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Agree Realty

479 hedge funds and large institutions have $8.97B invested in Agree Realty in 2025 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 201 increasing their positions, 153 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

222% more call options, than puts

Call options by funds: $22.2M | Put options by funds: $6.89M

31% more repeat investments, than reductions

Existing positions increased: 201 | Existing positions reduced: 153

28% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 47

2% more funds holding

Funds holding: 471479 (+8)

0.4% more ownership

Funds ownership: 113.7%114.1% (+0.4%)

2% less capital invested

Capital invested by funds: $9.15B → $8.97B (-$176M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
479
Holders Change
+8
Holders Change %
+1.7%
% of All Funds
6.29%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
60
Increased
201
Reduced
153
Closed
47
Calls
$22.2M
Puts
$6.89M
Net Calls
+$15.3M
Net Calls Change
+$1.53M
Name Holding Trade Value Shares
Change
Change in
Stake
PAS
301
Park Avenue Securities
New York
$440K -$38.6K -533 -8%
AUB
302
Atlantic Union Bankshares
Virginia
$436K +$7.03K +97 +2%
FNA
303
First National Advisers
Nebraska
$429K -$139K -1,922 -24%
CB
304
Commerce Bank
Missouri
$418K -$28.2K -390 -6%
TCOT
305
Trust Company of Toledo
Ohio
$417K
GM
306
GeoWealth Management
Illinois
$415K +$69.6K +961 +20%
Corient Private Wealth
307
Corient Private Wealth
Florida
$415K -$11.5K -159 -3%
ECM
308
Evergreen Capital Management
Washington
$413K +$98.9K +1,366 +31%
URS
309
Utah Retirement Systems
Utah
$406K
TPI
310
Trust Point Inc
Wisconsin
$406K +$414K +5,715 New
IIC
311
Integrated Investment Consultants
Michigan
$406K +$39.7K +548 +11%
Wolverine Trading
312
Wolverine Trading
Illinois
$406K +$417K +5,755 New
Group One Trading
313
Group One Trading
Illinois
$403K +$71.9K +993 +21%
GFA
314
Gallagher Fiduciary Advisors
Illinois
$400K +$407K +5,624 New
Susquehanna International Group
315
Susquehanna International Group
Pennsylvania
$399K +$407K +5,617 New
SWM
316
Spire Wealth Management
Virginia
$394K
FT
317
Fiduciary Trust
Massachusetts
$390K
ZP
318
Zimmer Partners
New York
$385K +$151K +2,083 +62%
JWCA
319
J.W. Cole Advisors
Florida
$379K +$47.2K +652 +14%
AAP
320
Arax Advisory Partners
Colorado
$377K +$369K +5,090 +2,401%
GWMR
321
GC Wealth Management RIA
Massachusetts
$375K +$62.8K +867 +20%
SLAM
322
Swiss Life Asset Management
$372K +$179K +2,468 +89%
NB
323
Norinchukin Bank
Japan
$371K -$1.09K -15 -0.3%
SIC
324
Sage Investment Counsel
Tennessee
$364K +$6.74K +93 +2%
BFM
325
Boothbay Fund Management
New York
$359K -$5.2M -71,789 -93%

ADC Hedge Fund Activity: Q3 2025 in Review

479 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Agree Realty (ADC) for Q3 2025, worth a combined $8.97B — down 1.9% from $9.15B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new ADC positions and 47 closed out — a net gain of 13 holders — while 201 added to existing stakes and 153 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $76.4M. The largest seller was Invesco, cutting an estimated $72.3M.

  • 479 institutional investors held Agree Realty (ADC) as of Q3 2025, up from 471 in Q2 2025.
  • Funds reported $8.97B of Agree Realty stock for Q3 2025, down 1.9% quarter-over-quarter.
  • 60 funds opened new Agree Realty positions in Q3 2025 and 47 closed out, a net change of +13 holders.
  • The largest Agree Realty buyer in Q3 2025 was Cohen & Steers, an estimated $76.4M added.
  • The largest Agree Realty seller in Q3 2025 was Invesco, an estimated $72.3M sold.

Based on aggregated 13F filings for Q3 2025.