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Agree Realty
ADC

Overview Fund Activity

319 hedge funds and large institutions have $5.18B invested in Agree Realty in 2022 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 144 increasing their positions, 99 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
319
Holders Change
-6
Holders Change %
-1.85%
% of All Funds
5.05%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
36
Increased
144
Reduced
99
Closed
40
Calls
$3.64M
Puts
$5.47M
Net Calls
-$1.83M
Net Calls Change
-$1.83M

Top Buyers

1
HRES
Heitman Real Estate Securities
Illinois
+$46.7M
2
Morgan Stanley
Morgan Stanley
New York
+$33.9M
3
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
+$30.6M
4
State Street
State Street
Massachusetts
+$30.1M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$24M

Top Sellers

1
ACM
AEW Capital Management
Massachusetts
-$61.5M
2
WMSA
Weiss Multi-Strategy Advisers
New York
-$32.3M
3
Millennium Management
Millennium Management
New York
-$27.2M
4
WCA
Waratah Capital Advisors
Ontario, Canada
-$21.5M
5
NIPH
NN Investment Partners Holdings
Netherlands
-$13.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
JIR
251
James Investment Research
Ohio
$140K +$333 +5 +0.2%
JFGIW
252
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$132K -$266 -4 -0.2%
CFD
253
Creative Financial Designs
Indiana
$118K +$4.25K +64 +4%
S
254
SignatureFD
Georgia
$107K +$59.3K +895 +124%
QCG
255
Quadrant Capital Group
Ohio
$102K +$50.2K +758 +97%
SOW
256
State of Wyoming
Wyoming
$98K -$31K -467 -24%
MA
257
Montag & Associates
Georgia
$90K – – –
Mitsubishi UFJ Trust & Banking
258
Mitsubishi UFJ Trust & Banking
Japan
$88K -$20.4K -308 -19%
SPIA
259
Steward Partners Investment Advisory
New York
$87K -$470K -7,048 -84%
Rockefeller Capital Management
260
Rockefeller Capital Management
New York
$81K +$6.17K +95 +8%
SWA
261
Sutton Wealth Advisors
Florida
$76.7K +$9.89K +149 +15%
GCM
262
Gables Capital Management
Florida
$73K – – –
BBHC
263
Brown Brothers Harriman & Co
New York
$72K – – –
UB
264
UMB Bank
Missouri
$72K +$25.8K +388 +56%
WT
265
Washington Trust
Rhode Island
$66K – – –
AIC
266
Archer Investment Corporation
Indiana
$59.7K +$59.7K +900 New
AssetMark Inc
267
AssetMark Inc
California
$57K +$23.2K +351 +68%
GAM
268
Gemmer Asset Management
California
$56K – – –
PCG
269
Private Capital Group
Connecticut
$49K +$1.55K +23 +3%
NFSG
270
Newbridge Financial Services Group
Florida
$41K – – –
PFS
271
Prospera Financial Services
Texas
$38K +$38K +572 New
CI Investments Inc
272
CI Investments Inc
Ontario, Canada
$37K – – –
HNB
273
Huntington National Bank
Ohio
$37K +$268 +4 +0.7%
IA
274
IFP Advisors
Florida
$37K +$19.7K +234 +114%
Carson Wealth (CWM LLC)
275
Carson Wealth (CWM LLC)
Nebraska
$37K +$26.8K +408 +262%
9 10
11
12 13