Agree Realty CORP: insider trades · United States · SEC (Form 4)

About Agree Realty CORP

Agree Realty Corp. is a U.S.-listed real estate investment trust focused on the acquisition, development and management of retail properties leased on a net-lease basis to leading tenants. The company was founded in 1971 by its current Executive Chairman, Richard Agree, and its common stock has traded on the NYSE under the ticker ADC since 1994. It is headquartered in Royal Oak, Michigan, United States. Its business model is built around long-duration lease income, diversified tenant relationships and a conservative balance-sheet approach, which together position it as a defensive name within U.S. retail real estate. ([sec.gov](https://www.sec.gov/Archives/edgar/data/0000917251/000091725126000013/adc-20251231.htm?utm_source=openai)) Agree Realty’s portfolio is broadly diversified across all 50 U.S. states and consists of retail assets leased to nationally recognized operators. The company emphasizes high-quality properties, industry-leading tenants and disciplined capital allocation. In addition to acquisitions, Agree Realty uses development projects and its Developer Funding Platform to supplement growth, allowing it to source additional rent-producing assets while keeping the portfolio profile anchored in essential retail. Its competitive edge is rooted in tenant quality, lease duration, geographic diversification and a well-established track record in the net-lease sector. ([sec.gov](https://www.sec.gov/Archives/edgar/data/0000917251/000091725126000012/adcinvestorpresentation-.htm?utm_source=openai)) Operationally, the company describes itself as a retail net-lease REIT that is “rethinking retail” through ownership of properties leased to omni-channel retailers. The core business lines are therefore real estate investment, development, leasing and portfolio management. Net-lease structures are central to the economics of the platform because tenants typically bear most property-level operating costs, which improves cash-flow visibility and supports dividend generation. Agree Realty also markets itself as a monthly dividend payer, which is relevant for income-oriented equity investors. ([sec.gov](https://www.sec.gov/Archives/edgar/data/917251/000091725126000013/adc-20251231.htm?utm_source=openai)) Recent developments have reinforced the company’s growth narrative. In February 2026, Agree Realty reported full-year 2025 results and raised its 2026 investment guidance. In January 2026, it summarized 2025 investment activity and updated its portfolio outlook. In the first quarter of 2026, the company said it invested roughly $424 million in 100 retail net-lease properties and increased its annualized dividend rate. The company also highlighted strong liquidity and continued access to capital, underscoring financial flexibility. For investors, ADC stands out as a U.S. NYSE-listed retail REIT with a long operating history, national scale and a focus on durable rental streams. ([sec.gov](https://www.sec.gov/Archives/edgar/data/0000917251/000091725126000012/adc20251231-exhibit991.htm?utm_source=openai))