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Agree Realty
ADC

Overview Fund Activity

464 hedge funds and large institutions have $9.15B invested in Agree Realty in 2025 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 214 increasing their positions, 140 reducing their positions, and 53 closing their positions.

Holders
464
Holders Change
–
Holders Change %
0%
% of All Funds
6.23%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
60
Increased
214
Reduced
140
Closed
53
Calls
$21.2M
Puts
$7.47M
Net Calls
+$13.8M
Net Calls Change
-$2.59M

Top Buyers

1
Cohen & Steers
1
Cohen & Steers
New York
$905M
2
BlackRock
2
BlackRock
New York
$1.12B
3
WHG
3
Westwood Holdings Group
Texas
$65.4M
4
NL
4
Nuveen LLC
North Carolina
$124M
5
Janus Henderson Group
5
Janus Henderson Group
United Kingdom
$95.3M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$89M
2
American Century Companies
2
American Century Companies
Missouri
$62.4M
3
CIMLRA
3
CBRE Investment Management Listed Real Assets
Pennsylvania
$0
4
UBS AM
4
UBS AM
Illinois
$8.26M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$23.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
S
451
Sachetta
Massachusetts
$1.61K – – –
PWMG
452
Private Wealth Management Group
New Jersey
$1.61K – – –
RWM
453
Rialto Wealth Management
New York
$1.46K +$512 +7 +54%
CH
454
Cromwell Holdings
Wyoming
$1.32K +$1.32K +18 New
BFS
455
Bare Financial Services
Pennsylvania
$1.24K +$1.24K +17 New
PWA
456
Provenance Wealth Advisors
Florida
$1.1K – – –
TWD
457
True Wealth Design
Ohio
$1.02K -$219 -3 -18%
HWP
458
Highline Wealth Partners
California
$1.02K – – –
AW
459
Avion Wealth
Texas
$1K +$280 +7 +39%
MHIP
460
Mountain Hill Investment Partners
New Jersey
$768 +$70 +1 +10%
NC
461
NewSquare Capital
Pennsylvania
$731 -$1.24K -17 -63%
BGAI
462
Bruce G. Allen Investments
Colorado
$584 – – –
RCM
463
Raleigh Capital Management
North Carolina
$515 +$515 +7 New
QWM
464
Quaker Wealth Management
New Jersey
$366 +$366 +5 New
CIMLRA
465
CBRE Investment Management Listed Real Assets
Pennsylvania
– -$63.4M -821,090 Closed
T. Rowe Price Investment Management
466
T. Rowe Price Investment Management
Maryland
– -$29.3M -380,107 Closed
GC
467
Gillson Capital
Illinois
– -$19.6M -254,350 Closed
CF
468
Corebridge Financial
Texas
– -$9.12M -118,186 Closed
EP
469
Edgestream Partners
New Jersey
– -$6.69M -86,707 Closed
JG
470
Jain Global
New York
– -$5.94M -76,931 Closed
BAMF
471
BI Asset Management Fondsmaeglerselskab
Denmark
– -$5.48M -71,000 Closed
GCM
472
Greenland Capital Management
New York
– -$5.28M -68,363 Closed
MIM
473
MetLife Investment Management
New Jersey
– -$4.82M -62,398 Closed
DFCM
474
Dark Forest Capital Management
Puerto Rico
– -$4.59M -59,501 Closed
PDL
475
Portfolio Design Labs
California
– -$3.19M -41,368 Closed
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