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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.

Holders
464
Holders Change
–
Holders Change %
0%
% of All Funds
6.23%
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 %
MCM
401
MAI Capital Management
Ohio
$66.3K +$36.5K +499 +122%
AF
402
Allworth Financial
California
$65.1K +$19.1K +262 +42%
SIS
403
Sound Income Strategies
Florida
$53.9K -$3.73K -51 -6%
Bessemer Group
404
Bessemer Group
New Jersey
$50K +$809 +11 +2%
GCM
405
Gables Capital Management
Florida
$43.8K – – –
GRP
406
Global Retirement Partners
California
$43.2K +$43.2K +592 New
HNB
407
Huntington National Bank
Ohio
$43.1K +$219 +3 +0.5%
Northwestern Mutual Wealth Management
408
Northwestern Mutual Wealth Management
Wisconsin
$42.4K +$26K +356 +159%
VCM
409
Versant Capital Management
Arizona
$38.4K -$438 -6 -1%
ST
410
Smithfield Trust
Pennsylvania
$37K – – –
AWM
411
Atticus Wealth Management
Florida
$36.5K – – –
NSIM
412
North Star Investment Management
Illinois
$36.5K – – –
MA
413
MCF Advisors
Kentucky
$35.4K +$219 +3 +0.6%
National Bank of Canada
414
National Bank of Canada
Quebec, Canada
$34.5K +$34.5K +472 New
NS
415
NBC Securities
Alabama
$31K -$6.17K -86 -17%
BWM
416
Bernard Wealth Management
Michigan
$30.9K -$1.68K -23 -5%
ACM
417
AEW Capital Management
Massachusetts
$29.2K – – –
FFA
418
Farther Finance Advisors
California
$27.8K +$22.4K +306 +408%
CAL
419
Capital Analysts LLC
Pennsylvania
$24K +$149 +2 +0.6%
MYIA
420
Mount Yale Investment Advisors
Colorado
$24K +$24K +328 New
WT
421
Whittier Trust
California
$23.2K +$6.65K +91 +40%
CA
422
Clearstead Advisors
Ohio
$22.2K +$10.1K +138 +83%
WTC
423
WhitTier Trust Company
Nevada
$20.2K +$13.7K +187 +208%
GIM
424
Glenmede Investment Management
Pennsylvania
$19.1K +$19.1K +262 New
CT
425
Clearstead Trust
Maine
$18K +$13.2K +180 +273%
15 16
17
18 19