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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
Citadel Advisors
26
Citadel Advisors
Florida
$71.4M -$47.6M -652,073 -40%
DPIM
27
Duff & Phelps Investment Management
Illinois
$69M +$8.72M +119,373 +14%
Russell Investments Group
28
Russell Investments Group
United Kingdom
$68.3M -$23.5M -321,742 -25%
Bank of New York Mellon
29
Bank of New York Mellon
New York
$66.9M -$3.56M -48,744 -5%
Bank of America
30
Bank of America
North Carolina
$66.5M +$9.76M +133,623 +17%
GKIM
31
GW&K Investment Management
Massachusetts
$65.3M -$5.26M -71,932 -7%
SEI Investments
32
SEI Investments
Pennsylvania
$59.5M +$10.4M +142,522 +21%
FCM
33
Frontier Capital Management
Massachusetts
$58.1M -$8.6M -117,744 -13%
CI
34
Cincinnati Insurance
Ohio
$56.9M
American Century Companies
35
American Century Companies
Missouri
$56.8M -$360K -4,922 -0.6%
Sumitomo Mitsui Trust Group
36
Sumitomo Mitsui Trust Group
Japan
$52.4M +$3.52M +48,130 +7%
UBS AM
37
UBS AM
Illinois
$51.1M -$345K -4,716 -0.7%
Legal & General Group
38
Legal & General Group
United Kingdom
$51M +$4.21M +57,559 +9%
LIMS
39
Lasalle Investment Management Securities
Maryland
$48.6M +$2.86M +39,119 +6%
FGP
40
Freestone Grove Partners
California
$45.8M +$25.1M +343,240 +117%
Balyasny Asset Management
41
Balyasny Asset Management
Illinois
$45.6M -$72.7M -994,656 -61%
Voloridge Investment Management
42
Voloridge Investment Management
Florida
$45M +$2.16M +29,597 +5%
BG
43
Bahl & Gaynor
Ohio
$43.1M -$455K -6,228 -1%
Alyeska Investment Group
44
Alyeska Investment Group
Illinois
$42.2M -$18.3M -250,761 -30%
Universal-Beteiligungs- und Servicegesellschaft
45
Universal-Beteiligungs- und Servicegesellschaft
Germany
$36.8M +$3.34M +45,677 +10%
Invesco
46
Invesco
Georgia
$33.8M +$3.4M +46,492 +11%
Goldman Sachs
47
Goldman Sachs
New York
$32.5M +$14.9M +203,632 +82%
ACM
48
Adelante Capital Management
California
$31.6M -$233K -3,190 -0.7%
LI
49
Leeward Investments
Massachusetts
$29.2M -$717K -9,811 -2%
FWIA
50
Fort Washington Investment Advisors
Ohio
$28M +$975K +13,341 +4%