We are live on ! Find out more
ADC icon

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
BlackRock
1
BlackRock
New York
$1.21B +$53.2M +728,383 +5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.13B +$6.18M +84,568 +0.5%
Cohen & Steers
3
Cohen & Steers
New York
$1.02B +$47.4M +649,301 +5%
State Street
4
State Street
Massachusetts
$425M +$6.71M +91,766 +2%
Principal Financial Group
5
Principal Financial Group
Iowa
$309M +$140M +1,918,427 +81%
CIM
6
Centersquare Investment Management
Pennsylvania
$238M +$29.4M +402,943 +14%
JP Morgan Chase
7
JP Morgan Chase
New York
$205M +$60.4M +826,719 +41%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$181M +$8.57M +117,346 +5%
Daiwa Securities Group
9
Daiwa Securities Group
Japan
$163M -$7.26M -99,405 -4%
Two Sigma Advisers
10
Two Sigma Advisers
New York
$163M +$6.75M +92,400 +4%
Deutsche Bank
11
Deutsche Bank
Germany
$157M -$30.7M -420,215 -16%
Charles Schwab
12
Charles Schwab
California
$141M +$9.68M +132,465 +7%
Prudential Financial
13
Prudential Financial
New Jersey
$129M +$5.78M +79,039 +5%
NAMI
14
Nomura Asset Management International
Pennsylvania
$128M +$130M +1,779,224 New
Two Sigma Investments
15
Two Sigma Investments
New York
$122M -$2.55M -34,965 -2%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$121M +$4.14M +56,609 +3%
Norges Bank
17
Norges Bank
Norway
$116M +$118M +1,612,027 New
Millennium Management
18
Millennium Management
New York
$103M +$12.5M +170,842 +14%
Morgan Stanley
19
Morgan Stanley
New York
$94.2M +$8.68M +118,743 +10%
Raymond James Financial
20
Raymond James Financial
Florida
$91.2M -$1.87M -25,601 -2%
Janus Henderson Group
21
Janus Henderson Group
United Kingdom
$90.2M -$9.76M -133,628 -10%
N
22
Nuveen
North Carolina
$87.9M -$21.5M -293,938 -19%
EGM
23
Engineers Gate Manager
New York
$85.2M +$83.6M +1,144,617 +3,043%
Northern Trust
24
Northern Trust
Illinois
$80.4M -$41.2M -564,086 -34%
PI
25
PGGM Investments
Netherlands
$74M -$10.4M -141,927 -12%