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Agree Realty

471 hedge funds and large institutions have $9.15B invested in Agree Realty in 2025 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 213 increasing their positions, 143 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

184% more call options, than puts

Call options by funds: $21.2M | Put options by funds: $7.47M

49% more repeat investments, than reductions

Existing positions increased: 213 | Existing positions reduced: 143

17% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 53

1% more funds holding

Funds holding: 466471 (+5)

0.82% more ownership

Funds ownership: 112.88%113.7% (+0.82%)

2% less capital invested

Capital invested by funds: $9.36B → $9.15B (-$209M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
471
Holders Change
+5
Holders Change %
+1.07%
% of All Funds
6.2%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
62
Increased
213
Reduced
143
Closed
53
Calls
$21.2M
Puts
$7.47M
Net Calls
+$13.8M
Net Calls Change
-$2.59M
Name Holding Trade Value Shares
Change
Change in
Stake
WSFS
401
Wilmington Savings Fund Society
Delaware
$77.4K
MPWT
402
MassMutual Private Wealth & Trust
Connecticut
$73.9K +$7.22K +96 +10%
IA
403
IFP Advisors
Florida
$68.7K +$70.7K +940 New
MCM
404
MAI Capital Management
Ohio
$66.3K +$37.5K +499 +122%
DB
405
Danske Bank
Denmark
$65.8K +$67.7K +900 New
AF
406
Allworth Financial
California
$65.1K +$19.7K +262 +42%
SIS
407
Sound Income Strategies
Florida
$53.9K -$3.83K -51 -6%
Bessemer Group
408
Bessemer Group
New Jersey
$50K +$827 +11 +2%
GCM
409
Gables Capital Management
Florida
$43.8K
GRP
410
Global Retirement Partners
California
$43.2K +$44.5K +592 New
HNB
411
Huntington National Bank
Ohio
$43.1K +$226 +3 +0.5%
Northwestern Mutual Wealth Management
412
Northwestern Mutual Wealth Management
Wisconsin
$42.4K +$26.8K +356 +159%
VCM
413
Versant Capital Management
Arizona
$38.4K -$451 -6 -1%
ST
414
Smithfield Trust
Pennsylvania
$37K
AWM
415
Atticus Wealth Management
Florida
$36.5K
NSIM
416
North Star Investment Management
Illinois
$36.5K
MA
417
MCF Advisors
Kentucky
$35.4K +$226 +3 +0.6%
National Bank of Canada
418
National Bank of Canada
Quebec, Canada
$34.5K +$35.5K +472 New
NS
419
NBC Securities
Alabama
$31K -$6.46K -86 -17%
BWM
420
Bernard Wealth Management
Michigan
$30.9K -$1.73K -23 -5%
ACM
421
AEW Capital Management
Massachusetts
$29.2K
FFA
422
Farther Finance Advisors
California
$27.8K +$23K +306 +408%
CAL
423
Capital Analysts LLC
Pennsylvania
$24K +$150 +2 +0.6%
MYIA
424
Mount Yale Investment Advisors
Colorado
$24K +$24.7K +328 New
WT
425
Whittier Trust
California
$23.2K +$6.84K +91 +40%

ADC Hedge Fund Activity: Q2 2025 in Review

471 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Agree Realty (ADC) for Q2 2025, worth a combined $9.15B — down 2.2% from $9.36B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new ADC positions and 53 closed out — a net gain of 9 holders — while 213 added to existing stakes and 143 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $190M. The largest seller was JP Morgan Chase, cutting an estimated $84.2M.

  • 471 institutional investors held Agree Realty (ADC) as of Q2 2025, up from 466 in Q1 2025.
  • Funds reported $9.15B of Agree Realty stock for Q2 2025, down 2.2% quarter-over-quarter.
  • 62 funds opened new Agree Realty positions in Q2 2025 and 53 closed out, a net change of +9 holders.
  • The largest Agree Realty buyer in Q2 2025 was Cohen & Steers, an estimated $190M added.
  • The largest Agree Realty seller in Q2 2025 was JP Morgan Chase, an estimated $84.2M sold.

Based on aggregated 13F filings for Q2 2025.