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Agree Realty
ADC

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

25% more repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 77

20% more capital invested

Capital invested by funds: $2.34B → $2.8B (+$465M)

2% less funds holding

Funds holding: 245 → 240 (-5)

7.34% less ownership

Funds ownership: 114.77% → 107.43% (-7.3%)

13% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 32

67% less funds holding in top 10

Funds holding in top 10: 3 → 1 (-2)

Holders
240
Holders Change
-5
Holders Change %
-2.04%
% of All Funds
5.19%
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

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$83.9M
2
Invesco
Invesco
Georgia
+$46.5M
3
State Street
State Street
Massachusetts
+$19.7M
4
BlackRock
BlackRock
New York
+$19.3M
5
Deutsche Bank
Deutsche Bank
Germany
+$6M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$12.1M
2
MPAM
Monarch Partners Asset Management
Massachusetts
-$11.2M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$9.39M
4
MWNA
Marshall Wace North America
New York
-$7.05M
5
HRES
Heitman Real Estate Securities
Illinois
-$7M
Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
226
Shelton Capital Management
Colorado
$3.49K -$210K -3,251 -93%
PA
227
Parallel Advisors
California
$3K – – –
S
228
SignatureFD
Georgia
$3K – – –
VCM
229
Versant Capital Management
Arizona
$3K – – –
LWA
230
Lenox Wealth Advisors
New York
$3K +$2.65K +41 New
Rockefeller Capital Management
231
Rockefeller Capital Management
New York
$3K +$2.78K +43 New
MWC
232
MKD Wealth Coaches
Michigan
$3K +$3.23K +50 New
ASN
233
Advisory Services Network
Georgia
$2K – – –
ESB
234
Essex Savings Bank
Connecticut
$2K – – –
LFA
235
Legacy Financial Advisors
Kentucky
$2K – – –
WAP
236
Wealthcare Advisory Partners
Pennsylvania
$2K – – –
PFBT
237
Parkside Financial Bank & Trust
Missouri
$1K -$1.23K -19 -63%
BCA
238
Berman Capital Advisors
Georgia
$1K – – –
CFA
239
Camarda Financial Advisors
Florida
$1K +$971 +15 New
Northwestern Mutual Wealth Management
240
Northwestern Mutual Wealth Management
Wisconsin
$1K +$1.36K +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
– -$4.83M -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
7 8 9
10
11

ADC Hedge Fund Activity: Q1 2019 in Review

240 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Agree Realty (ADC) for Q1 2019, worth a combined $2.8B — up 20% from $2.34B a quarter earlier.

Sellers outnumbered buyers: 32 funds closed out of ADC and 28 opened new positions — a net loss of 4 holders — while 77 trimmed existing stakes and 96 added.

The largest buyer was Vanguard Group, adding an estimated $83.9M. The largest seller was JP Morgan Chase, cutting an estimated $12.1M.

  • 240 institutional investors held Agree Realty (ADC) as of Q1 2019, down from 245 in Q4 2018.
  • Funds reported $2.8B of Agree Realty stock for Q1 2019, up 20% quarter-over-quarter.
  • 28 funds opened new Agree Realty positions in Q1 2019 and 32 closed out, a net change of -4 holders.
  • The largest Agree Realty buyer in Q1 2019 was Vanguard Group, an estimated $83.9M added.
  • The largest Agree Realty seller in Q1 2019 was JP Morgan Chase, an estimated $12.1M sold.

Based on aggregated 13F filings for Q1 2019.