Orion Portfolio Solutions Increases Stake in Agree Realty Corporation

Investment firm boosts ownership in real estate investment trust by nearly 29%

Published on Mar. 11, 2026

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Orion Portfolio Solutions LLC has increased its stake in Agree Realty Corporation (NYSE:ADC) by 28.8% during the third quarter, according to a regulatory filing. The firm now owns 33,855 shares of the real estate investment trust's stock, worth approximately $2.4 million.

Why it matters

Agree Realty is a prominent real estate investment trust that focuses on acquiring, developing, and managing a diversified portfolio of retail properties under long-term, triple-net leases. The increase in Orion Portfolio Solutions' stake suggests the investment firm sees continued growth potential in Agree Realty's business model and property holdings.

The details

Orion Portfolio Solutions purchased an additional 7,575 shares of Agree Realty during the third quarter, bringing its total ownership to 33,855 shares. Several other institutional investors also added to or reduced their positions in Agree Realty over the same period, including Jane Street Group, Bank of Montreal, and Savant Capital.

  • Orion Portfolio Solutions increased its stake in Agree Realty during the third quarter of 2026.

The players

Orion Portfolio Solutions LLC

An investment management firm that has increased its stake in Agree Realty Corporation.

Agree Realty Corporation

A real estate investment trust that focuses on acquiring, developing, and managing a diversified portfolio of retail properties under long-term, triple-net leases.

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The takeaway

Orion Portfolio Solutions' increased stake in Agree Realty suggests continued confidence in the REIT's ability to generate returns for investors through its retail property portfolio and acquisition strategy.