Agree Realty
479 hedge funds and large institutions have $8.97B invested in Agree Realty in 2025 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 201 increasing their positions, 153 reducing their positions, and 47 closing their positions.
222% more call options, than puts
Call options by funds: $22.2M | Put options by funds: $6.89M
31% more repeat investments, than reductions
Existing positions increased: 201 | Existing positions reduced: 153
28% more first-time investments, than exits
New positions opened: 60 | Existing positions closed: 47
2% more funds holding
Funds holding: 471 → 479 (+8)
0.4% more ownership
Funds ownership: 113.7% → 114.1% (+0.4%)
2% less capital invested
Capital invested by funds: $9.15B → $8.97B (-$176M)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| 1 |
Cohen & Steers
New York
|
+$76.4M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$65.8M |
| 3 |
JP Morgan Chase
New York
|
+$57.9M |
| 4 |
BlackRock
New York
|
+$56.9M |
| 5 |
DPIM
Duff & Phelps Investment Management
Chicago,
Illinois
|
+$46M |
Top Sellers
| 1 |
Invesco
Atlanta,
Georgia
|
-$72.3M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$34.8M |
| 3 |
Citigroup
New York
|
-$32.8M |
| 4 |
GA
GRS Advisors
Chicago,
Illinois
|
-$28.2M |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$26.7M |
ADC Hedge Fund Activity: Q3 2025 in Review
479 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Agree Realty (ADC) for Q3 2025, worth a combined $8.97B — down 1.9% from $9.15B a quarter earlier.
Buyers outnumbered sellers: 60 funds opened new ADC positions and 47 closed out — a net gain of 13 holders — while 201 added to existing stakes and 153 trimmed.
The largest buyer was Cohen & Steers, adding an estimated $76.4M. The largest seller was Invesco, cutting an estimated $72.3M.
- 479 institutional investors held Agree Realty (ADC) as of Q3 2025, up from 471 in Q2 2025.
- Funds reported $8.97B of Agree Realty stock for Q3 2025, down 1.9% quarter-over-quarter.
- 60 funds opened new Agree Realty positions in Q3 2025 and 47 closed out, a net change of +13 holders.
- The largest Agree Realty buyer in Q3 2025 was Cohen & Steers, an estimated $76.4M added.
- The largest Agree Realty seller in Q3 2025 was Invesco, an estimated $72.3M sold.
Based on aggregated 13F filings for Q3 2025.