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Agree Realty
ADC

Overview Fund Activity

311 hedge funds and large institutions have $5.47B invested in Agree Realty in 2021 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 144 increasing their positions, 74 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
311
Holders Change
+11
Holders Change %
+3.67%
% of All Funds
5.43%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
50
Increased
144
Reduced
74
Closed
38
Calls
$2.84M
Puts
$1.85M
Net Calls
+$995K
Net Calls Change
-$8.09M

Top Buyers

1
JG
Jefferies Group
New York
$266M
2
Vanguard Group
Vanguard Group
Pennsylvania
$742M
3
BlackRock
BlackRock
New York
$925M
4
CIM
Centersquare Investment Management
Pennsylvania
$218M
5
Principal Financial Group
Principal Financial Group
Iowa
$456M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
$86.5M
2
HRES
Heitman Real Estate Securities
Illinois
$1.09M
3
Millennium Management
Millennium Management
New York
$23M
4
WMSA
Weiss Multi-Strategy Advisers
New York
$0
5
CC
Carlson Capital
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
NGA
226
Naples Global Advisors
Florida
$254K – – –
BRWM
227
B. Riley Wealth Management
Tennessee
$237K +$1.2K +17 +0.5%
Cambridge Investment Research Advisors
228
Cambridge Investment Research Advisors
Iowa
$232K +$12.5K +177 +6%
FCBT
229
First Citizens Bank & Trust
North Carolina
$230K +$19.2K +273 +9%
CCIA
230
Campbell & Co Investment Adviser
Maryland
$229K +$229K +3,255 New
Bessemer Group
231
Bessemer Group
New Jersey
$225K – – –
EGM
232
Engineers Gate Manager
New York
$224K +$224K +3,184 New
BEI
233
Benjamin Edwards Inc
Missouri
$220K -$2.33K -33 -1%
HFG
234
Heron Financial Group
New York
$219K – – –
NP
235
Ninepoint Partners
Ontario, Canada
$218K +$218K +3,089 New
HW
236
Hancock Whitney
Mississippi
$215K +$215K +3,053 New
LBD
237
Landsberg Bennett & Dubbaneh
Florida
$212K – – –
AP
238
Advisor Partners
California
$211K +$211K +2,992 New
VanEck Associates
239
VanEck Associates
New York
$191K +$8.59K +122 +5%
FC
240
FORA Capital
Florida
$162K -$145K -2,062 -47%
ED
241
Exane Derivatives
France
$156K +$156K +2,164 New
JFGIW
242
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$140K +$562 +8 +0.4%
EVM
243
Eaton Vance Management
Massachusetts
$138K +$67.8K +958 +96%
Rockefeller Capital Management
244
Rockefeller Capital Management
New York
$134K +$67.7K +965 +102%
SOAMC
245
Spirit of America Management Corp
New York
$106K +$106K +1,500 New
FMT
246
First Mercantile Trust
Tennessee
$102K +$102K +1,448 New
MA
247
Montag & Associates
Georgia
$96K +$42.3K +600 +79%
Mitsubishi UFJ Trust & Banking
248
Mitsubishi UFJ Trust & Banking
Japan
$95K +$95K +1,348 New
Canada Pension Plan Investment Board
249
Canada Pension Plan Investment Board
Ontario, Canada
$82K +$82K +1,157 New
HWMA
250
Heritage Wealth Management (Arizona)
Arizona
$80K +$29.8K +422 +59%
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10
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