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Agree Realty
ADC

Overview Fund Activity

464 hedge funds and large institutions have $9.31B invested in Agree Realty in 2025 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 201 increasing their positions, 138 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
464
Holders Change
+14
Holders Change %
+3.11%
% of All Funds
6.3%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.05%
New
62
Increased
201
Reduced
138
Closed
42
Calls
$21.9M
Puts
$5.5M
Net Calls
+$16.4M
Net Calls Change
+$12.6M

Top Buyers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$92.2M
2
Prudential Financial
2
Prudential Financial
New Jersey
$144M
3
Two Sigma Advisers
3
Two Sigma Advisers
New York
$160M
4
PI
4
PGGM Investments
Netherlands
$73.8M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$116M

Top Sellers

1
LPC
1
Long Pond Capital
New York
$0
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$37.9M
3
Invesco
3
Invesco
Georgia
$128M
4
BlackRock
4
BlackRock
New York
$1B
5
Hudson Bay Capital Management
5
Hudson Bay Capital Management
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RA
426
Rise Advisors
New York
$13.2K -$7.63K -99 -37%
CA
427
Clearstead Advisors
Ohio
$12.8K – – –
OIA
428
Optimum Investment Advisors
Illinois
$11.6K – – –
QC
429
Quent Capital
New York
$9.96K – – –
BIG
430
Brooklyn Investment Group
New York
$9.66K +$9.43K +123 +4,100%
MHR
431
Matthew Hamilton Rosenberg
$9.49K – – –
PWA
432
Physician Wealth Advisors
Utah
$8.41K -$6.18K -80 -42%
PMFA
433
Plante Moran Financial Advisors
Michigan
$7.72K – – –
PWMG
434
Prestige Wealth Management Group
New Jersey
$7.13K – – –
WTC
435
WhitTier Trust Company
Nevada
$6.95K +$2.78K +36 +67%
SIC
436
Salem Investment Counselors
North Carolina
$5.81K +$1.94K +25 +50%
FFA
437
Farther Finance Advisors
California
$5.76K -$86.9K -1,131 -94%
FMII
438
Farmers & Merchants Investments Inc
Nebraska
$5.64K +$2.55K +33 +83%
HI
439
Harbour Investments
Wisconsin
$5.17K – – –
CT
440
Clearstead Trust
Maine
$5.1K +$5.1K +66 New
CPG
441
Cornerstone Planning Group
New Jersey
$5.02K +$5.02K +65 New
HNW
442
High Note Wealth
Minnesota
$4.71K – – –
BIA
443
Bell Investment Advisors
California
$4.48K – – –
RBC
444
Roble Belko & Company
Pennsylvania
$4K – – –
AT
445
Avalon Trust
New Mexico
$3.4K – – –
WA
446
WPG Advisers
Maryland
$2.86K +$1.47K +19 +106%
MAFA
447
MJT & Associates Financial Advisory
Minnesota
$2.32K +$2.32K +30 New
NC
448
NewSquare Capital
Pennsylvania
$2.08K +$386 +5 +23%
S
449
Sachetta
Massachusetts
$1.7K – – –
PWMG
450
Private Wealth Management Group
New Jersey
$1.7K – – –
16 17
18
19 20