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Agree Realty

405 hedge funds and large institutions have $6.46B invested in Agree Realty in 2024 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 160 increasing their positions, 138 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
405
Holders Change
+13
Holders Change %
+3.32%
% of All Funds
5.89%
Holding in Top 10
8
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+166.67%
% of All Funds
0.12%
New
57
Increased
160
Reduced
138
Closed
39
Calls
$8.52M
Puts
$11.1M
Net Calls
-$2.56M
Net Calls Change
+$8.97M
Name Holding Trade Value Shares
Change
Shares
Change %
X
226
Xponance
Pennsylvania
$663K -$70.9K -1,145 -10%
JIR
227
James Investment Research
Ohio
$633K +$227K +3,671 +56%
AG
228
Algert Global
California
$628K +$628K +10,131 New
HighTower Advisors
229
HighTower Advisors
Illinois
$622K +$58K +934 +10%
Envestnet Portfolio Solutions
230
Envestnet Portfolio Solutions
Illinois
$612K +$20.2K +326 +3%
CL
231
Choreo LLC
Illinois
$576K +$576K +9,337 New
TYCC
232
Texas Yale Capital Corp
Florida
$570K
Wealth Enhancement Advisory Services
233
Wealth Enhancement Advisory Services
Minnesota
$564K +$564K +9,104 New
CAPTRUST Financial Advisors
234
CAPTRUST Financial Advisors
North Carolina
$557K +$49.9K +805 +10%
S
235
SignatureFD
Georgia
$552K +$102K +1,654 +23%
CIC
236
Cornercap Investment Counsel
Georgia
$545K -$9.35K -151 -2%
1IA
237
1620 Investment Advisors
Massachusetts
$535K +$31K +500 +6%
Federated Hermes
238
Federated Hermes
Pennsylvania
$513K -$11.4K -184 -2%
SAM
239
Securian Asset Management
Minnesota
$496K -$14.2K -230 -3%
CPR
240
CSU Producer Resources
Ohio
$496K
MGP
241
Metis Global Partners
California
$494K +$72.8K +1,176 +17%
Public Employees Retirement Association of Colorado
242
Public Employees Retirement Association of Colorado
Colorado
$490K
GHAM
243
Gilman Hill Asset Management
Connecticut
$486K
SOAMC
244
Spirit of America Management Corp
New York
$480K -$31K -500 -6%
SPIA
245
Steward Partners Investment Advisory
New York
$460K -$44.2K -713 -9%
IB
246
Intrust Bank
Kansas
$455K +$24.8K +401 +6%
AAS
247
Avantax Advisory Services
Texas
$448K +$448K +7,237 New
MSRPS
248
Maryland State Retirement & Pension System
Maryland
$436K
Osaic Holdings
249
Osaic Holdings
Arizona
$435K -$45.8K -739 -10%
CGH
250
Crossmark Global Holdings
Texas
$428K -$16K -258 -4%