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Agree Realty Corporation (ADC) — chart, structure and Closelooknet read

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Signals for this name

Every Closelooknet reading that exists for ADC, from the same nightly bakes the boards use. Research diary readings, not advice.

Weather around the name 4 macro readings: Money Temperature, Factor regime, Sector × region …

The weather around this name

Macro readings that apply by membership — the regime, the factor tape, the sector cell, the funding backdrop.

  • Money Temperature Composite 62/100 · S&P 500 fund at 67, bullish alignedEight instruments scored on position, momentum, volume, volatility and fragility — the regime every name trades inside. Temperature lab → 2026-09-25
  • Factor regime Momentum leading — risk appetite buildingMomentum against low volatility (SPMO / SPLV): above its 50-day trend, 99th percentile of the window, +8.4% over 20 sessions. Factor regime → 2026-09-25
  • Sector × region Real estate in US: −1.5% week · −7.1% month · −7.4% quarter · −0.8% yearThe Sector Engine cell this name lives in, from XLRE.US; the 11 × 4 matrix shows where its sector is being bought and where it is being sold. Sector Engine → 2026-09-26
  • Sovereign pressure Index 0.61 · up 0.29 over 21 sessionsG7 long-end yields, 10s30s and the slope — the funding weather for every balance sheet on this site. Sovereign pressure → 2026-09-25
How it trades on rate days beta 0.30 to TLT · on the worst bond days it moved with the market

How it trades on rate days

How ADC has moved when long-dated Treasury yields rise — measured against TLT, the 20+ year Treasury fund.

  • Beta to long bonds, 1 year 0.30 — tends to move with bonds for every 1% move in TLT (20+ year Treasuries), Agree Realty Corporation moved 0.30% on average · correlation 0.18 · higher than 30% of US names
  • Beta, last 3 months 0.11 about the same as over the year
  • On the 10 worst bond days −0.97% on average against −0.74% for the S&P 500 the 10 sessions of the past year in which TLT fell most, i.e. long yields rose most
  • Latest of those days +0.09% TLT −1.29% that day 2026-09-24

Daily total returns from the adjusted price series; a TLT down day is a day long yields rose. Beta = the average move of the name for a 1% move in TLT. Past sensitivity, not a forecast. An investment diary, not a recommendation.

Who it is priced against REIT - Retail · 8 names with week and year-to-date

Peer group

REIT - Retail

Names in the same industry from the Closelooknet universe; scored names rank on their Closelooknet score, the rest on trend state.

Compared against ADC on the nightly bakes; the Peers tab ranks the cohort on the Closelooknet scores where it exists.

Company snapshot — Agree Realty Corporation

ADC in five paragraphs: what it makes and sells, where it sits in the Closelooknet stack, who it is priced against, why we track it, what we watch. Research diary, not advice.

What it does
Agree Realty Corporation is a real estate investment trust that buys and develops retail properties and leases them to tenants under long-term net leases, where tenants cover most operating costs. Its portfolio spans many US states and its tenants are mostly chain retailers operating across both stores and online. The company is based in Royal Oak, United States.
Where it sits in the stack
Agree Realty carries no seat in our index; the diary places it in the Real Estate sector, US universe, under the REIT - Retail sleeve rather than any part of the AI build-out stack.
Who it is priced against
Closelooknet's peer group groups it with other US real estate names it scores, including CareTrust REIT, CoStar Group, Ke Holdings, American Healthcare REIT and Vivmark Residential; the market also commonly compares it with Realty Income.
Why Closelooknet tracks it
It carries a Closelooknet score, with the quality module reading strongest and the valuation module reading weakest; it holds no index seat and the diary has not yet quoted it in the dailies.
What the diary watches
The diary watches tenant credit quality and lease renewal terms across its retail tenant base, since a net-lease REIT's cash flow depends on those tenants staying current.

Agree Realty Corporation (ADC) trades on US exchanges, classified under Real Estate.

The Closelooknet company score reads 39/100 composite (momentum 31, quality 43, valuation 31) across 7 modules — the full breakdown, chart structure and analog history load live above.

Written from the company’s public profile and Closelooknet’s own readings, 2026-09-17. Descriptive, refreshed with the registry; corrections welcome via the imprint. closelook.net is an investment research diary — market structure, index membership and scores are our own readings, not investment advice. Related: index compare · sector dispersion · scanner.

