Agree Realty
ADC
497 hedge funds and large institutions have $10.8B invested in Agree Realty in 2026 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 198 increasing their positions, 161 reducing their positions, and 48 closing their positions.
48% more call options, than puts
Call options by funds: $29.1M | Put options by funds: $19.6M
23% more repeat investments, than reductions
Existing positions increased: 198 | Existing positions reduced: 161
20% more funds holding in top 10
Funds holding in top 10: 5 → 6 (+1)
3% more capital invested
Capital invested by funds: $10.5B → $10.8B (+$280M)
0% more first-time investments, than exits
New positions opened: 48 | Existing positions closed: 48
1% less funds holding
Funds holding: 501 → 497 (-4)
1.66% less ownership
Funds ownership: 116.26% → 114.6% (-1.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$92.6M |
| 2 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
+$92.6M |
| 3 |
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
+$61.9M |
| 4 |
Nuveen
Charlotte,
North Carolina
|
+$56.3M |
| 5 |
JFG
Jefferies Financial Group
New York
|
+$39.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$125M |
| 2 |
Cohen & Steers
New York
|
-$111M |
| 3 |
ZP
Zimmer Partners
New York
|
-$110M |
| 4 |
PI
PGGM Investments
Zeist,
Netherlands
|
-$70.3M |
| 5 |
Two Sigma Investments
New York
|
-$38.4M |
ADC Hedge Fund Activity: Q2 2026 in Review
497 of the 8,349 institutional investors tracked by Wall St. Rank reported a position in Agree Realty (ADC) for Q2 2026, worth a combined $10.8B — up 2.7% from $10.5B a quarter earlier.
Fund positioning in ADC was balanced in Q2 2026: 48 funds opened new positions, 48 closed out, 198 added to existing stakes and 161 trimmed.
The largest buyer was BlackRock, adding an estimated $92.6M. The largest seller was JP Morgan Chase, cutting an estimated $125M.
- 497 institutional investors held Agree Realty (ADC) as of Q2 2026, down from 501 in Q1 2026.
- Funds reported $10.8B of Agree Realty stock for Q2 2026, up 2.7% quarter-over-quarter.
- 48 funds opened new Agree Realty positions in Q2 2026 and 48 closed out, a net change of 0 holders.
- The largest Agree Realty buyer in Q2 2026 was BlackRock, an estimated $92.6M added.
- The largest Agree Realty seller in Q2 2026 was JP Morgan Chase, an estimated $125M sold.
Based on aggregated 13F filings for Q2 2026.