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Agree Realty

392 hedge funds and large institutions have $5.71B invested in Agree Realty in 2024 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 163 increasing their positions, 123 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
392
Holders Change
+28
Holders Change %
+7.69%
% of All Funds
5.68%
Holding in Top 10
3
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-57.14%
% of All Funds
0.04%
New
58
Increased
163
Reduced
123
Closed
28
Calls
$6.22M
Puts
$17.8M
Net Calls
-$11.5M
Net Calls Change
-$6.98M
Name Holding Trade Value Shares
Change
Shares
Change %
Cambridge Investment Research Advisors
226
Cambridge Investment Research Advisors
Iowa
$678K -$102K -1,790 -13%
X
227
Xponance
Pennsylvania
$677K -$11.8K -206 -2%
GLA
228
Great Lakes Advisors
Illinois
$647K +$167K +2,927 +35%
Allianz Asset Management
229
Allianz Asset Management
Germany
$644K
Neuberger Berman Group
230
Neuberger Berman Group
New York
$632K -$1.33M -23,283 -68%
VF
231
Virtu Financial
New York
$599K +$599K +10,487 New
CAN
232
Cetera Advisor Networks
California
$580K -$26.4K -463 -4%
AAM
233
Azzad Asset Management
Virginia
$576K +$226K +3,951 +64%
HPG
234
Harvest Portfolios Group
Ontario, Canada
$571K +$156K +2,731 +38%
Envestnet Portfolio Solutions
235
Envestnet Portfolio Solutions
Illinois
$545K +$133K +2,324 +32%
VPIM
236
Vanguard Personalized Indexing Management
California
$530K -$430K -7,524 -45%
SSA
237
Schonfeld Strategic Advisors
New York
$526K -$1.63M -28,522 -76%
TYCC
238
Texas Yale Capital Corp
Florida
$525K
ACL
239
Applied Capital LLC
Florida
$522K +$95.8K +1,677 +22%
Janney Montgomery Scott
240
Janney Montgomery Scott
Pennsylvania
$520K +$291K +5,087 +127%
HighTower Advisors
241
HighTower Advisors
Illinois
$519K -$84.3K -1,475 -14%
CIC
242
Cornercap Investment Counsel
Georgia
$512K +$2.34K +41 +0.5%
TPI
243
Trust Point Inc
Wisconsin
$505K +$201K +3,523 +66%
Federated Hermes
244
Federated Hermes
Pennsylvania
$484K -$54.6K -955 -10%
FRM
245
Fox Run Management
Connecticut
$478K -$94.7K -1,658 -17%
SOAMC
246
Spirit of America Management Corp
New York
$471K
SAM
247
Securian Asset Management
Minnesota
$470K -$14.1K -246 -3%
CAPTRUST Financial Advisors
248
CAPTRUST Financial Advisors
North Carolina
$468K -$169K -2,954 -27%
SPIA
249
Steward Partners Investment Advisory
New York
$465K +$366K +6,413 +370%
1IA
250
1620 Investment Advisors
Massachusetts
$465K +$2.51K +44 +0.5%