Insider Tracker SEC Form 4 insider trades
← All clusters
ADC

AGREE REALTY CORP

Real Estate Real Estate Investment Trusts Market cap: $8.2B All insider activity → Quote and statistics → Sign in to watch ADC Sign in to set a price alert

AI summary Insider Cluster Open-Market Purchases Following Strong Q2 Results and Guidance Raise

70
Insider Score Band 60–79
Research score
61
AI adjustment
+9

Research score, not a recommendation.

Total bought$4.1M6 Form 4 purchases
Distinct insiders3open-market buyers
Lead insiderAgree JoeyCEO
Cluster window2026-08-27 → 2026-09-21active

Market data

Live quote and chart from Yahoo Finance, loaded through this server. Insider purchases are marked on the chart.

–

Why this score

Research score: a weighted blend of the five factors, times the routine and offering discounts, minus the selling penalty.

Breadth number & diversity of participating insiders
37%
Seniority executive rank of buyers (CEO/CFO/Director)
86%
Commitment purchase size relative to company & holdings
38%
Context buying into stock weakness signals conviction
39%
Timing coordinated purchases within a tight window
59%
Routine-purchase discount × 1.00
Company-type / offering discount × 1.00
Net insider selling penalty − 0

Why are they buying?

AI · discretionary · catalyst credible · documented

Insiders likely accelerated open-market purchases following the release of strong second-quarter financial results on July 30, 2026, which featured record investment activity and increased full-year guidance for both investments and AFFO per share.

Agree Realty reported record quarterly investment activity of $502 million in Q2 2026, increased its full-year 2026 investment guidance to between $1.6 billion and $1.8 billion, and raised its 2026 AFFO per share guidance to a range of $4.57 to $4.59.

Stock Price & Insider Purchase History

Daily close price with open-market insider purchases plotted over time

Loading price history…

Transactions

6 Form 4 trades · 3 insiders Sign in to download CSV
Purchases in this cluster, grouped by insider, largest first
Date Insider Role Shares Price Value Filing
2026-08-27 → 2026-09-16 RAKOLTA JOHN JR 32 purchases with a 63-day result · median +1.3% Director 50,136 $71.29 avg $3.6M
2026-08-27 RAKOLTA JOHN JR 20,000 $73.23 $1.5M SEC filing for RAKOLTA JOHN JR (opens in a new tab)
2026-08-28 RAKOLTA JOHN JR 136 $73.52 $10.0K SEC filing for RAKOLTA JOHN JR (opens in a new tab)
2026-08-31 RAKOLTA JOHN JR 10,000 $72.42 $724.2K SEC filing for RAKOLTA JOHN JR (opens in a new tab)
2026-09-16 RAKOLTA JOHN JR 20,000 $68.78 $1.4M SEC filing for RAKOLTA JOHN JR (opens in a new tab)
2026-09-16 Agree Joey 20 purchases with a 63-day result · median -2.8% CEO 7,360 $68.06 $500.9K SEC filing for Agree Joey (opens in a new tab)
2026-09-21 Erlich Craig 13 purchases with a 63-day result · median +1.6% Other C-suite 1,000 $67.55 $67.5K SEC filing for Erlich Craig (opens in a new tab)
Total $4.1M

Other buying runs at ADC

A run ends after a pause in the buying, so one company can have several. Returns are the stock's return minus its benchmark's (IWM for small companies, SPY otherwise), from the first open after the run became a cluster. Past results, not a forecast.

After this run became a cluster: 21 days –63 days –126 days –

Other insider buying runs at this company, newest first, with the return against the benchmark that followed
Window Insiders Total Score 21 days63 days126 days Status
2026-05-14 → 2026-06-04 4 $2.9M 75 -4.1%-4.5%– active
2025-12-24 → 2026-01-09 3 $2.8M 50 +9.7%+9.5%+7.0% closed
2025-08-13 → 2025-10-07 4 $2.6M 59 +2.4%-2.3%+10.0% closed
2024-02-15 → 2024-03-14 4 $3.5M 67 +1.5%+8.0%+24.5% closed
2023-12-11 → 2024-01-10 4 $1.7M 64 -7.7%-18.8%-15.2% closed
2023-09-21 → 2023-10-02 3 $3.7M 65 +2.3%+3.6%-16.6% closed
2023-08-02 → 2023-08-15 5 $4.6M 73 -4.5%-4.2%-16.1% closed
2023-05-08 → 2023-05-26 5 $2.5M 68 -5.7%-11.1%-18.4% closed
2021-09-13 → 2021-10-08 6 $2.1M 64 +2.2%-3.4%-6.3% closed
2021-02-22 → 2021-03-03 6 $3.9M 71 +3.2%+5.5%+1.5% closed
2020-03-09 → 2020-04-03 5 $295.5K 45 -11.9%-9.0%-21.2% closed
2019-12-09 → 2019-12-17 4 $1.7M 49 +3.7%+6.8%+1.0% closed