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AGREE REALTY CORP director John Rakolta Jr reported equity-based compensation in the form of company stock. On May 14, 2026, he received two awards of common shares, classified as grant or award acquisitions rather than open-market purchases or sales.
One award was 1,328 common shares at $75.28 per share, and another was 2,159 restricted common shares at $0.00 per share. The restricted stock vests on May 14, 2027, and reflects his election under the Board compensation plan to receive a portion of his annual fee in restricted common stock instead of cash. Following these awards, he held 572,466.2800 common shares directly, plus 146 common shares indirectly held by his wife, including 1,920.183 shares accumulated through a dividend reinvestment plan since his prior ownership report.
Rossi Jerome R reported acquisition or exercise transactions in this Form 4 filing.
AGREE REALTY CORP director Jerome R. Rossi received an equity award of 2,159 restricted stock units. The RSUs were granted as of May 14, 2026 and each unit represents a contingent right to receive one common share, rather than an immediate cash transaction or open-market purchase.
The RSUs vest on May 14, 2027, adding a time-based service condition before shares are delivered. Rossi voluntarily elected to defer receipt of the common shares issuable upon settlement of these RSUs until his departure from the Board of Directors. Following this award, he holds 12,351 common shares directly as reported in the filing.
Agree Realty Corp director Greg Lehmkuhl increased his stake through a mix of open‑market buying and equity compensation. He purchased 750 common shares in the open market at $75.09 per share. On the same date he also received 4,318 restricted stock units (RSUs) as board compensation, which vest on May 14, 2027, with settlement in common shares deferred until his departure from the Board. Footnotes note that this holding includes 1,713.104 shares acquired through the company’s dividend reinvestment plan since his last ownership filing.
Agree Realty Corp President and CEO Joey Agree reported a direct open-market purchase of 13,295 common shares on May 14, 2026 at a weighted average price of $75.41 per share. Following this transaction, he directly owns 675,105 common shares. The filing also notes 3,962 common shares held indirectly by his children, reflecting additional family-related ownership.
Cohen & Steers filed an amendment to a Schedule 13G reporting beneficial ownership of 17,918,363 shares of Agree Realty Corporation common stock, representing 14.93% of the class. The filing shows sole voting power over 14,028,144 shares and sole dispositive power over 17,918,363 shares.
The filing lists Cohen & Steers affiliates (including Cohen & Steers Capital Management, Inc., Cohen & Steers UK Ltd., Cohen & Steers Ireland Ltd., and Cohen & Steers Asia Ltd.) and states these entities hold the shares for the benefit of their respective account holders. Signatures by compliance officers appear on the amendment.
Agree Realty Corporation reported the results of its 2026 annual stockholder meeting held on May 14, 2026. Stockholders elected two directors to serve until the 2029 annual meeting, ratified the appointment of Grant Thornton LLP as independent registered public accounting firm for 2026, and approved executive compensation on a non-binding basis.
Director John Rakolta, Jr. received 100,834,036 votes for and 1,679,090 votes withheld, while Jerome Rossi received 92,870,518 votes for and 9,642,608 votes withheld, with 6,771,007 broker non-votes for each. The auditor ratification received 107,684,512 votes for, 1,515,453 against, and 84,168 abstentions. The advisory vote on executive compensation received 97,715,282 votes for, 4,650,345 against, 147,499 abstentions, and 6,771,007 broker non-votes.
Agree Realty Corp reported that State Street Corporation beneficially owned 5,967,031 shares of common stock, representing 5% as of 03/31/2026. The filing lists shared voting power of 5,175,780 shares and shared dispositive power of 5,967,031.
Agree Realty Corp’s Chief Growth Officer, Craig Erlich, reported a charitable-type transfer of stock. He made a bona fide gift of 500 Common Shares on May 6, 2026 at a stated price of $0.00 per share, meaning no sale proceeds were received.
After this gift, he directly holds 59,388 Common Shares and 4,898 Depositary Shares Series A. An additional 100 Common Shares are reported as indirectly owned through his wife. The filing records these positions but shows no open‑market buying or selling activity.
Vanguard Capital Management reports beneficial ownership of 6,332,281 shares of Agree Realty Corp common stock, representing 5.27% of the class. The filing shows sole dispositive power over 6,332,281 shares and sole voting power for 985,848 shares. The Schedule 13G filing is signed by Ashley Grim on 04/29/2026.
Agree Realty Corp shows a reported beneficial ownership position by Vanguard Portfolio Management of 10,277,845 shares of Common Stock, representing 8.56% of the class as of 03/31/2026. The filing states Vanguard has sole dispositive power over 10,277,845 shares and sole voting power over 17,839 shares. The Schedule 13G was signed on 04/28/2026 by Ashley Grim, Head of Global Fund Administration.