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Agree Realty

475 hedge funds and large institutions have $8.97B invested in Agree Realty in 2025 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 201 increasing their positions, 150 reducing their positions, and 48 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:

0.39% more ownership

Funds ownership: 113.72%114.12% (+0.39%)

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
475
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 Buyers

1 +$74.9M
2 +$64.5M
3 +$56.8M
4
BlackRock
BlackRock
New York
+$55.8M
5
DPIM
Duff & Phelps Investment Management
Illinois
+$45.1M

Top Sellers

1 -$70.9M
2 -$34.1M
3 -$32.2M
4
GA
GRS Advisors
Illinois
-$28.2M
5
Deutsche Bank
Deutsche Bank
Germany
-$26.2M
Name Holding Trade Value Shares
Change
Change in
Stake
OIA
351
OneDigital Investment Advisors
Kansas
$241K
BA
352
Bridgewater Advisors
New York
$238K
RFC
353
Regions Financial Corp
Alabama
$229K
CG
354
Caprock Group
Idaho
$228K
FC
355
FORA Capital
Florida
$227K
GI
356
GAMMA Investing
California
$226K
CIBC Asset Management
357
CIBC Asset Management
Ontario, Canada
$225K
HAG
358
HighPoint Advisor Group
Illinois
$225K
UCFA
359
United Capital Financial Advisors
Texas
$218K
LAM
360
Longboard Asset Management
Arizona
$212K
1CM
361
1492 Capital Management
Wisconsin
$211K
WQ
362
Wealth Quarterback
New Jersey
$210K
CCM
363
Cullen Capital Management
New York
$210K
CPBTD
364
Central Pacific Bank - Trust Division
Hawaii
$206K
FTWA
365
Fifth Third Wealth Advisors
Ohio
$205K
PA
366
Parallel Advisors
California
$186K
A
367
AlphaQuest
New York
$183K
HFS
368
Hantz Financial Services
Michigan
$180K
Mirae Asset Global Investments
369
Mirae Asset Global Investments
South Korea
$178K
Fidelity International
370
Fidelity International
Bermuda
$173K
HFM
371
Harvest Fund Management
China
$168K
UB
372
UMB Bank
Missouri
$147K
GFM
373
GF Fund Management
China
$136K
LFG
374
Larson Financial Group
Missouri
$122K
PTC
375
Private Trust Company
Ohio
$119K