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Agree Realty

464 hedge funds and large institutions have $9.15B invested in Agree Realty in 2025 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 214 increasing their positions, 140 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
464
Holders Change
Holders Change %
0%
% of All Funds
6.22%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
60
Increased
214
Reduced
140
Closed
53
Calls
$21.2M
Puts
$7.47M
Net Calls
+$13.8M
Net Calls Change
-$2.59M
Name Holding Trade Value Shares
Change
Shares
Change %
CGH
276
Crossmark Global Holdings
Texas
$583K +$9.72K +133 +2%
CAPTRUST Financial Advisors
277
CAPTRUST Financial Advisors
North Carolina
$582K -$56.1K -768 -9%
FNA
278
First National Advisers
Nebraska
$582K +$34.6K +473 +6%
Public Employees Retirement Association of Colorado
279
Public Employees Retirement Association of Colorado
Colorado
$578K
AAS
280
Avantax Advisory Services
Texas
$574K +$67.5K +924 +13%
JSW
281
Journey Strategic Wealth
New Jersey
$561K +$79.3K +1,085 +16%
EFG
282
Ethos Financial Group
Pennsylvania
$558K +$79.3K +1,085 +17%
VF
283
Virtu Financial
New York
$555K +$103K +1,405 +23%
PCM
284
Prelude Capital Management
New York
$553K +$553K +7,570 New
Mercer Global Advisors
285
Mercer Global Advisors
Colorado
$548K +$227K +3,113 +71%
GSIAS
286
Garden State Investment Advisory Services
New Jersey
$535K
VA
287
Vident Advisory
Georgia
$532K -$14.4K -197 -3%
MML Investors Services
288
MML Investors Services
Massachusetts
$528K -$53.3K -730 -9%
GSEP
289
Golden State Equity Partners
California
$513K +$23.6K +323 +5%
CIM
290
Cambria Investment Management
California
$509K +$83.1K +1,137 +20%
CIA
291
Concurrent Investment Advisors
Florida
$496K +$438 +6 +0.1%
LCM
292
Landscape Capital Management
New Jersey
$494K -$951K -13,018 -66%
PAS
293
Park Avenue Securities
New York
$491K -$12.1K -165 -2%
Koshinski Asset Management
294
Koshinski Asset Management
Illinois
$486K
TI
295
Tidal Investments
Wisconsin
$481K +$481K +6,583 New
DEA
296
DoubleLine ETF Adviser
Florida
$473K +$35.9K +491 +8%
CAU
297
Caxton Associates (UK)
$472K -$231K -3,157 -33%
CC
298
Centiva Capital
New York
$469K +$469K +6,424 New
FDCDDQ
299
Federation des caisses Desjardins du Quebec
Quebec, Canada
$464K +$464K +6,355 New
CB
300
Commerce Bank
Missouri
$459K