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Agree Realty

490 hedge funds and large institutions have $9.33B invested in Agree Realty in 2025 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 195 increasing their positions, 169 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

229% more call options, than puts

Call options by funds: $10.1M | Put options by funds: $3.06M

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

42% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 43

15% more repeat investments, than reductions

Existing positions increased: 195 | Existing positions reduced: 169

2% more funds holding

Funds holding: 479490 (+11)

4% more capital invested

Capital invested by funds: $8.97B → $9.33B (+$358M)

1.41% less ownership

Funds ownership: 114.1%112.69% (-1.4%)

Holders
490
Holders Change
+11
Holders Change %
+2.3%
% of All Funds
5.96%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
61
Increased
195
Reduced
169
Closed
43
Calls
$10.1M
Puts
$3.06M
Net Calls
+$7.01M
Net Calls Change
-$8.29M
Name Holding Trade Value Shares
Change
Change in
Stake
SC
426
Stephens Consulting
Michigan
$14.4K
KFAS
427
Keating Financial Advisory Services
Kansas
$13.4K +$13.6K +186 New
KTC
428
Kentucky Trust Company
Kentucky
$12.4K
EWP
429
Elevation Wealth Partners
California
$11.9K +$12.1K +165 New
CT
430
Caldwell Trust
Florida
$10.8K
CIBC Private Wealth Group
431
CIBC Private Wealth Group
Georgia
$10.8K +$10.6K +145 +2,900%
PWA
432
Physician Wealth Advisors
Utah
$10.7K +$1.02K +14 +10%
MHR
433
Matthew Hamilton Rosenberg
$8.86K
IUHSA
434
Itau Unibanco Holding S.A.
Brazil
$8.72K +$512 +7 +6%
TAM
435
Tucker Asset Management
Colorado
$8.36K +$8.48K +116 New
FFO
436
Fortitude Family Office
Arizona
$8.28K +$6.65K +91 +379%
BWA
437
Basecamp Wealth Advisors
Washington
$8.07K +$8.18K +112 New
PMFA
438
Plante Moran Financial Advisors
Michigan
$7.2K
DT
439
DV Trading
Illinois
$7.2K +$7.31K +100 New
N
440
Natixis
France
$6.99K +$7.09K +97 New
FMII
441
Farmers & Merchants Investments Inc
Nebraska
$6.84K +$365 +5 +6%
CIAS
442
CBIZ Investment Advisory Services
Ohio
$6.72K +$6.8K +93 New
RIL
443
Rothschild Investment LLC
Illinois
$6.12K +$2.7K +37 +77%
CPG
444
Cornerstone Planning Group
New Jersey
$5.82K -$29.4K -402 -83%
NA
445
NewEdge Advisors
Louisiana
$5.04K +$73 +1 +1%
HNW
446
High Note Wealth
Minnesota
$4.39K -$219 -3 -5%
CIAM
447
Caitong International Asset Management
Hong Kong
$4.25K -$24K -328 -85%
BFS
448
Bare Financial Services
Pennsylvania
$4.03K +$2.85K +39 +229%
RBC
449
Roble Belko & Company
Pennsylvania
$4K +$73 +1 +2%
QA
450
Quattro Advisors
Pennsylvania
$3.96K +$4.02K +55 New