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Agree Realty

300 hedge funds and large institutions have $4.58B invested in Agree Realty in 2021 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 137 increasing their positions, 82 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
300
Holders Change
+19
Holders Change %
+6.76%
% of All Funds
5.28%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
51
Increased
137
Reduced
82
Closed
29
Calls
$17M
Puts
$7.92M
Net Calls
+$9.09M
Net Calls Change
+$9.91M
Name Holding Trade Value Shares
Change
Shares
Change %
GAM
251
Gemmer Asset Management
California
$57K
SWA
252
Sutton Wealth Advisors
Florida
$54.7K +$8.82K +131 +19%
CAL
253
Capital Analysts LLC
Pennsylvania
$54K -$668 -10 -1%
HNB
254
Huntington National Bank
Ohio
$51K -$1.27K -19 -2%
MA
255
Montag & Associates
Georgia
$51K +$51K +762 New
PCG
256
Private Capital Group
Connecticut
$50K -$46.5K -690 -48%
HWMA
257
Heritage Wealth Management (Arizona)
Arizona
$48K +$48K +712 New
S
258
SignatureFD
Georgia
$45K -$1.67K -25 -4%
SIS
259
Sound Income Strategies
Florida
$42.1K -$11.1K -165 -21%
NFSG
260
Newbridge Financial Services Group
Florida
$42K
PAM
261
Panagora Asset Management
Massachusetts
$42K +$33.2K +499 +378%
GWM
262
Geneos Wealth Management
Colorado
$38K
AssetMark Inc
263
AssetMark Inc
California
$37K +$1.47K +22 +4%
CBT
264
CoreFirst Bank & Trust
Kansas
$34K
Fidelity Investments
265
Fidelity Investments
Massachusetts
$30K +$1.88K +28 +7%
Lazard Asset Management
266
Lazard Asset Management
New York
$27K +$2.29K +35 +9%
HI
267
Harbour Investments
Wisconsin
$27K +$27K +395 New
PA
268
Parallel Advisors
California
$26K -$4.88K -73 -16%
APA
269
American Portfolios Advisors
New York
$24.3K +$24.3K +361 New
FF
270
FourThought Financial
Florida
$22K +$2.01K +30 +10%
First Manhattan
271
First Manhattan
New York
$20K
CI Investments Inc
272
CI Investments Inc
Ontario, Canada
$19K
BMD
273
Better Money Decisions
New Mexico
$16K +$16K +238 New
ST
274
Smithfield Trust
Pennsylvania
$14K
Northwestern Mutual Wealth Management
275
Northwestern Mutual Wealth Management
Wisconsin
$13K -$2.08K -32 -14%