ADC icon

Agree Realty

475 hedge funds and large institutions have $8.97B invested in Agree Realty in 2025 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 201 increasing their positions, 150 reducing their positions, and 48 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:

0.39% more ownership

Funds ownership: 113.72%114.12% (+0.39%)

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
475
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 Buyers

1 +$74.9M
2 +$64.5M
3 +$56.8M
4
BlackRock
BlackRock
New York
+$55.8M
5
DPIM
Duff & Phelps Investment Management
Illinois
+$45.1M

Top Sellers

1 -$70.9M
2 -$34.1M
3 -$32.2M
4
GA
GRS Advisors
Illinois
-$28.2M
5
Deutsche Bank
Deutsche Bank
Germany
-$26.2M
Name Holding Trade Value Shares
Change
Change in
Stake
RA
426
Rise Advisors
New York
$14.2K
CAL
427
Capital Advisors Ltd
Ohio
$14K
ACM
428
Aster Capital Management
United Arab Emirates
$13.3K
EB
429
Eastern Bank
Massachusetts
$12.7K
CA
430
Clearstead Advisors
Ohio
$12.4K
TFA
431
Transamerica Financial Advisors
Florida
$12.3K
KTC
432
Kentucky Trust Company
Kentucky
$12.2K
OIA
433
Optimum Investment Advisors
Illinois
$10.7K
CT
434
Caldwell Trust
Florida
$10.7K
PWA
435
Physician Wealth Advisors
Utah
$9.59K
CT
436
Clearstead Trust
Maine
$8.95K
MHR
437
Matthew Hamilton Rosenberg
$8.74K
IUHSA
438
Itau Unibanco Holding S.A.
Brazil
$8.1K
PMFA
439
Plante Moran Financial Advisors
Michigan
$7.1K
FMII
440
Farmers & Merchants Investments Inc
Nebraska
$6.39K
NA
441
NewEdge Advisors
Louisiana
$4.94K
HI
442
Harbour Investments
Wisconsin
$4.76K
HNW
443
High Note Wealth
Minnesota
$4.55K
BIA
444
Bell Investment Advisors
California
$4.12K
RIL
445
Rothschild Investment LLC
Illinois
$3.41K
RBC
446
Roble Belko & Company
Pennsylvania
$3K
JWM
447
JPL Wealth Management
Colorado
$2.84K
MAFA
448
MJT & Associates Financial Advisory
Minnesota
$2.84K
WA
449
WPG Advisers
Maryland
$2.63K
RWM
450
Rialto Wealth Management
New York
$2.35K