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Agree Realty
ADC

Overview Fund Activity

319 hedge funds and large institutions have $4.83B invested in Agree Realty in 2021 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 123 increasing their positions, 99 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
319
Holders Change
+8
Holders Change %
+2.57%
% of All Funds
5.6%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
49
Increased
123
Reduced
99
Closed
37
Calls
$2.29M
Puts
$2.02M
Net Calls
+$273K
Net Calls Change
-$722K

Top Buyers

1
FCM
Frontier Capital Management
Massachusetts
$39.2M
2
Invesco
Invesco
Georgia
$48.5M
3
Deutsche Bank
Deutsche Bank
Germany
$126M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$61.7M
5
Wells Fargo
Wells Fargo
California
$34.8M

Top Sellers

1
JG
Jefferies Group
New York
$0
2
Principal Financial Group
Principal Financial Group
Iowa
$371M
3
RGREA
Ranger Global Real Estate Advisors
Colorado
$0
4
ZP
Zimmer Partners
New York
$66.2M
5
MWNA
Marshall Wace North America
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SOW
251
State of Wyoming
Wyoming
$99K +$65.1K +987 +192%
FMT
252
First Mercantile Trust
Tennessee
$90K -$6.25K -94 -6%
MA
253
Montag & Associates
Georgia
$90K – – –
HWMA
254
Heritage Wealth Management (Arizona)
Arizona
$90K +$14.6K +219 +19%
Mitsubishi UFJ Trust & Banking
255
Mitsubishi UFJ Trust & Banking
Japan
$89K – – –
MIFH
256
Migdal Insurance & Financial Holdings
Israel
$74K +$74K +1,124 New
GCM
257
Gables Capital Management
Florida
$73K – – –
WT
258
Washington Trust
Rhode Island
$66K – – –
SWA
259
Sutton Wealth Advisors
Florida
$65.6K +$6.16K +93 +10%
HNB
260
Huntington National Bank
Ohio
$59K +$8.43K +127 +17%
GAM
261
Gemmer Asset Management
California
$56K – – –
QCG
262
Quadrant Capital Group
Ohio
$54K -$3.34K -50 -6%
Fidelity Investments
263
Fidelity Investments
Massachusetts
$53K +$16.6K +249 +45%
CAL
264
Capital Analysts LLC
Pennsylvania
$51K -$1.31K -20 -3%
PCG
265
Private Capital Group
Connecticut
$47K -$333 -5 -0.7%
S
266
SignatureFD
Georgia
$47K +$2.18K +33 +5%
NFSG
267
Newbridge Financial Services Group
Florida
$41K – – –
RFA
268
Reilly Financial Advisors
California
$40K +$40K +250 New
FMII
269
Farmers & Merchants Investments Inc
Nebraska
$39K +$29.1K +435 +296%
GWM
270
Geneos Wealth Management
Colorado
$36K – – –
AssetMark Inc
271
AssetMark Inc
California
$34K – – –
CBT
272
CoreFirst Bank & Trust
Kansas
$33K – – –
CI Investments Inc
273
CI Investments Inc
Ontario, Canada
$32K +$2.35K +35 +8%
SIS
274
Sound Income Strategies
Florida
$30K -$14.1K -212 -32%
Lazard Asset Management
275
Lazard Asset Management
New York
$29K +$2.57K +40 +10%
9 10
11
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