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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
TRCT
276
Tower Research Capital (TRC)
New York
$610K +$158K +2,165 +34%
SAM
277
Securian Asset Management
Minnesota
$602K +$6.5K +89 +1%
Osaic Holdings
278
Osaic Holdings
Arizona
$600K -$90.2K -1,235 -13%
CGH
279
Crossmark Global Holdings
Texas
$588K +$7.82K +107 +1%
SOAMC
280
Spirit of America Management Corp
New York
$583K
CIM
281
Cambria Investment Management
California
$580K +$292 +4 +0%
CPR
282
CSU Producer Resources
Ohio
$576K
I
283
INVST
Indiana
$572K -$107K -1,459 -16%
Public Employees Retirement Association of Colorado
284
Public Employees Retirement Association of Colorado
Colorado
$570K
VEA
285
Virtus ETF Advisers
New York
$563K
STA
286
Summit Trail Advisors
New York
$560K -$95.1K -1,301 -14%
CAPTRUST Financial Advisors
287
CAPTRUST Financial Advisors
North Carolina
$550K -$3.8K -52 -0.7%
SCM
288
Sterling Capital Management
North Carolina
$542K -$658 -9 -0.1%
Mariner
289
Mariner
Kansas
$541K -$456K -6,234 -45%
GM
290
GeoWealth Management
Illinois
$532K +$113K +1,545 +26%
MML Investors Services
291
MML Investors Services
Massachusetts
$529K +$53.8K +736 +11%
GSIAS
292
Garden State Investment Advisory Services
New Jersey
$528K
JSW
293
Journey Strategic Wealth
New Jersey
$523K -$69.8K -955 -12%
GSEP
294
Golden State Equity Partners
California
$519K +$17.8K +243 +3%
Ensign Peak Advisors
295
Ensign Peak Advisors
Utah
$514K -$1.15M -15,700 -69%
DEA
296
DoubleLine ETF Adviser
Florida
$514K +$21.5K +294 +4%
JDLA
297
J. Derek Lewis & Associates
California
$497K +$504K +6,900 New
Fifth Third Bancorp
298
Fifth Third Bancorp
Ohio
$488K +$12.9K +176 +3%
ACM
299
Aster Capital Management
United Arab Emirates
$488K +$481K +6,582 +3,520%
FAM
300
Fairtree Asset Management
South Africa
$481K