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Agree Realty

475 hedge funds and large institutions have $8.97B invested in Agree Realty in 2025 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 201 increasing their positions, 150 reducing their positions, and 48 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:

0.39% more ownership

Funds ownership: 113.72%114.12% (+0.39%)

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
475
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 Buyers

1 +$74.9M
2 +$64.5M
3 +$56.8M
4
BlackRock
BlackRock
New York
+$55.8M
5
DPIM
Duff & Phelps Investment Management
Illinois
+$45.1M

Top Sellers

1 -$70.9M
2 -$34.1M
3 -$32.2M
4
GA
GRS Advisors
Illinois
-$28.2M
5
Deutsche Bank
Deutsche Bank
Germany
-$26.2M
Name Holding Trade Value Shares
Change
Change in
Stake
GS
326
GWN Securities
Florida
$358K
Carson Wealth (CWM LLC)
327
Carson Wealth (CWM LLC)
Nebraska
$355K
MSRPS
328
Maryland State Retirement & Pension System
Maryland
$355K
FRM
329
Fox Run Management
Connecticut
$353K
QC
330
Quadrature Capital
United Kingdom
$353K
GT
331
Greenleaf Trust
Michigan
$352K
CCM
332
Coldstream Capital Management
Washington
$347K
OSAM
333
O'Shaughnessy Asset Management
Connecticut
$346K
CCP
334
Clarkston Capital Partners
Michigan
$334K
ProShare Advisors
335
ProShare Advisors
Maryland
$334K
Envestnet Portfolio Solutions
336
Envestnet Portfolio Solutions
Illinois
$331K
AWM
337
AE Wealth Management
Kansas
$331K
Baird Financial Group
338
Baird Financial Group
Wisconsin
$325K
CIC
339
Cornercap Investment Counsel
Georgia
$306K
PCMH
340
Polymer Capital Management (HK)
Hong Kong
$306K
GWP
341
Gen-Wealth Partners
Michigan
$284K
NSEDCP
342
NJ State Employees Deferred Compensation Plan
New Jersey
$284K
B
343
Bailard
California
$276K
NW
344
NewEdge Wealth
Pennsylvania
$276K
FRA
345
Frank Rimerman Advisors
California
$275K
WANY
346
Wealthspire Advisors (New York)
New York
$265K
SCM
347
Shelton Capital Management
Colorado
$263K
OTL
348
Oak Thistle LLC
New York
$254K
AFG
349
Atomi Financial Group
New York
$251K
QCM
350
QRG Capital Management
Illinois
$241K