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Agree Realty
ADC

Overview Fund Activity

273 hedge funds and large institutions have $3.83B invested in Agree Realty in 2020 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 106 increasing their positions, 94 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
273
Holders Change
+3
Holders Change %
+1.11%
% of All Funds
5.52%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
35
Increased
106
Reduced
94
Closed
31
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
$82.2M
2
HRES
Heitman Real Estate Securities
Illinois
$46M
3
GKIM
GW&K Investment Management
Massachusetts
$20.3M
4
LIMS
Lasalle Investment Management Securities
Maryland
$39.4M
5
Ameriprise
Ameriprise
Minnesota
$33.2M

Top Sellers

1
ZP
Zimmer Partners
New York
$95.5M
2
Invesco
Invesco
Georgia
$41.9M
3
Cohen & Steers
Cohen & Steers
New York
$394M
4
American Century Companies
American Century Companies
Missouri
$16.8M
5
RJA
Raymond James & Associates
Florida
$8.21M
Name Holding Trade Value Shares
Change 		Shares
Change %
VanEck Associates
226
VanEck Associates
New York
$102K +$19.4K +305 +23%
HFM
227
Harvest Fund Management
China
$92K – – –
FC
228
FORA Capital
Florida
$75K -$27.6K -436 -27%
PCG
229
Private Capital Group
Connecticut
$70K -$1.36K -21 -2%
QCG
230
Quadrant Capital Group
Ohio
$67K +$20K +313 +43%
WT
231
Washington Trust
Rhode Island
$64K – – –
Rockefeller Capital Management
232
Rockefeller Capital Management
New York
$57K +$57K +900 New
CAL
233
Capital Analysts LLC
Pennsylvania
$54K -$1.01K -16 -2%
GAM
234
Gemmer Asset Management
California
$54K – – –
SIS
235
Sound Income Strategies
Florida
$50K – – –
SWA
236
Sutton Wealth Advisors
Florida
$43.3K – – –
GT
237
Glenmede Trust
Pennsylvania
$43K +$1.08K +17 +3%
ASN
238
Advisory Services Network
Georgia
$43K +$43K +671 New
NFSG
239
Newbridge Financial Services Group
Florida
$39K +$39K +619 New
Lazard Asset Management
240
Lazard Asset Management
New York
$38K +$18.4K +296 +94%
GWM
241
Geneos Wealth Management
Colorado
$34K – – –
AssetMark Inc
242
AssetMark Inc
California
$33K +$30.8K +488 +1,394%
Fidelity Investments
243
Fidelity Investments
Massachusetts
$32K -$711 -11 -2%
CG
244
Cutler Group
California
$31K -$6.2K -100 -17%
HNB
245
Huntington National Bank
Ohio
$30K – – –
PA
246
Parallel Advisors
California
$23K +$2.24K +35 +11%
Millennium Management
247
Millennium Management
New York
$23K +$48 +755 +0.2%
AWA
248
Arkadios Wealth Advisors
Georgia
$19.6K – – –
PAM
249
Panagora Asset Management
Massachusetts
$18K – – –
SPIA
250
Steward Partners Investment Advisory
New York
$15K – – –
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