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Agree Realty
ADC

Overview Fund Activity

319 hedge funds and large institutions have $5.18B invested in Agree Realty in 2022 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 144 increasing their positions, 99 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
319
Holders Change
-6
Holders Change %
-1.85%
% of All Funds
5.05%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
36
Increased
144
Reduced
99
Closed
40
Calls
$3.64M
Puts
$5.47M
Net Calls
-$1.83M
Net Calls Change
-$1.83M

Top Buyers

1
HRES
Heitman Real Estate Securities
Illinois
+$46.7M
2
Morgan Stanley
Morgan Stanley
New York
+$33.9M
3
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
+$30.6M
4
State Street
State Street
Massachusetts
+$30.1M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$24M

Top Sellers

1
ACM
AEW Capital Management
Massachusetts
-$61.5M
2
WMSA
Weiss Multi-Strategy Advisers
New York
-$32.3M
3
Millennium Management
Millennium Management
New York
-$27.2M
4
WCA
Waratah Capital Advisors
Ontario, Canada
-$21.5M
5
NIPH
NN Investment Partners Holdings
Netherlands
-$13.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Mackenzie Financial
226
Mackenzie Financial
Ontario, Canada
$287K +$31.9K +480 +12%
VF
227
Virtu Financial
New York
$284K +$284K +4,284 New
TC
228
TwinBeech Capital
New York
$280K +$280K +4,219 New
FC
229
FORA Capital
Florida
$277K +$277K +4,255 New
ST
230
Somerset Trust
Pennsylvania
$268K -$12.5K -189 -4%
NICM
231
Neo Ivy Capital Management
New York
$266K -$8.09K -122 -3%
SI
232
Stephens Inc
Arkansas
$266K -$6.05K -91 -2%
NSEDCP
233
NJ State Employees Deferred Compensation Plan
New Jersey
$265K – – –
KeyBank National Association
234
KeyBank National Association
Ohio
$264K -$304K -4,592 -54%
HWMA
235
Heritage Wealth Management (Arizona)
Arizona
$261K +$261K +3,937 New
B
236
Bailard
California
$258K – – –
GTCM
237
Gyon Technologies Capital Management
New Jersey
$254K -$239K -3,601 -49%
RIM
238
Redpoint Investment Management
Australia
$239K +$239K +3,608 New
FTDI
239
First Trust Direct Indexing
Massachusetts
$236K +$35.8K +540 +18%
II
240
Inspire Investing
Idaho
$235K +$4.25K +64 +2%
RIM
241
Redwood Investment Management
Arizona
$235K +$235K +3,541 New
VI
242
Versor Investments
New York
$234K -$297K -4,488 -56%
Fifth Third Bancorp
243
Fifth Third Bancorp
Ohio
$228K +$1.19K +18 +0.5%
X
244
Xponance
Pennsylvania
$222K -$6.31K -95 -3%
BEI
245
Benjamin Edwards Inc
Missouri
$218K +$6.57K +99 +3%
AP
246
Advisor Partners
California
$217K +$10.3K +156 +5%
SOAMC
247
Spirit of America Management Corp
New York
$216K – – –
HFG
248
Heron Financial Group
New York
$206K – – –
IWC
249
Integrated Wealth Concepts
Massachusetts
$206K +$206K +3,106 New
PO
250
Private Ocean
California
$142K +$1.53K +23 +1%
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