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Agree Realty

464 hedge funds and large institutions have $9.31B invested in Agree Realty in 2025 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 201 increasing their positions, 138 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
464
Holders Change
+14
Holders Change %
+3.11%
% of All Funds
6.3%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.05%
New
62
Increased
201
Reduced
138
Closed
42
Calls
$21.9M
Puts
$5.5M
Net Calls
+$16.4M
Net Calls Change
+$12.6M
Name Holding Trade Value Shares
Change
Shares
Change %
Envestnet Portfolio Solutions
301
Envestnet Portfolio Solutions
Illinois
$495K -$335K -4,340 -40%
SCM
302
Sterling Capital Management
North Carolina
$490K -$50.9K -659 -9%
CB
303
Commerce Bank
Missouri
$485K -$9.57K -124 -2%
VAS
304
Vestmark Advisory Solutions
Massachusetts
$479K +$242K +3,134 +102%
VF
305
Virtu Financial
New York
$478K +$478K +6,198 New
HFM
306
Harvest Fund Management
China
$472K +$77.3K +1,000 +20%
Point72 Asset Management
307
Point72 Asset Management
Connecticut
$471K +$471K +6,108 New
AUB
308
Atlantic Union Bankshares
Virginia
$466K
Corient Private Wealth
309
Corient Private Wealth
Florida
$464K +$35.7K +462 +8%
DPIM
310
Duff & Phelps Investment Management
Illinois
$463K
DEA
311
DoubleLine ETF Adviser
Florida
$462K -$95.2K -1,233 -17%
TCOT
312
Trust Company of Toledo
Ohio
$453K
SWM
313
Spire Wealth Management
Virginia
$451K
CIM
314
Cambria Investment Management
California
$450K +$450K +5,827 New
EGM
315
Engineers Gate Manager
New York
$448K -$1.65M -21,376 -79%
Nomura Holdings
316
Nomura Holdings
Japan
$429K -$1.49M -19,366 -78%
TWPM
317
Total Wealth Planning & Management
Florida
$422K +$7.57K +98 +2%
URS
318
Utah Retirement Systems
Utah
$421K -$26.2K -340 -6%
FT
319
Fiduciary Trust
Massachusetts
$421K +$421K +5,455 New
IIC
320
Integrated Investment Consultants
Michigan
$409K
AHL
321
Abel Hall LLC
Louisiana
$396K +$386 +5 +0.1%
MSRPS
322
Maryland State Retirement & Pension System
Maryland
$385K -$51.6K -668 -12%
NB
323
Norinchukin Bank
Japan
$381K +$28.8K +373 +8%
CCM
324
Coldstream Capital Management
Washington
$375K +$9.03K +117 +2%
GT
325
Greenleaf Trust
Michigan
$373K +$2.39K +31 +0.6%