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Agree Realty

311 hedge funds and large institutions have $5.47B invested in Agree Realty in 2021 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 144 increasing their positions, 74 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
311
Holders Change
+11
Holders Change %
+3.67%
% of All Funds
5.43%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
50
Increased
144
Reduced
74
Closed
38
Calls
$2.84M
Puts
$1.85M
Net Calls
+$995K
Net Calls Change
-$8.09M
Name Holding Trade Value Shares
Change
Shares
Change %
GCM
251
Gables Capital Management
Florida
$78K +$7.09K +100 +10%
WT
252
Washington Trust
Rhode Island
$70K
ASN
253
Advisory Services Network
Georgia
$70K +$70K +1,000 New
SWA
254
Sutton Wealth Advisors
Florida
$63.3K +$6.06K +86 +11%
GAM
255
Gemmer Asset Management
California
$60K
QCG
256
Quadrant Capital Group
Ohio
$60K
CAL
257
Capital Analysts LLC
Pennsylvania
$56K -$844 -12 -1%
HNB
258
Huntington National Bank
Ohio
$54K
PCG
259
Private Capital Group
Connecticut
$50K -$2.18K -31 -4%
S
260
SignatureFD
Georgia
$48K +$353 +5 +0.7%
SIS
261
Sound Income Strategies
Florida
$47K +$2.63K +37 +6%
CG
262
Cutler Group
California
$44K -$32.8K -470 -43%
PAM
263
Panagora Asset Management
Massachusetts
$44K
NFSG
264
Newbridge Financial Services Group
Florida
$44K
GWM
265
Geneos Wealth Management
Colorado
$39K
Fidelity Investments
266
Fidelity Investments
Massachusetts
$39K +$7.12K +100 +22%
MAM
267
Meeder Asset Management
Ohio
$37K -$64.6K -909 -64%
AssetMark Inc
268
AssetMark Inc
California
$36K -$2.88K -41 -7%
SOW
269
State of Wyoming
Wyoming
$36K +$36K +514 New
CBT
270
CoreFirst Bank & Trust
Kansas
$35K
IA
271
IFP Advisors
Florida
$35K +$31K +439 +784%
CI Investments Inc
272
CI Investments Inc
Ontario, Canada
$31K +$11.6K +165 +60%
Lazard Asset Management
273
Lazard Asset Management
New York
$29K
HI
274
Harbour Investments
Wisconsin
$28K
PA
275
Parallel Advisors
California
$28K +$702 +10 +3%