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Agree Realty

479 hedge funds and large institutions have $8.97B invested in Agree Realty in 2025 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 201 increasing their positions, 153 reducing their positions, and 47 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:

0.4% more ownership

Funds ownership: 113.72%114.12% (+0.4%)

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
479
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 Sellers

1 -$72.3M
2 -$34.8M
3 -$32.8M
4
GA
GRS Advisors
Illinois
-$28.2M
5
Deutsche Bank
Deutsche Bank
Germany
-$26.7M
Name Holding Trade Value Shares
Change
Change in
Stake
MAFA
451
MJT & Associates Financial Advisory
Minnesota
$2.84K
WA
452
WPG Advisers
Maryland
$2.63K
RWM
453
Rialto Wealth Management
New York
$2.35K
AW
454
Avion Wealth
Texas
$2K
SWP
455
Strategic Wealth Partners
Ohio
$1.85K
FFO
456
Fortitude Family Office
Arizona
$1.71K
S
457
Sachetta
Massachusetts
$1.56K
PWMG
458
Private Wealth Management Group
New Jersey
$1.56K
HWA
459
Heartwood Wealth Advisors
Virginia
$1.35K
CH
460
Cromwell Holdings
Wyoming
$1.28K
BFS
461
Bare Financial Services
Pennsylvania
$1.21K
PWA
462
Provenance Wealth Advisors
Florida
$1.07K
HWP
463
Highline Wealth Partners
California
$995
TWD
464
True Wealth Design
Ohio
$995
MHIP
465
Mountain Hill Investment Partners
New Jersey
$755
RWS
466
Retirement Wealth Solutions
Wisconsin
$640
BGAI
467
Bruce G. Allen Investments
Colorado
$568
SC
468
SouthState Corp
Florida
$498
BWL
469
Bogart Wealth LLC
Virginia
$497
QWM
470
Quaker Wealth Management
New Jersey
$356
FMP
471
Financial Management Professionals
Texas
$356
CIBC Private Wealth Group
472
CIBC Private Wealth Group
Georgia
$355
PWA
473
Principia Wealth Advisory
Texas
$355
PG
474
Proffitt & Goodson
Tennessee
$285
ACA
475
American Capital Advisory
Idaho
$285