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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

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

0.4% more ownership

Funds ownership: 113.72%114.12% (+0.4%)

2% less capital invested

Capital invested by funds: $9.15B → $8.97B (-$177M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
479
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$22.2M
Puts
$6.89M
Net Calls
Net Calls Change

Top Sellers

1 -$72.3M
2 -$34.8M
3 -$32.8M
4
GA
GRS Advisors
Illinois
-$28.2M
5
Deutsche Bank
Deutsche Bank
Germany
-$26.7M
Name Holding Trade Value Shares
Change
Change in
Stake
KAS
301
Kestra Advisory Services
Texas
$440K
PAS
302
Park Avenue Securities
New York
$440K
AUB
303
Atlantic Union Bankshares
Virginia
$436K
FNA
304
First National Advisers
Nebraska
$429K
CB
305
Commerce Bank
Missouri
$418K
TCOT
306
Trust Company of Toledo
Ohio
$417K
GM
307
GeoWealth Management
Illinois
$415K
Corient Private Wealth
308
Corient Private Wealth
Florida
$415K
ECM
309
Evergreen Capital Management
Washington
$413K
URS
310
Utah Retirement Systems
Utah
$406K
TPI
311
Trust Point Inc
Wisconsin
$406K
IIC
312
Integrated Investment Consultants
Michigan
$406K
Wolverine Trading
313
Wolverine Trading
Illinois
$406K
Group One Trading
314
Group One Trading
Illinois
$403K
GFA
315
Gallagher Fiduciary Advisors
Illinois
$400K
Susquehanna International Group
316
Susquehanna International Group
Pennsylvania
$399K
SWM
317
Spire Wealth Management
Virginia
$394K
FT
318
Fiduciary Trust
Massachusetts
$390K
ZP
319
Zimmer Partners
New York
$385K
JWCA
320
J.W. Cole Advisors
Florida
$379K
AAP
321
Arax Advisory Partners
Colorado
$377K
GWMR
322
GC Wealth Management RIA
Massachusetts
$375K
SLAM
323
Swiss Life Asset Management
$372K
NB
324
Norinchukin Bank
Japan
$371K
SIC
325
Sage Investment Counsel
Tennessee
$364K