ADC icon

Agree Realty
ADC

Overview Fund Activity

464 hedge funds and large institutions have $9.31B invested in Agree Realty in 2025 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 201 increasing their positions, 138 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
464
Holders Change
+14
Holders Change %
+3.11%
% of All Funds
6.3%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.05%
New
62
Increased
201
Reduced
138
Closed
42
Calls
$21.9M
Puts
$5.5M
Net Calls
+$16.4M
Net Calls Change
+$12.6M

Top Buyers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$92.2M
2
Prudential Financial
2
Prudential Financial
New Jersey
$144M
3
Two Sigma Advisers
3
Two Sigma Advisers
New York
$160M
4
PI
4
PGGM Investments
Netherlands
$73.8M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$116M

Top Sellers

1
LPC
1
Long Pond Capital
New York
$0
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$37.9M
3
Invesco
3
Invesco
Georgia
$128M
4
BlackRock
4
BlackRock
New York
$1B
5
Hudson Bay Capital Management
5
Hudson Bay Capital Management
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
351
Carson Wealth (CWM LLC)
Nebraska
$267K -$618 -8 -0.2%
OIA
352
OneDigital Investment Advisors
Kansas
$266K -$3.17K -41 -1%
KP
353
Keel Point
Alabama
$263K – – –
YIH
354
Y-Intercept (HK)
Hong Kong
$263K +$263K +3,405 New
SIA
355
Schechter Investment Advisors
Michigan
$261K – – –
CCP
356
Clarkston Capital Partners
Michigan
$255K -$108K -1,400 -30%
NW
357
NewEdge Wealth
Pennsylvania
$252K -$11.5K -149 -4%
FTWA
358
Fifth Third Wealth Advisors
Ohio
$247K -$34.3K -444 -12%
CIBC Asset Management
359
CIBC Asset Management
Ontario, Canada
$245K +$4.01K +52 +2%
QCM
360
QRG Capital Management
Illinois
$238K +$238K +3,088 New
RT
361
Rockland Trust
Massachusetts
$233K – – –
LAM
362
Longboard Asset Management
Arizona
$231K – – –
1CM
363
1492 Capital Management
Wisconsin
$229K – – –
HAG
364
HighPoint Advisor Group
Illinois
$229K -$5.03K -65 -2%
TC
365
TownSquare Capital
Utah
$229K +$229K +2,963 New
NA
366
NewEdge Advisors
Louisiana
$222K -$56.4K -730 -20%
LC
367
Lindbrook Capital
California
$219K +$158K +2,046 +260%
AFO
368
Allie Family Office
Florida
$217K +$217K +2,814 New
CPBTD
369
Central Pacific Bank - Trust Division
Hawaii
$215K +$36.6K +474 +21%
Mirae Asset Global Investments
370
Mirae Asset Global Investments
South Korea
$214K -$920 -12 -0.4%
LCWP
371
Legacy Capital Wealth Partners
Arkansas
$211K +$211K +2,736 New
GI
372
GAMMA Investing
California
$209K -$14.6K -189 -7%
C
373
Covestor
United Kingdom
$205K +$77 +1 +0%
GM
374
GeoWealth Management
Illinois
$204K +$8.34K +108 +4%
GFM
375
GF Fund Management
China
$151K +$10.2K +132 +7%
13 14
15
16 17