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Agree Realty

471 hedge funds and large institutions have $9.15B invested in Agree Realty in 2025 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 213 increasing their positions, 143 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

184% more call options, than puts

Call options by funds: $21.2M | Put options by funds: $7.47M

49% more repeat investments, than reductions

Existing positions increased: 213 | Existing positions reduced: 143

17% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 53

1% more funds holding

Funds holding: 466471 (+5)

0.82% more ownership

Funds ownership: 112.88%113.7% (+0.82%)

2% less capital invested

Capital invested by funds: $9.36B → $9.15B (-$209M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
471
Holders Change
+5
Holders Change %
+1.07%
% of All Funds
6.2%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
62
Increased
213
Reduced
143
Closed
53
Calls
$21.2M
Puts
$7.47M
Net Calls
+$13.8M
Net Calls Change
-$2.59M
Name Holding Trade Value Shares
Change
Change in
Stake
PCP
501
Perbak Capital Partners
United Kingdom
-$342K -4,435 Closed
KP
502
Keel Point
Alabama
-$263K -3,412 Closed
RT
503
Rockland Trust
Massachusetts
-$233K -3,020 Closed
TC
504
TownSquare Capital
Utah
-$229K -2,963 Closed
LCWP
505
Legacy Capital Wealth Partners
Arkansas
-$211K -2,736 Closed
KAS
506
Kestra Advisory Services
Texas
-$148K -1,919 Closed
SOW
507
State of Wyoming
Wyoming
-$107K -1,385 Closed
WT
508
Washington Trust
Rhode Island
-$77.2K -1,000 Closed
HT
509
Headlands Technologies
Illinois
-$35.7K -462 Closed
WAG
510
Wiser Advisor Group
Arizona
-$34.1K -441 Closed
SW
511
SVB Wealth
Massachusetts
-$32.9K -426 Closed
CFB
512
Cullen/Frost Bankers
Texas
-$27K -350 Closed
MG
513
Mather Group
Illinois
-$18.7K -242 Closed
QC
514
Quent Capital
New York
-$9.96K -129 Closed
PWMG
515
Prestige Wealth Management Group
New Jersey
-$7.13K -92 Closed
SIC
516
Salem Investment Counselors
North Carolina
-$5.81K -75 Closed
AT
517
Avalon Trust
New Mexico
-$3.4K -44 Closed
MAFA
518
MJT & Associates Financial Advisory
Minnesota
-$2.32K -30 Closed
SO
519
Sierra Ocean
California
-$1.31K -17 Closed
BCM
520
Blume Capital Management
California
-$541 -7 Closed
DF
521
Dunhill Financial
United Kingdom
-$497 -6 Closed
PCTC
522
Perkins Coie Trust Company
Washington
-$231 -3 Closed
CIBC Private Wealth Group
523
CIBC Private Wealth Group
Georgia
-$141 -2 Closed
PA
524
PSI Advisors
Florida
-$77 -1 Closed

ADC Hedge Fund Activity: Q2 2025 in Review

471 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Agree Realty (ADC) for Q2 2025, worth a combined $9.15B — down 2.2% from $9.36B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new ADC positions and 53 closed out — a net gain of 9 holders — while 213 added to existing stakes and 143 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $190M. The largest seller was JP Morgan Chase, cutting an estimated $84.2M.

  • 471 institutional investors held Agree Realty (ADC) as of Q2 2025, up from 466 in Q1 2025.
  • Funds reported $9.15B of Agree Realty stock for Q2 2025, down 2.2% quarter-over-quarter.
  • 62 funds opened new Agree Realty positions in Q2 2025 and 53 closed out, a net change of +9 holders.
  • The largest Agree Realty buyer in Q2 2025 was Cohen & Steers, an estimated $190M added.
  • The largest Agree Realty seller in Q2 2025 was JP Morgan Chase, an estimated $84.2M sold.

Based on aggregated 13F filings for Q2 2025.