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Agree Realty

469 hedge funds and large institutions have $9.15B invested in Agree Realty in 2025 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 213 increasing their positions, 142 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
469
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$21.2M
Puts
$7.47M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RBC
451
Roble Belko & Company
Pennsylvania
$3K
WA
452
WPG Advisers
Maryland
$2.7K
FHA
453
First Horizon Advisors
Tennessee
$2.7K
CPG
454
Cornerstone Planning Group
New Jersey
$2.24K
SWP
455
Strategic Wealth Partners
Ohio
$1.9K
S
456
Sachetta
Massachusetts
$1.61K
PWMG
457
Private Wealth Management Group
New Jersey
$1.61K
RWM
458
Rialto Wealth Management
New York
$1.46K
CH
459
Cromwell Holdings
Wyoming
$1.32K
BFS
460
Bare Financial Services
Pennsylvania
$1.24K
PWA
461
Provenance Wealth Advisors
Florida
$1.1K
TWD
462
True Wealth Design
Ohio
$1.02K
HWP
463
Highline Wealth Partners
California
$1.02K
AW
464
Avion Wealth
Texas
$1K
MHIP
465
Mountain Hill Investment Partners
New Jersey
$768
NC
466
NewSquare Capital
Pennsylvania
$731
BGAI
467
Bruce G. Allen Investments
Colorado
$584
RCM
468
Raleigh Capital Management
North Carolina
$515
QWM
469
Quaker Wealth Management
New Jersey
$366
CIMLRA
470
CBRE Investment Management Listed Real Assets
Pennsylvania
T. Rowe Price Investment Management
471
T. Rowe Price Investment Management
Maryland
GC
472
Gillson Capital
Illinois
CF
473
Corebridge Financial
Texas
EP
474
Edgestream Partners
New Jersey
JG
475
Jain Global
New York