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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

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:

0.4% more ownership

Funds ownership: 113.72%114.12% (+0.4%)

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
479
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 Sellers

1 -$72.3M
2 -$34.8M
3 -$32.8M
4
GA
GRS Advisors
Illinois
-$28.2M
5
Deutsche Bank
Deutsche Bank
Germany
-$26.7M
Name Holding Trade Value Shares
Change
Change in
Stake
BFM
326
Boothbay Fund Management
New York
$359K
GS
327
GWN Securities
Florida
$358K
Carson Wealth (CWM LLC)
328
Carson Wealth (CWM LLC)
Nebraska
$355K
MSRPS
329
Maryland State Retirement & Pension System
Maryland
$355K
FRM
330
Fox Run Management
Connecticut
$353K
QC
331
Quadrature Capital
United Kingdom
$353K
GT
332
Greenleaf Trust
Michigan
$352K
CCM
333
Coldstream Capital Management
Washington
$347K
OSAM
334
O'Shaughnessy Asset Management
Connecticut
$346K
CCP
335
Clarkston Capital Partners
Michigan
$334K
ProShare Advisors
336
ProShare Advisors
Maryland
$334K
Envestnet Portfolio Solutions
337
Envestnet Portfolio Solutions
Illinois
$331K
AWM
338
AE Wealth Management
Kansas
$331K
Baird Financial Group
339
Baird Financial Group
Wisconsin
$325K
CIC
340
Cornercap Investment Counsel
Georgia
$306K
PCMH
341
Polymer Capital Management (HK)
Hong Kong
$306K
GWP
342
Gen-Wealth Partners
Michigan
$284K
NSEDCP
343
NJ State Employees Deferred Compensation Plan
New Jersey
$284K
B
344
Bailard
California
$276K
NW
345
NewEdge Wealth
Pennsylvania
$276K
FRA
346
Frank Rimerman Advisors
California
$275K
WANY
347
Wealthspire Advisors (New York)
New York
$265K
SCM
348
Shelton Capital Management
Colorado
$263K
OTL
349
Oak Thistle LLC
New York
$254K
AFG
350
Atomi Financial Group
New York
$251K