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. | Two Sigma Advisors John Overdeck And David Siegel | 4,041,693 | $304,662,818 | +79% | 0.25% |
| 2. | Zimmer Partners Stuart J. Zimmer | 3,296,414 | $248,483,687 | 5.99% | |
| 3. | Millennium Management Israel Englander | 1,098,432 | $82,799,804 | -24% | 0.03% |
| 4. | Citadel Investment Group Ken Griffin | 791,151 | $59,636,962 | -21% | 0.01% |
| 5. | Holocene Advisors Brandon Haley | 790,359 | $59,577,261 | +105% | 0.14% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $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 | |
| $69.80 | 500 | $34,900.00 | 18,544 | 2026-01-09 | 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. | 17,890,008 | $1,348,548,794 | 0.02% | |
| 2. | 10,260,006 | $773,399,252 | 0.04% | |
| 3. | 5,966,403 | $451,293,109 | 0.02% | |
| 4. | 5,346,433 | $403,014,120 | 0% | |
| 5. | 4,526,088 | $341,180,058 | 0.18% |