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Agree Realty

364 hedge funds and large institutions have $6.48B invested in Agree Realty in 2023 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 156 increasing their positions, 112 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
364
Holders Change
-6
Holders Change %
-1.62%
% of All Funds
5.34%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.1%
New
53
Increased
156
Reduced
112
Closed
54
Calls
$3.97M
Puts
$8.52M
Net Calls
-$4.56M
Net Calls Change
-$266K
Name Holding Trade Value Shares
Change
Shares
Change %
1IA
226
1620 Investment Advisors
Massachusetts
$510K +$10.1K +160 +2%
CPR
227
CSU Producer Resources
Ohio
$504K
Public Employees Retirement Association of Colorado
228
Public Employees Retirement Association of Colorado
Colorado
$498K
JF
229
Jump Financial
Illinois
$491K -$5.34M -84,826 -92%
P
230
Pitcairn
Pennsylvania
$485K -$504 -8 -0.1%
Corient Private Wealth
231
Corient Private Wealth
Florida
$481K +$49.5K +787 +11%
ACL
232
Applied Capital LLC
Florida
$469K +$11K +174 +2%
S
233
SignatureFD
Georgia
$464K +$221K +3,507 +91%
HPG
234
Harvest Portfolios Group
Ontario, Canada
$457K +$30.1K +478 +7%
Envestnet Portfolio Solutions
235
Envestnet Portfolio Solutions
Illinois
$455K -$96.4K -1,531 -17%
HB
236
HTLF Bank
Colorado
$452K +$452K +7,187 New
MSRPS
237
Maryland State Retirement & Pension System
Maryland
$443K
CGH
238
Crossmark Global Holdings
Texas
$442K -$26.9K -427 -6%
Bessemer Group
239
Bessemer Group
New Jersey
$437K -$35.6K -566 -8%
DEA
240
DoubleLine ETF Adviser
Florida
$434K +$434K +6,899 New
SFA
241
Sequoia Financial Advisors
Ohio
$423K +$6.11K +97 +1%
PCM
242
Prelude Capital Management
New York
$422K +$422K +6,698 New
CB
243
Commerce Bank
Missouri
$417K -$11.3K -180 -3%
Vontobel Holding
244
Vontobel Holding
Switzerland
$417K +$417K +6,618 New
MGP
245
Metis Global Partners
California
$416K +$60.3K +958 +17%
Bank of Nova Scotia
246
Bank of Nova Scotia
Ontario, Canada
$414K -$31.7K -503 -7%
JIR
247
James Investment Research
Ohio
$412K
KA
248
Kovack Advisors
Florida
$412K +$87.1K +1,383 +27%
Pathstone Holdings
249
Pathstone Holdings
New Jersey
$406K +$406K +6,451 New
AUB
250
Atlantic Union Bankshares
Virginia
$400K -$9.13K -145 -2%