Agree Realty Corporation (NYSE:ADC) Q1 2026 Earnings Call Transcript
Operator: Good morning, and welcome to the Agree Realty First Quarter 2026 Conference Call. [Operator Instructions] Note this event is being recorded.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Lee Munder Capital Group Lee Munder | 148,569 | $11,199,131 | +16% | 0.67% |
| 2. | Fisher Asset Management Ken Fisher | 48,085 | $3,624,718 | -1% | 0% |
| 3. | Bailard Inc Thomas Bailard | 3,890 | $293,228 | 0.01% | |
| 4. | Bayforest Capital Theodoros Tsagaris | 381 | $28,720 | 0.03% | |
| 5. | Levin Easterly Partners John Murphy | 0 | $0 | 0% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $75.69 | 146 | $11,050.74 | 146 | 2026-04-01 | Filing | |
| $69.80 | 500 | $34,900.00 | 18,544 | 2026-01-09 | Filing | |
| $70.67 | 24,000 | $1,696,080.00 | 159,855 | 2026-01-09 | Filing | |
| $72.18 | 15,000 | $1,082,700.00 | 562,606 | 2025-12-24 | Filing | |
| $70.41 | 25,154 | $1,771,093.14 | 553,700 | 2025-10-07 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $67.49 | 2,000 | $134,970.00 | 2,171 | 2020-06-03 | Filing | |
| $63.70 | 1,034 | $65,865.80 | 8,000 | 2019-07-01 | Filing | |
| $69.49 | 701 | $48,712.49 | 9,034 | 2019-03-28 | Filing | |
| $58.00 | 3,500 | $203,000.00 | 28,328 | 2018-11-07 | Filing | |
| $33.50 | 3,000 | $100,500.00 | 26,873 | 2015-03-19 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 10,260,006 | $773,399,252 | 0.04% | |
| 2. | 5,346,433 | $403,014,120 | 0.01% | |
| 3. | 4,526,088 | $341,180,058 | 0.18% | |
| 4. | 3,429,575 | $258,521,364 | 2.67% | |
| 5. | 1,771,018 | $133,497,797 | 0.03% |