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Agree Realty

275 hedge funds and large institutions have $3.31B invested in Agree Realty in 2020 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 113 increasing their positions, 84 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
275
Holders Change
-1
Holders Change %
-0.36%
% of All Funds
6.07%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
46
Increased
113
Reduced
84
Closed
44
Calls
$755K
Puts
$364K
Net Calls
+$391K
Net Calls Change
+$138K
Name Holding Trade Value Shares
Change
Shares
Change %
HR
251
Howe & Rusling
New York
$10K
PFGIA
252
Patriot Financial Group Insurance Agency
Massachusetts
$9K +$9K +142 New
PI
253
PineBridge Investments
New York
$7K -$891K -14,001 -99%
IA
254
IFP Advisors
Florida
$7K -$1.58K -26 -18%
GI
255
Gradient Investments
Minnesota
$7K +$7K +120 New
PMFA
256
Plante Moran Financial Advisors
Michigan
$6K
LWM
257
Liberty Wealth Management
California
$5K -$345 -6 -6%
TFO
258
Tarbox Family Office
California
$4K +$4K +66 New
OPS
259
Orion Portfolio Solutions
Nebraska
$3K -$9.8K -147 -77%
TWA
260
TCI Wealth Advisors
Arizona
$3K
JSC
261
Jackson Square Capital
California
$3K
HGWM
262
Harvest Group Wealth Management
Massachusetts
$2K -$7.03K -116 -78%
PA
263
Procyon Advisors
Connecticut
$2K -$4.08K -53 -67%
ASN
264
Advisory Services Network
Georgia
$2K
PFBT
265
Parkside Financial Bank & Trust
Missouri
$2K +$143 +2 +8%
FAM
266
Fred Alger Management
New York
$2K +$2K +25 New
Northwestern Mutual Wealth Management
267
Northwestern Mutual Wealth Management
Wisconsin
$2K +$2K +34 New
SFS
268
Sowell Financial Services
Arkansas
$1K -$2.5K -30 -71%
BCA
269
Berman Capital Advisors
Georgia
$1K
VCM
270
Versant Capital Management
Arizona
$1K
TFGT
271
TS Financial Group (TSFG)
Illinois
$1K +$182 +4 +22%
EI
272
Ellevest Inc
New York
$1K +$1K +13 New
AssetMark Inc
273
AssetMark Inc
California
$1K +$783 +18 +360%
FGAM
274
Financial Gravity Asset Management
Texas
$163 +$163 +3 New
TI
275
tru Independence
Oregon
$149