000 | +10.8%S&P +71.0% · vs S&P 500 -60.3% | Jul 12, 2023 | Aug 13, 2023 | 32d |
| Gilbert Ray Cisneros, Jr. | Stock | Purchase | $1,001 - $15,000 | +14.9%S&P +129.6% · vs S&P 500 -114.6% | Sep 29, 2020 | Oct 14, 2020 | 15d |
| Gilbert Ray Cisneros, Jr. | Stock | Purchase | $1,001 - $15,000 | +8.1%S&P +135.5% · vs S&P 500 -127.4% | Jul 30, 2020 | Aug 19, 2020 | 20d |
| Josh GottheimerJoint | Stock | Purchase | $1,001 - $15,000 | +12.4%S&P +133.4% · vs S&P 500 -121.0% | Jul 22, 2020 | Aug 10, 2020 | 19d |
| Susan M. CollinsSpouse | Stock | Sale (Full) | $1,001 - $15,000 | +145.9%S&P +307.0% · vs S&P 500 -161.1% | May 7, 2014 | May 16, 2014 | 9d |
Since the trade: the stock's move from the trade date to the latest close we hold, as of Sep 10, 2026, an estimate, with the S&P 500 over the same window and the difference against it. The figures describe the stock after the trade, not the member's result: the filing carries a band, not a fill, and a sale keeps the same sign, so a positive figure after a sale means the stock kept rising. An option row carries the underlying stock's move. A row marked n/a has no market price. Not investment advice.
Questions
Which members of Congress have traded ADC?
Josh Gottheimer, Gilbert Ray Cisneros, Jr., Lisa C. McClain, Daniel S. Goldman, 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 Sep 10, 2026.