We are live on ! Find out more
ADC icon

Agree Realty

471 hedge funds and large institutions have $9.15B invested in Agree Realty in 2025 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 213 increasing their positions, 143 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

184% more call options, than puts

Call options by funds: $21.2M | Put options by funds: $7.47M

49% more repeat investments, than reductions

Existing positions increased: 213 | Existing positions reduced: 143

17% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 53

1% more funds holding

Funds holding: 466471 (+5)

0.82% more ownership

Funds ownership: 112.88%113.7% (+0.82%)

2% less capital invested

Capital invested by funds: $9.36B → $9.15B (-$209M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
471
Holders Change
+5
Holders Change %
+1.07%
% of All Funds
6.2%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
62
Increased
213
Reduced
143
Closed
53
Calls
$21.2M
Puts
$7.47M
Net Calls
+$13.8M
Net Calls Change
-$2.59M
Name Holding Trade Value Shares
Change
Change in
Stake
CA
426
Clearstead Advisors
Ohio
$22.2K +$10.4K +138 +83%
WTC
427
WhitTier Trust Company
Nevada
$20.2K +$14.1K +187 +208%
GIM
428
Glenmede Investment Management
Pennsylvania
$19.1K +$19.7K +262 New
CT
429
Clearstead Trust
Maine
$18K +$13.5K +180 +273%
PFBT
430
Parkside Financial Bank & Trust
Missouri
$16.4K +$827 +11 +5%
EP
431
Essential Partners
California
$16K +$16.5K +219 New
WIM
432
Westside Investment Management
California
$15.7K +$16.2K +215 New
SWIM
433
Smallwood Wealth Investment Management
New Jersey
$14.6K
SC
434
Stephens Consulting
Michigan
$14.6K
CAL
435
Capital Advisors Ltd
Ohio
$14K -$20.3K -270 -58%
RA
436
Rise Advisors
New York
$12.6K +$150 +2 +1%
KTC
437
Kentucky Trust Company
Kentucky
$12.6K
CT
438
Caldwell Trust
Florida
$11K
OIA
439
Optimum Investment Advisors
Illinois
$11K
GWM
440
Geneos Wealth Management
Colorado
$10.5K -$11.3K -150 -51%
FFO
441
Fortitude Family Office
Arizona
$10.1K +$10.4K +138 New
MHR
442
Matthew Hamilton Rosenberg
$8.99K
PWA
443
Physician Wealth Advisors
Utah
$8.33K +$376 +5 +5%
IUHSA
444
Itau Unibanco Holding S.A.
Brazil
$8.33K +$8.57K +114 New
PMFA
445
Plante Moran Financial Advisors
Michigan
$7.31K
AGWCA
446
Annis Gardner Whiting Capital Advisors
Florida
$6.79K +$6.99K +93 New
FMII
447
Farmers & Merchants Investments Inc
Nebraska
$6.36K +$1.05K +14 +19%
TPWA
448
Twin Peaks Wealth Advisors
California
$5.3K +$5.49K +73 New
NA
449
NewEdge Advisors
Louisiana
$5.04K -$211K -2,801 -98%
HI
450
Harbour Investments
Wisconsin
$4.89K

ADC Hedge Fund Activity: Q2 2025 in Review

471 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Agree Realty (ADC) for Q2 2025, worth a combined $9.15B — down 2.2% from $9.36B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new ADC positions and 53 closed out — a net gain of 9 holders — while 213 added to existing stakes and 143 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $190M. The largest seller was JP Morgan Chase, cutting an estimated $84.2M.

  • 471 institutional investors held Agree Realty (ADC) as of Q2 2025, up from 466 in Q1 2025.
  • Funds reported $9.15B of Agree Realty stock for Q2 2025, down 2.2% quarter-over-quarter.
  • 62 funds opened new Agree Realty positions in Q2 2025 and 53 closed out, a net change of +9 holders.
  • The largest Agree Realty buyer in Q2 2025 was Cohen & Steers, an estimated $190M added.
  • The largest Agree Realty seller in Q2 2025 was JP Morgan Chase, an estimated $84.2M sold.

Based on aggregated 13F filings for Q2 2025.