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Agree Realty

490 hedge funds and large institutions have $9.33B invested in Agree Realty in 2025 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 195 increasing their positions, 169 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

229% more call options, than puts

Call options by funds: $10.1M | Put options by funds: $3.06M

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

42% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 43

15% more repeat investments, than reductions

Existing positions increased: 195 | Existing positions reduced: 169

2% more funds holding

Funds holding: 479490 (+11)

4% more capital invested

Capital invested by funds: $8.97B → $9.33B (+$358M)

1.41% less ownership

Funds ownership: 114.1%112.69% (-1.4%)

Holders
490
Holders Change
+11
Holders Change %
+2.3%
% of All Funds
5.96%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
61
Increased
195
Reduced
169
Closed
43
Calls
$10.1M
Puts
$3.06M
Net Calls
+$7.01M
Net Calls Change
-$8.29M
Name Holding Trade Value Shares
Change
Change in
Stake
MA
401
MCF Advisors
Kentucky
$41.4K +$6.28K +86 +18%
AA
402
Ancora Advisors
Ohio
$39.8K +$40.3K +552 New
TFA
403
Transamerica Financial Advisors
Florida
$39.6K +$27.3K +373 +214%
CAL
404
Capital Advisors Ltd
Ohio
$39K +$25.6K +350 +179%
ST
405
Smithfield Trust
Pennsylvania
$37K
NSIM
406
North Star Investment Management
Illinois
$36K
CFD
407
Creative Financial Designs
Indiana
$33.3K +$14K +192 +71%
CA
408
Clearstead Advisors
Ohio
$33.1K +$20.8K +285 +164%
WAG
409
Wiser Advisor Group
Arizona
$32.8K +$292 +4 +0.9%
WIM
410
Westside Investment Management
California
$31K
BWM
411
Bernard Wealth Management
Michigan
$30.5K
NS
412
NBC Securities
Alabama
$29.7K
Group One Trading
413
Group One Trading
Illinois
$28K -$386K -5,277 -93%
CT
414
Clearstead Trust
Maine
$26.5K +$17.7K +242 +192%
PFBT
415
Parkside Financial Bank & Trust
Missouri
$26.2K +$5.7K +78 +27%
T. Rowe Price Investment Management
416
T. Rowe Price Investment Management
Maryland
$25K +$877 +12 +4%
Simplex Trading
417
Simplex Trading
Illinois
$24.9K +$25.2K +345 New
CAL
418
Capital Analysts LLC
Pennsylvania
$24K +$146 +2 +0.6%
GAFA
419
Garton & Associates Financial Advisors
Kentucky
$21.9K +$22.1K +303 New
WTC
420
WhitTier Trust Company
Nevada
$19.5K
WT
421
Whittier Trust
California
$16K
QC
422
Quent Capital
New York
$15.8K -$3.07K -42 -16%
SAG
423
SageView Advisory Group
California
$15.4K +$15.6K +213 New
EB
424
Eastern Bank
Massachusetts
$15K +$2.12K +29 +16%
SWIM
425
Smallwood Wealth Investment Management
New Jersey
$14.4K