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
Holocene Advisors
51
Holocene Advisors
New York
$27.9M +$28.3M +387,093 New
GAM
52
Gotham Asset Management
New York
$26.3M +$15.1M +206,444 +131%
Thrivent Financial for Lutherans
53
Thrivent Financial for Lutherans
Minnesota
$25.5M +$852K +11,655 +3%
Wells Fargo
54
Wells Fargo
California
$25.5M -$57.8K -791 -0.2%
HRES
55
Heitman Real Estate Securities
Illinois
$25.4M +$20.2M +276,600 +362%
William Blair Investment Management
56
William Blair Investment Management
Illinois
$25.4M -$1.85M -25,271 -7%
Neuberger Berman Group
57
Neuberger Berman Group
New York
$24.2M -$153K -2,095 -0.6%
SFM
58
Systematic Financial Management
New Jersey
$23.5M +$11.3K +155 +0%
AQR Capital Management
59
AQR Capital Management
Connecticut
$23.4M -$1.81M -24,712 -7%
RhumbLine Advisers
60
RhumbLine Advisers
Massachusetts
$23.4M +$480K +6,570 +2%
HF
61
HRT Financial
New York
$23.3M -$4.69M -64,216 -17%
Allspring Global Investments
62
Allspring Global Investments
North Carolina
$23.1M -$21.1M -288,858 -47%
Loomis, Sayles & Company
63
Loomis, Sayles & Company
Massachusetts
$22.8M +$409K +5,598 +2%
Envestnet Asset Management
64
Envestnet Asset Management
Illinois
$22.1M -$941K -12,883 -4%
AAMU
65
APG Asset Management US
New York
$21.8M -$9.69M -132,646 -30%
UBS Group
66
UBS Group
Switzerland
$21.8M +$4.95M +67,686 +29%
SCM
67
Sophron Capital Management
New Jersey
$21.7M -$1.25M -17,134 -5%
State of New Jersey Common Pension Fund D
68
State of New Jersey Common Pension Fund D
New Jersey
$21.7M +$33.1K +453 +0.2%
LIP
69
Lighthouse Investment Partners
Florida
$21.6M +$6.61M +90,470 +43%
California Public Employees Retirement System
70
California Public Employees Retirement System
California
$21.6M -$5.03M -68,812 -19%
AMH
71
Apollo Management Holdings
New York
$21.5M +$21.8M +298,880 New
HSBC Holdings
72
HSBC Holdings
United Kingdom
$21.3M +$4.4M +60,159 +26%
Ohio Public Employees Retirement System (OPERS)
73
Ohio Public Employees Retirement System (OPERS)
Ohio
$19.1M -$204K -2,798 -1%
LP
74
LMR Partners
United Kingdom
$18.9M +$19.1M +261,995 New
Canada Life
75
Canada Life
Manitoba, Canada
$18M -$55.2K -756 -0.3%