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Agree Realty
ADC

361 hedge funds and large institutions have $6.38B invested in Agree Realty in 2022 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 171 increasing their positions, 84 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

104% more repeat investments, than reductions

Existing positions increased: 171 | Existing positions reduced: 84

71% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 34

48% more call options, than puts

Call options by funds: $3.94M | Put options by funds: $2.66M

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

6% more funds holding

Funds holding: 340 → 361 (+21)

3.71% more ownership

Funds ownership: 114.8% → 118.51% (+3.7%)

3% more capital invested

Capital invested by funds: $6.22B → $6.38B (+$158M)

Holders
361
Holders Change
+21
Holders Change %
+6.18%
% of All Funds
6.22%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
58
Increased
171
Reduced
84
Closed
34
Calls
$3.94M
Puts
$2.66M
Net Calls
+$1.28M
Net Calls Change
+$460K

Top Buyers

1
BlackRock
BlackRock
New York
+$74.6M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$60M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$55.6M
4
CCM
CAAS Capital Management
New York
+$48.9M
5
Norges Bank
Norges Bank
Norway
+$42.7M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$84M
2
LIMS
Lasalle Investment Management Securities
Maryland
-$26.8M
3
Cohen & Steers
Cohen & Steers
New York
-$16.2M
4
Daiwa Securities Group
Daiwa Securities Group
Japan
-$16.1M
5
Allianz Asset Management
Allianz Asset Management
Germany
-$15.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
PA
226
Profund Advisors
Maryland
$489K +$66.3K +882 +14%
MLICM
227
Metropolitan Life Insurance Company (MetLife)
New York
$488K -$44K -585 -7%
CGH
228
Crossmark Global Holdings
Texas
$480K +$33.8K +450 +7%
XT
229
XTX Topco
Cayman Islands
$476K +$530K +7,046 New
AA
230
ALPS Advisors
Colorado
$472K -$37.6K -500 -7%
PAS
231
Park Avenue Securities
New York
$464K +$91.3K +1,215 +21%
AUB
232
Atlantic Union Bankshares
Virginia
$456K – – –
Baird Financial Group
233
Baird Financial Group
Wisconsin
$449K -$49.1K -653 -9%
CAN
234
Cetera Advisor Networks
California
$429K +$41.3K +550 +9%
Verition Fund Management
235
Verition Fund Management
Connecticut
$428K +$192K +2,550 +67%
KBC Group
236
KBC Group
Belgium
$421K – – –
AIP
237
Ameritas Investment Partners
Nebraska
$418K +$41.7K +555 +10%
API
238
Advisor Partners II
California
$418K +$465K +6,182 New
PFO
239
Pathstone Family Office
New Jersey
$415K +$462K +6,147 New
CIM
240
Cambria Investment Management
California
$405K +$158K +2,100 +54%
TRCT
241
Tower Research Capital (TRC)
New York
$399K +$259K +3,440 +140%
RJT
242
Raymond James Trust
Florida
$395K +$61K +811 +16%
CIBC Asset Management
243
CIBC Asset Management
Ontario, Canada
$386K +$24.9K +331 +6%
Fifth Third Bancorp
244
Fifth Third Bancorp
Ohio
$380K +$151K +2,013 +56%
NGA
245
Naples Global Advisors
Florida
$378K -$15K -200 -3%
PMA
246
Prudent Man Advisors
Illinois
$378K +$74K +984 +21%
RIG
247
Roosevelt Investment Group
New York
$372K -$8.57K -114 -2%
DP
248
Dearborn Partners
Illinois
$368K -$1.88K -25 -0.5%
FIM
249
Freedom Investment Management
Connecticut
$362K +$402K +5,349 New
SFA
250
Sequoia Financial Advisors
Ohio
$357K +$17.1K +227 +4%
8 9
10
11 12

ADC Hedge Fund Activity: Q3 2022 in Review

361 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Agree Realty (ADC) for Q3 2022, worth a combined $6.38B — up 2.5% from $6.22B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new ADC positions and 34 closed out — a net gain of 24 holders — while 171 added to existing stakes and 84 trimmed.

The largest buyer was BlackRock, adding an estimated $74.6M. The largest seller was Morgan Stanley, cutting an estimated $84M.

  • 361 institutional investors held Agree Realty (ADC) as of Q3 2022, up from 340 in Q2 2022.
  • Funds reported $6.38B of Agree Realty stock for Q3 2022, up 2.5% quarter-over-quarter.
  • 58 funds opened new Agree Realty positions in Q3 2022 and 34 closed out, a net change of +24 holders.
  • The largest Agree Realty buyer in Q3 2022 was BlackRock, an estimated $74.6M added.
  • The largest Agree Realty seller in Q3 2022 was Morgan Stanley, an estimated $84M sold.

Based on aggregated 13F filings for Q3 2022.