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 %
KAS
376
Kestra Advisory Services
Texas
$148K +$148K +1,919 New
KIM
377
Kestra Investment Management
Texas
$146K +$146K +1,896 New
PA
378
Parallel Advisors
California
$136K -$71.9K -932 -35%
UB
379
UMB Bank
Missouri
$135K +$46.8K +606 +53%
PTC
380
Private Trust Company
Ohio
$132K +$1.7K +22 +1%
CI Investments Inc
381
CI Investments Inc
Ontario, Canada
$110K +$1.47K +19 +1%
SAM
382
Smartleaf Asset Management
Massachusetts
$109K +$8.97K +117 +9%
SOW
383
State of Wyoming
Wyoming
$107K +$8.18K +106 +8%
SPIA
384
Steward Partners Investment Advisory
New York
$95.1K -$12.7K -165 -12%
BTI
385
Blue Trust Inc
Georgia
$94.6K -$285K -3,687 -75%
BBHC
386
Brown Brothers Harriman & Co
New York
$87.9K – – –
QL
387
Quarry LP
New York
$87K +$30.1K +390 +53%
WSFS
388
Wilmington Savings Fund Society
Delaware
$81.8K – – –
PS
389
Principal Securities
Iowa
$80.5K – – –
WT
390
Washington Trust
Rhode Island
$77.2K – – –
MPWT
391
MassMutual Private Wealth & Trust
Connecticut
$70.6K +$1.31K +17 +2%
Jones Financial Companies
392
Jones Financial Companies
Missouri
$62.6K +$18.9K +247 +43%
SIS
393
Sound Income Strategies
Florida
$60.9K +$309 +4 +0.5%
Bessemer Group
394
Bessemer Group
New Jersey
$51K -$5.87K -77 -10%
AF
395
Allworth Financial
California
$48K +$8.01K +105 +20%
GCM
396
Gables Capital Management
Florida
$46.3K – – –
HNB
397
Huntington National Bank
Ohio
$45.3K -$1.31K -17 -3%
LFG
398
Larson Financial Group
Missouri
$42.1K +$34K +440 +415%
VCM
399
Versant Capital Management
Arizona
$41K +$8.57K +111 +26%
ST
400
Smithfield Trust
Pennsylvania
$39K – – –
14 15
16
17 18