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Agree Realty

490 hedge funds and large institutions have $9.33B invested in Agree Realty in 2025 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 195 increasing their positions, 169 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

229% more call options, than puts

Call options by funds: $10.1M | Put options by funds: $3.06M

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

42% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 43

15% more repeat investments, than reductions

Existing positions increased: 195 | Existing positions reduced: 169

2% more funds holding

Funds holding: 479490 (+11)

4% more capital invested

Capital invested by funds: $8.97B → $9.33B (+$358M)

1.41% less ownership

Funds ownership: 114.1%112.69% (-1.4%)

Holders
490
Holders Change
+11
Holders Change %
+2.3%
% of All Funds
5.96%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
61
Increased
195
Reduced
169
Closed
43
Calls
$10.1M
Puts
$3.06M
Net Calls
+$7.01M
Net Calls Change
-$8.29M
Name Holding Trade Value Shares
Change
Change in
Stake
Nisa Investment Advisors
226
Nisa Investment Advisors
Missouri
$1.25M -$306K -4,182 -19%
CPC
227
Consolidated Planning Corp
Georgia
$1.25M +$113K +1,549 +10%
VU
228
Vanderbilt University
Tennessee
$1.22M +$693K +9,483 +127%
Marshall Wace
229
Marshall Wace
United Kingdom
$1.21M +$1.23M +16,836 New
Victory Capital Management
230
Victory Capital Management
Texas
$1.21M -$7.74M -105,921 -86%
CSUI
231
Cincinnati Specialty Underwriters Insurance
Ohio
$1.19M
VT
232
Vise Technologies
New York
$1.18M +$1.2M +16,445 New
PMWMG
233
Parr McKnight Wealth Management Group
Minnesota
$1.17M -$135K -1,842 -10%
Pictet Asset Management
234
Pictet Asset Management
Switzerland
$1.17M -$44.1K -604 -4%
UB
235
UMB Bank
Missouri
$1.15M +$1.02M +13,963 +674%
GCP
236
GSA Capital Partners
United Kingdom
$1.12M -$207K -2,827 -15%
XT
237
XTX Topco
Cayman Islands
$1.08M +$1.09M +14,983 New
MFWM
238
Motley Fool Wealth Management
Virginia
$1.07M -$214K -2,929 -17%
NIM
239
NEOS Investment Management
Connecticut
$1.06M +$322K +4,400 +43%
PNC Financial Services Group
240
PNC Financial Services Group
Pennsylvania
$1.05M +$2.12K +29 +0.2%
Corient Private Wealth
241
Corient Private Wealth
Florida
$1.03M +$617K +8,440 +145%
BC
242
Bridgefront Capital
Texas
$1.02M -$418K -5,722 -29%
KeyBank National Association
243
KeyBank National Association
Ohio
$1.01M -$26.2K -358 -2%
AAM
244
Azzad Asset Management
Virginia
$1.01M +$27.1K +371 +3%
AC
245
Armistice Capital
New York
$1.01M +$293K +4,011 +40%
EI
246
Ethic Inc
New York
$982K +$60.6K +829 +6%
Pacer Advisors
247
Pacer Advisors
Pennsylvania
$971K -$566K -7,745 -36%
AG
248
Algert Global
California
$964K +$978K +13,390 New
JIR
249
James Investment Research
Ohio
$957K
US Bancorp
250
US Bancorp
Minnesota
$904K +$50.1K +685 +6%