We are live on ! Find out more
ADC icon

Agree Realty

340 hedge funds and large institutions have $6.22B invested in Agree Realty in 2022 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 151 increasing their positions, 88 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 31

72% more repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 88

24% more call options, than puts

Call options by funds: $4.32M | Put options by funds: $3.5M

20% more capital invested

Capital invested by funds: $5.18B → $6.22B (+$1.04B)

6% more funds holding

Funds holding: 320340 (+20)

5.25% more ownership

Funds ownership: 109.55%114.8% (+5.2%)

Holders
340
Holders Change
+20
Holders Change %
+6.25%
% of All Funds
5.73%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
% of All Funds
0.05%
New
54
Increased
151
Reduced
88
Closed
31
Calls
$4.32M
Puts
$3.5M
Net Calls
+$823K
Net Calls Change
+$2.65M
Name Holding Trade Value Shares
Change
Change in
Stake
JAG
251
Journey Advisory Group
Kentucky
$273K +$241K +3,474 New
Susquehanna International Group
252
Susquehanna International Group
Pennsylvania
$263K -$777K -11,191 -75%
Fifth Third Bancorp
253
Fifth Third Bancorp
Ohio
$260K +$11.2K +162 +5%
RIM
254
Redwood Investment Management
Arizona
$259K +$3.61K +52 +1%
FTDI
255
First Trust Direct Indexing
Massachusetts
$258K +$1.18K +17 +0.5%
SI
256
Stephens Inc
Arkansas
$253K -$34.3K -494 -12%
WVP
257
Worth Venture Partners
New Jersey
$246K +$224K +3,223 New
SOAMC
258
Spirit of America Management Corp
New York
$234K
JF
259
Jump Financial
Illinois
$233K -$686K -9,878 -75%
BEI
260
Benjamin Edwards Inc
Missouri
$232K -$4.79K -69 -2%
HFG
261
Heron Financial Group
New York
$224K
Bank of Nova Scotia
262
Bank of Nova Scotia
Ontario, Canada
$220K +$212K +3,050 New
CA
263
CoreCap Advisors
Michigan
$217K +$209K +3,013 New
II
264
Inspire Investing
Idaho
$211K -$43K -620 -17%
SWP
265
Stratos Wealth Partners
Ohio
$208K +$200K +2,883 New
NW
266
Naviter Wealth
Arkansas
$201K +$193K +2,778 New
TRCT
267
Tower Research Capital (TRC)
New York
$177K -$236K -3,395 -58%
JIR
268
James Investment Research
Ohio
$152K +$486 +7 +0.3%
JFGIW
269
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$143K
S
270
SignatureFD
Georgia
$134K +$16.5K +238 +15%
CFD
271
Creative Financial Designs
Indiana
$125K -$3.4K -49 -3%
APA
272
American Portfolios Advisors
New York
$124K +$97.4K +1,403 +441%
QCG
273
Quadrant Capital Group
Ohio
$120K +$8.33K +120 +8%
Mitsubishi UFJ Trust & Banking
274
Mitsubishi UFJ Trust & Banking
Japan
$120K +$23.5K +339 +26%
EWA
275
EverSource Wealth Advisors
Alabama
$107K +$92.7K +1,335 +947%

ADC Hedge Fund Activity: Q2 2022 in Review

340 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Agree Realty (ADC) for Q2 2022, worth a combined $6.22B — up 20% from $5.18B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new ADC positions and 31 closed out — a net gain of 23 holders — while 151 added to existing stakes and 88 trimmed.

The largest buyer was American Century Companies, opening a new position worth an estimated $68.2M. The largest seller was Millennium Management, cutting an estimated $31.3M.

  • 340 institutional investors held Agree Realty (ADC) as of Q2 2022, up from 320 in Q1 2022.
  • Funds reported $6.22B of Agree Realty stock for Q2 2022, up 20% quarter-over-quarter.
  • 54 funds opened new Agree Realty positions in Q2 2022 and 31 closed out, a net change of +23 holders.
  • The largest Agree Realty buyer in Q2 2022 was American Century Companies, an estimated $68.2M added.
  • The largest Agree Realty seller in Q2 2022 was Millennium Management, an estimated $31.3M sold.

Based on aggregated 13F filings for Q2 2022.