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Agree Realty

497 hedge funds and large institutions have $10.5B invested in Agree Realty in 2026 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 210 increasing their positions, 150 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

212% more call options, than puts

Call options by funds: $13M | Put options by funds: $4.18M

40% more repeat investments, than reductions

Existing positions increased: 210 | Existing positions reduced: 150

38% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 45

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

13% more capital invested

Capital invested by funds: $9.33B → $10.5B (+$1.17B)

3.42% more ownership

Funds ownership: 112.69%116.11% (+3.4%)

1% more funds holding

Funds holding: 490497 (+7)

Holders
497
Holders Change
+7
Holders Change %
+1.43%
% of All Funds
6.12%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.06%
New
62
Increased
210
Reduced
150
Closed
45
Calls
$13M
Puts
$4.18M
Net Calls
+$8.87M
Net Calls Change
+$1.86M
Name Holding Trade Value Shares
Change
Change in
Stake
WT
426
Whittier Trust
California
$17.1K
EB
427
Eastern Bank
Massachusetts
$15.7K
SWIM
428
Smallwood Wealth Investment Management
New Jersey
$15.1K
ECSS
429
Eurizon Capital SGR SpA
$14.2K +$14.3K +189 New
KTC
430
Kentucky Trust Company
Kentucky
$13K
Group One Trading
431
Group One Trading
Illinois
$12.6K -$16.8K -222 -57%
PWA
432
Physician Wealth Advisors
Utah
$12.1K +$834 +11 +7%
RIL
433
Rothschild Investment LLC
Illinois
$12.1K +$5.68K +75 +88%
KFAS
434
Keating Financial Advisory Services
Kansas
$11.8K -$2.2K -29 -16%
RFP
435
Root Financial Partners
California
$11.4K +$11.4K +150 +15,000%
CT
436
Caldwell Trust
Florida
$11.3K
QC
437
Quent Capital
New York
$9.27K -$7.35K -97 -44%
MHR
438
Matthew Hamilton Rosenberg
$9.27K
IUHSA
439
Itau Unibanco Holding S.A.
Brazil
$9.12K
NA
440
NewEdge Advisors
Louisiana
$8.33K +$3.11K +41 +59%
PMFA
441
Plante Moran Financial Advisors
Michigan
$7.54K
CPG
442
Cornerstone Planning Group
New Jersey
$7.46K +$1.29K +17 +21%
FMII
443
Farmers & Merchants Investments Inc
Nebraska
$7.16K
BFS
444
Bare Financial Services
Pennsylvania
$5.96K +$1.74K +23 +41%
CFM
445
Cornerstone Financial Management
Massachusetts
$5.8K +$1.9K +25 +48%
WWM
446
Wolff Wiese Magana
California
$5.28K +$5.31K +70 New
KG
447
Kilter Group
New York
$5.05K +$1.14K +15 +29%
HNW
448
High Note Wealth
Minnesota
$4.6K
GWM
449
Geneos Wealth Management
Colorado
$4.6K +$4.62K +61 New
FFO
450
Fortitude Family Office
Arizona
$4.07K -$4.62K -61 -53%

ADC Hedge Fund Activity: Q1 2026 in Review

497 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Agree Realty (ADC) for Q1 2026, worth a combined $10.5B — up 13% from $9.33B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new ADC positions and 45 closed out — a net gain of 17 holders — while 210 added to existing stakes and 150 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $286M. The largest seller was Deutsche Bank, cutting an estimated $63.6M.

  • 497 institutional investors held Agree Realty (ADC) as of Q1 2026, up from 490 in Q4 2025.
  • Funds reported $10.5B of Agree Realty stock for Q1 2026, up 13% quarter-over-quarter.
  • 62 funds opened new Agree Realty positions in Q1 2026 and 45 closed out, a net change of +17 holders.
  • The largest Agree Realty buyer in Q1 2026 was Cohen & Steers, an estimated $286M added.
  • The largest Agree Realty seller in Q1 2026 was Deutsche Bank, an estimated $63.6M sold.

Based on aggregated 13F filings for Q1 2026.