We are live on ! Find out more
ADC icon

Agree Realty

326 hedge funds and large institutions have $5.44B invested in Agree Realty in 2021 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 127 increasing their positions, 110 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 43

15% more repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 110

13% more capital invested

Capital invested by funds: $4.83B → $5.44B (+$604M)

2.15% more ownership

Funds ownership: 104.82%106.97% (+2.2%)

2% more funds holding

Funds holding: 320326 (+6)

0% more call options, than puts

Call options by funds: $3.45M | Put options by funds: $3.45M

Holders
326
Holders Change
+6
Holders Change %
+1.88%
% of All Funds
5.02%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
53
Increased
127
Reduced
110
Closed
43
Calls
$3.45M
Puts
$3.45M
Net Calls
+$1K
Net Calls Change
-$272K
Name Holding Trade Value Shares
Change
Change in
Stake
FTDI
251
First Trust Direct Indexing
Massachusetts
$216K -$3.12K -45 -1%
CA
252
CoreCap Advisors
Michigan
$215K +$209K +3,013 New
HW
253
Hancock Whitney
Mississippi
$210K -$7.28K -105 -3%
ECM
254
Evergreen Capital Management
Washington
$205K +$199K +2,872 New
HFG
255
Heron Financial Group
New York
$200K
ED
256
Exane Derivatives
France
$184K +$171K +2,463 +2,260%
CI
257
Clal Insurance
Israel
$166K +$161K +2,317 New
PO
258
Private Ocean
California
$151K +$1.39K +20 +1%
JIR
259
James Investment Research
Ohio
$150K
JFGIW
260
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$142K -$277 -4 -0.2%
EVM
261
Eaton Vance Management
Massachusetts
$141K +$12K +173 +10%
SOW
262
State of Wyoming
Wyoming
$139K +$30.8K +444 +30%
Lazard Asset Management
263
Lazard Asset Management
New York
$139K +$104K +1,499 +332%
CFD
264
Creative Financial Designs
Indiana
$122K +$7.91K +114 +7%
Mitsubishi UFJ Trust & Banking
265
Mitsubishi UFJ Trust & Banking
Japan
$117K +$20K +288 +21%
MA
266
Montag & Associates
Georgia
$97K
Simplex Trading
267
Simplex Trading
Illinois
$96K +$92.5K +1,334 +9,529%
Rockefeller Capital Management
268
Rockefeller Capital Management
New York
$81K -$37.9K -547 -32%
GCM
269
Gables Capital Management
Florida
$78K
Fidelity Investments
270
Fidelity Investments
Massachusetts
$72K +$14.6K +210 +26%
SWA
271
Sutton Wealth Advisors
Florida
$71.9K +$1.11K +16 +2%
WT
272
Washington Trust
Rhode Island
$71K
GAM
273
Gemmer Asset Management
California
$61K
QCG
274
Quadrant Capital Group
Ohio
$56K -$1.87K -27 -3%
PCG
275
Private Capital Group
Connecticut
$51K

ADC Hedge Fund Activity: Q4 2021 in Review

326 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Agree Realty (ADC) for Q4 2021, worth a combined $5.44B — up 13% from $4.83B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new ADC positions and 43 closed out — a net gain of 10 holders — while 127 added to existing stakes and 110 trimmed.

The largest buyer was Weiss Multi-Strategy Advisers, opening a new position worth an estimated $52.8M. The largest seller was Zimmer Partners, exiting entirely with an estimated $66.2M sold.

  • 326 institutional investors held Agree Realty (ADC) as of Q4 2021, up from 320 in Q3 2021.
  • Funds reported $5.44B of Agree Realty stock for Q4 2021, up 13% quarter-over-quarter.
  • 53 funds opened new Agree Realty positions in Q4 2021 and 43 closed out, a net change of +10 holders.
  • The largest Agree Realty buyer in Q4 2021 was Weiss Multi-Strategy Advisers, an estimated $52.8M added.
  • The largest Agree Realty seller in Q4 2021 was Zimmer Partners, an estimated $66.2M sold.

Based on aggregated 13F filings for Q4 2021.