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Agree Realty
ADC

Overview Fund Activity

370 hedge funds and large institutions have $5.27B invested in Agree Realty in 2023 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 154 increasing their positions, 117 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
370
Holders Change
-2
Holders Change %
-0.54%
% of All Funds
5.9%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
45
Increased
154
Reduced
117
Closed
44
Calls
$2.73M
Puts
$7.02M
Net Calls
-$4.29M
Net Calls Change
-$5.57M

Top Buyers

1
Macquarie Group
Macquarie Group
Australia
$91.5M
2
CIM
Centersquare Investment Management
Pennsylvania
$222M
3
BlackRock
BlackRock
New York
$654M
4
GA
GRS Advisors
Illinois
$30.2M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
$74.8M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$0
2
Millennium Management
Millennium Management
New York
$16.6M
3
Citadel Advisors
Citadel Advisors
Florida
$12.6M
4
ZP
Zimmer Partners
New York
$2.49M
5
Deutsche Bank
Deutsche Bank
Germany
$140M
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Portfolio Solutions
226
Envestnet Portfolio Solutions
Illinois
$484K +$484K +8,754 New
PNC Financial Services Group
227
PNC Financial Services Group
Pennsylvania
$473K -$58.1K -1,052 -11%
SOAMC
228
Spirit of America Management Corp
New York
$456K – – –
SAM
229
Securian Asset Management
Minnesota
$450K -$8.23K -149 -2%
Pacer Advisors
230
Pacer Advisors
Pennsylvania
$447K -$475K -8,604 -52%
CPR
231
CSU Producer Resources
Ohio
$442K – – –
1IA
232
1620 Investment Advisors
Massachusetts
$438K +$1.38K +25 +0.3%
Public Employees Retirement Association of Colorado
233
Public Employees Retirement Association of Colorado
Colorado
$437K – – –
DBT
234
Dubuque Bank & Trust
Iowa
$432K -$164K -2,973 -28%
P
235
Pitcairn
Pennsylvania
$426K -$70.8K -1,281 -14%
Voloridge Investment Management
236
Voloridge Investment Management
Florida
$425K +$425K +7,701 New
Bessemer Group
237
Bessemer Group
New Jersey
$415K -$3.7K -67 -0.9%
PI
238
PEAK6 Investments
Illinois
$410K +$410K +7,424 New
CGH
239
Crossmark Global Holdings
Texas
$408K – – –
ACL
240
Applied Capital LLC
Florida
$402K +$9.67K +175 +2%
Bank of Nova Scotia
241
Bank of Nova Scotia
Ontario, Canada
$391K -$831K -15,047 -68%
KeyBank National Association
242
KeyBank National Association
Ohio
$389K -$276 -5 -0.1%
MSRPS
243
Maryland State Retirement & Pension System
Maryland
$388K – – –
Corient Private Wealth
244
Corient Private Wealth
Florida
$379K +$11.7K +212 +3%
LP
245
LMR Partners
United Kingdom
$377K – – –
CB
246
Commerce Bank
Missouri
$376K -$8.84K -160 -2%
HPG
247
Harvest Portfolios Group
Ontario, Canada
$375K +$62K +1,123 +20%
XT
248
XTX Topco
Cayman Islands
$369K -$110K -1,986 -23%
Jane Street
249
Jane Street
New York
$366K -$5.87M -106,244 -94%
SFA
250
Sequoia Financial Advisors
Ohio
$366K +$3.76K +68 +1%
8 9
10
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