ADC icon

Agree Realty
ADC

Overview Fund Activity

464 hedge funds and large institutions have $9.15B invested in Agree Realty in 2025 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 214 increasing their positions, 140 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
464
Holders Change
–
Holders Change %
0%
% of All Funds
6.22%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
60
Increased
214
Reduced
140
Closed
53
Calls
$21.2M
Puts
$7.47M
Net Calls
+$13.8M
Net Calls Change
-$2.59M

Top Buyers

1
Cohen & Steers
1
Cohen & Steers
New York
$905M
2
BlackRock
2
BlackRock
New York
$1.12B
3
WHG
3
Westwood Holdings Group
Texas
$65.4M
4
NL
4
Nuveen LLC
North Carolina
$124M
5
Janus Henderson Group
5
Janus Henderson Group
United Kingdom
$95.3M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$89M
2
American Century Companies
2
American Century Companies
Missouri
$62.4M
3
CIMLRA
3
CBRE Investment Management Listed Real Assets
Pennsylvania
$0
4
UBS AM
4
UBS AM
Illinois
$8.26M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$23.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CPBTD
376
Central Pacific Bank - Trust Division
Hawaii
$161K -$42.4K -580 -21%
BIG
377
Brooklyn Investment Group
New York
$159K +$150K +2,056 +1,632%
Fidelity International
378
Fidelity International
Bermuda
$148K +$148K +2,031 New
UB
379
UMB Bank
Missouri
$148K +$20.4K +279 +16%
HFS
380
Hantz Financial Services
Michigan
$145K +$124K +1,694 +580%
C
381
Covestor
United Kingdom
$144K -$50.2K -685 -26%
GFM
382
GF Fund Management
China
$138K -$4.9K -67 -3%
PA
383
Parallel Advisors
California
$138K +$9.64K +132 +8%
BTI
384
Blue Trust Inc
Georgia
$129K +$39.8K +544 +44%
LFG
385
Larson Financial Group
Missouri
$123K +$83.6K +1,144 +210%
PTC
386
Private Trust Company
Ohio
$118K -$6.58K -90 -5%
BNP Paribas Asset Management
387
BNP Paribas Asset Management
France
$117K -$3.65M -49,775 -97%
BC
388
Bayforest Capital
United Kingdom
$111K -$144K -1,976 -57%
EWA
389
EverSource Wealth Advisors
Alabama
$99.2K +$70.5K +965 +246%
CIAM
390
Caitong International Asset Management
Hong Kong
$99.1K +$69K +944 +229%
CCM
391
Carderock Capital Management
Maryland
$95K +$95K +1,300 New
CI Investments Inc
392
CI Investments Inc
Ontario, Canada
$87K -$17.1K -234 -16%
Jones Financial Companies
393
Jones Financial Companies
Missouri
$84.7K +$25.5K +352 +43%
SAM
394
Smartleaf Asset Management
Massachusetts
$83.6K -$19.4K -268 -19%
BBHC
395
Brown Brothers Harriman & Co
New York
$83.2K – – –
PS
396
Principal Securities
Iowa
$81.8K -$1.61K -22 -2%
SPIA
397
Steward Partners Investment Advisory
New York
$80.7K -$9.28K -127 -10%
WSFS
398
Wilmington Savings Fund Society
Delaware
$77.4K – – –
MPWT
399
MassMutual Private Wealth & Trust
Connecticut
$73.9K +$7.01K +96 +10%
IA
400
IFP Advisors
Florida
$68.7K +$68.7K +940 New
14 15
16
17 18