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Agree Realty
ADC

Overview Fund Activity

249 hedge funds and large institutions have $2.74B invested in Agree Realty in 2019 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 117 increasing their positions, 66 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
249
Holders Change
+9
Holders Change %
+3.75%
% of All Funds
5.42%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
37
Increased
117
Reduced
66
Closed
25
Calls
$928K
Puts
–
Net Calls
+$928K
Net Calls Change
+$662K

Top Buyers

1
Nuveen Asset Management
Nuveen Asset Management
Illinois
$89M
2
Invesco
Invesco
Georgia
$185M
3
LIMS
Lasalle Investment Management Securities
Maryland
$46.7M
4
Citadel Advisors
Citadel Advisors
Florida
$60.1M
5
Vanguard Group
Vanguard Group
Pennsylvania
$376M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$22.7M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$8.34M
3
WMSA
Weiss Multi-Strategy Advisers
New York
$0
4
Cohen & Steers
Cohen & Steers
New York
$239M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$87.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCG
226
Private Capital Group
Connecticut
$8K -$15.7K -304 -66%
CAW
227
Cornerstone Advisors (Washington)
Washington
$8K +$4.5K +72 +129%
AIM
228
Advantage Investment Management
Iowa
$6K – – –
PMFA
229
Plante Moran Financial Advisors
Michigan
$6K – – –
LWM
230
Liberty Wealth Management
California
$6K +$65 +1 +1%
CFB
231
Cullen/Frost Bankers
Texas
$6K +$6K +93 New
ED
232
Exane Derivatives
France
$4.35K +$4.35K +68 New
PA
233
Parallel Advisors
California
$4K +$1.03K +16 +35%
S
234
SignatureFD
Georgia
$4K +$1.17K +17 +41%
MWC
235
MKD Wealth Coaches
Michigan
$3K – – –
TWA
236
TCI Wealth Advisors
Arizona
$3K -$4K – –
MAM
237
Meeder Asset Management
Ohio
$3K +$3K +45 New
SIS
238
Sound Income Strategies
Florida
$3K +$3K +50 New
ESB
239
Essex Savings Bank
Connecticut
$2K – – –
ASN
240
Advisory Services Network
Georgia
$2K – – –
WAP
241
Wealthcare Advisory Partners
Pennsylvania
$2K – – –
Simplex Trading
242
Simplex Trading
Illinois
$2K +$2K +38 New
VCM
243
Versant Capital Management
Arizona
$1K -$548 -17 -35%
BCA
244
Berman Capital Advisors
Georgia
$1K – – –
CFA
245
Camarda Financial Advisors
Florida
$1K – – –
PFBT
246
Parkside Financial Bank & Trust
Missouri
$1K +$313 +5 +45%
FHA
247
First Horizon Advisors
Tennessee
$1K +$1K +16 New
GT
248
Glenmede Trust
Pennsylvania
$9 +$4 +65 +78%
WMSA
249
Weiss Multi-Strategy Advisers
New York
– -$18.7M -270,000 Closed
SMDAM
250
Sumitomo Mitsui DS Asset Management
Japan
– -$5.37M -77,381 Closed
7 8 9
10
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