Public company intelligence preview
AGREE REALTY CORP
53 insider trades surfaced from the last year. This page shows only aggregate signals, not the underlying transactions, people, filings, filters, or AI workspace.
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Insider compensation
Public aggregate: $2.6M average total compensation across covered insiders.
Governance movement
Public aggregate: 0 governance events in the last year.
Institutional ownership
Public aggregate: 486 holders from the latest quarter.
Restricted sales and governance
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The full product opens the underlying filings, insider context, historical holdings, comparison tools, and AI analysis.
Market context
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Company note
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Company Overview
Agree Realty Corp. is a Real Estate sector REIT - Retail that owns, acquires, develops, and manages net-leased retail properties across the U.S. Its portfolio is highly diversified and defensive, with more than 2,700 properties, very high occupancy, long lease terms, and a large share of rent coming from investment-grade tenants or their parents. The business is built around stable rental cash flow, external growth through acquisitions and development, and disciplined capital allocation. Because it operates as a REIT, it must distribute most taxable income and stay active in capital markets to fund growth.
Executive Compensation Practices
In a REIT like Agree Realty, executive compensation is typically tied to portfolio growth, recurring cash flow, and shareholder returns rather than just GAAP net income. The filings suggest pay incentives likely track metrics such as FFO, Core FFO, AFFO, occupancy, lease execution, acquisition volume, and development yield, since these are the main drivers of value in a net-lease REIT. The MD&A also notes higher general and administrative expense from inflationary compensation increases and stock-based compensation, which suggests equity awards are an important part of pay. For a company growing via acquisitions and financing, compensation may also reflect disciplined leverage management, liquidity, and successful capital raises.
Insider Trading Considerations
Insider trading patterns for a REIT - Retail like Agree Realty may be influenced by acquisition timing, capital markets activity, dividend changes, and tenant-credit trends. Since the company regularly issues equity, debt, and forward equity, insiders are likely subject to trading windows and blackout periods around financings, dividend declarations, quarter-end results, and portfolio transactions. The company’s earnings are relatively stable, but property acquisitions, cap-rate movement, interest rates, and leasing spreads can materially affect sentiment and insider behavior. Researchers should also watch for trades around large portfolio purchases, debt issuance, and dividend increases, since those events often provide signals about management’s confidence in growth, funding capacity, and AFFO durability.
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