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. | Zimmer Partners Stuart J. Zimmer | 1,843,300 | $139,611,542 | -45% | 3.21% |
| 2. | Millennium Management Israel Englander | 1,582,623 | $119,867,866 | +45% | 0.04% |
| 3. | Rush Island Management Stephen Millham And Raleigh Nuckols | 873,829 | $66,183,808 | +29% | 4.39% |
| 4. | Holocene Advisors Brandon Haley | 789,487 | $59,795,745 | -1% | 0.13% |
| 5. | Tudor Investment Corp Paul Tudor Jones | 726,478 | $55,023,444 | +138% | 0.08% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $71.41 | 5,000 | $357,050.00 | 90,512 | 2026-06-04 | Filing | |
| $74.57 | 20,000 | $1,491,400.00 | 595,798 | 2026-05-15 | Filing | |
| $75.09 | 750 | $56,317.50 | 34,465 | 2026-05-14 | Filing | |
| $75.41 | 13,295 | $1,002,575.95 | 675,105 | 2026-05-14 | Filing | |
| $75.69 | 146 | $11,050.74 | 146 | 2026-04-01 | 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. | 19,112,107 | $1,447,550,998 | 0.02% | |
| 2. | 10,588,511 | $801,973,823 | 0.04% | |
| 3. | 5,858,959 | $445,281,468 | 0.01% | |
| 4. | 5,405,144 | $409,385,607 | 0.01% | |
| 5. | 4,662,379 | $353,134,132 | 0.17% |