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Agree Realty

360 hedge funds and large institutions have $6.38B invested in Agree Realty in 2022 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 171 increasing their positions, 84 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
360
Holders Change
+21
Holders Change %
+6.19%
% of All Funds
6.23%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
58
Increased
171
Reduced
84
Closed
34
Calls
$3.95M
Puts
$2.66M
Net Calls
+$1.28M
Net Calls Change
+$460K
Name Holding Trade Value Shares
Change
Shares
Change %
Mackenzie Financial
251
Mackenzie Financial
Ontario, Canada
$348K -$23.2K -343 -6%
MM
252
MQS Management
New York
$346K +$346K +5,114 New
TC
253
Telemus Capital
Michigan
$323K +$2.3K +34 +0.7%
CCP
254
Clarkston Capital Partners
Michigan
$318K
MML Investors Services
255
MML Investors Services
Massachusetts
$316K +$13.8K +204 +5%
ECM
256
Evergreen Capital Management
Washington
$312K +$11.6K +171 +4%
VanEck Associates
257
VanEck Associates
New York
$307K -$148K -2,191 -33%
RIM
258
Redpoint Investment Management
Australia
$307K
SCM
259
Shelton Capital Management
Colorado
$303K
X
260
Xponance
Pennsylvania
$299K +$27.9K +414 +10%
CCIA
261
Campbell & Co Investment Adviser
Maryland
$298K +$298K +4,411 New
VPIM
262
Vanguard Personalized Indexing Management
California
$295K +$18.7K +277 +7%
MSU
263
Mizuho Securities USA
New York
$284K +$284K +4,202 New
HWMA
264
Heritage Wealth Management (Arizona)
Arizona
$270K -$27.7K -409 -9%
ST
265
Somerset Trust
Pennsylvania
$270K
NSEDCP
266
NJ State Employees Deferred Compensation Plan
New Jersey
$270K
B
267
Bailard
California
$263K
HWAM
268
Hennion & Walsh Asset Management
New Jersey
$255K +$255K +3,774 New
FTDI
269
First Trust Direct Indexing
Massachusetts
$242K
CAPTRUST Financial Advisors
270
CAPTRUST Financial Advisors
North Carolina
$242K +$242K +3,578 New
CA
271
CoreCap Advisors
Michigan
$241K +$37.6K +557 +18%
SI
272
Stephens Inc
Arkansas
$238K +$946 +14 +0.4%
VAS
273
Vestmark Advisory Solutions
Massachusetts
$225K +$225K +3,323 New
NW
274
NewEdge Wealth
Pennsylvania
$225K +$225K +3,323 New
FRM
275
Fox Run Management
Connecticut
$213K +$213K +3,148 New