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Agree Realty

276 hedge funds and large institutions have $3.27B invested in Agree Realty in 2019 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 109 increasing their positions, 74 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
276
Holders Change
+29
Holders Change %
+11.74%
% of All Funds
5.45%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
54
Increased
109
Reduced
74
Closed
16
Calls
$253K
Puts
Net Calls
+$253K
Net Calls Change
+$19K
Name Holding Trade Value Shares
Change
Shares
Change %
Lazard Asset Management
251
Lazard Asset Management
New York
$14K +$14K +200 New
OPS
252
Orion Portfolio Solutions
Nebraska
$13K +$13K +192 New
SF
253
Synovus Financial
Georgia
$12K -$706 -10 -6%
HR
254
Howe & Rusling
New York
$12K
HGWM
255
Harvest Group Wealth Management
Massachusetts
$10K
S
256
SignatureFD
Georgia
$9K +$3.3K +48 +58%
IA
257
IFP Advisors
Florida
$8K -$2.04K -36 -20%
PMFA
258
Plante Moran Financial Advisors
Michigan
$7K
CG
259
Cutler Group
California
$7K +$7K +100 New
LWM
260
Liberty Wealth Management
California
$6K
PA
261
Procyon Advisors
Connecticut
$6K +$6K +79 New
SC
262
Solstein Capital
California
$5K +$5K +72 New
BCI
263
Brinker Capital Investments
Pennsylvania
$5K +$5K +77 New
TWA
264
TCI Wealth Advisors
Arizona
$4K -$2.49K -33 -38%
PA
265
Parallel Advisors
California
$4K -$203 -3 -5%
JSC
266
Jackson Square Capital
California
$4K +$4K +56 New
SFS
267
Sowell Financial Services
Arkansas
$3K +$1K +14 +50%
PFBT
268
Parkside Financial Bank & Trust
Missouri
$2K
ASN
269
Advisory Services Network
Georgia
$2K
WAP
270
Wealthcare Advisory Partners
Pennsylvania
$2K
CBT
271
Capital Bank & Trust
California
$2K +$2K +33 New
BCA
272
Berman Capital Advisors
Georgia
$1K
VCM
273
Versant Capital Management
Arizona
$1K
TFGT
274
TS Financial Group (TSFG)
Illinois
$1K +$333 +6 +50%
ECM
275
EII Capital Management
New York
$312 +$36 +509 +13%