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Agree Realty

475 hedge funds and large institutions have $8.97B invested in Agree Realty in 2025 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 201 increasing their positions, 150 reducing their positions, and 48 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:

0.39% more ownership

Funds ownership: 113.72%114.12% (+0.39%)

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
475
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 Buyers

1 +$74.9M
2 +$64.5M
3 +$56.8M
4
BlackRock
BlackRock
New York
+$55.8M
5
DPIM
Duff & Phelps Investment Management
Illinois
+$45.1M

Top Sellers

1 -$70.9M
2 -$34.1M
3 -$32.2M
4
GA
GRS Advisors
Illinois
-$28.2M
5
Deutsche Bank
Deutsche Bank
Germany
-$26.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
376
Northwestern Mutual Wealth Management
Wisconsin
$114K
Rockefeller Capital Management
377
Rockefeller Capital Management
New York
$114K
BTI
378
Blue Trust Inc
Georgia
$103K
SAM
379
Smartleaf Asset Management
Massachusetts
$96.5K
EWA
380
EverSource Wealth Advisors
Alabama
$92.1K
BBHC
381
Brown Brothers Harriman & Co
New York
$83.8K
Jones Financial Companies
382
Jones Financial Companies
Missouri
$82.9K
SPIA
383
Steward Partners Investment Advisory
New York
$81K
IA
384
IFP Advisors
Florida
$78.9K
AF
385
Allworth Financial
California
$78K
C
386
Covestor
United Kingdom
$74K
JFGIW
387
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$72.3K
MPWT
388
MassMutual Private Wealth & Trust
Connecticut
$70.5K
WSFS
389
Wilmington Savings Fund Society
Delaware
$67.5K
CI Investments Inc
390
CI Investments Inc
Ontario, Canada
$64K
DB
391
Danske Bank
Denmark
$63.9K
ASN
392
Advisory Services Network
Georgia
$59.2K
FFA
393
Farther Finance Advisors
California
$58.1K
PS
394
Principal Securities
Iowa
$57K
VCM
395
Versant Capital Management
Arizona
$55.1K
SIS
396
Sound Income Strategies
Florida
$52.4K
FLP
397
Financial Life Planners
Arizona
$45.9K
HNB
398
Huntington National Bank
Ohio
$44K
GCM
399
Gables Capital Management
Florida
$42.6K
PD
400
Point72 (DIFC)
United Arab Emirates
$41.5K