We are live on ! Find out more
ADC icon

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
Focus Partners Wealth
351
Focus Partners Wealth
Massachusetts
$243K -$81.3K -1,113 -25%
WQ
352
Wealth Quarterback
New Jersey
$242K +$29.1K +398 +13%
BF
353
Brucke Financial
Indiana
$240K +$243K +3,326 New
FT
354
Fiduciary Trust
Massachusetts
$237K -$161K -2,203 -40%
RFC
355
Regions Financial Corp
Alabama
$236K +$4.31K +59 +2%
Mirae Asset Global Investments
356
Mirae Asset Global Investments
South Korea
$233K +$53.1K +727 +29%
KBC Group
357
KBC Group
Belgium
$231K
CIBC Asset Management
358
CIBC Asset Management
Ontario, Canada
$229K
OIA
359
OneDigital Investment Advisors
Kansas
$219K -$25K -342 -10%
HAG
360
HighPoint Advisor Group
Illinois
$219K -$8.84K -121 -4%
1CM
361
1492 Capital Management
Wisconsin
$214K
DS
362
DRW Securities
Illinois
$213K -$307K -4,208 -59%
CCM
363
Cullen Capital Management
New York
$212K
PAG
364
Private Advisor Group
New Jersey
$211K +$214K +2,925 New
FTWA
365
Fifth Third Wealth Advisors
Ohio
$208K +$365 +5 +0.2%
UCFA
366
United Capital Financial Advisors
Texas
$206K -$14.4K -197 -6%
AFO
367
Allie Family Office
Florida
$203K +$206K +2,814 New
GRP
368
Global Retirement Partners
California
$200K +$164K +2,245 +424%
CPBTD
369
Central Pacific Bank - Trust Division
Hawaii
$195K -$14.6K -200 -7%
Canada Pension Plan Investment Board
370
Canada Pension Plan Investment Board
Ontario, Canada
$194K +$197K +2,700 New
HFM
371
Harvest Fund Management
China
$171K
VIA
372
Virtus Investment Advisers
Connecticut
$162K +$164K +2,248 New
Fidelity International
373
Fidelity International
Bermuda
$135K -$41.2K -564 -23%
GFM
374
GF Fund Management
China
$132K -$5.7K -78 -4%
LFG
375
Larson Financial Group
Missouri
$130K +$6.5K +89 +5%