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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
OPERF
201
Oregon Public Employees Retirement Fund
Oregon
$1.65M +$51.1K +700 +3%
FNBOO
202
First National Bank of Omaha
Nebraska
$1.64M -$15K -205 -0.9%
RAM
203
Redmond Asset Management
Virginia
$1.62M +$4.9K +67 +0.3%
AssetMark Inc
204
AssetMark Inc
California
$1.55M -$84.5K -1,156 -5%
JFG
205
Jefferies Financial Group
New York
$1.55M +$1.57M +21,454 New
KOCAA
206
Knights of Columbus Asset Advisors
Connecticut
$1.53M +$1.56M +21,286 New
WBC
207
Westpac Banking Corp
Australia
$1.52M +$1.54M +21,050 New
AIP
208
Ameritas Investment Partners
Nebraska
$1.51M +$23.4K +320 +2%
PFA
209
Pathway Financial Advisers
Indiana
$1.51M +$4.6K +63 +0.3%
HPG
210
Harvest Portfolios Group
Ontario, Canada
$1.49M -$424K -5,796 -22%
Truist Financial
211
Truist Financial
North Carolina
$1.46M -$2.1M -28,706 -59%
MWM
212
Moran Wealth Management
Florida
$1.44M +$76.6K +1,048 +6%
Bank of Montreal
213
Bank of Montreal
Ontario, Canada
$1.43M -$371K -5,075 -20%
AF
214
AGP Franklin
Tennessee
$1.41M -$4.02K -55 -0.3%
VPIM
215
Vanguard Personalized Indexing Management
California
$1.41M -$89.1K -1,219 -6%
AI
216
Atria Investments
North Carolina
$1.4M -$191K -2,608 -12%
FG
217
Foresight Group
United Kingdom
$1.4M +$171K +2,347 +14%
SFI
218
Susquehanna Fundamental Investments
Pennsylvania
$1.37M
QCG
219
Quadrant Capital Group
Ohio
$1.35M +$203K +2,784 +17%
Lazard Asset Management
220
Lazard Asset Management
New York
$1.35M -$72K -985 -5%
PPW
221
Pasadena Private Wealth
California
$1.35M +$1.37M +18,735 New
Cambridge Investment Research Advisors
222
Cambridge Investment Research Advisors
Iowa
$1.35M +$98.6K +1,349 +8%
II
223
IFM Investors
Australia
$1.33M +$58.5K +801 +5%
FDCDDQ
224
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.28M +$265K +3,625 +26%
NAM
225
Nissay Asset Management
Japan
$1.26M +$69.1K +946 +6%