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Agree Realty
ADC

Overview Fund Activity

281 hedge funds and large institutions have $4.27B invested in Agree Realty in 2020 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 121 increasing their positions, 90 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
281
Holders Change
+8
Holders Change %
+2.93%
% of All Funds
4.99%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
37
Increased
121
Reduced
90
Closed
27
Calls
$7K
Puts
$826K
Net Calls
-$819K
Net Calls Change
-$819K

Top Buyers

1
Principal Financial Group
Principal Financial Group
Iowa
$214M
2
CIM
Centersquare Investment Management
Pennsylvania
$103M
3
BlackRock
BlackRock
New York
$692M
4
Daiwa Securities Group
Daiwa Securities Group
Japan
$66.1M
5
LIMS
Lasalle Investment Management Securities
Maryland
$65M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
$344M
2
Citadel Advisors
Citadel Advisors
Florida
$43.7M
3
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
$240K
4
Invesco
Invesco
Georgia
$23.8M
5
American Century Companies
American Century Companies
Missouri
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PCG
226
Private Capital Group
Connecticut
$96K +$23.3K +348 +32%
FTDI
227
First Trust Direct Indexing
Massachusetts
$93K +$93K +1,397 New
HFM
228
Harvest Fund Management
China
$77K -$17.9K -271 -19%
CG
229
Cutler Group
California
$73K +$39.8K +600 +120%
WT
230
Washington Trust
Rhode Island
$67K – – –
QCG
231
Quadrant Capital Group
Ohio
$66K -$4.16K -62 -6%
Rockefeller Capital Management
232
Rockefeller Capital Management
New York
$62K +$3.88K +60 +7%
GAM
233
Gemmer Asset Management
California
$57K – – –
CAL
234
Capital Analysts LLC
Pennsylvania
$54K -$2.38K -36 -4%
SIS
235
Sound Income Strategies
Florida
$53K – – –
ASN
236
Advisory Services Network
Georgia
$53K +$8.38K +126 +19%
HNB
237
Huntington National Bank
Ohio
$52K +$20.1K +302 +63%
S
238
SignatureFD
Georgia
$47K +$37.7K +561 +404%
SWA
239
Sutton Wealth Advisors
Florida
$45.3K – – –
PWPS
240
Pinnacle Wealth Planning Services
Ohio
$43K +$43K +653 New
NFSG
241
Newbridge Financial Services Group
Florida
$41K – – –
GWM
242
Geneos Wealth Management
Colorado
$37K – – –
AssetMark Inc
243
AssetMark Inc
California
$35K +$592 +9 +2%
CBT
244
CoreFirst Bank & Trust
Kansas
$33K +$33K +500 New
PA
245
Parallel Advisors
California
$31K +$6.84K +102 +28%
Fidelity Investments
246
Fidelity Investments
Massachusetts
$28K -$5K -75 -15%
MAM
247
Meeder Asset Management
Ohio
$28K +$20.2K +305 +258%
Lazard Asset Management
248
Lazard Asset Management
New York
$25K -$15.5K -233 -38%
FPS
249
Fieldpoint Private Securities
Connecticut
$25K +$25K +380 New
ICP
250
Interchange Capital Partners
Pennsylvania
$23K +$23K +353 New
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