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Agree Realty

490 hedge funds and large institutions have $9.33B invested in Agree Realty in 2025 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 195 increasing their positions, 169 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

229% more call options, than puts

Call options by funds: $10.1M | Put options by funds: $3.06M

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

42% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 43

15% more repeat investments, than reductions

Existing positions increased: 195 | Existing positions reduced: 169

2% more funds holding

Funds holding: 479490 (+11)

4% more capital invested

Capital invested by funds: $8.97B → $9.33B (+$358M)

1.41% less ownership

Funds ownership: 114.1%112.69% (-1.4%)

Holders
490
Holders Change
+11
Holders Change %
+2.3%
% of All Funds
5.96%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
61
Increased
195
Reduced
169
Closed
43
Calls
$10.1M
Puts
$3.06M
Net Calls
+$7.01M
Net Calls Change
-$8.29M
Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
376
Rockefeller Capital Management
New York
$120K +$4.97K +68 +4%
SAM
377
Smartleaf Asset Management
Massachusetts
$119K +$19.1K +261 +19%
QL
378
Quarry LP
New York
$115K +$98.2K +1,344 +527%
Northwestern Mutual Wealth Management
379
Northwestern Mutual Wealth Management
Wisconsin
$112K -$3.21K -44 -3%
PTC
380
Private Trust Company
Ohio
$106K -$14.9K -204 -12%
Jones Financial Companies
381
Jones Financial Companies
Missouri
$106K +$22K +301 +26%
BTI
382
Blue Trust Inc
Georgia
$99.3K -$5.63K -77 -5%
FFA
383
Farther Finance Advisors
California
$97.8K +$39.5K +540 +66%
HI
384
Horizon Investments
North Carolina
$89K +$90.3K +1,236 New
MCM
385
MAI Capital Management
Ohio
$88.9K +$49.3K +674 +120%
PWPS
386
Pinnacle Wealth Planning Services
Ohio
$82.5K +$83.7K +1,145 New
BBHC
387
Brown Brothers Harriman & Co
New York
$82K -$2.92K -40 -3%
SPIA
388
Steward Partners Investment Advisory
New York
$79.8K -$2.34K -32 -3%
DB
389
Danske Bank
Denmark
$79.2K +$14.6K +200 +22%
EWA
390
EverSource Wealth Advisors
Alabama
$71.2K -$22.5K -308 -24%
MPWT
391
MassMutual Private Wealth & Trust
Connecticut
$71K -$512 -7 -0.7%
WSFS
392
Wilmington Savings Fund Society
Delaware
$68.4K
VCM
393
Versant Capital Management
Arizona
$63K +$7.31K +100 +13%
IA
394
IFP Advisors
Florida
$58.3K -$21.8K -299 -27%
SIS
395
Sound Income Strategies
Florida
$55.5K +$1.17K +16 +2%
AF
396
Allworth Financial
California
$54K -$25.4K -348 -32%
C
397
Covestor
United Kingdom
$49K -$26.2K -359 -34%
Bessemer Group
398
Bessemer Group
New Jersey
$45K +$7.6K +104 +20%
GCM
399
Gables Capital Management
Florida
$43.2K
HNB
400
Huntington National Bank
Ohio
$42.7K -$1.97K -27 -4%