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Agree Realty
ADC

Overview Fund Activity

464 hedge funds and large institutions have $9.15B invested in Agree Realty in 2025 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 214 increasing their positions, 140 reducing their positions, and 53 closing their positions.

Holders
464
Holders Change
–
Holders Change %
0%
% of All Funds
6.23%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
60
Increased
214
Reduced
140
Closed
53
Calls
$21.2M
Puts
$7.47M
Net Calls
+$13.8M
Net Calls Change
-$2.59M

Top Buyers

1
Cohen & Steers
1
Cohen & Steers
New York
$905M
2
BlackRock
2
BlackRock
New York
$1.12B
3
WHG
3
Westwood Holdings Group
Texas
$65.4M
4
NL
4
Nuveen LLC
North Carolina
$124M
5
Janus Henderson Group
5
Janus Henderson Group
United Kingdom
$95.3M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$89M
2
American Century Companies
2
American Century Companies
Missouri
$62.4M
3
CIMLRA
3
CBRE Investment Management Listed Real Assets
Pennsylvania
$0
4
UBS AM
4
UBS AM
Illinois
$8.26M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$23.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFBT
426
Parkside Financial Bank & Trust
Missouri
$16.4K +$804 +11 +5%
WIM
427
Westside Investment Management
California
$15.7K +$15.7K +215 New
SC
428
Stephens Consulting
Michigan
$14.6K – – –
CAL
429
Capital Advisors Ltd
Ohio
$14K -$19.3K -270 -58%
RA
430
Rise Advisors
New York
$12.6K +$146 +2 +1%
KTC
431
Kentucky Trust Company
Kentucky
$12.6K – – –
OIA
432
Optimum Investment Advisors
Illinois
$11K – – –
GWM
433
Geneos Wealth Management
Colorado
$10.5K -$11K -150 -51%
FFO
434
Fortitude Family Office
Arizona
$10.1K +$10.1K +138 New
MHR
435
Matthew Hamilton Rosenberg
$8.99K – – –
PWA
436
Physician Wealth Advisors
Utah
$8.33K +$365 +5 +5%
IUHSA
437
Itau Unibanco Holding S.A.
Brazil
$8.33K +$8.33K +114 New
PMFA
438
Plante Moran Financial Advisors
Michigan
$7.31K – – –
AGWCA
439
Annis Gardner Whiting Capital Advisors
Florida
$6.8K +$6.8K +93 New
FMII
440
Farmers & Merchants Investments Inc
Nebraska
$6.36K +$1.02K +14 +19%
TPWA
441
Twin Peaks Wealth Advisors
California
$5.3K +$5.3K +73 New
NA
442
NewEdge Advisors
Louisiana
$5.04K -$205K -2,801 -98%
HI
443
Harbour Investments
Wisconsin
$4.9K – – –
HNW
444
High Note Wealth
Minnesota
$4.6K +$146 +2 +3%
BIA
445
Bell Investment Advisors
California
$4.24K – – –
RBC
446
Roble Belko & Company
Pennsylvania
$3K +$63 +1 +2%
WA
447
WPG Advisers
Maryland
$2.7K – – –
FHA
448
First Horizon Advisors
Tennessee
$2.7K +$2.48K +34 +1,133%
CPG
449
Cornerstone Planning Group
New Jersey
$2.24K -$2.62K -35 -54%
SWP
450
Strategic Wealth Partners
Ohio
$1.9K +$1.9K +26 New
16 17
18
19 20