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Agree Realty

270 hedge funds and large institutions have $3.99B invested in Agree Realty in 2020 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 121 increasing their positions, 80 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
270
Holders Change
-5
Holders Change %
-1.82%
% of All Funds
5.55%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
40
Increased
121
Reduced
80
Closed
43
Calls
$315K
Puts
$315K
Net Calls
Net Calls Change
-$391K
Name Holding Trade Value Shares
Change
Shares
Change %
MAM
251
Meeder Asset Management
Ohio
$8K -$368K -5,382 -98%
PMFA
252
Plante Moran Financial Advisors
Michigan
$7K
OPS
253
Orion Portfolio Solutions
Nebraska
$7K +$4.24K +69 +153%
IA
254
IFP Advisors
Florida
$6K -$832 -14 -12%
LWM
255
Liberty Wealth Management
California
$6K +$68 +1 +1%
TPCW
256
TD Private Client Wealth
New York
$4.47K +$4.47K +68 New
JSC
257
Jackson Square Capital
California
$4K
PFBT
258
Parkside Financial Bank & Trust
Missouri
$4K +$2.16K +33 +118%
TWA
259
TCI Wealth Advisors
Arizona
$3K
TFO
260
Tarbox Family Office
California
$2K -$1.57K -29 -44%
HGWM
261
Harvest Group Wealth Management
Massachusetts
$2K
PA
262
Procyon Advisors
Connecticut
$2K
TFGT
263
TS Financial Group (TSFG)
Illinois
$2K +$308 +4 +18%
AssetMark Inc
264
AssetMark Inc
California
$2K +$686 +12 +52%
SFS
265
Sowell Financial Services
Arkansas
$2K +$1.14K +16 +133%
BCA
266
Berman Capital Advisors
Georgia
$2K +$800 +18 +67%
CWC
267
Carolinas Wealth Consulting
North Carolina
$2K +$2K +23 New
ABC
268
Associated Banc-Corp
Wisconsin
$2K +$2K +24 New
JG
269
Jefferies Group
New York
$330 +$330 +5,025 New
TI
270
tru Independence
Oregon
$158
GC
271
Guggenheim Capital
Illinois
-$3.78M -61,121 Closed
MIM
272
Monashee Investment Management
Massachusetts
-$2.17M -35,000 Closed
AG
273
Algert Global
California
-$1.47M -23,790 Closed
Connor, Clark & Lunn Investment Management (CC&L)
274
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$1.45M -23,444 Closed
Renaissance Technologies
275
Renaissance Technologies
New York
-$1.16M -18,800 Closed