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Agree Realty
ADC

Overview Fund Activity

339 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
Holders
339
Holders Change
+20
Holders Change %
+6.27%
% 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

Top Buyers

1
American Century Companies
American Century Companies
Missouri
$70.9M
2
Deutsche Bank
Deutsche Bank
Germany
$226M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$69.6M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
$63.9M
5
Morgan Stanley
Morgan Stanley
New York
$184M

Top Sellers

1
Millennium Management
Millennium Management
New York
$22.3M
2
CIM
Centersquare Investment Management
Pennsylvania
$243M
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
$57.3M
4
Norges Bank
Norges Bank
Norway
$21M
5
BC
Brookfield Corp
Ontario, Canada
$58.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
JAG
251
Journey Advisory Group
Kentucky
$273K +$273K +3,474 New
Susquehanna International Group
252
Susquehanna International Group
Pennsylvania
$263K -$807K -11,191 -75%
Fifth Third Bancorp
253
Fifth Third Bancorp
Ohio
$260K +$11.7K +162 +5%
RIM
254
Redwood Investment Management
Arizona
$259K +$3.75K +52 +1%
FTDI
255
First Trust Direct Indexing
Massachusetts
$258K +$1.23K +17 +0.5%
SI
256
Stephens Inc
Arkansas
$253K -$35.6K -494 -12%
WVP
257
Worth Venture Partners
New Jersey
$246K +$246K +3,223 New
SOAMC
258
Spirit of America Management Corp
New York
$234K – – –
JF
259
Jump Financial
Illinois
$233K -$712K -9,878 -75%
BEI
260
Benjamin Edwards Inc
Missouri
$232K -$4.98K -69 -2%
HFG
261
Heron Financial Group
New York
$224K – – –
Bank of Nova Scotia
262
Bank of Nova Scotia
Ontario, Canada
$220K +$220K +3,050 New
CA
263
CoreCap Advisors
Michigan
$217K +$217K +3,013 New
II
264
Inspire Investing
Idaho
$211K -$44.8K -620 -17%
SWP
265
Stratos Wealth Partners
Ohio
$208K +$208K +2,883 New
NW
266
Naviter Wealth
Arkansas
$201K +$201K +2,778 New
TRCT
267
Tower Research Capital (TRC)
New York
$177K -$244K -3,395 -58%
JIR
268
James Investment Research
Ohio
$152K +$504 +7 +0.3%
JFGIW
269
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$143K – – –
S
270
SignatureFD
Georgia
$134K +$17.2K +238 +15%
CFD
271
Creative Financial Designs
Indiana
$125K -$3.55K -49 -3%
APA
272
American Portfolios Advisors
New York
$124K +$101K +1,403 +441%
QCG
273
Quadrant Capital Group
Ohio
$120K +$8.68K +120 +8%
Mitsubishi UFJ Trust & Banking
274
Mitsubishi UFJ Trust & Banking
Japan
$120K +$24.4K +339 +26%
EWA
275
EverSource Wealth Advisors
Alabama
$107K +$96.8K +1,335 +947%
9 10
11
12 13