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Agree Realty

479 hedge funds and large institutions have $8.97B invested in Agree Realty in 2025 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 201 increasing their positions, 153 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

222% more call options, than puts

Call options by funds: $22.2M | Put options by funds: $6.89M

31% more repeat investments, than reductions

Existing positions increased: 201 | Existing positions reduced: 153

28% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 47

2% more funds holding

Funds holding: 471479 (+8)

0.4% more ownership

Funds ownership: 113.7%114.1% (+0.4%)

2% less capital invested

Capital invested by funds: $9.15B → $8.97B (-$176M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
479
Holders Change
+8
Holders Change %
+1.7%
% of All Funds
6.29%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
60
Increased
201
Reduced
153
Closed
47
Calls
$22.2M
Puts
$6.89M
Net Calls
+$15.3M
Net Calls Change
+$1.53M
Name Holding Trade Value Shares
Change
Change in
Stake
MM
251
MQS Management
New York
$761K +$154K +2,124 +25%
TCM
252
Tributary Capital Management
Nebraska
$758K -$521K -7,191 -40%
NIM
253
NEOS Investment Management
Connecticut
$730K +$375K +5,176 +102%
CFFP
254
Center for Financial Planning
Michigan
$727K
AC
255
Armistice Capital
New York
$710K +$724K +10,001 New
CCM
256
Callodine Capital Management
Massachusetts
$710K +$724K +10,000 New
P
257
&Partners
Tennessee
$707K -$141K -1,942 -16%
Osaic Holdings
258
Osaic Holdings
Arizona
$686K +$246K +3,394 +55%
P
259
Pitcairn
Pennsylvania
$674K -$209K -2,883 -23%
CS
260
Capital Square
Tennessee
$673K -$17.8K -246 -3%
1IA
261
1620 Investment Advisors
Massachusetts
$672K +$52.5K +725 +8%
I
262
INVST
Indiana
$668K -$10.2K -141 -1%
TYCC
263
Texas Yale Capital Corp
Florida
$653K
STA
264
Summit Trail Advisors
New York
$644K +$381K +5,255 +139%
SCM
265
Schnieders Capital Management
California
$636K -$7.24K -100 -1%
AAM
266
Advisors Asset Management
Colorado
$633K +$5.94K +82 +0.9%
Mercer Global Advisors
267
Mercer Global Advisors
Colorado
$630K +$98.6K +1,361 +18%
EFG
268
Ethos Financial Group
Pennsylvania
$627K +$86.2K +1,190 +16%
AC
269
Allstate Corporation
Illinois
$622K
Janney Montgomery Scott
270
Janney Montgomery Scott
Pennsylvania
$617K -$21.1K -291 -3%
SG Americas Securities
271
SG Americas Securities
New York
$602K +$196K +2,704 +47%
TI
272
Tidal Investments
Wisconsin
$598K +$133K +1,836 +28%
SAM
273
Securian Asset Management
Minnesota
$588K -$6.45K -89 -1%
JSW
274
Journey Strategic Wealth
New Jersey
$584K +$39.3K +543 +7%
Commonwealth Equity Services
275
Commonwealth Equity Services
Massachusetts
$583K -$65.7K -907 -10%

ADC Hedge Fund Activity: Q3 2025 in Review

479 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Agree Realty (ADC) for Q3 2025, worth a combined $8.97B — down 1.9% from $9.15B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new ADC positions and 47 closed out — a net gain of 13 holders — while 201 added to existing stakes and 153 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $76.4M. The largest seller was Invesco, cutting an estimated $72.3M.

  • 479 institutional investors held Agree Realty (ADC) as of Q3 2025, up from 471 in Q2 2025.
  • Funds reported $8.97B of Agree Realty stock for Q3 2025, down 1.9% quarter-over-quarter.
  • 60 funds opened new Agree Realty positions in Q3 2025 and 47 closed out, a net change of +13 holders.
  • The largest Agree Realty buyer in Q3 2025 was Cohen & Steers, an estimated $76.4M added.
  • The largest Agree Realty seller in Q3 2025 was Invesco, an estimated $72.3M sold.

Based on aggregated 13F filings for Q3 2025.