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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

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

0.4% more ownership

Funds ownership: 113.72%114.12% (+0.4%)

2% less capital invested

Capital invested by funds: $9.15B → $8.97B (-$177M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
479
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$22.2M
Puts
$6.89M
Net Calls
Net Calls Change

Top Sellers

1 -$72.3M
2 -$34.8M
3 -$32.8M
4
GA
GRS Advisors
Illinois
-$28.2M
5
Deutsche Bank
Deutsche Bank
Germany
-$26.7M
Name Holding Trade Value Shares
Change
Change in
Stake
WT
426
Whittier Trust
California
$16K
SWIM
427
Smallwood Wealth Investment Management
New Jersey
$14.2K
SC
428
Stephens Consulting
Michigan
$14.2K
RA
429
Rise Advisors
New York
$14.2K
CAL
430
Capital Advisors Ltd
Ohio
$14K
ACM
431
Aster Capital Management
United Arab Emirates
$13.3K
EB
432
Eastern Bank
Massachusetts
$12.7K
CA
433
Clearstead Advisors
Ohio
$12.4K
TFA
434
Transamerica Financial Advisors
Florida
$12.3K
KTC
435
Kentucky Trust Company
Kentucky
$12.2K
OIA
436
Optimum Investment Advisors
Illinois
$10.7K
CT
437
Caldwell Trust
Florida
$10.7K
PWA
438
Physician Wealth Advisors
Utah
$9.59K
CT
439
Clearstead Trust
Maine
$8.95K
MHR
440
Matthew Hamilton Rosenberg
$8.74K
IUHSA
441
Itau Unibanco Holding S.A.
Brazil
$8.1K
PMFA
442
Plante Moran Financial Advisors
Michigan
$7.1K
FMII
443
Farmers & Merchants Investments Inc
Nebraska
$6.39K
NA
444
NewEdge Advisors
Louisiana
$4.94K
HI
445
Harbour Investments
Wisconsin
$4.76K
HNW
446
High Note Wealth
Minnesota
$4.55K
BIA
447
Bell Investment Advisors
California
$4.12K
RIL
448
Rothschild Investment LLC
Illinois
$3.41K
RBC
449
Roble Belko & Company
Pennsylvania
$3K
JWM
450
JPL Wealth Management
Colorado
$2.84K