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Agree Realty

479 hedge funds and large institutions have $8.97B invested in Agree Realty in 2025 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 201 increasing their positions, 153 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

222% more call options, than puts

Call options by funds: $22.2M | Put options by funds: $6.89M

31% more repeat investments, than reductions

Existing positions increased: 201 | Existing positions reduced: 153

28% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 47

2% more funds holding

Funds holding: 471479 (+8)

0.4% more ownership

Funds ownership: 113.7%114.1% (+0.4%)

2% less capital invested

Capital invested by funds: $9.15B → $8.97B (-$176M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
479
Holders Change
+8
Holders Change %
+1.7%
% of All Funds
6.29%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
60
Increased
201
Reduced
153
Closed
47
Calls
$22.2M
Puts
$6.89M
Net Calls
+$15.3M
Net Calls Change
+$1.53M
Name Holding Trade Value Shares
Change
Change in
Stake
SWIM
426
Smallwood Wealth Investment Management
New Jersey
$14.2K
SC
427
Stephens Consulting
Michigan
$14.2K
RA
428
Rise Advisors
New York
$14.2K +$1.88K +26 +15%
CAL
429
Capital Advisors Ltd
Ohio
$14K
ACM
430
Aster Capital Management
United Arab Emirates
$13.3K +$13.5K +187 New
EB
431
Eastern Bank
Massachusetts
$12.7K +$13K +179 New
CA
432
Clearstead Advisors
Ohio
$12.4K -$9.42K -130 -43%
TFA
433
Transamerica Financial Advisors
Florida
$12.3K +$12.6K +174 New
KTC
434
Kentucky Trust Company
Kentucky
$12.2K
CT
435
Caldwell Trust
Florida
$10.7K
OIA
436
Optimum Investment Advisors
Illinois
$10.7K
PWA
437
Physician Wealth Advisors
Utah
$9.59K +$1.52K +21 +18%
CT
438
Clearstead Trust
Maine
$8.95K -$8.69K -120 -49%
MHR
439
Matthew Hamilton Rosenberg
$8.74K
IUHSA
440
Itau Unibanco Holding S.A.
Brazil
$8.1K
PMFA
441
Plante Moran Financial Advisors
Michigan
$7.1K
FMII
442
Farmers & Merchants Investments Inc
Nebraska
$6.39K +$217 +3 +3%
NA
443
NewEdge Advisors
Louisiana
$4.94K
HI
444
Harbour Investments
Wisconsin
$4.76K
HNW
445
High Note Wealth
Minnesota
$4.55K +$72 +1 +2%
BIA
446
Bell Investment Advisors
California
$4.12K
RIL
447
Rothschild Investment LLC
Illinois
$3.41K +$3.48K +48 New
RBC
448
Roble Belko & Company
Pennsylvania
$3K
JWM
449
JPL Wealth Management
Colorado
$2.84K +$2.9K +40 New
MAFA
450
MJT & Associates Financial Advisory
Minnesota
$2.84K +$2.9K +40 New

ADC Hedge Fund Activity: Q3 2025 in Review

479 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Agree Realty (ADC) for Q3 2025, worth a combined $8.97B — down 1.9% from $9.15B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new ADC positions and 47 closed out — a net gain of 13 holders — while 201 added to existing stakes and 153 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $76.4M. The largest seller was Invesco, cutting an estimated $72.3M.

  • 479 institutional investors held Agree Realty (ADC) as of Q3 2025, up from 471 in Q2 2025.
  • Funds reported $8.97B of Agree Realty stock for Q3 2025, down 1.9% quarter-over-quarter.
  • 60 funds opened new Agree Realty positions in Q3 2025 and 47 closed out, a net change of +13 holders.
  • The largest Agree Realty buyer in Q3 2025 was Cohen & Steers, an estimated $76.4M added.
  • The largest Agree Realty seller in Q3 2025 was Invesco, an estimated $72.3M sold.

Based on aggregated 13F filings for Q3 2025.