Agree Realty
471 hedge funds and large institutions have $9.15B invested in Agree Realty in 2025 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 213 increasing their positions, 143 reducing their positions, and 53 closing their positions.
184% more call options, than puts
Call options by funds: $21.2M | Put options by funds: $7.47M
49% more repeat investments, than reductions
Existing positions increased: 213 | Existing positions reduced: 143
33% more capital inflows, than outflows
Capital inflows: $1.18B | Capital outflows: $885M
17% more first-time investments, than exits
New positions opened: 62 | Existing positions closed: 53
3.55% more ownership
Funds ownership: 110.14% → 113.7% (+3.6%)
1% more funds holding
Funds holding: 466 → 471 (+5)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cohen & Steers
New York
|
+$190M |
| 2 |
BlackRock
New York
|
+$171M |
| 3 |
Westwood Holdings Group
Dallas,
Texas
|
+$67.3M |
| 4 |
Nuveen
Charlotte,
North Carolina
|
+$58.7M |
| 5 |
Janus Henderson Group
London,
|
+$38M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$84.2M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
-$67.4M |
| 3 |
CBRE Investment Management Listed Real Assets
Radnor,
Pennsylvania
|
-$63.4M |
| 4 |
UBS AM
Chicago,
Illinois
|
-$46.6M |
| 5 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$46.6M |
ADC Hedge Fund Activity: Q2 2025 in Review
471 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Agree Realty (ADC) for Q2 2025, worth a combined $9.15B — down 2.2% from $9.36B a quarter earlier.
Buyers outnumbered sellers: 62 funds opened new ADC positions and 53 closed out — a net gain of 9 holders — while 213 added to existing stakes and 143 trimmed.
The largest buyer was Cohen & Steers, adding an estimated $190M. The largest seller was JP Morgan Chase, cutting an estimated $84.2M.
- 471 institutional investors held Agree Realty (ADC) as of Q2 2025, up from 466 in Q1 2025.
- Funds reported $9.15B of Agree Realty stock for Q2 2025, down 2.2% quarter-over-quarter.
- 62 funds opened new Agree Realty positions in Q2 2025 and 53 closed out, a net change of +9 holders.
- The largest Agree Realty buyer in Q2 2025 was Cohen & Steers, an estimated $190M added.
- The largest Agree Realty seller in Q2 2025 was JP Morgan Chase, an estimated $84.2M sold.
Based on aggregated 13F filings for Q2 2025.