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Agree Realty

471 hedge funds and large institutions have $9.15B invested in Agree Realty in 2025 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 213 increasing their positions, 143 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

184% more call options, than puts

Call options by funds: $21.2M | Put options by funds: $7.47M

49% more repeat investments, than reductions

Existing positions increased: 213 | Existing positions reduced: 143

17% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 53

1% more funds holding

Funds holding: 466471 (+5)

0.82% more ownership

Funds ownership: 112.88%113.7% (+0.82%)

2% less capital invested

Capital invested by funds: $9.36B → $9.15B (-$209M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
471
Holders Change
+5
Holders Change %
+1.07%
% of All Funds
6.2%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
62
Increased
213
Reduced
143
Closed
53
Calls
$21.2M
Puts
$7.47M
Net Calls
+$13.8M
Net Calls Change
-$2.59M
Name Holding Trade Value Shares
Change
Change in
Stake
CPR
276
CSU Producer Resources
Ohio
$584K
CGH
277
Crossmark Global Holdings
Texas
$583K +$10K +133 +2%
CAPTRUST Financial Advisors
278
CAPTRUST Financial Advisors
North Carolina
$582K -$57.7K -768 -9%
FNA
279
First National Advisers
Nebraska
$582K +$35.6K +473 +6%
Public Employees Retirement Association of Colorado
280
Public Employees Retirement Association of Colorado
Colorado
$578K
AAS
281
Avantax Advisory Services
Texas
$574K +$69.5K +924 +13%
VEA
282
Virtus ETF Advisers
New York
$571K
JSW
283
Journey Strategic Wealth
New Jersey
$561K +$81.6K +1,085 +16%
EFG
284
Ethos Financial Group
Pennsylvania
$558K +$81.6K +1,085 +17%
VF
285
Virtu Financial
New York
$555K +$106K +1,405 +23%
PCM
286
Prelude Capital Management
New York
$553K +$569K +7,570 New
Mercer Global Advisors
287
Mercer Global Advisors
Colorado
$548K +$234K +3,113 +71%
GSIAS
288
Garden State Investment Advisory Services
New Jersey
$535K
VA
289
Vident Advisory
Georgia
$532K -$14.8K -197 -3%
MML Investors Services
290
MML Investors Services
Massachusetts
$528K -$54.9K -730 -9%
GSEP
291
Golden State Equity Partners
California
$513K +$24.3K +323 +5%
CIM
292
Cambria Investment Management
California
$509K +$85.5K +1,137 +20%
CIA
293
Concurrent Investment Advisors
Florida
$496K +$451 +6 +0.1%
LCM
294
Landscape Capital Management
New Jersey
$494K -$979K -13,018 -66%
PAS
295
Park Avenue Securities
New York
$491K -$12.4K -165 -2%
Koshinski Asset Management
296
Koshinski Asset Management
Illinois
$486K
TI
297
Tidal Investments
Wisconsin
$481K +$495K +6,583 New
DEA
298
DoubleLine ETF Adviser
Florida
$473K +$36.9K +491 +8%
CAU
299
Caxton Associates (UK)
$472K -$237K -3,157 -33%
CC
300
Centiva Capital
New York
$469K +$483K +6,424 New

ADC Hedge Fund Activity: Q2 2025 in Review

471 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Agree Realty (ADC) for Q2 2025, worth a combined $9.15B — down 2.2% from $9.36B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new ADC positions and 53 closed out — a net gain of 9 holders — while 213 added to existing stakes and 143 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $190M. The largest seller was JP Morgan Chase, cutting an estimated $84.2M.

  • 471 institutional investors held Agree Realty (ADC) as of Q2 2025, up from 466 in Q1 2025.
  • Funds reported $9.15B of Agree Realty stock for Q2 2025, down 2.2% quarter-over-quarter.
  • 62 funds opened new Agree Realty positions in Q2 2025 and 53 closed out, a net change of +9 holders.
  • The largest Agree Realty buyer in Q2 2025 was Cohen & Steers, an estimated $190M added.
  • The largest Agree Realty seller in Q2 2025 was JP Morgan Chase, an estimated $84.2M sold.

Based on aggregated 13F filings for Q2 2025.