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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

222% more call options, than puts

Call options by funds: $22.2M | Put options by funds: $6.89M

31% more repeat investments, than reductions

Existing positions increased: 201 | Existing positions reduced: 153

28% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 47

2% more funds holding

Funds holding: 471479 (+8)

0.4% more ownership

Funds ownership: 113.7%114.1% (+0.4%)

2% less capital invested

Capital invested by funds: $9.15B → $8.97B (-$176M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
479
Holders Change
+8
Holders Change %
+1.7%
% of All Funds
6.29%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
60
Increased
201
Reduced
153
Closed
47
Calls
$22.2M
Puts
$6.89M
Net Calls
+$15.3M
Net Calls Change
+$1.53M
Name Holding Trade Value Shares
Change
Change in
Stake
GCM
401
Gables Capital Management
Florida
$42.6K
PD
402
Point72 (DIFC)
United Arab Emirates
$41.5K -$332K -4,589 -89%
MCM
403
MAI Capital Management
Ohio
$39.8K -$25.1K -347 -38%
Bessemer Group
404
Bessemer Group
New Jersey
$38K -$11.2K -155 -23%
GRP
405
Global Retirement Partners
California
$37.6K -$4.56K -63 -11%
ST
406
Smithfield Trust
Pennsylvania
$36K
NSIM
407
North Star Investment Management
Illinois
$35.5K
ACM
408
AEW Capital Management
Massachusetts
$35.5K +$7.24K +100 +25%
MA
409
MCF Advisors
Kentucky
$34.7K +$145 +2 +0.4%
WAG
410
Wiser Advisor Group
Arizona
$32K +$32.7K +451 New
CPG
411
Cornerstone Planning Group
New Jersey
$30.9K +$32.9K +454 +1,513%
WIM
412
Westside Investment Management
California
$30.8K +$15.6K +215 +100%
BWM
413
Bernard Wealth Management
Michigan
$30.1K
NS
414
NBC Securities
Alabama
$29.3K -$1.45K -20 -5%
PE
415
Point72 Europe
United Kingdom
$28K +$28.5K +394 New
CIAM
416
Caitong International Asset Management
Hong Kong
$27.5K -$70.2K -969 -71%
T. Rowe Price Investment Management
417
T. Rowe Price Investment Management
Maryland
$24K +$24.3K +335 New
CAL
418
Capital Analysts LLC
Pennsylvania
$23K +$145 +2 +0.6%
PFBT
419
Parkside Financial Bank & Trust
Missouri
$20.3K +$4.49K +62 +28%
WTC
420
WhitTier Trust Company
Nevada
$19.5K
CFD
421
Creative Financial Designs
Indiana
$19.2K -$260K -3,595 -93%
QC
422
Quent Capital
New York
$18.6K +$19K +262 New
QL
423
Quarry LP
New York
$18.1K -$224K -3,086 -92%
MG
424
Mather Group
Illinois
$17.2K +$17.5K +242 New
WT
425
Whittier Trust
California
$16K -$6.59K -91 -29%

ADC Hedge Fund Activity: Q3 2025 in Review

479 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Agree Realty (ADC) for Q3 2025, worth a combined $8.97B — down 1.9% from $9.15B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new ADC positions and 47 closed out — a net gain of 13 holders — while 201 added to existing stakes and 153 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $76.4M. The largest seller was Invesco, cutting an estimated $72.3M.

  • 479 institutional investors held Agree Realty (ADC) as of Q3 2025, up from 471 in Q2 2025.
  • Funds reported $8.97B of Agree Realty stock for Q3 2025, down 1.9% quarter-over-quarter.
  • 60 funds opened new Agree Realty positions in Q3 2025 and 47 closed out, a net change of +13 holders.
  • The largest Agree Realty buyer in Q3 2025 was Cohen & Steers, an estimated $76.4M added.
  • The largest Agree Realty seller in Q3 2025 was Invesco, an estimated $72.3M sold.

Based on aggregated 13F filings for Q3 2025.