We are live on ! Find out more
ADC icon

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
LI
51
Leeward Investments
Massachusetts
$31.1M -$2.1M -27,946 -6%
GA
52
GRS Advisors
Illinois
$28.2M -$26.7M -355,612 -48%
William Blair Investment Management
53
William Blair Investment Management
Illinois
$27.5M -$22.3M -296,737 -44%
Sumitomo Mitsui Trust Group
54
Sumitomo Mitsui Trust Group
Japan
$26.7M +$1.15M +15,325 +4%
HRES
55
Heitman Real Estate Securities
Illinois
$26.5M -$10.3M -137,468 -27%
Wells Fargo
56
Wells Fargo
California
$25.8M -$121K -1,616 -0.5%
SCM
57
Sophron Capital Management
New Jersey
$25.7M +$13.1M +174,514 +98%
RC
58
Resolution Capital
Australia
$24.4M -$43.1M -572,835 -63%
Loomis, Sayles & Company
59
Loomis, Sayles & Company
Massachusetts
$24.2M +$633K +8,426 +3%
SFM
60
Systematic Financial Management
New Jersey
$23.9M +$267K +3,557 +1%
AQR Capital Management
61
AQR Capital Management
Connecticut
$23.7M +$3.58M +47,602 +17%
RhumbLine Advisers
62
RhumbLine Advisers
Massachusetts
$23.7M +$184K +2,450 +0.8%
Thrivent Financial for Lutherans
63
Thrivent Financial for Lutherans
Minnesota
$23.2M -$46.6M -619,896 -66%
Neuberger Berman Group
64
Neuberger Berman Group
New York
$21.9M +$21.6M +287,900 +2,304%
HS
65
Hazelview Securities
Ontario, Canada
$21.8M +$1.39M +18,534 +6%
State of New Jersey Common Pension Fund D
66
State of New Jersey Common Pension Fund D
New Jersey
$21.8M -$31.5K -419 -0.1%
HF
67
HRT Financial
New York
$21.6M +$11.1M +147,633 +100%
CSS
68
Cubist Systematic Strategies
Connecticut
$20.9M +$20.4M +271,464 +1,804%
UBS Group
69
UBS Group
Switzerland
$20.7M +$3.64M +48,445 +21%
Envestnet Asset Management
70
Envestnet Asset Management
Illinois
$20.7M -$816K -10,854 -4%
HSBC Holdings
71
HSBC Holdings
United Kingdom
$20.7M +$15.2M +202,360 +245%
T. Rowe Price Associates
72
T. Rowe Price Associates
Maryland
$19.4M -$12.8M -170,648 -39%
Ohio Public Employees Retirement System (OPERS)
73
Ohio Public Employees Retirement System (OPERS)
Ohio
$19M +$141K +1,876 +0.7%
Schroder Investment Management Group
74
Schroder Investment Management Group
United Kingdom
$18.5M +$1.34M +17,836 +8%
GCM
75
Ghisallo Capital Management
Massachusetts
$18.3M +$18.8M +250,000 New

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.