Agree Realty
497 hedge funds and large institutions have $10.5B invested in Agree Realty in 2026 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 210 increasing their positions, 150 reducing their positions, and 45 closing their positions.
212% more call options, than puts
Call options by funds: $13M | Put options by funds: $4.18M
40% more repeat investments, than reductions
Existing positions increased: 210 | Existing positions reduced: 150
38% more first-time investments, than exits
New positions opened: 62 | Existing positions closed: 45
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
13% more capital invested
Capital invested by funds: $9.33B → $10.5B (+$1.17B)
3.42% more ownership
Funds ownership: 112.69% → 116.11% (+3.4%)
1% more funds holding
Funds holding: 490 → 497 (+7)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cohen & Steers
New York
|
+$286M |
| 2 |
ZP
Zimmer Partners
New York
|
+$250M |
| 3 |
Two Sigma Investments
New York
|
+$178M |
| 4 |
BlackRock
New York
|
+$83.6M |
| 5 |
Goldman Sachs
New York
|
+$54.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$63.6M |
| 2 |
N
Nuveen
Charlotte,
North Carolina
|
-$60.6M |
| 3 |
FGP
Freestone Grove Partners
San Francisco,
California
|
-$45.8M |
| 4 |
EGM
Engineers Gate Manager
New York
|
-$44.8M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
-$31.9M |
ADC Hedge Fund Activity: Q1 2026 in Review
497 of the 8,127 institutional investors tracked by Wall St. Rank reported a position in Agree Realty (ADC) for Q1 2026, worth a combined $10.5B — up 13% from $9.33B a quarter earlier.
Buyers outnumbered sellers: 62 funds opened new ADC positions and 45 closed out — a net gain of 17 holders — while 210 added to existing stakes and 150 trimmed.
The largest buyer was Cohen & Steers, adding an estimated $286M. The largest seller was Deutsche Bank, cutting an estimated $63.6M.
- 497 institutional investors held Agree Realty (ADC) as of Q1 2026, up from 490 in Q4 2025.
- Funds reported $10.5B of Agree Realty stock for Q1 2026, up 13% quarter-over-quarter.
- 62 funds opened new Agree Realty positions in Q1 2026 and 45 closed out, a net change of +17 holders.
- The largest Agree Realty buyer in Q1 2026 was Cohen & Steers, an estimated $286M added.
- The largest Agree Realty seller in Q1 2026 was Deutsche Bank, an estimated $63.6M sold.
Based on aggregated 13F filings for Q1 2026.