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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
AW
451
Avion Wealth
Texas
$2K
SWP
452
Strategic Wealth Partners
Ohio
$1.85K
FFO
453
Fortitude Family Office
Arizona
$1.71K
S
454
Sachetta
Massachusetts
$1.56K
PWMG
455
Private Wealth Management Group
New Jersey
$1.56K
HWA
456
Heartwood Wealth Advisors
Virginia
$1.35K
CH
457
Cromwell Holdings
Wyoming
$1.28K
BFS
458
Bare Financial Services
Pennsylvania
$1.21K
PWA
459
Provenance Wealth Advisors
Florida
$1.07K
TWD
460
True Wealth Design
Ohio
$995
HWP
461
Highline Wealth Partners
California
$995
MHIP
462
Mountain Hill Investment Partners
New Jersey
$755
RWS
463
Retirement Wealth Solutions
Wisconsin
$640
BGAI
464
Bruce G. Allen Investments
Colorado
$568
SC
465
SouthState Corp
Florida
$498
BWL
466
Bogart Wealth LLC
Virginia
$497
QWM
467
Quaker Wealth Management
New Jersey
$356
FMP
468
Financial Management Professionals
Texas
$356
CIBC Private Wealth Group
469
CIBC Private Wealth Group
Georgia
$355
PG
470
Proffitt & Goodson
Tennessee
$285
ACA
471
American Capital Advisory
Idaho
$285
FHC
472
First Horizon Corporation
Tennessee
$213
RFP
473
Root Financial Partners
California
$71
TIM
474
Tortoise Investment Management
New York
$71
RCM
475
Raleigh Capital Management
North Carolina
$50