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Agree Realty

464 hedge funds and large institutions have $9.31B invested in Agree Realty in 2025 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 201 increasing their positions, 138 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
464
Holders Change
+14
Holders Change %
+3.11%
% of All Funds
6.3%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.05%
New
62
Increased
201
Reduced
138
Closed
42
Calls
$21.9M
Puts
$5.5M
Net Calls
+$16.4M
Net Calls Change
+$12.6M
Name Holding Trade Value Shares
Change
Shares
Change %
SFA
326
Sequoia Financial Advisors
Ohio
$365K +$10.7K +139 +3%
TSS
327
Two Sigma Securities
New York
$364K +$364K +4,720 New
SIC
328
Sage Investment Counsel
Tennessee
$362K +$1.24K +16 +0.3%
AWM
329
AE Wealth Management
Kansas
$358K +$358K +4,638 New
JWCA
330
J.W. Cole Advisors
Florida
$356K +$356K +4,617 New
Baird Financial Group
331
Baird Financial Group
Wisconsin
$356K -$4.86K -63 -1%
ProShare Advisors
332
ProShare Advisors
Maryland
$352K -$20.7K -268 -6%
Fifth Third Bancorp
333
Fifth Third Bancorp
Ohio
$349K -$11.7K -151 -3%
CIC
334
Cornercap Investment Counsel
Georgia
$346K -$5.25K -68 -1%
ECM
335
Evergreen Capital Management
Washington
$344K +$18K +232 +6%
PCP
336
Perbak Capital Partners
United Kingdom
$342K +$342K +4,435 New
CG
337
Caprock Group
Idaho
$340K +$71.4K +921 +27%
OSAM
338
O'Shaughnessy Asset Management
Connecticut
$338K +$39.5K +512 +13%
Mercer Global Advisors
339
Mercer Global Advisors
Colorado
$337K +$337K +4,397 New
Bank of Nova Scotia
340
Bank of Nova Scotia
Ontario, Canada
$337K -$695K -9,002 -67%
KBC Group
341
KBC Group
Belgium
$334K -$3.02M -39,229 -90%
WANY
342
Wealthspire Advisors (New York)
New York
$323K -$28K -363 -8%
EWA
343
EP Wealth Advisors
California
$309K -$11K -143 -3%
NSEDCP
344
NJ State Employees Deferred Compensation Plan
New Jersey
$309K
B
345
Bailard
California
$300K
CFD
346
Creative Financial Designs
Indiana
$297K +$57.3K +743 +24%
SCM
347
Shelton Capital Management
Colorado
$286K -$17.8K -231 -6%
AFG
348
Atomi Financial Group
New York
$286K +$22.9K +297 +9%
RFC
349
Regions Financial Corp
Alabama
$278K -$1.62K -21 -0.6%
BC
350
Bayforest Capital
United Kingdom
$269K +$269K +3,491 New