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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
Koshinski Asset Management
301
Koshinski Asset Management
Illinois
$480K
WANY
302
Wealthspire Advisors (New York)
New York
$471K +$205K +2,810 +75%
PAS
303
Park Avenue Securities
New York
$455K +$9.5K +130 +2%
VA
304
Vident Advisory
Georgia
$448K -$119K -1,629 -21%
TI
305
Tidal Investments
Wisconsin
$443K -$166K -2,274 -27%
TWPM
306
Total Wealth Planning & Management
Florida
$438K +$444K +6,075 New
Susquehanna International Group
307
Susquehanna International Group
Pennsylvania
$437K +$32.5K +445 +8%
AUB
308
Atlantic Union Bankshares
Virginia
$435K -$7.09K -97 -2%
URS
309
Utah Retirement Systems
Utah
$432K +$20.2K +277 +5%
ECM
310
Evergreen Capital Management
Washington
$430K +$11.3K +154 +3%
TCOT
311
Trust Company of Toledo
Ohio
$422K
CB
312
Commerce Bank
Missouri
$420K -$4.75K -65 -1%
FNA
313
First National Advisers
Nebraska
$416K -$20K -274 -5%
Janney Montgomery Scott
314
Janney Montgomery Scott
Pennsylvania
$415K -$214K -2,929 -34%
CCM
315
Coldstream Capital Management
Washington
$414K +$62.5K +856 +18%
GS
316
GWN Securities
Florida
$404K +$45.2K +619 +12%
MSRPS
317
Maryland State Retirement & Pension System
Maryland
$403K +$43.8K +600 +12%
IIC
318
Integrated Investment Consultants
Michigan
$402K -$9.94K -136 -2%
SIC
319
Sage Investment Counsel
Tennessee
$400K +$31.5K +431 +8%
GFA
320
Gallagher Fiduciary Advisors
Illinois
$392K -$13.2K -180 -3%
TPI
321
Trust Point Inc
Wisconsin
$391K -$21.3K -292 -5%
Bank of Nova Scotia
322
Bank of Nova Scotia
Ontario, Canada
$389K -$5.87M -80,382 -94%
OSAM
323
O'Shaughnessy Asset Management
Connecticut
$386K +$35.4K +484 +10%
NB
324
Norinchukin Bank
Japan
$378K +$2.41K +33 +0.6%
SWM
325
Spire Wealth Management
Virginia
$377K -$21.9K -300 -5%