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Agree Realty

479 hedge funds and large institutions have $8.97B invested in Agree Realty in 2025 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 201 increasing their positions, 153 reducing their positions, and 47 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:

0.4% more ownership

Funds ownership: 113.72%114.12% (+0.4%)

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
479
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 Sellers

1 -$72.3M
2 -$34.8M
3 -$32.8M
4
GA
GRS Advisors
Illinois
-$28.2M
5
Deutsche Bank
Deutsche Bank
Germany
-$26.7M
Name Holding Trade Value Shares
Change
Change in
Stake
HNB
401
Huntington National Bank
Ohio
$44K
GCM
402
Gables Capital Management
Florida
$42.6K
PD
403
Point72 (DIFC)
United Arab Emirates
$41.5K
MCM
404
MAI Capital Management
Ohio
$39.8K
Bessemer Group
405
Bessemer Group
New Jersey
$38K
GRP
406
Global Retirement Partners
California
$37.6K
ST
407
Smithfield Trust
Pennsylvania
$36K
NSIM
408
North Star Investment Management
Illinois
$35.5K
ACM
409
AEW Capital Management
Massachusetts
$35.5K
MA
410
MCF Advisors
Kentucky
$34.7K
WAG
411
Wiser Advisor Group
Arizona
$32K
CPG
412
Cornerstone Planning Group
New Jersey
$30.9K
WIM
413
Westside Investment Management
California
$30.8K
BWM
414
Bernard Wealth Management
Michigan
$30.1K
NS
415
NBC Securities
Alabama
$29.3K
PE
416
Point72 Europe
United Kingdom
$28K
CIAM
417
Caitong International Asset Management
Hong Kong
$27.5K
T. Rowe Price Investment Management
418
T. Rowe Price Investment Management
Maryland
$24K
CAL
419
Capital Analysts LLC
Pennsylvania
$23K
PFBT
420
Parkside Financial Bank & Trust
Missouri
$20.3K
WTC
421
WhitTier Trust Company
Nevada
$19.5K
CFD
422
Creative Financial Designs
Indiana
$19.2K
QC
423
Quent Capital
New York
$18.6K
QL
424
Quarry LP
New York
$18.1K
MG
425
Mather Group
Illinois
$17.2K