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Agree Realty

475 hedge funds and large institutions have $8.97B invested in Agree Realty in 2025 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 201 increasing their positions, 150 reducing their positions, and 48 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:

0.39% more ownership

Funds ownership: 113.72%114.12% (+0.39%)

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
475
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 Buyers

1 +$74.9M
2 +$64.5M
3 +$56.8M
4
BlackRock
BlackRock
New York
+$55.8M
5
DPIM
Duff & Phelps Investment Management
Illinois
+$45.1M

Top Sellers

1 -$70.9M
2 -$34.1M
3 -$32.2M
4
GA
GRS Advisors
Illinois
-$28.2M
5
Deutsche Bank
Deutsche Bank
Germany
-$26.2M
Name Holding Trade Value Shares
Change
Change in
Stake
PI
26
PGGM Investments
Netherlands
$83M
GKIM
27
GW&K Investment Management
Massachusetts
$69.5M
Bank of New York Mellon
28
Bank of New York Mellon
New York
$69.5M
FCM
29
Frontier Capital Management
Massachusetts
$65.6M
WHG
30
Westwood Holdings Group
Texas
$59.8M
DPIM
31
Duff & Phelps Investment Management
Illinois
$59.6M
Alyeska Investment Group
32
Alyeska Investment Group
Illinois
$59.4M
American Century Companies
33
American Century Companies
Missouri
$56.4M
CI
34
Cincinnati Insurance
Ohio
$56.1M
Bank of America
35
Bank of America
North Carolina
$56.1M
UBS AM
36
UBS AM
Illinois
$50.8M
SEI Investments
37
SEI Investments
Pennsylvania
$48.6M
Sumitomo Mitsui Trust Group
38
Sumitomo Mitsui Trust Group
Japan
$48.2M
Legal & General Group
39
Legal & General Group
United Kingdom
$46.2M
LIMS
40
Lasalle Investment Management Securities
Maryland
$45.1M
Allspring Global Investments
41
Allspring Global Investments
North Carolina
$43.7M
BG
42
Bahl & Gaynor
Ohio
$43M
Voloridge Investment Management
43
Voloridge Investment Management
Florida
$42.3M
Universal-Beteiligungs- und Servicegesellschaft
44
Universal-Beteiligungs- und Servicegesellschaft
Germany
$32.9M
Tudor Investment Corp
45
Tudor Investment Corp
Connecticut
$31.6M
ACM
46
Adelante Capital Management
California
$31.4M
AAMU
47
APG Asset Management US
New York
$31.2M
RC
48
Resolution Capital
Australia
$30.1M
Invesco
49
Invesco
Georgia
$30M
LI
50
Leeward Investments
Massachusetts
$29.5M