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Agree Realty

408 hedge funds and large institutions have $6.46B invested in Agree Realty in 2024 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 160 increasing their positions, 138 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more funds holding in top 10

Funds holding in top 10: 38 (+5)

44% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 41

16% more repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 138

13% more capital invested

Capital invested by funds: $5.71B → $6.46B (+$748M)

4.21% more ownership

Funds ownership: 99.39%103.6% (+4.2%)

3% more funds holding

Funds holding: 395408 (+13)

23% less call options, than puts

Call options by funds: $8.52M | Put options by funds: $11.1M

Holders
408
Holders Change
+13
Holders Change %
+3.29%
% 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
59
Increased
160
Reduced
138
Closed
41
Calls
$8.52M
Puts
$11.1M
Net Calls
-$2.56M
Net Calls Change
+$8.97M
Name Holding Trade Value Shares
Change
Change in
Stake
JIR
226
James Investment Research
Ohio
$633K +$217K +3,671 +56%
AG
227
Algert Global
California
$628K +$599K +10,131 New
HighTower Advisors
228
HighTower Advisors
Illinois
$622K +$55.2K +934 +10%
Envestnet Portfolio Solutions
229
Envestnet Portfolio Solutions
Illinois
$612K +$19.3K +326 +3%
CL
230
Choreo LLC
Illinois
$576K +$552K +9,337 New
TYCC
231
Texas Yale Capital Corp
Florida
$570K
Wealth Enhancement Advisory Services
232
Wealth Enhancement Advisory Services
Minnesota
$564K +$538K +9,104 New
MG
233
Marex Group
$557K +$532K +9,000 New
CAPTRUST Financial Advisors
234
CAPTRUST Financial Advisors
North Carolina
$557K +$47.6K +805 +10%
S
235
SignatureFD
Georgia
$552K +$97.7K +1,654 +23%
CIC
236
Cornercap Investment Counsel
Georgia
$545K -$8.92K -151 -2%
1IA
237
1620 Investment Advisors
Massachusetts
$535K +$29.5K +500 +6%
Federated Hermes
238
Federated Hermes
Pennsylvania
$513K -$10.9K -184 -2%
SAM
239
Securian Asset Management
Minnesota
$496K -$13.6K -230 -3%
CPR
240
CSU Producer Resources
Ohio
$496K
MGP
241
Metis Global Partners
California
$494K +$69.5K +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 -$29.5K -500 -6%
SPIA
245
Steward Partners Investment Advisory
New York
$460K -$42.1K -713 -9%
IB
246
Intrust Bank
Kansas
$455K +$23.7K +401 +6%
AAS
247
Avantax Advisory Services
Texas
$448K +$428K +7,237 New
MSRPS
248
Maryland State Retirement & Pension System
Maryland
$436K
Osaic Holdings
249
Osaic Holdings
Arizona
$435K -$43.7K -739 -10%
CGH
250
Crossmark Global Holdings
Texas
$428K -$15.2K -258 -4%

ADC Hedge Fund Activity: Q2 2024 in Review

408 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Agree Realty (ADC) for Q2 2024, worth a combined $6.46B — up 13% from $5.71B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new ADC positions and 41 closed out — a net gain of 18 holders — while 160 added to existing stakes and 138 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $211M. The largest seller was Principal Financial Group, cutting an estimated $63.9M.

  • 408 institutional investors held Agree Realty (ADC) as of Q2 2024, up from 395 in Q1 2024.
  • Funds reported $6.46B of Agree Realty stock for Q2 2024, up 13% quarter-over-quarter.
  • 59 funds opened new Agree Realty positions in Q2 2024 and 41 closed out, a net change of +18 holders.
  • The largest Agree Realty buyer in Q2 2024 was Cohen & Steers, an estimated $211M added.
  • The largest Agree Realty seller in Q2 2024 was Principal Financial Group, an estimated $63.9M sold.

Based on aggregated 13F filings for Q2 2024.