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Agree Realty

464 hedge funds and large institutions have $9.31B invested in Agree Realty in 2025 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 201 increasing their positions, 138 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
464
Holders Change
+14
Holders Change %
+3.11%
% of All Funds
6.3%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.05%
New
62
Increased
201
Reduced
138
Closed
42
Calls
$21.9M
Puts
$5.5M
Net Calls
+$16.4M
Net Calls Change
+$12.6M
Name Holding Trade Value Shares
Change
Shares
Change %
NS
401
NBC Securities
Alabama
$39K +$39K +518 New
AWM
402
Atticus Wealth Management
Florida
$38.6K
NSIM
403
North Star Investment Management
Illinois
$38.6K
MA
404
MCF Advisors
Kentucky
$37.2K +$154 +2 +0.4%
CAL
405
Capital Advisors Ltd
Ohio
$36K +$20.9K +270 +138%
HT
406
Headlands Technologies
Illinois
$35.7K -$7.41K -96 -17%
BWM
407
Bernard Wealth Management
Michigan
$34.4K
WAG
408
Wiser Advisor Group
Arizona
$34.1K +$309 +4 +0.9%
SW
409
SVB Wealth
Massachusetts
$32.9K +$32.9K +426 New
CIAM
410
Caitong International Asset Management
Hong Kong
$31.8K -$72.4K -938 -69%
MCM
411
MAI Capital Management
Ohio
$31.5K +$4.17K +54 +15%
ACM
412
AEW Capital Management
Massachusetts
$30.9K
EWA
413
EverSource Wealth Advisors
Alabama
$30.3K +$3.71K +48 +14%
CFB
414
Cullen/Frost Bankers
Texas
$27K +$27K +350 New
CAL
415
Capital Analysts LLC
Pennsylvania
$25K +$156 +2 +0.6%
HFS
416
Hantz Financial Services
Michigan
$23K +$23K +292 New
GWM
417
Geneos Wealth Management
Colorado
$22.7K +$8.57K +111 +61%
MG
418
Mather Group
Illinois
$18.7K +$4.63K +60 +33%
WT
419
Whittier Trust
California
$17.5K
Northwestern Mutual Wealth Management
420
Northwestern Mutual Wealth Management
Wisconsin
$17.3K -$12.2K -158 -41%
AAP
421
Arax Advisory Partners
Colorado
$16.9K -$46K -596 -73%
PFBT
422
Parkside Financial Bank & Trust
Missouri
$16.4K +$7.95K +103 +94%
SC
423
Stephens Consulting
Michigan
$15.4K
SWIM
424
Smallwood Wealth Investment Management
New Jersey
$15.4K +$15.4K +200 New
KTC
425
Kentucky Trust Company
Kentucky
$13.3K