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Agree Realty

471 hedge funds and large institutions have $9.15B invested in Agree Realty in 2025 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 213 increasing their positions, 143 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

184% more call options, than puts

Call options by funds: $21.2M | Put options by funds: $7.47M

49% more repeat investments, than reductions

Existing positions increased: 213 | Existing positions reduced: 143

17% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 53

1% more funds holding

Funds holding: 466471 (+5)

0.82% more ownership

Funds ownership: 112.88%113.7% (+0.82%)

2% less capital invested

Capital invested by funds: $9.36B → $9.15B (-$209M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
471
Holders Change
+5
Holders Change %
+1.07%
% of All Funds
6.2%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
62
Increased
213
Reduced
143
Closed
53
Calls
$21.2M
Puts
$7.47M
Net Calls
+$13.8M
Net Calls Change
-$2.59M
Name Holding Trade Value Shares
Change
Change in
Stake
MGP
376
M&G plc
United Kingdom
$198K +$204K +2,711 New
KBC Group
377
KBC Group
Belgium
$185K -$136K -1,805 -42%
Mirae Asset Global Investments
378
Mirae Asset Global Investments
South Korea
$162K -$43K -572 -20%
CPBTD
379
Central Pacific Bank - Trust Division
Hawaii
$161K -$43.6K -580 -21%
BIG
380
Brooklyn Investment Group
New York
$159K +$155K +2,056 +1,632%
Fidelity International
381
Fidelity International
Bermuda
$148K +$153K +2,031 New
UB
382
UMB Bank
Missouri
$148K +$21K +279 +16%
HFS
383
Hantz Financial Services
Michigan
$145K +$127K +1,694 +580%
C
384
Covestor
United Kingdom
$144K -$51.5K -685 -26%
GFM
385
GF Fund Management
China
$138K -$5.04K -67 -3%
PA
386
Parallel Advisors
California
$138K +$9.92K +132 +8%
BTI
387
Blue Trust Inc
Georgia
$129K +$40.9K +544 +44%
LFG
388
Larson Financial Group
Missouri
$123K +$86K +1,144 +210%
PTC
389
Private Trust Company
Ohio
$118K -$6.76K -90 -5%
BNP Paribas Asset Management
390
BNP Paribas Asset Management
France
$117K -$3.74M -49,775 -97%
BC
391
Bayforest Capital
United Kingdom
$111K -$149K -1,976 -57%
EWA
392
EverSource Wealth Advisors
Alabama
$99.2K +$72.5K +965 +246%
CIAM
393
Caitong International Asset Management
Hong Kong
$99.1K +$71K +944 +229%
CCM
394
Carderock Capital Management
Maryland
$95K +$97.7K +1,300 New
CI Investments Inc
395
CI Investments Inc
Ontario, Canada
$87K -$17.6K -234 -16%
Jones Financial Companies
396
Jones Financial Companies
Missouri
$84.7K +$26.5K +352 +43%
SAM
397
Smartleaf Asset Management
Massachusetts
$83.6K -$20.1K -268 -19%
BBHC
398
Brown Brothers Harriman & Co
New York
$83.2K
PS
399
Principal Securities
Iowa
$81.8K -$1.65K -22 -2%
SPIA
400
Steward Partners Investment Advisory
New York
$80.7K -$9.55K -127 -10%

ADC Hedge Fund Activity: Q2 2025 in Review

471 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Agree Realty (ADC) for Q2 2025, worth a combined $9.15B — down 2.2% from $9.36B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new ADC positions and 53 closed out — a net gain of 9 holders — while 213 added to existing stakes and 143 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $190M. The largest seller was JP Morgan Chase, cutting an estimated $84.2M.

  • 471 institutional investors held Agree Realty (ADC) as of Q2 2025, up from 466 in Q1 2025.
  • Funds reported $9.15B of Agree Realty stock for Q2 2025, down 2.2% quarter-over-quarter.
  • 62 funds opened new Agree Realty positions in Q2 2025 and 53 closed out, a net change of +9 holders.
  • The largest Agree Realty buyer in Q2 2025 was Cohen & Steers, an estimated $190M added.
  • The largest Agree Realty seller in Q2 2025 was JP Morgan Chase, an estimated $84.2M sold.

Based on aggregated 13F filings for Q2 2025.