Agree Realty
492 hedge funds and large institutions have $10.8B invested in Agree Realty in 2026 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 198 increasing their positions, 157 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
26% more repeat investments, than reductions
Existing positions increased: 198 | Existing positions reduced: 157
20% more funds holding in top 10
Funds holding in top 10: 5 → 6 (+1)
2.46% more ownership
Funds ownership: 116.11% → 118.58% (+2.5%)
3% more capital invested
Capital invested by funds: $10.5B → $10.8B (+$283M)
2% more first-time investments, than exits
New positions opened: 49 | Existing positions closed: 48
1% less funds holding
Funds holding: 498 → 492 (-6)
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
492 institutional investors reported a position in Agree Realty (ADC) for Q2 2026, worth a combined $10.8B — up 2.7% from $10.5B a quarter earlier.
Buyers outnumbered sellers: 49 funds opened new ADC positions and 48 closed out — a net gain of 1 holder — while 198 added to existing stakes and 157 trimmed.
The largest buyer was BlackRock, adding an estimated $92.6M. The largest seller was JP Morgan Chase, cutting an estimated $125M.
- 492 institutional investors held Agree Realty (ADC) as of Q2 2026, down from 498 in Q1 2026.
- Funds reported $10.8B of Agree Realty stock for Q2 2026, up 2.7% quarter-over-quarter.
- 49 funds opened new Agree Realty positions in Q2 2026 and 48 closed out, a net change of +1 holder.
- 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.