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Agree Realty

431 hedge funds and large institutions have $8.37B invested in Agree Realty in 2024 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 164 increasing their positions, 157 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 32

68% more call options, than puts

Call options by funds: $8.63M | Put options by funds: $5.13M

30% more capital invested

Capital invested by funds: $6.46B → $8.37B (+$1.92B)

7.26% more ownership

Funds ownership: 103.6%110.85% (+7.3%)

6% more funds holding

Funds holding: 408431 (+23)

4% more repeat investments, than reductions

Existing positions increased: 164 | Existing positions reduced: 157

50% less funds holding in top 10

Funds holding in top 10: 84 (-4)

Holders
431
Holders Change
+23
Holders Change %
+5.64%
% of All Funds
6.19%
Holding in Top 10
4
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-50%
% of All Funds
0.06%
New
60
Increased
164
Reduced
157
Closed
32
Calls
$8.63M
Puts
$5.13M
Net Calls
+$3.5M
Net Calls Change
+$6.06M
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
226
Azzad Asset Management
Virginia
$854K +$19.6K +277 +3%
ACL
227
Applied Capital LLC
Florida
$844K -$3.4K -48 -0.4%
BHCM
228
Brevan Howard Capital Management
Jersey
$835K -$713K -10,067 -48%
TPI
229
Trust Point Inc
Wisconsin
$820K -$26.8K -379 -3%
JIR
230
James Investment Research
Ohio
$815K +$42.5K +600 +6%
X
231
Xponance
Pennsylvania
$812K +$5.1K +72 +0.7%
MGP
232
Metis Global Partners
California
$779K +$167K +2,366 +30%
Envestnet Portfolio Solutions
233
Envestnet Portfolio Solutions
Illinois
$774K +$28.1K +397 +4%
CFFP
234
Center for Financial Planning
Michigan
$771K -$325K -4,597 -31%
FF
235
Friedenthal Financial
New Jersey
$769K +$722K +10,207 New
LCM
236
Landscape Capital Management
New Jersey
$762K +$716K +10,117 New
BC
237
Bridgefront Capital
Texas
$730K +$685K +9,685 New
Wealth Enhancement Advisory Services
238
Wealth Enhancement Advisory Services
Minnesota
$726K +$37.6K +531 +6%
Bank of Nova Scotia
239
Bank of Nova Scotia
Ontario, Canada
$722K -$405K -5,719 -37%
Janney Montgomery Scott
240
Janney Montgomery Scott
Pennsylvania
$712K -$106K -1,500 -14%
S
241
SignatureFD
Georgia
$696K +$23K +325 +4%
TYCC
242
Texas Yale Capital Corp
Florida
$693K
MM
243
MQS Management
New York
$683K +$642K +9,068 New
CAPTRUST Financial Advisors
244
CAPTRUST Financial Advisors
North Carolina
$680K +$2.05K +29 +0.3%
Osaic Holdings
245
Osaic Holdings
Arizona
$654K +$117K +1,656 +24%
1IA
246
1620 Investment Advisors
Massachusetts
$636K -$14.3K -202 -2%
GHAM
247
Gilman Hill Asset Management
Connecticut
$619K +$26.5K +375 +5%
ACM
248
Aster Capital Management
United Arab Emirates
$612K +$575K +8,127 New
SOAMC
249
Spirit of America Management Corp
New York
$610K +$24.8K +350 +5%
IB
250
Intrust Bank
Kansas
$608K +$51.9K +733 +10%

ADC Hedge Fund Activity: Q3 2024 in Review

431 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Agree Realty (ADC) for Q3 2024, worth a combined $8.37B — up 30% from $6.46B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new ADC positions and 32 closed out — a net gain of 28 holders — while 164 added to existing stakes and 157 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $150M. The largest seller was PGGM Investments, cutting an estimated $68.6M.

  • 431 institutional investors held Agree Realty (ADC) as of Q3 2024, up from 408 in Q2 2024.
  • Funds reported $8.37B of Agree Realty stock for Q3 2024, up 30% quarter-over-quarter.
  • 60 funds opened new Agree Realty positions in Q3 2024 and 32 closed out, a net change of +28 holders.
  • The largest Agree Realty buyer in Q3 2024 was Cohen & Steers, an estimated $150M added.
  • The largest Agree Realty seller in Q3 2024 was PGGM Investments, an estimated $68.6M sold.

Based on aggregated 13F filings for Q3 2024.