ADC Agree Realty Corp.

NYSE
$71.23

Agree Realty Corp. (ADC) Hedge Fund Activity

This view isolates hedge funds from the broader institutional ownership shown on the Institutional tab. A pension fund tracking an index may have no view on a stock; when a hedge fund builds or exits a position, that decision can carry information. This page measures those changes. Positions as of June 30, 2026.

Based on quarterly 13F long-equity filings. Changes compare reported quarter-end positions; filings can be reported up to 45 days later and do not represent a fund's complete exposure.

Hedge fund breadth
-6.25
15 buyers / 17 sellers
MIXED
Funds compared
32
funds with comparable ADC positions
29 current holders · 29 prior-quarter holders
Net share change
-1.27M
+2.33M added, -3.60M cut
Position activity
3 new 12 increased 14 reduced 3 exited

Most significant moves

Ranked by conviction, not size — how much of the fund's own book the position represents, how far it moved, and what kind of fund made it.

Fund Action Shares changed Change Est. value Portfolio wt. Score
Zimmer Partners Long/Short Reduced -1.45M -44.1% $110.1M 3.3% 67
Hudson Bay Capital Management Event New +150.0K $11.4M 0.1% 58
LMR Partners Event Quant Sold Out -135.0K -100.0% $10.2M 0.0% 57
Balyasny Asset Management L.P. Increased +236.3K +111.2% $17.9M 0.1% 56
ExodusPoint Capital Management Long/Short Quant New +52.0K $3.9M 0.0% 54
Qube Research & Technologies Ltd Quant Increased +397.3K +114.9% $30.1M 0.1% 53
Tudor Investment Corporation Macro Increased +421.0K +137.8% $31.9M 0.3% 53
Armistice Capital Long/Short Healthcare Sold Out -3.0K -100.0% $229.1K 0.0% 53
D. E. Shaw & Co., Inc. Quant Increased +291.8K +85.5% $22.1M 0.0% 52
Readystate Asset Management Long/Short New +31.5K $2.4M 0.2% 52

Most significant buyers

By move score, not size.

  • Hudson Bay Capital Management New · +150.0K
  • Balyasny Asset Management L.P. Increased · +236.3K
  • ExodusPoint Capital Management New · +52.0K
  • Qube Research & Technologies Ltd Increased · +397.3K
  • Tudor Investment Corporation Increased · +421.0K

Most significant sellers

By move score, not size.

  • Zimmer Partners Reduced · -1.45M
  • LMR Partners Sold Out · -135.0K
  • Armistice Capital Sold Out · -3.0K
  • Jain Global Sold Out · -10.9K
  • Engineers Gate Reduced · -501.4K

Hedge fund positions

Fund Tier Shares Previous Change Change % Portfolio wt. Action Score
Zimmer Partners 2 1.8M 3.3M -1.45M -44.1% 3.3% Reduced 67
Hudson Bay Capital Management 3 150.0K 0 +150.0K 0.1% New 58
LMR Partners 3 0 135.0K -135.0K -100.0% 0.0% Sold Out 57
Balyasny Asset Management L.P. 2 448.8K 212.5K +236.3K +111.2% 0.1% Increased 56
ExodusPoint Capital Management 3 52.0K 0 +52.0K 0.0% New 54
Qube Research & Technologies Ltd 2 743.0K 345.7K +397.3K +114.9% 0.1% Increased 53
Tudor Investment Corporation 2 726.5K 305.5K +421.0K +137.8% 0.3% Increased 53
Armistice Capital 3 0 3.0K -3.0K -100.0% 0.0% Sold Out 53
D. E. Shaw & Co., Inc. 1 633.3K 341.5K +291.8K +85.5% 0.0% Increased 52
Readystate Asset Management 3 31.5K 0 +31.5K 0.2% New 52
Jain Global 3 0 10.9K -10.9K -100.0% 0.0% Sold Out 52
Squarepoint Ops LLC 2 86.4K 42.5K +43.9K +103.4% 0.0% Increased 51
Engineers Gate 4 90.2K 591.5K -501.4K -84.8% 0.1% Reduced 45
Boothbay Fund Management 4 11.1K 3.4K +7.7K +227.7% 0.0% Increased 43
MILLENNIUM MANAGEMENT LLC 2 1.6M 1.1M +484.2K +44.1% 0.1% Increased 42
Schonfeld Strategic Advisors 3 184.2K 407.0K -222.8K -54.7% 0.1% Reduced 39
Lighthouse Investment Partners 3 356.9K 240.1K +116.8K +48.7% 0.9% Increased 38
Alyeska Investment Group, L.P. 2 408.6K 607.8K -199.2K -32.8% 0.1% Reduced 38
Edgestream Partners 4 50.8K 143.3K -92.5K -64.6% 0.1% Reduced 38
Brevan Howard Capital Management 3 13.9K 42.7K -28.8K -67.4% 0.0% Reduced 37
WORLDQUANT MILLENNIUM ADVISORS LLC 2 49.5K 35.0K +14.5K +41.3% 0.0% Increased 37
Point72 Asset Management, L.P. 1 259.8K 211.9K +47.9K +22.6% 0.0% Increased 36
Voloridge Investment Management 2 550.7K 761.0K -210.3K -27.6% 0.2% Reduced 34
TWO SIGMA INVESTMENTS, LP 2 3.5M 4.0M -506.6K -12.5% 0.2% Reduced 34
Gotham Asset Management, LLC 2 275.0K 379.3K -104.3K -27.5% 0.1% Reduced 33
Graham Capital Management 3 95.4K 66.7K +28.8K +43.1% 0.3% Increased 32
CITADEL ADVISORS LLC 1 724.6K 791.2K -66.5K -8.4% 0.0% Reduced 31
Quantbot Technologies 4 97.8K 154.9K -57.0K -36.8% 0.3% Reduced 28
Caxton Associates 3 27.7K 32.8K -5.1K -15.6% 0.0% Reduced 26
Holocene Advisors, LP 2 789.5K 790.4K -872 -0.1% 0.1% Reduced 25
Capital Fund Management 3 67.9K 61.3K +6.6K +10.7% 0.0% Increased 25
AQR Capital Management 3 265.0K 269.1K -4.1K -1.5% 0.0% Reduced 20

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Hedge funds are identified from their 13F filings, which are due 45 days after quarter end and cover long U.S.-listed equity positions only. A fund's short book never appears, so a reduced position can mean a changed view or a changed hedge — the filing doesn't say which.