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Agree Realty

464 hedge funds and large institutions have $9.31B invested in Agree Realty in 2025 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 201 increasing their positions, 138 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
464
Holders Change
+14
Holders Change %
+3.11%
% of All Funds
6.3%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.05%
New
62
Increased
201
Reduced
138
Closed
42
Calls
$21.9M
Puts
$5.5M
Net Calls
+$16.4M
Net Calls Change
+$12.6M
Name Holding Trade Value Shares
Change
Shares
Change %
RAM
201
Redmond Asset Management
Virginia
$1.73M
SC
202
Savant Capital
Illinois
$1.73M +$7.8K +101 +0.5%
HighTower Advisors
203
HighTower Advisors
Illinois
$1.72M -$289K -3,739 -14%
BC
204
Bridgefront Capital
Texas
$1.7M +$427K +5,527 +34%
HPG
205
Harvest Portfolios Group
Ontario, Canada
$1.7M -$82.5K -1,069 -5%
OPERF
206
Oregon Public Employees Retirement Fund
Oregon
$1.68M +$54K +700 +3%
SMDAM
207
Sumitomo Mitsui DS Asset Management
Japan
$1.68M +$25.2K +326 +2%
OAM
208
Oppenheimer Asset Management
New York
$1.63M +$150K +1,941 +10%
AIP
209
Ameritas Investment Partners
Nebraska
$1.63M +$35.6K +461 +2%
NMERB
210
New Mexico Educational Retirement Board
New Mexico
$1.6M
II
211
IFM Investors
Australia
$1.59M -$326K -4,218 -17%
FGP
212
Freestone Grove Partners
California
$1.54M -$859K -11,127 -36%
LCM
213
Landscape Capital Management
New Jersey
$1.53M -$161K -2,080 -10%
MWM
214
Moran Wealth Management
Florida
$1.49M -$11.9K -154 -0.8%
NWM
215
Nicola Wealth Management
British Columbia, Canada
$1.47M -$178K -2,300 -11%
FRM
216
Fox Run Management
Connecticut
$1.47M +$1.47M +19,035 New
KeyBank National Association
217
KeyBank National Association
Ohio
$1.38M +$85.2K +1,104 +7%
FBT
218
First Bankers Trust
Kentucky
$1.35M +$1.35M +17,535 New
CNBTD
219
Citizens National Bank Trust Department
Mississippi
$1.35M +$125K +1,613 +10%
PFA
220
Pathway Financial Advisers
Indiana
$1.32M +$30.3K +392 +2%
PMWMG
221
Parr McKnight Wealth Management Group
Minnesota
$1.3M +$124K +1,607 +11%
Mariner
222
Mariner
Kansas
$1.29M +$32.9K +426 +3%
Bank of Montreal
223
Bank of Montreal
Ontario, Canada
$1.29M -$94.9K -1,229 -7%
FG
224
Foresight Group
United Kingdom
$1.29M -$86.2K -1,125 -6%
IMRF
225
Illinois Municipal Retirement Fund
Illinois
$1.29M