We are live on ! Find out more
ADC icon

Agree Realty

471 hedge funds and large institutions have $9.15B invested in Agree Realty in 2025 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 213 increasing their positions, 143 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

184% more call options, than puts

Call options by funds: $21.2M | Put options by funds: $7.47M

49% more repeat investments, than reductions

Existing positions increased: 213 | Existing positions reduced: 143

17% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 53

1% more funds holding

Funds holding: 466471 (+5)

0.82% more ownership

Funds ownership: 112.88%113.7% (+0.82%)

2% less capital invested

Capital invested by funds: $9.36B → $9.15B (-$209M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
471
Holders Change
+5
Holders Change %
+1.07%
% of All Funds
6.2%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
62
Increased
213
Reduced
143
Closed
53
Calls
$21.2M
Puts
$7.47M
Net Calls
+$13.8M
Net Calls Change
-$2.59M
Name Holding Trade Value Shares
Change
Change in
Stake
HNW
451
High Note Wealth
Minnesota
$4.6K +$150 +2 +3%
BIA
452
Bell Investment Advisors
California
$4.24K
RBC
453
Roble Belko & Company
Pennsylvania
$3K +$75 +1 +2%
WA
454
WPG Advisers
Maryland
$2.7K
FHA
455
First Horizon Advisors
Tennessee
$2.7K +$2.56K +34 +1,133%
CPG
456
Cornerstone Planning Group
New Jersey
$2.24K -$2.63K -35 -54%
SWP
457
Strategic Wealth Partners
Ohio
$1.9K +$1.95K +26 New
PWMG
458
Private Wealth Management Group
New Jersey
$1.61K
S
459
Sachetta
Massachusetts
$1.61K
RWM
460
Rialto Wealth Management
New York
$1.46K +$526 +7 +54%
CH
461
Cromwell Holdings
Wyoming
$1.32K +$1.35K +18 New
BFS
462
Bare Financial Services
Pennsylvania
$1.24K +$1.28K +17 New
PWA
463
Provenance Wealth Advisors
Florida
$1.1K
TWD
464
True Wealth Design
Ohio
$1.02K -$226 -3 -18%
HWP
465
Highline Wealth Partners
California
$1.02K
AW
466
Avion Wealth
Texas
$1K +$526 +7 +39%
MHIP
467
Mountain Hill Investment Partners
New Jersey
$768 +$75 +1 +10%
NC
468
NewSquare Capital
Pennsylvania
$731 -$1.28K -17 -63%
BGAI
469
Bruce G. Allen Investments
Colorado
$584
RCM
470
Raleigh Capital Management
North Carolina
$515 +$526 +7 New
QWM
471
Quaker Wealth Management
New Jersey
$366 +$376 +5 New
CIMLRA
472
CBRE Investment Management Listed Real Assets
Pennsylvania
-$63.4M -821,090 Closed
T. Rowe Price Investment Management
473
T. Rowe Price Investment Management
Maryland
-$29.3M -380,107 Closed
GC
474
Gillson Capital
Illinois
-$19.6M -254,350 Closed
CF
475
Corebridge Financial
Texas
-$9.12M -118,186 Closed

ADC Hedge Fund Activity: Q2 2025 in Review

471 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Agree Realty (ADC) for Q2 2025, worth a combined $9.15B — down 2.2% from $9.36B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new ADC positions and 53 closed out — a net gain of 9 holders — while 213 added to existing stakes and 143 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $190M. The largest seller was JP Morgan Chase, cutting an estimated $84.2M.

  • 471 institutional investors held Agree Realty (ADC) as of Q2 2025, up from 466 in Q1 2025.
  • Funds reported $9.15B of Agree Realty stock for Q2 2025, down 2.2% quarter-over-quarter.
  • 62 funds opened new Agree Realty positions in Q2 2025 and 53 closed out, a net change of +9 holders.
  • The largest Agree Realty buyer in Q2 2025 was Cohen & Steers, an estimated $190M added.
  • The largest Agree Realty seller in Q2 2025 was JP Morgan Chase, an estimated $84.2M sold.

Based on aggregated 13F filings for Q2 2025.