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Agree Realty

475 hedge funds and large institutions have $8.97B invested in Agree Realty in 2025 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 201 increasing their positions, 150 reducing their positions, and 48 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:

0.39% more ownership

Funds ownership: 113.72%114.12% (+0.39%)

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
475
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 Buyers

1 +$74.9M
2 +$64.5M
3 +$56.8M
4
BlackRock
BlackRock
New York
+$55.8M
5
DPIM
Duff & Phelps Investment Management
Illinois
+$45.1M

Top Sellers

1 -$70.9M
2 -$34.1M
3 -$32.2M
4
GA
GRS Advisors
Illinois
-$28.2M
5
Deutsche Bank
Deutsche Bank
Germany
-$26.2M
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
401
MAI Capital Management
Ohio
$39.8K
Bessemer Group
402
Bessemer Group
New Jersey
$38K
GRP
403
Global Retirement Partners
California
$37.6K
ST
404
Smithfield Trust
Pennsylvania
$36K
NSIM
405
North Star Investment Management
Illinois
$35.5K
ACM
406
AEW Capital Management
Massachusetts
$35.5K
MA
407
MCF Advisors
Kentucky
$34.7K
WAG
408
Wiser Advisor Group
Arizona
$32K
CPG
409
Cornerstone Planning Group
New Jersey
$30.9K
WIM
410
Westside Investment Management
California
$30.8K
BWM
411
Bernard Wealth Management
Michigan
$30.1K
NS
412
NBC Securities
Alabama
$29.3K
PE
413
Point72 Europe
United Kingdom
$28K
CIAM
414
Caitong International Asset Management
Hong Kong
$27.5K
T. Rowe Price Investment Management
415
T. Rowe Price Investment Management
Maryland
$24K
CAL
416
Capital Analysts LLC
Pennsylvania
$23K
PFBT
417
Parkside Financial Bank & Trust
Missouri
$20.3K
WTC
418
WhitTier Trust Company
Nevada
$19.5K
CFD
419
Creative Financial Designs
Indiana
$19.2K
QC
420
Quent Capital
New York
$18.6K
QL
421
Quarry LP
New York
$18.1K
MG
422
Mather Group
Illinois
$17.2K
WT
423
Whittier Trust
California
$16K
SWIM
424
Smallwood Wealth Investment Management
New Jersey
$14.2K
SC
425
Stephens Consulting
Michigan
$14.2K