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Agree Realty
ADC

Overview Fund Activity

339 hedge funds and large institutions have $6.22B invested in Agree Realty in 2022 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 151 increasing their positions, 88 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
339
Holders Change
+20
Holders Change %
+6.27%
% of All Funds
5.73%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
%
% of All Funds
0.05%
New
54
Increased
151
Reduced
88
Closed
31
Calls
$4.32M
Puts
$3.5M
Net Calls
+$823K
Net Calls Change
+$2.65M

Top Buyers

1
American Century Companies
American Century Companies
Missouri
$70.9M
2
Deutsche Bank
Deutsche Bank
Germany
$226M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$69.6M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
$63.9M
5
Morgan Stanley
Morgan Stanley
New York
$184M

Top Sellers

1
Millennium Management
Millennium Management
New York
$22.3M
2
CIM
Centersquare Investment Management
Pennsylvania
$243M
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
$57.3M
4
Norges Bank
Norges Bank
Norway
$21M
5
BC
Brookfield Corp
Ontario, Canada
$58.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
AP
226
Advisor Partners
California
$377K +$141K +1,954 +60%
SFA
227
Sequoia Financial Advisors
Ohio
$365K -$115K -1,593 -24%
RJT
228
Raymond James Trust
Florida
$362K +$32.6K +453 +10%
LCM
229
Laurion Capital Management
New York
$354K -$368K -5,099 -51%
VF
230
Virtu Financial
New York
$349K +$40.2K +558 +13%
TC
231
Telemus Capital
Michigan
$343K +$11.7K +162 +4%
CCP
232
Clarkston Capital Partners
Michigan
$339K – – –
KeyBank National Association
233
KeyBank National Association
Ohio
$333K +$45.6K +632 +16%
PMA
234
Prudent Man Advisors
Illinois
$332K -$15.5K -215 -4%
RIM
235
Redpoint Investment Management
Australia
$328K +$67.7K +938 +26%
SCM
236
Shelton Capital Management
Colorado
$324K – – –
MML Investors Services
237
MML Investors Services
Massachusetts
$323K +$323K +4,477 New
VU
238
Vanderbilt University
Tennessee
$323K +$323K +4,473 New
CSS
239
Cubist Systematic Strategies
Connecticut
$322K -$4.63M -64,299 -94%
ECM
240
Evergreen Capital Management
Washington
$322K +$322K +4,447 New
HWMA
241
Heritage Wealth Management (Arizona)
Arizona
$317K +$33.2K +460 +12%
CA
242
Cetera Advisors
Colorado
$300K +$300K +4,161 New
VPIM
243
Vanguard Personalized Indexing Management
California
$295K +$295K +4,095 New
X
244
Xponance
Pennsylvania
$290K +$48.7K +674 +20%
NSEDCP
245
NJ State Employees Deferred Compensation Plan
New Jersey
$289K – – –
ST
246
Somerset Trust
Pennsylvania
$288K -$3.53K -49 -1%
B
247
Bailard
California
$281K – – –
CIM
248
Cambria Investment Management
California
$281K +$281K +3,900 New
NP
249
Ninepoint Partners
Ontario, Canada
$278K +$278K +3,855 New
Verition Fund Management
250
Verition Fund Management
Connecticut
$273K -$257K -3,564 -48%
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