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Agree Realty
ADC

Overview Fund Activity

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

Top Buyers

1
Cohen & Steers
1
Cohen & Steers
New York
$905M
2
BlackRock
2
BlackRock
New York
$1.12B
3
WHG
3
Westwood Holdings Group
Texas
$65.4M
4
NL
4
Nuveen LLC
North Carolina
$124M
5
Janus Henderson Group
5
Janus Henderson Group
United Kingdom
$95.3M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$89M
2
American Century Companies
2
American Century Companies
Missouri
$62.4M
3
CIMLRA
3
CBRE Investment Management Listed Real Assets
Pennsylvania
$0
4
UBS AM
4
UBS AM
Illinois
$8.26M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$23.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Corient Private Wealth
301
Corient Private Wealth
Florida
$454K +$14.9K +204 +3%
Osaic Holdings
302
Osaic Holdings
Arizona
$453K -$13.2K -187 -3%
AUB
303
Atlantic Union Bankshares
Virginia
$441K – – –
Fifth Third Bancorp
304
Fifth Third Bancorp
Ohio
$441K +$110K +1,512 +33%
TCOT
305
Trust Company of Toledo
Ohio
$428K – – –
FAM
306
Fairtree Asset Management
South Africa
$426K +$426K +5,836 New
SG Americas Securities
307
SG Americas Securities
New York
$421K -$522K -7,143 -55%
IMRF
308
Illinois Municipal Retirement Fund
Illinois
$418K -$805K -11,016 -66%
URS
309
Utah Retirement Systems
Utah
$418K +$19.1K +262 +5%
PA
310
PharVision Advisers
Florida
$413K +$413K +5,654 New
SWM
311
Spire Wealth Management
Virginia
$405K -$21.9K -300 -5%
FT
312
Fiduciary Trust
Massachusetts
$401K +$2.56K +35 +0.6%
OSAM
313
O'Shaughnessy Asset Management
Connecticut
$392K +$71.8K +983 +22%
TWPM
314
Total Wealth Planning & Management
Florida
$384K -$15.1K -207 -4%
NB
315
Norinchukin Bank
Japan
$382K +$21.5K +294 +6%
VAS
316
Vestmark Advisory Solutions
Massachusetts
$381K -$72.1K -987 -16%
Mirae Asset Global ETFs Holdings
317
Mirae Asset Global ETFs Holdings
Hong Kong
$379K +$379K +5,190 New
PD
318
Point72 (DIFC)
United Arab Emirates
$378K +$378K +5,173 New
IIC
319
Integrated Investment Consultants
Michigan
$378K -$9.79K -134 -3%
NIM
320
NEOS Investment Management
Connecticut
$373K +$373K +5,099 New
SIC
321
Sage Investment Counsel
Tennessee
$367K +$25.2K +345 +7%
MSRPS
322
Maryland State Retirement & Pension System
Maryland
$365K – – –
GT
323
Greenleaf Trust
Michigan
$361K +$7.89K +108 +2%
Carson Wealth (CWM LLC)
324
Carson Wealth (CWM LLC)
Nebraska
$359K +$106K +1,457 +42%
GM
325
GeoWealth Management
Illinois
$357K +$164K +2,239 +85%
11 12
13
14 15