We are live on ! Find out more
ADC icon

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
MHIP
476
Mountain Hill Investment Partners
New Jersey
$773
BGAI
477
Bruce G. Allen Investments
Colorado
$576
FMP
478
Financial Management Professionals
Texas
$506 +$146 +2 +40%
SC
479
SouthState Corp
Florida
$505
CFO
480
CVA Family Office
Colorado
$504 +$512 +7 New
DF
481
Dunhill Financial
United Kingdom
$453 +$438 +6 New
QWM
482
Quaker Wealth Management
New Jersey
$361
EW
483
Elyxium Wealth
California
$288 +$292 +4 New
PWA
484
Principia Wealth Advisory
Texas
$216 -$146 -2 -40%
NRG
485
Nemes Rush Group
Michigan
$145 +$146 +2 New
ACA
486
American Capital Advisory
Idaho
$73 -$219 -3 -75%
MCM
487
MV Capital Management
Maryland
$73 +$73 +1 New
RFP
488
Root Financial Partners
California
$72
HFS
489
Hughes Financial Services
Virginia
$72 +$73 +1 New
RCM
490
Raleigh Capital Management
North Carolina
$51
WHG
491
Westwood Holdings Group
Texas
-$59.8M -841,997 Closed
RC
492
Resolution Capital
Australia
-$30.1M -423,011 Closed
BGM
493
Burkehill Global Management
New York
-$17.8M -250,000 Closed
Jane Street
494
Jane Street
New York
-$8.38M -114,629 Closed
YIH
495
Y-Intercept (HK)
Hong Kong
-$4.22M -59,371 Closed
ECM
496
ExodusPoint Capital Management
New York
-$4.03M -56,745 Closed
JAM
497
Jupiter Asset Management
United Kingdom
-$3.17M -44,683 Closed
EMPI
498
Elo Mutual Pension Insurance
Finland
-$1.97M -27,751 Closed
OAM
499
Oppenheimer Asset Management
New York
-$1.9M -26,695 Closed
SC
500
SummitTX Capital
Texas
-$1.69M -23,813 Closed