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Agree Realty
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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 %
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.12B +$29.4M +403,048 +3%
BlackRock
2
BlackRock
New York
$1.12B +$166M +2,275,716 +18%
Cohen & Steers
3
Cohen & Steers
New York
$905M +$184M +2,523,859 +26%
State Street
4
State Street
Massachusetts
$423M +$28M +381,438 +7%
Deutsche Bank
5
Deutsche Bank
Germany
$217M +$31.9M +436,635 +17%
CIM
6
Centersquare Investment Management
Pennsylvania
$208M +$30.2M +413,000 +17%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$205M +$13.1M +170,827 +7%
Principal Financial Group
8
Principal Financial Group
Iowa
$183M -$12.1M -166,073 -6%
Daiwa Securities Group
9
Daiwa Securities Group
Japan
$171M -$875K -11,972 -0.5%
Two Sigma Advisers
10
Two Sigma Advisers
New York
$156M +$4.42M +60,500 +3%
Macquarie Group
11
Macquarie Group
Australia
$139M -$1.88M -25,736 -1%
Two Sigma Investments
12
Two Sigma Investments
New York
$132M +$22.7M +310,150 +21%
Prudential Financial
13
Prudential Financial
New Jersey
$132M -$5.02M -68,694 -4%
Charles Schwab
14
Charles Schwab
California
$130M +$6.23M +85,323 +5%
NL
15
Nuveen LLC
North Carolina
$124M +$57.1M +781,272 +86%
Northern Trust
16
Northern Trust
Illinois
$119M +$5.91M +80,924 +5%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$118M +$2.42M +33,102 +2%
Morgan Stanley
18
Morgan Stanley
New York
$105M -$21.7M -296,961 -17%
Invesco
19
Invesco
Georgia
$104M -$17.5M -239,162 -14%
Raymond James Financial
20
Raymond James Financial
Florida
$96.6M -$10.1M -137,978 -9%
Janus Henderson Group
21
Janus Henderson Group
United Kingdom
$95.3M +$36.9M +505,251 +63%
Russell Investments Group
22
Russell Investments Group
United Kingdom
$92.6M -$675K -9,239 -0.7%
Balyasny Asset Management
23
Balyasny Asset Management
Illinois
$90.3M +$2.95M +40,392 +3%
JPMorgan Chase & Co
24
JPMorgan Chase & Co
New York
$89M -$81.9M -1,120,682 -48%
FCM
25
Frontier Capital Management
Massachusetts
$75.8M -$497K -6,808 -0.7%
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