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Agree Realty

475 hedge funds and large institutions have $8.97B invested in Agree Realty in 2025 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 201 increasing their positions, 150 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

0.39% more ownership

Funds ownership: 113.72%114.12% (+0.39%)

2% less capital invested

Capital invested by funds: $9.15B → $8.97B (-$177M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
475
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$22.2M
Puts
$6.89M
Net Calls
Net Calls Change

Top Buyers

1 +$74.9M
2 +$64.5M
3 +$56.8M
4
BlackRock
BlackRock
New York
+$55.8M
5
DPIM
Duff & Phelps Investment Management
Illinois
+$45.1M

Top Sellers

1 -$70.9M
2 -$34.1M
3 -$32.2M
4
GA
GRS Advisors
Illinois
-$28.2M
5
Deutsche Bank
Deutsche Bank
Germany
-$26.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Federated Hermes
251
Federated Hermes
Pennsylvania
$788K
GHAM
252
Gilman Hill Asset Management
Connecticut
$774K
MM
253
MQS Management
New York
$761K
NIM
254
NEOS Investment Management
Connecticut
$730K
CFFP
255
Center for Financial Planning
Michigan
$727K
AC
256
Armistice Capital
New York
$710K
CCM
257
Callodine Capital Management
Massachusetts
$710K
P
258
&Partners
Tennessee
$707K
Osaic Holdings
259
Osaic Holdings
Arizona
$686K
P
260
Pitcairn
Pennsylvania
$674K
CS
261
Capital Square
Tennessee
$673K
1IA
262
1620 Investment Advisors
Massachusetts
$672K
TYCC
263
Texas Yale Capital Corp
Florida
$653K
STA
264
Summit Trail Advisors
New York
$644K
SCM
265
Schnieders Capital Management
California
$636K
AAM
266
Advisors Asset Management
Colorado
$633K
Mercer Global Advisors
267
Mercer Global Advisors
Colorado
$630K
EFG
268
Ethos Financial Group
Pennsylvania
$627K
AC
269
Allstate Corporation
Illinois
$622K
Janney Montgomery Scott
270
Janney Montgomery Scott
Pennsylvania
$617K
SG Americas Securities
271
SG Americas Securities
New York
$602K
TI
272
Tidal Investments
Wisconsin
$598K
SAM
273
Securian Asset Management
Minnesota
$588K
JSW
274
Journey Strategic Wealth
New Jersey
$584K
Commonwealth Equity Services
275
Commonwealth Equity Services
Massachusetts
$583K