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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
FC
501
Farringdon Capital
United Kingdom
-$1.25M -17,598 Closed
VI
502
Vestcor Inc
New Brunswick, Canada
-$865K -12,172 Closed
MM
503
MQS Management
New York
-$761K -10,711 Closed
CFFP
504
Center for Financial Planning
Michigan
-$727K -10,237 Closed
P
505
Pitcairn
Pennsylvania
-$674K -9,482 Closed
GLF
506
Groupe la Francaise
France
-$562K -7,905 Closed
CIA
507
Concurrent Investment Advisors
Florida
-$444K -6,251 Closed
ZP
508
Zimmer Partners
New York
-$385K -5,416 Closed
GWMR
509
GC Wealth Management RIA
Massachusetts
-$375K -5,277 Closed
FRM
510
Fox Run Management
Connecticut
-$353K -4,975 Closed
QC
511
Quadrature Capital
United Kingdom
-$353K -4,968 Closed
AWM
512
AE Wealth Management
Kansas
-$331K -4,653 Closed
PCMH
513
Polymer Capital Management (HK)
Hong Kong
-$306K -4,307 Closed
NSEDCP
514
NJ State Employees Deferred Compensation Plan
New Jersey
-$284K -4,000 Closed
FRA
515
Frank Rimerman Advisors
California
-$275K -3,870 Closed
BA
516
Bridgewater Advisors
New York
-$238K -3,280 Closed
FC
517
FORA Capital
Florida
-$227K -3,191 Closed
CG
518
Caprock Group
Idaho
-$228K -3,112 Closed
GHA
519
GW Henssler & Associates
Georgia
-$213K -3,002 Closed
LAM
520
Longboard Asset Management
Arizona
-$212K -2,990 Closed
JFGIW
521
Johnson Financial Group Inc (Wisconsin)
Wisconsin
-$72.3K -1,014 Closed
CI Investments Inc
522
CI Investments Inc
Ontario, Canada
-$64K -900 Closed
ASN
523
Advisory Services Network
Georgia
-$59.2K -834 Closed
PS
524
Principal Securities
Iowa
-$57K -803 Closed
FLP
525
Financial Life Planners
Arizona
-$45.9K -646 Closed