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Agree Realty
ADC

Overview Fund Activity

464 hedge funds and large institutions have $9.15B invested in Agree Realty in 2025 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 214 increasing their positions, 140 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
464
Holders Change
–
Holders Change %
0%
% of All Funds
6.22%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
60
Increased
214
Reduced
140
Closed
53
Calls
$21.2M
Puts
$7.47M
Net Calls
+$13.8M
Net Calls Change
-$2.59M

Top Buyers

1
Cohen & Steers
1
Cohen & Steers
New York
$905M
2
BlackRock
2
BlackRock
New York
$1.12B
3
WHG
3
Westwood Holdings Group
Texas
$65.4M
4
NL
4
Nuveen LLC
North Carolina
$124M
5
Janus Henderson Group
5
Janus Henderson Group
United Kingdom
$95.3M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$89M
2
American Century Companies
2
American Century Companies
Missouri
$62.4M
3
CIMLRA
3
CBRE Investment Management Listed Real Assets
Pennsylvania
$0
4
UBS AM
4
UBS AM
Illinois
$8.26M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$23.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
ProShare Advisors
326
ProShare Advisors
Maryland
$356K +$22.5K +308 +7%
EWA
327
EP Wealth Advisors
California
$348K +$54.9K +751 +19%
JWCA
328
J.W. Cole Advisors
Florida
$342K +$4.31K +59 +1%
Group One Trading
329
Group One Trading
Illinois
$341K +$341K +4,673 New
Envestnet Portfolio Solutions
330
Envestnet Portfolio Solutions
Illinois
$341K -$127K -1,745 -27%
FRA
331
Frank Rimerman Advisors
California
$340K +$340K +4,653 New
Baird Financial Group
332
Baird Financial Group
Wisconsin
$335K -$1.97K -27 -0.6%
XT
333
XTX Topco
Cayman Islands
$333K -$411K -5,621 -55%
AWM
334
AE Wealth Management
Kansas
$329K -$10.3K -141 -3%
ECM
335
Evergreen Capital Management
Washington
$323K -$1.1K -15 -0.3%
GWMR
336
GC Wealth Management RIA
Massachusetts
$322K +$322K +4,410 New
CCM
337
Coldstream Capital Management
Washington
$320K -$34.1K -467 -10%
CIC
338
Cornercap Investment Counsel
Georgia
$320K -$7.31K -100 -2%
NSEDCP
339
NJ State Employees Deferred Compensation Plan
New Jersey
$292K – – –
B
340
Bailard
California
$284K – – –
KIM
341
Kestra Investment Management
Texas
$284K +$141K +1,881 +99%
CFD
342
Creative Financial Designs
Indiana
$282K +$1.53K +21 +0.5%
WANY
343
Wealthspire Advisors (New York)
New York
$282K -$23.6K -323 -8%
STA
344
Summit Trail Advisors
New York
$278K +$278K +3,789 New
AFG
345
Atomi Financial Group
New York
$278K +$7.31K +100 +3%
SCM
346
Shelton Capital Management
Colorado
$271K – – –
MC
347
Machina Capital
France
$264K +$264K +3,611 New
NW
348
NewEdge Wealth
Pennsylvania
$257K +$15.9K +215 +7%
TRCT
349
Tower Research Capital (TRC)
New York
$249K -$417K -5,704 -63%
CCP
350
Carmel Capital Partners
California
$249K -$249K -3,413 -50%
12 13
14
15 16