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Agree Realty

468 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, 213 increasing their positions, 142 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
468
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$21.2M
Puts
$7.47M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
326
Carson Wealth (CWM LLC)
Nebraska
$359K
GM
327
GeoWealth Management
Illinois
$357K
ProShare Advisors
328
ProShare Advisors
Maryland
$356K
EWA
329
EP Wealth Advisors
California
$348K
JWCA
330
J.W. Cole Advisors
Florida
$342K
Group One Trading
331
Group One Trading
Illinois
$341K
Envestnet Portfolio Solutions
332
Envestnet Portfolio Solutions
Illinois
$341K
FRA
333
Frank Rimerman Advisors
California
$340K
Baird Financial Group
334
Baird Financial Group
Wisconsin
$335K
XT
335
XTX Topco
Cayman Islands
$333K
AWM
336
AE Wealth Management
Kansas
$329K
ECM
337
Evergreen Capital Management
Washington
$323K
GWMR
338
GC Wealth Management RIA
Massachusetts
$322K
CCM
339
Coldstream Capital Management
Washington
$320K
CIC
340
Cornercap Investment Counsel
Georgia
$320K
NSEDCP
341
NJ State Employees Deferred Compensation Plan
New Jersey
$292K
B
342
Bailard
California
$284K
KIM
343
Kestra Investment Management
Texas
$284K
CFD
344
Creative Financial Designs
Indiana
$282K
WANY
345
Wealthspire Advisors (New York)
New York
$282K
STA
346
Summit Trail Advisors
New York
$278K
AFG
347
Atomi Financial Group
New York
$278K
SCM
348
Shelton Capital Management
Colorado
$271K
MC
349
Machina Capital
France
$264K
NW
350
NewEdge Wealth
Pennsylvania
$257K