ADC AGREE REALTY CORP

NEUTRAL Impact: 3/10 Insider Cluster (9 insiders)
Horizon days Filed May 18, 2026 Processed 22d 10h ago
Insider cluster: 2 insiders, $1.1M total
Latest settled — T+5d ⚠ clustered
ADC ▼ -0.34% at T+5d
NEUTRAL call ✗ call lost -0.34% · α vs SPY -1.96% · entry $75.77 → $75.51
Next anchor: T+20d in 6d
Last close $73.24 (close Jun 8) · -3.34% from $75.77 entry
Entry anchored
May 15, 03:59 PM ET
via Databento tick
T+1d
-0.21%
call -0.21% · α +0.44%
$75.61
settled 22d ago
T+5d
-0.34%
call -0.34% · α -1.96%
$75.51
settled 15d ago
T+20d
call — · α —
in 6d
T+60d
call — · α —
in 2mo

Price Chart

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Executive Summary

CEO Joey Agree purchased $1.0M of ADC stock and director Greg Lehmkuhl bought $56K, alongside non-cash director grants. The $1.06M total open-market buying is negligible (0.012% of market cap), providing a modest positive signal but insufficient to drive material price action.

Key Financial Metrics

Direction
buying
Total Value
$1.1M
Insiders
9

Actionable Insight

The insider buying cluster is directionally positive but too small to be a strong signal. Watch for additional insider accumulation or upcoming earnings/catalyst disclosures; no immediate trade action warranted.

Key Facts

  • CEO Joey Agree bought 13,295 shares at $75.41 for $1,002,576.
  • Director Greg Lehmkuhl bought 750 shares at $75.09 for $56,318.
  • Seven directors received non-cash grants (2,159 shares each) and one director received 432 shares – $0 transaction value.
  • Total open-market purchase value of $1.06M is 0.012% of ADC's $8.9B market cap.

Financial Impact

$1.06M in insider purchases, immaterial relative to $8.9B market cap

Risk Factors

  • Insider buying may be window-dressing or personal portfolio decisions.
  • Lack of materiality means no real market impact expected.

Market Snapshot

Exchange
NYSE
Sector
Real Estate Investment Trusts
Analyst Consensus
63% bullish (24 analysts)

Documents Analyzed

This report is based on 1 SEC document filed with EDGAR.

DocumentAccession Number
CLUSTER Data (Synthetic)cluster-ADC-1779135660496
4 reports for ADC
Performance horizon

Track record builds as more directional reports settle.

Filters
Rows
Reports for ADC — sortable, filterable
Type Now
Jun 8, 2026
1d ago
Insider Buy
BULLISH ★ 5/10
$73.42 awaiting T+5awaiting T+5$73.24 (−0.24%)
May 18, 2026
22d ago
Insider Cluster
NEUTRAL ★ 3/10
$75.77 $75.51▼ −0.34%▼ −1.96%$73.24 (−3.34%)
May 18, 2026
22d ago
Insider Cluster
BULLISH ★ 6/10
$75.77 $75.51▼ −0.34%▼ −1.96%$73.24 (−3.34%)
May 18, 2026
22d ago
Insider Cluster
NEUTRAL ★ 3/10
$75.77 $75.51▼ −0.34%▼ −1.96%$73.24 (−3.34%)
Showing 4 of 4

US Market Status

Market Closed — Opens in 7h

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