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Agree Realty
ADC

497 hedge funds and large institutions have $10.5B invested in Agree Realty in 2026 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 210 increasing their positions, 150 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

212% more call options, than puts

Call options by funds: $13M | Put options by funds: $4.18M

40% more repeat investments, than reductions

Existing positions increased: 210 | Existing positions reduced: 150

38% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 45

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

13% more capital invested

Capital invested by funds: $9.33B → $10.5B (+$1.17B)

3.42% more ownership

Funds ownership: 112.69% → 116.11% (+3.4%)

1% more funds holding

Funds holding: 490 → 497 (+7)

Holders
497
Holders Change
+7
Holders Change %
+1.43%
% of All Funds
6.12%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.06%
New
62
Increased
210
Reduced
150
Closed
45
Calls
$13M
Puts
$4.18M
Net Calls
+$8.87M
Net Calls Change
+$1.86M

Top Buyers

Rank Fund Capital Flow
1
Cohen & Steers
Cohen & Steers
New York
+$286M
2
ZP
Zimmer Partners
New York
+$250M
3
Two Sigma Investments
Two Sigma Investments
New York
+$178M
4
BlackRock
BlackRock
New York
+$83.6M
5
Goldman Sachs
Goldman Sachs
New York
+$54.5M

Top Sellers

Rank Fund Capital Flow
1
Deutsche Bank
Deutsche Bank
Germany
-$63.6M
2
N
Nuveen
North Carolina
-$60.6M
3
FGP
Freestone Grove Partners
California
-$45.8M
4
EGM
Engineers Gate Manager
New York
-$44.8M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$31.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
RBC
451
Roble Belko & Company
Pennsylvania
$4K – – –
ANBT
452
American National Bank & Trust
Texas
$3.92K – – –
BIA
453
Bell Investment Advisors
California
$3.85K – – –
VERPA
454
Virginia Estate & Retirement Planning Advisors
Virginia
$3.58K +$3.56K +47 New
TPCW
455
TD Private Client Wealth
New York
$3.54K +$1.52K +20 +74%
RWM
456
Rialto Wealth Management
New York
$3.24K +$758 +10 +30%
MAFA
457
MJT & Associates Financial Advisory
Minnesota
$3.02K – – –
JWM
458
JPL Wealth Management
Colorado
$3.02K +$3.03K +40 New
CI
459
CX Institutional
Indiana
$3K +$3.49K +46 New
GFA
460
Godfrey Financial Associates
New York
$2.79K -$379 -5 -12%
CA
461
Clearstead Advisors
Ohio
$2.56K -$32.2K -425 -93%
SEP
462
Signature Equity Partners
Ohio
$2.04K – – –
AW
463
Avion Wealth
Texas
$2K – – –
SWP
464
Strategic Wealth Partners
Ohio
$1.96K – – –
RF
465
Rossby Financial
Florida
$1.9K +$1.9K +25 New
SFS
466
Sunrise Financial Services
Washington
$1.89K – – –
ZBNA
467
Zions Bancorporation, National Association
Utah
$1.73K +$1.74K +23 New
PWMG
468
Private Wealth Management Group
New Jersey
$1.66K – – –
S
469
Sachetta
Massachusetts
$1.6K – – –
AFG
470
Albion Financial Group
Utah
$1.58K +$1.59K +21 New
EP
471
Essential Partners
California
$1.51K -$1.21K -16 -44%
MCM
472
Manchester Capital Management
Vermont
$1.51K – – –
WA
473
WPG Advisers
Maryland
$1.43K -$1.36K -18 -49%
CH
474
Cromwell Holdings
Wyoming
$1.36K – – –
AFC
475
Ares Financial Consulting
California
$1.21K – – –
17 18
19
20 21

ADC Hedge Fund Activity: Q1 2026 in Review

497 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Agree Realty (ADC) for Q1 2026, worth a combined $10.5B — up 13% from $9.33B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new ADC positions and 45 closed out — a net gain of 17 holders — while 210 added to existing stakes and 150 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $286M. The largest seller was Deutsche Bank, cutting an estimated $63.6M.

  • 497 institutional investors held Agree Realty (ADC) as of Q1 2026, up from 490 in Q4 2025.
  • Funds reported $10.5B of Agree Realty stock for Q1 2026, up 13% quarter-over-quarter.
  • 62 funds opened new Agree Realty positions in Q1 2026 and 45 closed out, a net change of +17 holders.
  • The largest Agree Realty buyer in Q1 2026 was Cohen & Steers, an estimated $286M added.
  • The largest Agree Realty seller in Q1 2026 was Deutsche Bank, an estimated $63.6M sold.

Based on aggregated 13F filings for Q1 2026.