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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
S
251
SignatureFD
Georgia
$876K +$74.3K +1,017 +9%
SFA
252
Sequoia Financial Advisors
Ohio
$868K +$340K +4,654 +63%
Mirae Asset Global ETFs Holdings
253
Mirae Asset Global ETFs Holdings
Hong Kong
$863K +$345K +4,719 +65%
Mercer Global Advisors
254
Mercer Global Advisors
Colorado
$861K +$225K +3,079 +35%
IB
255
Intrust Bank
Kansas
$842K -$13.4K -183 -2%
SG Americas Securities
256
SG Americas Securities
New York
$838K +$231K +3,167 +37%
SAM
257
Silvercrest Asset Management
New York
$804K
ACL
258
Applied Capital LLC
Florida
$803K
EIP
259
Easterly Investment Partners
Massachusetts
$801K -$10.3M -141,140 -93%
GHAM
260
Gilman Hill Asset Management
Connecticut
$784K
Federated Hermes
261
Federated Hermes
Pennsylvania
$766K -$33K -452 -4%
X
262
Xponance
Pennsylvania
$761K -$119K -1,628 -13%
TCM
263
Tributary Capital Management
Nebraska
$754K -$14.4K -197 -2%
CCM
264
Callodine Capital Management
Massachusetts
$720K
P
265
&Partners
Tennessee
$703K -$14.2K -195 -2%
AC
266
Allstate Corporation
Illinois
$689K +$59K +807 +9%
1IA
267
1620 Investment Advisors
Massachusetts
$683K +$1.39K +19 +0.2%
HI
268
Harbour Investments
Wisconsin
$675K +$680K +9,303 +13,885%
TYCC
269
Texas Yale Capital Corp
Florida
$662K
BFM
270
Boothbay Fund Management
New York
$653K +$294K +4,023 +80%
SCM
271
Schnieders Capital Management
California
$645K
AAM
272
Advisors Asset Management
Colorado
$640K -$1.68K -23 -0.3%
Commonwealth Equity Services
273
Commonwealth Equity Services
Massachusetts
$630K +$39.5K +540 +7%
CS
274
Capital Square
Tennessee
$630K -$53K -725 -8%
EFG
275
Ethos Financial Group
Pennsylvania
$614K -$21.8K -299 -3%