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Agree Realty

490 hedge funds and large institutions have $9.33B invested in Agree Realty in 2025 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 195 increasing their positions, 169 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

229% more call options, than puts

Call options by funds: $10.1M | Put options by funds: $3.06M

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

42% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 43

15% more repeat investments, than reductions

Existing positions increased: 195 | Existing positions reduced: 169

2% more funds holding

Funds holding: 479490 (+11)

4% more capital invested

Capital invested by funds: $8.97B → $9.33B (+$358M)

1.41% less ownership

Funds ownership: 114.1%112.69% (-1.4%)

Holders
490
Holders Change
+11
Holders Change %
+2.3%
% of All Funds
5.96%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
61
Increased
195
Reduced
169
Closed
43
Calls
$10.1M
Puts
$3.06M
Net Calls
+$7.01M
Net Calls Change
-$8.29M
Name Holding Trade Value Shares
Change
Change in
Stake
SLAM
326
Swiss Life Asset Management
$372K -$4.68K -64 -1%
Carson Wealth (CWM LLC)
327
Carson Wealth (CWM LLC)
Nebraska
$367K +$6.87K +94 +2%
KAS
328
Kestra Advisory Services
Texas
$364K -$83.6K -1,144 -18%
JWCA
329
J.W. Cole Advisors
Florida
$360K -$16.5K -226 -4%
EWA
330
EP Wealth Advisors
California
$353K +$358K +4,897 New
Envestnet Portfolio Solutions
331
Envestnet Portfolio Solutions
Illinois
$352K +$16.5K +226 +5%
PA
332
Parallel Advisors
California
$350K +$164K +2,241 +86%
CCP
333
Clarkston Capital Partners
Michigan
$339K
GT
334
Greenleaf Trust
Michigan
$338K -$19K -260 -5%
Baird Financial Group
335
Baird Financial Group
Wisconsin
$338K +$8.26K +113 +2%
ProShare Advisors
336
ProShare Advisors
Maryland
$331K -$7.16K -98 -2%
GWP
337
Gen-Wealth Partners
Michigan
$323K +$35.7K +488 +12%
CIC
338
Cornercap Investment Counsel
Georgia
$306K -$4.09K -56 -1%
AFG
339
Atomi Financial Group
New York
$301K +$47K +643 +18%
QCM
340
QRG Capital Management
Illinois
$297K +$53.4K +731 +22%
BIG
341
Brooklyn Investment Group
New York
$296K +$298K +4,076 New
HFS
342
Hantz Financial Services
Michigan
$290K +$109K +1,485 +59%
B
343
Bailard
California
$280K
GI
344
GAMMA Investing
California
$280K +$50.9K +697 +22%
NW
345
NewEdge Wealth
Pennsylvania
$276K +$2.27K +31 +0.8%
NDSIB
346
North Dakota State Investment Board
North Dakota
$276K +$280K +3,826 New
SCM
347
Shelton Capital Management
Colorado
$267K
Teacher Retirement System of Texas
348
Teacher Retirement System of Texas
Texas
$266K -$1.14M -15,539 -81%
AAP
349
Arax Advisory Partners
Colorado
$262K -$122K -1,667 -31%
PFA
350
Pure Financial Advisors
California
$244K +$247K +3,383 New