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Agree Realty

358 hedge funds and large institutions have $6.89B invested in Agree Realty in 2022 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 160 increasing their positions, 106 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
358
Holders Change
-2
Holders Change %
-0.56%
% of All Funds
5.78%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.02%
New
52
Increased
160
Reduced
106
Closed
45
Calls
$3.31M
Puts
$1.63M
Net Calls
+$1.68M
Net Calls Change
+$397K
Name Holding Trade Value Shares
Change
Shares
Change %
Mackenzie Financial
251
Mackenzie Financial
Ontario, Canada
$348K -$17.1K -241 -5%
Susquehanna International Group
252
Susquehanna International Group
Pennsylvania
$346K -$2.9M -40,928 -89%
TC
253
Telemus Capital
Michigan
$339K +$708 +10 +0.2%
CA
254
Cetera Advisors
Colorado
$338K -$277K -3,912 -45%
CCP
255
Clarkston Capital Partners
Michigan
$333K
Bank of Nova Scotia
256
Bank of Nova Scotia
Ontario, Canada
$329K +$113K +1,587 +52%
CIBC Asset Management
257
CIBC Asset Management
Ontario, Canada
$320K -$85.5K -1,206 -21%
SCM
258
Shelton Capital Management
Colorado
$318K
Fidelity Investments
259
Fidelity Investments
Massachusetts
$316K +$125K +1,769 +66%
NSEDCP
260
NJ State Employees Deferred Compensation Plan
New Jersey
$284K
ST
261
Somerset Trust
Pennsylvania
$283K
DEA
262
DoubleLine ETF Adviser
Florida
$278K +$278K +3,926 New
B
263
Bailard
California
$276K
FTDI
264
First Trust Direct Indexing
Massachusetts
$268K +$14.1K +199 +6%
JFG
265
Jefferies Financial Group
New York
$266K +$266K +3,752 New
JIR
266
James Investment Research
Ohio
$253K +$103K +1,456 +69%
CA
267
CoreCap Advisors
Michigan
$245K -$7.94K -112 -3%
CAPTRUST Financial Advisors
268
CAPTRUST Financial Advisors
North Carolina
$242K -$12.1K -171 -5%
NB
269
Norinchukin Bank
Japan
$241K +$241K +3,395 New
VAS
270
Vestmark Advisory Solutions
Massachusetts
$236K +$71 +1 +0%
NW
271
NewEdge Wealth
Pennsylvania
$236K +$71 +1 +0%
BAM
272
Belpointe Asset Management
Nevada
$222K +$83.4K +1,176 +60%
SI
273
Stephens Inc
Arkansas
$219K -$30.4K -428 -12%
ECM
274
Evergreen Capital Management
Washington
$217K -$111K -1,567 -34%
BEI
275
Benjamin Edwards Inc
Missouri
$215K -$2.48K -35 -1%