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Agree Realty
ADC

Overview Fund Activity

464 hedge funds and large institutions have $9.15B invested in Agree Realty in 2025 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 214 increasing their positions, 140 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
464
Holders Change
–
Holders Change %
0%
% of All Funds
6.23%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
60
Increased
214
Reduced
140
Closed
53
Calls
$21.2M
Puts
$7.47M
Net Calls
+$13.8M
Net Calls Change
-$2.59M

Top Buyers

1
Cohen & Steers
1
Cohen & Steers
New York
$905M
2
BlackRock
2
BlackRock
New York
$1.12B
3
WHG
3
Westwood Holdings Group
Texas
$65.4M
4
NL
4
Nuveen LLC
North Carolina
$124M
5
Janus Henderson Group
5
Janus Henderson Group
United Kingdom
$95.3M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$89M
2
American Century Companies
2
American Century Companies
Missouri
$62.4M
3
CIMLRA
3
CBRE Investment Management Listed Real Assets
Pennsylvania
$0
4
UBS AM
4
UBS AM
Illinois
$8.26M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$23.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
DIA
201
Dana Investment Advisors
Wisconsin
$1.76M +$1.75K +24 +0.1%
SC
202
Savant Capital
Illinois
$1.76M +$127K +1,737 +8%
Teacher Retirement System of Texas
203
Teacher Retirement System of Texas
Texas
$1.76M -$22.2K -304 -1%
SMDAM
204
Sumitomo Mitsui DS Asset Management
Japan
$1.7M +$116K +1,581 +7%
OPERF
205
Oregon Public Employees Retirement Fund
Oregon
$1.64M +$51.1K +700 +3%
RAM
206
Redmond Asset Management
Virginia
$1.64M -$1.1K -15 -0.1%
AssetMark Inc
207
AssetMark Inc
California
$1.63M +$473K +6,477 +41%
VI
208
Vestcor Inc
New Brunswick, Canada
$1.6M +$1.6M +21,845 New
AIP
209
Ameritas Investment Partners
Nebraska
$1.56M +$19.1K +261 +1%
HighTower Advisors
210
HighTower Advisors
Illinois
$1.55M -$77.2K -1,056 -5%
Fidelity Investments
211
Fidelity Investments
Massachusetts
$1.55M -$34.3M -469,432 -96%
NMERB
212
New Mexico Educational Retirement Board
New Mexico
$1.51M – – –
MFWM
213
Motley Fool Wealth Management
Virginia
$1.49M -$209K -2,861 -12%
NWM
214
Nicola Wealth Management
British Columbia, Canada
$1.48M +$91.3K +1,250 +7%
CNBTD
215
Citizens National Bank Trust Department
Mississippi
$1.42M +$139K +1,905 +11%
Capital Fund Management (CFM)
216
Capital Fund Management (CFM)
France
$1.41M +$1.41M +19,355 New
Mariner
217
Mariner
Kansas
$1.41M +$187K +2,564 +15%
MWM
218
Moran Wealth Management
Florida
$1.39M -$18.3K -250 -1%
WorldQuant Millennium Advisors
219
WorldQuant Millennium Advisors
New York
$1.38M +$1.38M +18,864 New
QCM
220
Quantinno Capital Management
New York
$1.36M +$285K +3,905 +27%
FBT
221
First Bankers Trust
Kentucky
$1.34M +$62.4K +854 +5%
MGP
222
Metis Global Partners
California
$1.33M +$338K +4,627 +34%
SFA
223
Sequoia Financial Advisors
Ohio
$1.31M +$968K +13,252 +280%
TCM
224
Tributary Capital Management
Nebraska
$1.3M -$11.4M -156,057 -90%
VPIM
225
Vanguard Personalized Indexing Management
California
$1.3M +$121K +1,652 +10%
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