What Active REIT Managers Bought And Sold In Q4 2025
Top REIT investors are quietly repositioning their portfolios, revealing where the “smart money” sees opportunity. Several clear sector themes are emerging from recent 13F filings. But the biggest surprise may be how much top managers disagree on certain REITs.
A Crude Awakening
U.S. equities slid to four-month lows as the escalating Iran war rattled markets, sending oil to three-year highs and interest rates higher amid tanker attacks, shipping disruptions, and intensifying strikes. Brent Crude jumped above $100 as attacks on shipping in the Strait of Hormuz and tanker explosions threatened global oil flows, fueling inflation fears and keeping investors on edge. The White House deployed emergency supply measures—including Russian crude purchases and potential strategic reserve releases—but markets remain skeptical they can offset disruptions to global energy flows.
Sutro Biopharma: ADC Developer With Poor Track Record Aims For Positive 2026
Sutro Biopharma is an early-stage ADC developer, trading at a $406m market cap after a strong 6-month rally. STRO's pipeline centers on next-generation ADCs, with lead candidate STRO-004 in Phase 1 and key data expected mid-2026. Strategic partnerships, notably with Astellas, offer milestone potential, but past alliances (Ipsen, BMY, EMD Serono) have lapsed.
Engineers Gate Builds $85 Million Position in Net-Lease Retail REIT Agree Realty
Engineers Gate Manager LP bought 1,144,617 Agree Realty (ADC) shares Quarter-end position value rose by $82.48 million, reflecting both the share increase and stock price changes This trade represented 0.99% of the fund's 13F reportable assets under management Fund held 1,182,229 ADC shares worth $85.16 million at quarter end The ADC stake now accounts for 1.01% of 13F AUM, which places it outside the fund's top five holdings
Market Finally Pricing In Recession - 2 Dividend Stocks To Weather The Storm
Agree Realty and Waste Management are highlighted as defensive, income-focused plays amid rising recession risks and market volatility. ADC boasts a 99.7% occupancy rate, investment-grade tenants, a near 4% yield, and an A-rated balance sheet with no material debt due for two years. WM demonstrates resilient cash flow, a 15% dividend hike, and strategic investments in renewable energy and recycling, targeting 30% FCF growth for 2026.
Agree Realty: A Class Of Its Own
A visit to Agree Realty shows why asset quality matters far more than headline yields. The gap between Agree and peers may be wider than investors realize. I explain what makes Agree the highest-quality net lease REIT.
Rates Down, REITs Up! It's Opportunity Cost
Net lease REITs like Realty Income, NNN, Agree Realty, and W. P. Carey are rebounding as falling treasury yields drive capital back to stable, long-duration assets. The sector's rally is fueled by a flight to safety amid turmoil in private credit and software, with REITs outperforming equity indices year-to-date. With weighted average lease terms of 10+ years, net lease REITs act as long-duration credit portfolios, highly sensitive to treasury yield movements.
10%+ Dividends And Stress-Free Retirement: My Top 2 Picks
Ultra-high-yield strategies (e.g., CLO equity, aggressive call option funds) risk capital destruction and income instability. Yet, conservative blue-chip income portfolios often yield too little (3-4%) to meet robust income goals or outpace inflation. My approach is to strike a balance between these two worlds.
Agree Realty: The Discount Is Closing, But I See Above $80 In 2026
Agree Realty: The Discount Is Closing, But I See Above $80 In 2026
2 Triple Net Lease REITs Set To Gain As Interest Rates Tick Lower
Real estate investment trusts (REITs) tend to shine when there is a lid on interest rates. And that rate top is secure, for reasons we'll review shortly.
Retirees Rely On These 5 Safe High-Yield Monthly Pay Dividend Stocks
Passive income is revenue generated without the earner's continuous active effort, making it a desirable financial strategy for those seeking to diversify their income streams or achieve financial independence.
Agree Realty Corporation (ADC) Q4 2025 Earnings Call Transcript
Agree Realty Corporation (ADC) Q4 2025 Earnings Call Transcript
