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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

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

0.4% more ownership

Funds ownership: 113.72%114.12% (+0.4%)

2% less capital invested

Capital invested by funds: $9.15B → $8.97B (-$177M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
479
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$22.2M
Puts
$6.89M
Net Calls
Net Calls Change

Top Sellers

1 -$72.3M
2 -$34.8M
3 -$32.8M
4
GA
GRS Advisors
Illinois
-$28.2M
5
Deutsche Bank
Deutsche Bank
Germany
-$26.7M
Name Holding Trade Value Shares
Change
Change in
Stake
GFM
376
GF Fund Management
China
$136K
LFG
377
Larson Financial Group
Missouri
$122K
PTC
378
Private Trust Company
Ohio
$119K
Northwestern Mutual Wealth Management
379
Northwestern Mutual Wealth Management
Wisconsin
$114K
Rockefeller Capital Management
380
Rockefeller Capital Management
New York
$114K
BTI
381
Blue Trust Inc
Georgia
$103K
SAM
382
Smartleaf Asset Management
Massachusetts
$96.5K
EWA
383
EverSource Wealth Advisors
Alabama
$92.1K
BBHC
384
Brown Brothers Harriman & Co
New York
$83.8K
Jones Financial Companies
385
Jones Financial Companies
Missouri
$82.9K
SPIA
386
Steward Partners Investment Advisory
New York
$81K
IA
387
IFP Advisors
Florida
$78.8K
AF
388
Allworth Financial
California
$78K
C
389
Covestor
United Kingdom
$74K
JFGIW
390
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$72.3K
MPWT
391
MassMutual Private Wealth & Trust
Connecticut
$70.5K
WSFS
392
Wilmington Savings Fund Society
Delaware
$67.5K
CI Investments Inc
393
CI Investments Inc
Ontario, Canada
$64K
DB
394
Danske Bank
Denmark
$63.9K
ASN
395
Advisory Services Network
Georgia
$59.2K
FFA
396
Farther Finance Advisors
California
$58.1K
PS
397
Principal Securities
Iowa
$57K
VCM
398
Versant Capital Management
Arizona
$55.1K
SIS
399
Sound Income Strategies
Florida
$52.4K
FLP
400
Financial Life Planners
Arizona
$45.9K