Dividends and capital return trailing yield 4.69%, monthly · buybacks 4 m USD in FY2025

Dividends and capital return

What ADC pays out and buys back — distributions read from the price series, money terms from the filings.

  • Trailing 12 months 3.16 USD per share · a 4.69% yield on the 2026-09-25 close 12 distributions, paid monthly 2026-09-25
  • Change on the year +55.1% against the prior twelve months prior twelve months 2.04 USD per share
  • Last distribution 0.27 USD per share as the price series records it, within days of the ex-date 2026-08-31
  • By calendar year 2025: 3.08 USD · 2026: 2.12 USD to date first distribution recorded in the three-year window: 2025-01-31
  • Dividends paid, FY2025 348 m USD 42% of earnings
  • Buybacks, FY2025 4 m USD 0.0% of today's market value
  • Share count +9.2% in FY2025 13 m USD of stock-based compensation in the year
  • Capital returned 352 m USD in a year of negative free cash flow dividends and buybacks together

Per-share amounts are derived from the adjusted price series in the listing currency, so dates sit within days of the ex-date; filing figures come from the fundamentals feed for the last reported fiscal year. An investment diary, not a recommendation.

FAQ · from the current data · as of 2026-09-26

Quick answers

What is Agree Realty Corporation (ADC)?

Agree Realty Corporation trades as ADC on the US exchange (US) and is classified under Real Estate in the Closelooknet research universe, as of the registry build of 2026-09-26.

Is ADC in a Closelooknet index?

Not currently — Agree Realty Corporation is tracked in the Closelooknet research universe but is not a constituent of a Closelooknet functional index as of 2026-09-26.

What is Agree Realty Corporation's Closelooknet composite score?

39 out of 100, with momentum 31, quality 43 and valuation 31 sub-scores, as of 2026-09-26. Scores are Closelooknet's own research readings, not ratings or investment advice.

Where does ADC trade against its moving averages?

Downtrend stack: Trades -8.7% vs the 50-day and -8.9% vs the 200-day average, 16.9% below the 52-week high and +1.5% off the 52-week low; a death cross printed 1 sessions ago. Computed from daily closes. As of 2026-09-25 — a technical state from the nightly Closelooknet bake, not advice. The Technical tab carries the full row.

How does Agree Realty Corporation trade when bond yields rise?

Over the past year Agree Realty Corporation had a beta of 0.30 to TLT, the long-dated Treasury fund — it tends to move with bonds, higher than 30% of US names. On the 10 sessions in which long bonds fell most it moved −0.97% on average, against −0.74% for the S&P 500. The "How it trades on rate days" block on this page carries the lines.

What does Agree Realty Corporation do?

Agree Realty Corporation is a real estate investment trust that buys and develops retail properties and leases them to tenants under long-term net leases, where tenants cover most operating costs. Its portfolio spans many US states and its tenants are mostly chain retailers operating across both stores and online. The company is based in Royal Oak, United States. Closelooknet's peer group groups it with other US real estate names it scores, including CareTrust REIT, CoStar Group, Ke Holdings, American Healthcare REIT and Vivmark Residential; the market also commonly compares it with Realty Income.

Where does Agree Realty Corporation sit in the AI build-out?

Agree Realty carries no seat in our index; the diary places it in the Real Estate sector, US universe, under the REIT - Retail sleeve rather than any part of the AI build-out stack. It carries a Closelooknet score, with the quality module reading strongest and the valuation module reading weakest; it holds no index seat and the diary has not yet quoted it in the dailies.

Does Agree Realty Corporation pay a dividend?

Agree Realty Corporation has paid 3.16 USD per share over the last twelve months, paid monthly, a trailing yield of 4.69% on the 2026-09-25 close; the last distribution recorded in the price series was 0.27 USD on 2026-08-31. In fiscal 2025 the company paid 348 m USD in dividends and bought back 4 m USD of its own shares. The share count rose 9.2% over the fiscal year. The "Dividends and capital return" block on this page carries the lines.

What does this page show?

A live price chart with SMA overlays and drawing tools for ADC, performance metrics, index-membership context and the Closelooknet structure read — an investment research diary view, not investment advice.

Related in the Closelooknet universe

then REIT - Retail, then Real Estate. Scored names rank on their Closelooknet score; names without one rank on trend state — above or below their 50- and 200-day averages — never on a score they do not carry.