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Agree Realty
ADC

Overview Fund Activity

427 hedge funds and large institutions have $8.33B invested in Agree Realty in 2024 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 163 increasing their positions, 155 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
427
Holders Change
+22
Holders Change %
+5.43%
% of All Funds
6.18%
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
163
Reduced
155
Closed
33
Calls
$8.63M
Puts
$5.14M
Net Calls
+$3.5M
Net Calls Change
+$6.06M

Top Buyers

1
Cohen & Steers
Cohen & Steers
New York
+$159M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$148M
3
American Century Companies
American Century Companies
Missouri
+$131M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$74.6M
5
Prudential Financial
Prudential Financial
New Jersey
+$70.8M

Top Sellers

1
PI
PGGM Investments
Netherlands
-$73M
2
CIM
Centersquare Investment Management
Pennsylvania
-$60.6M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$56.7M
4
LIMS
Lasalle Investment Management Securities
Maryland
-$55M
5
Alyeska Investment Group
Alyeska Investment Group
Illinois
-$42.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACL
226
Applied Capital LLC
Florida
$844K -$3.62K -48 -0.4%
BHCM
227
Brevan Howard Capital Management
Jersey
$835K -$758K -10,067 -48%
TPI
228
Trust Point Inc
Wisconsin
$820K -$28.6K -379 -3%
JIR
229
James Investment Research
Ohio
$815K +$45.2K +600 +6%
X
230
Xponance
Pennsylvania
$812K +$5.42K +72 +0.7%
MGP
231
Metis Global Partners
California
$779K +$178K +2,366 +30%
Envestnet Portfolio Solutions
232
Envestnet Portfolio Solutions
Illinois
$774K +$29.9K +397 +4%
CFFP
233
Center for Financial Planning
Michigan
$771K -$346K -4,597 -31%
FF
234
Friedenthal Financial
New Jersey
$769K +$769K +10,207 New
LCM
235
Landscape Capital Management
New Jersey
$762K +$762K +10,117 New
BC
236
Bridgefront Capital
Texas
$730K +$730K +9,685 New
Wealth Enhancement Advisory Services
237
Wealth Enhancement Advisory Services
Minnesota
$726K +$40K +531 +6%
Bank of Nova Scotia
238
Bank of Nova Scotia
Ontario, Canada
$722K -$431K -5,719 -37%
Janney Montgomery Scott
239
Janney Montgomery Scott
Pennsylvania
$712K -$113K -1,500 -14%
S
240
SignatureFD
Georgia
$696K +$24.5K +325 +4%
TYCC
241
Texas Yale Capital Corp
Florida
$693K – – –
MM
242
MQS Management
New York
$683K +$683K +9,068 New
CAPTRUST Financial Advisors
243
CAPTRUST Financial Advisors
North Carolina
$680K +$2.18K +29 +0.3%
Osaic Holdings
244
Osaic Holdings
Arizona
$654K +$125K +1,656 +24%
1IA
245
1620 Investment Advisors
Massachusetts
$636K -$15.2K -202 -2%
GHAM
246
Gilman Hill Asset Management
Connecticut
$619K +$28.2K +375 +5%
ACM
247
Aster Capital Management
United Arab Emirates
$612K +$612K +8,127 New
SOAMC
248
Spirit of America Management Corp
New York
$610K +$26.4K +350 +5%
IB
249
Intrust Bank
Kansas
$608K +$55.2K +733 +10%
CPR
250
CSU Producer Resources
Ohio
$603K – – –
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