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Agree Realty

276 hedge funds and large institutions have $3.27B invested in Agree Realty in 2019 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 109 increasing their positions, 74 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
276
Holders Change
+29
Holders Change %
+11.74%
% of All Funds
5.45%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
54
Increased
109
Reduced
74
Closed
16
Calls
$253K
Puts
Net Calls
+$253K
Net Calls Change
+$19K
Name Holding Trade Value Shares
Change
Shares
Change %
TI
226
tru Independence
Oregon
$149K +$149K +2,400 New
JFGIW
227
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$146K
HMS
228
Hanseatic Management Services
New Mexico
$139K -$19.6K -280 -12%
LIA
229
LS Investment Advisors
Michigan
$129K -$104K -1,479 -45%
QI
230
QS Investors
New York
$116K
BAM
231
Belpointe Asset Management
Nevada
$114K +$114K +1,623 New
MOACM
232
Mutual of America Capital Management
New York
$107K -$2.32K -33 -2%
Bessemer Group
233
Bessemer Group
New Jersey
$91K
QCG
234
Quadrant Capital Group
Ohio
$84K
CAL
235
Capital Analysts LLC
Pennsylvania
$60K -$768 -11 -1%
GAM
236
Gemmer Asset Management
California
$60K
Pacer Advisors
237
Pacer Advisors
Pennsylvania
$59K -$1.61K -23 -3%
PCG
238
Private Capital Group
Connecticut
$52K -$5.02K -71 -9%
Fidelity Investments
239
Fidelity Investments
Massachusetts
$50K -$16.9M -241,692 -100%
RFM
240
Royal Fund Management
Florida
$49K
EW
241
Evoke Wealth
California
$48.1K -$1.63K -23 -3%
SWA
242
Sutton Wealth Advisors
Florida
$47.8K
LC
243
Lindbrook Capital
California
$43K
GWM
244
Geneos Wealth Management
Colorado
$38K
NFG
245
Next Financial Group
Texas
$33K +$11.2K +161 +51%
SSWG
246
Seven Springs Wealth Group
Tennessee
$33K +$33K +466 New
SPIA
247
Steward Partners Investment Advisory
New York
$27K
GT
248
Glenmede Trust
Pennsylvania
$23K +$5.17K +75 +29%
GDP
249
Great Diamond Partners
Maine
$22K +$22K +325 New
VanEck Associates
250
VanEck Associates
New York
$17K +$17K +243 New