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Agree Realty

479 hedge funds and large institutions have $8.97B invested in Agree Realty in 2025 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 201 increasing their positions, 153 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

222% more call options, than puts

Call options by funds: $22.2M | Put options by funds: $6.89M

31% more repeat investments, than reductions

Existing positions increased: 201 | Existing positions reduced: 153

28% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 47

2% more funds holding

Funds holding: 471479 (+8)

0.4% more ownership

Funds ownership: 113.7%114.1% (+0.4%)

2% less capital invested

Capital invested by funds: $9.15B → $8.97B (-$176M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
479
Holders Change
+8
Holders Change %
+1.7%
% of All Funds
6.29%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
60
Increased
201
Reduced
153
Closed
47
Calls
$22.2M
Puts
$6.89M
Net Calls
+$15.3M
Net Calls Change
+$1.53M
Name Holding Trade Value Shares
Change
Change in
Stake
GS
326
GWN Securities
Florida
$358K +$362K +4,992 New
Carson Wealth (CWM LLC)
327
Carson Wealth (CWM LLC)
Nebraska
$355K +$6.08K +84 +2%
MSRPS
328
Maryland State Retirement & Pension System
Maryland
$355K
FRM
329
Fox Run Management
Connecticut
$353K +$360K +4,975 New
QC
330
Quadrature Capital
United Kingdom
$353K +$360K +4,968 New
GT
331
Greenleaf Trust
Michigan
$352K +$1.16K +16 +0.3%
CCM
332
Coldstream Capital Management
Washington
$347K +$36.5K +504 +11%
OSAM
333
O'Shaughnessy Asset Management
Connecticut
$346K -$35.9K -495 -9%
CCP
334
Clarkston Capital Partners
Michigan
$334K +$101K +1,400 +42%
ProShare Advisors
335
ProShare Advisors
Maryland
$334K -$12.2K -169 -3%
Envestnet Portfolio Solutions
336
Envestnet Portfolio Solutions
Illinois
$331K -$507 -7 -0.2%
AWM
337
AE Wealth Management
Kansas
$331K +$11.3K +156 +3%
Baird Financial Group
338
Baird Financial Group
Wisconsin
$325K -$869 -12 -0.3%
CIC
339
Cornercap Investment Counsel
Georgia
$306K -$5.07K -70 -2%
PCMH
340
Polymer Capital Management (HK)
Hong Kong
$306K +$312K +4,307 New
GWP
341
Gen-Wealth Partners
Michigan
$284K +$290K +4,002 New
NSEDCP
342
NJ State Employees Deferred Compensation Plan
New Jersey
$284K
B
343
Bailard
California
$276K
NW
344
NewEdge Wealth
Pennsylvania
$276K +$23.8K +329 +9%
FRA
345
Frank Rimerman Advisors
California
$275K -$56.7K -783 -17%
WANY
346
Wealthspire Advisors (New York)
New York
$265K -$9.27K -128 -3%
SCM
347
Shelton Capital Management
Colorado
$263K
OTL
348
Oak Thistle LLC
New York
$254K -$980K -13,527 -79%
AFG
349
Atomi Financial Group
New York
$251K -$19.6K -270 -7%
QCM
350
QRG Capital Management
Illinois
$241K +$12.6K +174 +5%

ADC Hedge Fund Activity: Q3 2025 in Review

479 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Agree Realty (ADC) for Q3 2025, worth a combined $8.97B — down 1.9% from $9.15B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new ADC positions and 47 closed out — a net gain of 13 holders — while 201 added to existing stakes and 153 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $76.4M. The largest seller was Invesco, cutting an estimated $72.3M.

  • 479 institutional investors held Agree Realty (ADC) as of Q3 2025, up from 471 in Q2 2025.
  • Funds reported $8.97B of Agree Realty stock for Q3 2025, down 1.9% quarter-over-quarter.
  • 60 funds opened new Agree Realty positions in Q3 2025 and 47 closed out, a net change of +13 holders.
  • The largest Agree Realty buyer in Q3 2025 was Cohen & Steers, an estimated $76.4M added.
  • The largest Agree Realty seller in Q3 2025 was Invesco, an estimated $72.3M sold.

Based on aggregated 13F filings for Q3 2025.