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Agree Realty
ADC

Overview Fund Activity

240 hedge funds and large institutions have $2.8B invested in Agree Realty in 2019 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 96 increasing their positions, 77 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
240
Holders Change
-5
Holders Change %
-2.04%
% of All Funds
5.2%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
28
Increased
96
Reduced
77
Closed
32
Calls
$266K
Puts
–
Net Calls
+$266K
Net Calls Change
+$264K

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$378M
2
Invesco
2
Invesco
Georgia
$150M
3
State Street
3
State Street
Massachusetts
$93.5M
4
BlackRock
4
BlackRock
New York
$420M
5
Deutsche Bank
5
Deutsche Bank
Germany
$96M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$53.1M
2
MPAM
2
Monarch Partners Asset Management
Massachusetts
$5.13M
3
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$2.06M
4
MWNA
4
Marshall Wace North America
New York
$42K
5
HRES
5
Heitman Real Estate Securities
Illinois
$24.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCM
226
Shelton Capital Management
Colorado
$3.49K -$46.9K -3,251 -93%
PA
227
Parallel Advisors
California
$3K – – –
VCM
228
Versant Capital Management
Arizona
$3K – – –
S
229
SignatureFD
Georgia
$3K – – –
LWA
230
Lenox Wealth Advisors
New York
$3K +$3K +41 New
Rockefeller Capital Management
231
Rockefeller Capital Management
New York
$3K +$3K +43 New
MWC
232
MKD Wealth Coaches
Michigan
$3K +$3K +50 New
LFA
233
Legacy Financial Advisors
Kentucky
$2K – – –
ASN
234
Advisory Services Network
Georgia
$2K – – –
WAP
235
Wealthcare Advisory Partners
Pennsylvania
$2K – – –
ESB
236
Essex Savings Bank
Connecticut
$2K – – –
PFBT
237
Parkside Financial Bank & Trust
Missouri
$1K -$1.73K -19 -63%
BCA
238
Berman Capital Advisors
Georgia
$1K – – –
CFA
239
Camarda Financial Advisors
Florida
$1K +$1K +15 New
Northwestern Mutual Wealth Management
240
Northwestern Mutual Wealth Management
Wisconsin
$1K +$1K +21 New
GT
241
Glenmede Trust
Pennsylvania
$5 – – –
Two Sigma Investments
242
Two Sigma Investments
New York
– -$5.03M -85,060 Closed
Two Sigma Advisers
243
Two Sigma Advisers
New York
– -$4.84M -81,788 Closed
DCM
244
Driehaus Capital Management
Illinois
– -$4.75M -80,302 Closed
SCA
245
Secor Capital Advisors
New York
– -$4.46M -75,372 Closed
RCM
246
RVB Capital Management
New York
– -$3.55M -60,000 Closed
Canada Life
247
Canada Life
Manitoba, Canada
– -$2.99M -54,099 Closed
3C
248
361 Capital
Colorado
– -$2.95M -49,909 Closed
CM
249
Crestline Management
Texas
– -$2.42M -40,874 Closed
NC
250
Northpointe Capital
Michigan
– -$2.04M -34,430 Closed
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