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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

222% more call options, than puts

Call options by funds: $22.2M | Put options by funds: $6.89M

31% more repeat investments, than reductions

Existing positions increased: 201 | Existing positions reduced: 153

28% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 47

2% more funds holding

Funds holding: 471479 (+8)

0.4% more ownership

Funds ownership: 113.7%114.1% (+0.4%)

2% less capital invested

Capital invested by funds: $9.15B → $8.97B (-$176M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
479
Holders Change
+8
Holders Change %
+1.7%
% of All Funds
6.29%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
60
Increased
201
Reduced
153
Closed
47
Calls
$22.2M
Puts
$6.89M
Net Calls
+$15.3M
Net Calls Change
+$1.53M
Name Holding Trade Value Shares
Change
Change in
Stake
OIA
351
OneDigital Investment Advisors
Kansas
$241K -$869 -12 -0.4%
BA
352
Bridgewater Advisors
New York
$238K +$238K +3,280 New
RFC
353
Regions Financial Corp
Alabama
$229K -$9.2K -127 -4%
CG
354
Caprock Group
Idaho
$228K +$225K +3,112 New
KBC Group
355
KBC Group
Belgium
$228K +$49K +677 +27%
FC
356
FORA Capital
Florida
$227K +$231K +3,191 New
GI
357
GAMMA Investing
California
$226K +$5.36K +74 +2%
CIBC Asset Management
358
CIBC Asset Management
Ontario, Canada
$225K
HAG
359
HighPoint Advisor Group
Illinois
$225K +$12.6K +174 +6%
UCFA
360
United Capital Financial Advisors
Texas
$218K -$9.49K -131 -4%
GHA
361
GW Henssler & Associates
Georgia
$213K
LAM
362
Longboard Asset Management
Arizona
$212K
1CM
363
1492 Capital Management
Wisconsin
$211K
WQ
364
Wealth Quarterback
New Jersey
$210K -$24.5K -338 -10%
CCM
365
Cullen Capital Management
New York
$210K +$214K +2,950 New
CPBTD
366
Central Pacific Bank - Trust Division
Hawaii
$206K +$50.7K +700 +32%
FTWA
367
Fifth Third Wealth Advisors
Ohio
$205K -$21.4K -295 -9%
PA
368
Parallel Advisors
California
$186K +$52.2K +721 +38%
A
369
AlphaQuest
New York
$183K +$187K +2,580 New
HFS
370
Hantz Financial Services
Michigan
$180K +$39.9K +551 +28%
Mirae Asset Global Investments
371
Mirae Asset Global Investments
South Korea
$178K +$20.6K +284 +13%
Fidelity International
372
Fidelity International
Bermuda
$173K +$29.4K +406 +20%
HFM
373
Harvest Fund Management
China
$168K -$56.3K -778 -25%
UB
374
UMB Bank
Missouri
$147K +$3.4K +47 +2%
GFM
375
GF Fund Management
China
$136K +$1.3K +18 +1%

ADC Hedge Fund Activity: Q3 2025 in Review

479 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Agree Realty (ADC) for Q3 2025, worth a combined $8.97B — down 1.9% from $9.15B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new ADC positions and 47 closed out — a net gain of 13 holders — while 201 added to existing stakes and 153 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $76.4M. The largest seller was Invesco, cutting an estimated $72.3M.

  • 479 institutional investors held Agree Realty (ADC) as of Q3 2025, up from 471 in Q2 2025.
  • Funds reported $8.97B of Agree Realty stock for Q3 2025, down 1.9% quarter-over-quarter.
  • 60 funds opened new Agree Realty positions in Q3 2025 and 47 closed out, a net change of +13 holders.
  • The largest Agree Realty buyer in Q3 2025 was Cohen & Steers, an estimated $76.4M added.
  • The largest Agree Realty seller in Q3 2025 was Invesco, an estimated $72.3M sold.

Based on aggregated 13F filings for Q3 2025.