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Agree Realty

470 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, 142 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
470
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$21.2M
Puts
$7.47M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CA
426
Clearstead Advisors
Ohio
$22.2K
WTC
427
WhitTier Trust Company
Nevada
$20.2K
GIM
428
Glenmede Investment Management
Pennsylvania
$19.1K
CT
429
Clearstead Trust
Maine
$18K
PFBT
430
Parkside Financial Bank & Trust
Missouri
$16.4K
WIM
431
Westside Investment Management
California
$15.7K
SWIM
432
Smallwood Wealth Investment Management
New Jersey
$14.6K
SC
433
Stephens Consulting
Michigan
$14.6K
CAL
434
Capital Advisors Ltd
Ohio
$14K
RA
435
Rise Advisors
New York
$12.6K
KTC
436
Kentucky Trust Company
Kentucky
$12.6K
OIA
437
Optimum Investment Advisors
Illinois
$11K
CT
438
Caldwell Trust
Florida
$11K
GWM
439
Geneos Wealth Management
Colorado
$10.5K
FFO
440
Fortitude Family Office
Arizona
$10.1K
MHR
441
Matthew Hamilton Rosenberg
$8.99K
PWA
442
Physician Wealth Advisors
Utah
$8.33K
IUHSA
443
Itau Unibanco Holding S.A.
Brazil
$8.33K
PMFA
444
Plante Moran Financial Advisors
Michigan
$7.31K
AGWCA
445
Annis Gardner Whiting Capital Advisors
Florida
$6.79K
FMII
446
Farmers & Merchants Investments Inc
Nebraska
$6.36K
TPWA
447
Twin Peaks Wealth Advisors
California
$5.3K
NA
448
NewEdge Advisors
Louisiana
$5.04K
HI
449
Harbour Investments
Wisconsin
$4.89K
HNW
450
High Note Wealth
Minnesota
$4.6K