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Agree Realty

490 hedge funds and large institutions have $9.33B invested in Agree Realty in 2025 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 195 increasing their positions, 169 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

229% more call options, than puts

Call options by funds: $10.1M | Put options by funds: $3.06M

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

42% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 43

15% more repeat investments, than reductions

Existing positions increased: 195 | Existing positions reduced: 169

2% more funds holding

Funds holding: 479490 (+11)

4% more capital invested

Capital invested by funds: $8.97B → $9.33B (+$358M)

1.41% less ownership

Funds ownership: 114.1%112.69% (-1.4%)

Holders
490
Holders Change
+11
Holders Change %
+2.3%
% of All Funds
5.96%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
61
Increased
195
Reduced
169
Closed
43
Calls
$10.1M
Puts
$3.06M
Net Calls
+$7.01M
Net Calls Change
-$8.29M
Name Holding Trade Value Shares
Change
Change in
Stake
ANBT
451
American National Bank & Trust
Texas
$3.75K +$3.8K +52 New
CFM
452
Cornerstone Financial Management
Massachusetts
$3.75K +$3.8K +52 New
KG
453
Kilter Group
New York
$3.75K +$3.8K +52 New
BIA
454
Bell Investment Advisors
California
$3.67K -$512 -7 -12%
GFA
455
Godfrey Financial Associates
New York
$3.02K +$3.07K +42 New
MAFA
456
MJT & Associates Financial Advisory
Minnesota
$2.88K
WA
457
WPG Advisers
Maryland
$2.67K
EP
458
Essential Partners
California
$2.59K -$219 -3 -8%
CTC
459
Central Trust Company
Missouri
$2.45K +$2.48K +34 New
RWM
460
Rialto Wealth Management
New York
$2.38K
AW
461
Avion Wealth
Texas
$2K
SEP
462
Signature Equity Partners
Ohio
$1.95K +$1.97K +27 New
TPCW
463
TD Private Client Wealth
New York
$1.95K +$1.97K +27 New
SWP
464
Strategic Wealth Partners
Ohio
$1.87K
SFS
465
Sunrise Financial Services
Washington
$1.8K +$1.83K +25 New
S
466
Sachetta
Massachusetts
$1.59K
PWMG
467
Private Wealth Management Group
New Jersey
$1.58K
MCM
468
Manchester Capital Management
Vermont
$1.44K +$1.46K +20 New
CH
469
Cromwell Holdings
Wyoming
$1.3K
AFC
470
Ares Financial Consulting
California
$1.15K +$1.17K +16 New
PWA
471
Provenance Wealth Advisors
Florida
$1.08K
TWD
472
True Wealth Design
Ohio
$1.01K
HWP
473
Highline Wealth Partners
California
$1.01K
FHC
474
First Horizon Corporation
Tennessee
$864 +$658 +9 +300%
RWS
475
Retirement Wealth Solutions
Wisconsin
$793 +$146 +2 +22%