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Agree Realty
ADC

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

222% more call options, than puts

Call options by funds: $22.2M | Put options by funds: $6.89M

31% more repeat investments, than reductions

Existing positions increased: 201 | Existing positions reduced: 153

28% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 47

2% more funds holding

Funds holding: 471 → 479 (+8)

0.4% more ownership

Funds ownership: 113.7% → 114.1% (+0.4%)

2% less capital invested

Capital invested by funds: $9.15B → $8.97B (-$176M)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
479
Holders Change
+8
Holders Change %
+1.7%
% of All Funds
6.29%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
60
Increased
201
Reduced
153
Closed
47
Calls
$22.2M
Puts
$6.89M
Net Calls
+$15.3M
Net Calls Change
+$1.53M

Top Buyers

1
Cohen & Steers
Cohen & Steers
New York
+$76.4M
2
Citadel Advisors
Citadel Advisors
Florida
+$65.8M
3
JP Morgan Chase
JP Morgan Chase
New York
+$57.9M
4
BlackRock
BlackRock
New York
+$56.9M
5
DPIM
Duff & Phelps Investment Management
Illinois
+$46M

Top Sellers

1
Invesco
Invesco
Georgia
-$72.3M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$34.8M
3
Citigroup
Citigroup
New York
-$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
EP
451
Essential Partners
California
$2.77K -$13K -180 -82%
WA
452
WPG Advisers
Maryland
$2.63K – – –
RWM
453
Rialto Wealth Management
New York
$2.35K +$942 +13 +65%
AW
454
Avion Wealth
Texas
$2K +$1.01K +14 +56%
SWP
455
Strategic Wealth Partners
Ohio
$1.85K – – –
FFO
456
Fortitude Family Office
Arizona
$1.71K -$8.26K -114 -83%
S
457
Sachetta
Massachusetts
$1.56K – – –
PWMG
458
Private Wealth Management Group
New Jersey
$1.56K – – –
HWA
459
Heartwood Wealth Advisors
Virginia
$1.35K +$1.38K +19 New
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 +$652 +9 New
BGAI
467
Bruce G. Allen Investments
Colorado
$568 – – –
SC
468
SouthState Corp
Florida
$498 +$507 +7 New
BWL
469
Bogart Wealth LLC
Virginia
$497 +$507 +7 New
QWM
470
Quaker Wealth Management
New Jersey
$356 – – –
FMP
471
Financial Management Professionals
Texas
$356 +$362 +5 New
CIBC Private Wealth Group
472
CIBC Private Wealth Group
Georgia
$355 +$362 +5 New
PWA
473
Principia Wealth Advisory
Texas
$355 +$362 +5 New
ACA
474
American Capital Advisory
Idaho
$285 +$290 +4 New
PG
475
Proffitt & Goodson
Tennessee
$285 +$290 +4 New
17 18
19
20 21

ADC Hedge Fund Activity: Q3 2025 in Review

479 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Agree Realty (ADC) for Q3 2025, worth a combined $8.97B — down 1.9% from $9.15B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new ADC positions and 47 closed out — a net gain of 13 holders — while 201 added to existing stakes and 153 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $76.4M. The largest seller was Invesco, cutting an estimated $72.3M.

  • 479 institutional investors held Agree Realty (ADC) as of Q3 2025, up from 471 in Q2 2025.
  • Funds reported $8.97B of Agree Realty stock for Q3 2025, down 1.9% quarter-over-quarter.
  • 60 funds opened new Agree Realty positions in Q3 2025 and 47 closed out, a net change of +13 holders.
  • The largest Agree Realty buyer in Q3 2025 was Cohen & Steers, an estimated $76.4M added.
  • The largest Agree Realty seller in Q3 2025 was Invesco, an estimated $72.3M sold.

Based on aggregated 13F filings for Q3 2025.