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Agree Realty

471 hedge funds and large institutions have $9.15B invested in Agree Realty in 2025 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 213 increasing their positions, 143 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

184% more call options, than puts

Call options by funds: $21.2M | Put options by funds: $7.47M

49% more repeat investments, than reductions

Existing positions increased: 213 | Existing positions reduced: 143

17% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 53

1% more funds holding

Funds holding: 466471 (+5)

0.82% more ownership

Funds ownership: 112.88%113.7% (+0.82%)

2% less capital invested

Capital invested by funds: $9.36B → $9.15B (-$209M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
471
Holders Change
+5
Holders Change %
+1.07%
% of All Funds
6.2%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
62
Increased
213
Reduced
143
Closed
53
Calls
$21.2M
Puts
$7.47M
Net Calls
+$13.8M
Net Calls Change
-$2.59M
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
326
Carson Wealth (CWM LLC)
Nebraska
$359K +$110K +1,457 +42%
GM
327
GeoWealth Management
Illinois
$357K +$168K +2,239 +85%
ProShare Advisors
328
ProShare Advisors
Maryland
$356K +$23.2K +308 +7%
EWA
329
EP Wealth Advisors
California
$348K +$56.5K +751 +19%
JWCA
330
J.W. Cole Advisors
Florida
$342K +$4.43K +59 +1%
Group One Trading
331
Group One Trading
Illinois
$341K +$351K +4,673 New
Envestnet Portfolio Solutions
332
Envestnet Portfolio Solutions
Illinois
$341K -$131K -1,745 -27%
FRA
333
Frank Rimerman Advisors
California
$340K +$350K +4,653 New
Baird Financial Group
334
Baird Financial Group
Wisconsin
$335K -$2.03K -27 -0.6%
XT
335
XTX Topco
Cayman Islands
$333K -$423K -5,621 -55%
AWM
336
AE Wealth Management
Kansas
$329K -$10.6K -141 -3%
ECM
337
Evergreen Capital Management
Washington
$323K -$1.13K -15 -0.3%
GWMR
338
GC Wealth Management RIA
Massachusetts
$322K +$332K +4,410 New
CCM
339
Coldstream Capital Management
Washington
$320K -$35.1K -467 -10%
CIC
340
Cornercap Investment Counsel
Georgia
$320K -$7.52K -100 -2%
NSEDCP
341
NJ State Employees Deferred Compensation Plan
New Jersey
$292K
B
342
Bailard
California
$284K
KIM
343
Kestra Investment Management
Texas
$284K +$141K +1,881 +99%
CFD
344
Creative Financial Designs
Indiana
$282K +$1.58K +21 +0.5%
WANY
345
Wealthspire Advisors (New York)
New York
$282K -$24.3K -323 -8%
STA
346
Summit Trail Advisors
New York
$278K +$285K +3,789 New
AFG
347
Atomi Financial Group
New York
$278K +$7.52K +100 +3%
SCM
348
Shelton Capital Management
Colorado
$271K
MC
349
Machina Capital
France
$264K +$271K +3,611 New
NW
350
NewEdge Wealth
Pennsylvania
$257K +$16.2K +215 +7%

ADC Hedge Fund Activity: Q2 2025 in Review

471 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Agree Realty (ADC) for Q2 2025, worth a combined $9.15B — down 2.2% from $9.36B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new ADC positions and 53 closed out — a net gain of 9 holders — while 213 added to existing stakes and 143 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $190M. The largest seller was JP Morgan Chase, cutting an estimated $84.2M.

  • 471 institutional investors held Agree Realty (ADC) as of Q2 2025, up from 466 in Q1 2025.
  • Funds reported $9.15B of Agree Realty stock for Q2 2025, down 2.2% quarter-over-quarter.
  • 62 funds opened new Agree Realty positions in Q2 2025 and 53 closed out, a net change of +9 holders.
  • The largest Agree Realty buyer in Q2 2025 was Cohen & Steers, an estimated $190M added.
  • The largest Agree Realty seller in Q2 2025 was JP Morgan Chase, an estimated $84.2M sold.

Based on aggregated 13F filings for Q2 2025.