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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
LFG
376
Larson Financial Group
Missouri
$122K +$1.81K +25 +1%
PTC
377
Private Trust Company
Ohio
$119K +$3.77K +52 +3%
Northwestern Mutual Wealth Management
378
Northwestern Mutual Wealth Management
Wisconsin
$114K +$74.2K +1,024 +177%
Rockefeller Capital Management
379
Rockefeller Capital Management
New York
$114K +$116K +1,598 New
BTI
380
Blue Trust Inc
Georgia
$103K -$22.7K -314 -18%
SAM
381
Smartleaf Asset Management
Massachusetts
$96.5K +$15.4K +213 +18%
EWA
382
EverSource Wealth Advisors
Alabama
$92.1K -$4.42K -61 -4%
BBHC
383
Brown Brothers Harriman & Co
New York
$83.8K +$2.9K +40 +4%
Jones Financial Companies
384
Jones Financial Companies
Missouri
$82.9K -$362 -5 -0.4%
SPIA
385
Steward Partners Investment Advisory
New York
$81K +$2.54K +35 +3%
IA
386
IFP Advisors
Florida
$78.8K +$12.2K +169 +18%
AF
387
Allworth Financial
California
$78K +$15K +207 +23%
C
388
Covestor
United Kingdom
$74K -$66.9K -924 -47%
JFGIW
389
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$72.3K +$73.4K +1,014 New
MPWT
390
MassMutual Private Wealth & Trust
Connecticut
$70.5K -$1.38K -19 -2%
WSFS
391
Wilmington Savings Fund Society
Delaware
$67.5K -$7.97K -110 -10%
CI Investments Inc
392
CI Investments Inc
Ontario, Canada
$64K -$21.1K -291 -24%
DB
393
Danske Bank
Denmark
$63.9K
ASN
394
Advisory Services Network
Georgia
$59.2K +$60.4K +834 New
FFA
395
Farther Finance Advisors
California
$58.1K +$31.7K +437 +115%
PS
396
Principal Securities
Iowa
$57K -$23K -317 -28%
VCM
397
Versant Capital Management
Arizona
$55.1K +$18.1K +250 +48%
SIS
398
Sound Income Strategies
Florida
$52.4K +$290 +4 +0.5%
FLP
399
Financial Life Planners
Arizona
$45.9K +$46.8K +646 New
HNB
400
Huntington National Bank
Ohio
$44K +$2.17K +30 +5%

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.