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Agree Realty

326 hedge funds and large institutions have $5.44B invested in Agree Realty in 2021 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 127 increasing their positions, 110 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 43

15% more repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 110

13% more capital invested

Capital invested by funds: $4.83B → $5.44B (+$604M)

2.15% more ownership

Funds ownership: 104.82%106.97% (+2.2%)

2% more funds holding

Funds holding: 320326 (+6)

0% more call options, than puts

Call options by funds: $3.45M | Put options by funds: $3.45M

Holders
326
Holders Change
+6
Holders Change %
+1.88%
% of All Funds
5.02%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
53
Increased
127
Reduced
110
Closed
43
Calls
$3.45M
Puts
$3.45M
Net Calls
+$1K
Net Calls Change
-$272K
Name Holding Trade Value Shares
Change
Change in
Stake
PMA
226
Prudent Man Advisors
Illinois
$346K -$63.9K -921 -16%
RFC
227
Regions Financial Corp
Alabama
$345K
CCP
228
Clarkston Capital Partners
Michigan
$335K
TC
229
Telemus Capital
Michigan
$327K -$208 -3 -0.1%
DP
230
Dearborn Partners
Illinois
$324K -$1.8K -26 -0.6%
RJT
231
Raymond James Trust
Florida
$320K +$33.6K +484 +12%
ST
232
Somerset Trust
Pennsylvania
$302K +$2.63K +38 +0.9%
NICM
233
Neo Ivy Capital Management
New York
$295K +$287K +4,134 New
SCM
234
Shelton Capital Management
Colorado
$293K
SI
235
Stephens Inc
Arkansas
$292K -$180K -2,594 -39%
NSEDCP
236
NJ State Employees Deferred Compensation Plan
New Jersey
$285K
B
237
Bailard
California
$278K
FRM
238
Fox Run Management
Connecticut
$278K +$270K +3,896 New
Mackenzie Financial
239
Mackenzie Financial
Ontario, Canada
$274K -$16.5K -238 -6%
Rafferty Asset Management
240
Rafferty Asset Management
New York
$264K -$30.8K -444 -11%
NGA
241
Naples Global Advisors
Florida
$253K -$3.95K -57 -2%
II
242
Inspire Investing
Idaho
$248K +$3.26K +47 +1%
X
243
Xponance
Pennsylvania
$245K +$16.9K +244 +8%
Fifth Third Bancorp
244
Fifth Third Bancorp
Ohio
$244K -$394K -5,680 -62%
GCC
245
Guardian Capital (Canada)
Ontario, Canada
$240K +$233K +3,363 New
DA
246
Duality Advisers
Florida
$236K -$971K -13,997 -81%
NW
247
Naviter Wealth
Arkansas
$235K +$228K +3,289 New
SOAMC
248
Spirit of America Management Corp
New York
$232K
BEI
249
Benjamin Edwards Inc
Missouri
$227K +$5.69K +82 +3%
AP
250
Advisor Partners
California
$223K +$216K +3,121 New

ADC Hedge Fund Activity: Q4 2021 in Review

326 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Agree Realty (ADC) for Q4 2021, worth a combined $5.44B — up 13% from $4.83B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new ADC positions and 43 closed out — a net gain of 10 holders — while 127 added to existing stakes and 110 trimmed.

The largest buyer was Weiss Multi-Strategy Advisers, opening a new position worth an estimated $52.8M. The largest seller was Zimmer Partners, exiting entirely with an estimated $66.2M sold.

  • 326 institutional investors held Agree Realty (ADC) as of Q4 2021, up from 320 in Q3 2021.
  • Funds reported $5.44B of Agree Realty stock for Q4 2021, up 13% quarter-over-quarter.
  • 53 funds opened new Agree Realty positions in Q4 2021 and 43 closed out, a net change of +10 holders.
  • The largest Agree Realty buyer in Q4 2021 was Weiss Multi-Strategy Advisers, an estimated $52.8M added.
  • The largest Agree Realty seller in Q4 2021 was Zimmer Partners, an estimated $66.2M sold.

Based on aggregated 13F filings for Q4 2021.