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Agree Realty
ADC

Overview Fund Activity

281 hedge funds and large institutions have $4.27B invested in Agree Realty in 2020 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 121 increasing their positions, 90 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
281
Holders Change
+8
Holders Change %
+2.93%
% of All Funds
4.99%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
37
Increased
121
Reduced
90
Closed
27
Calls
$7K
Puts
$826K
Net Calls
-$819K
Net Calls Change
-$819K

Top Buyers

1
Principal Financial Group
Principal Financial Group
Iowa
$214M
2
CIM
Centersquare Investment Management
Pennsylvania
$103M
3
BlackRock
BlackRock
New York
$692M
4
Daiwa Securities Group
Daiwa Securities Group
Japan
$66.1M
5
LIMS
Lasalle Investment Management Securities
Maryland
$65M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
$344M
2
Citadel Advisors
Citadel Advisors
Florida
$43.7M
3
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
$240K
4
Invesco
Invesco
Georgia
$23.8M
5
American Century Companies
American Century Companies
Missouri
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FF
251
FourThought Financial
Florida
$19K +$19K +298 New
First Manhattan
252
First Manhattan
New York
$19K +$19K +300 New
CI Investments Inc
253
CI Investments Inc
Ontario, Canada
$18K +$18K +277 New
Northwestern Mutual Wealth Management
254
Northwestern Mutual Wealth Management
Wisconsin
$16K +$13.4K +194 +511%
ST
255
Smithfield Trust
Pennsylvania
$14K – – –
PFGIA
256
Patriot Financial Group Insurance Agency
Massachusetts
$10K – – –
PFBT
257
Parkside Financial Bank & Trust
Missouri
$10K +$6.46K +93 +182%
VCG
258
Vantage Consulting Group
Virginia
$10K +$10K +145 New
PAM
259
Panagora Asset Management
Massachusetts
$9K -$9.75K -143 -52%
IA
260
IFP Advisors
Florida
$9K +$2.77K +45 +45%
FMII
261
Farmers & Merchants Investments Inc
Nebraska
$9K +$9K +128 New
TWA
262
TCI Wealth Advisors
Arizona
$8K +$3.78K +60 +90%
PMFA
263
Plante Moran Financial Advisors
Michigan
$7K – – –
FHC
264
First Horizon Corporation
Tennessee
$7K +$6.65K +113 +1,883%
LWM
265
Liberty Wealth Management
California
$6K +$319 +5 +6%
CTC
266
Central Trust Company
Missouri
$5K +$5K +70 New
CFGS
267
Concourse Financial Group Securities
Alabama
$3K +$3K +45 New
HR
268
Howe & Rusling
New York
$3K +$3K +48 New
AIG
269
American International Group
New York
$2.58K -$6 -95 -0.2%
TPCW
270
TD Private Client Wealth
New York
$2.46K -$2.06K -31 -46%
HGWM
271
Harvest Group Wealth Management
Massachusetts
$2K – – –
ABC
272
Associated Banc-Corp
Wisconsin
$2K – – –
TFGT
273
TS Financial Group (TSFG)
Illinois
$2K – – –
LC
274
Lindbrook Capital
California
$2K +$923 +12 +86%
IFAM
275
Institutional & Family Asset Management
Colorado
$2K +$2K +32 New
9 10
11
12 13