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Agree Realty
ADC

Overview Fund Activity

273 hedge funds and large institutions have $3.83B invested in Agree Realty in 2020 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 106 increasing their positions, 94 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
273
Holders Change
+3
Holders Change %
+1.11%
% of All Funds
5.52%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
35
Increased
106
Reduced
94
Closed
31
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
$82.2M
2
HRES
Heitman Real Estate Securities
Illinois
$46M
3
GKIM
GW&K Investment Management
Massachusetts
$20.3M
4
LIMS
Lasalle Investment Management Securities
Maryland
$39.4M
5
Ameriprise
Ameriprise
Minnesota
$33.2M

Top Sellers

1
ZP
Zimmer Partners
New York
$95.5M
2
Invesco
Invesco
Georgia
$41.9M
3
Cohen & Steers
Cohen & Steers
New York
$394M
4
American Century Companies
American Century Companies
Missouri
$16.8M
5
RJA
Raymond James & Associates
Florida
$8.21M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIA
251
CSat Investment Advisory
Michigan
$15K +$1.89K +30 +14%
ST
252
Smithfield Trust
Pennsylvania
$13K +$13K +210 New
PFGIA
253
Patriot Financial Group Insurance Agency
Massachusetts
$10K – – –
S
254
SignatureFD
Georgia
$9K -$194 -3 -2%
MAM
255
Meeder Asset Management
Ohio
$8K +$68 +1 +0.9%
PMFA
256
Plante Moran Financial Advisors
Michigan
$6K – – –
IA
257
IFP Advisors
Florida
$6K – – –
LWM
258
Liberty Wealth Management
California
$6K +$67 +1 +1%
NNP
259
Nachman Norwood & Parrott
South Carolina
$5K +$5K +79 New
TPCW
260
TD Private Client Wealth
New York
$4.33K – – –
JSC
261
Jackson Square Capital
California
$4K – – –
TWA
262
TCI Wealth Advisors
Arizona
$4K +$836 +14 +26%
PFBT
263
Parkside Financial Bank & Trust
Missouri
$3K -$588 -10 -16%
ABC
264
Associated Banc-Corp
Wisconsin
$2K – – –
TFO
265
Tarbox Family Office
California
$2K – – –
HGWM
266
Harvest Group Wealth Management
Massachusetts
$2K – – –
TFGT
267
TS Financial Group (TSFG)
Illinois
$2K +$143 +2 +8%
HPC
268
HM Payson & Co
Maine
$2K +$2K +28 New
FFA
269
Founders Financial Alliance
North Carolina
$2K +$2K +38 New
Northwestern Mutual Wealth Management
270
Northwestern Mutual Wealth Management
Wisconsin
$2K +$2K +38 New
BCA
271
Berman Capital Advisors
Georgia
$1K -$667 -18 -40%
LC
272
Lindbrook Capital
California
$1K +$1K +14 New
EA
273
Emerald Advisers
Pennsylvania
– -$8.67M -131,969 Closed
EMFAT
274
Emerald Mutual Fund Advisers Trust
Pennsylvania
– -$6.84M -104,093 Closed
Schroder Investment Management Group
275
Schroder Investment Management Group
United Kingdom
– -$2.65M -40,311 Closed
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