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Agree Realty

358 hedge funds and large institutions have $6.7B invested in Agree Realty in 2023 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 137 increasing their positions, 130 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
358
Holders Change
Holders Change %
0%
% of All Funds
5.73%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
47
Increased
137
Reduced
130
Closed
39
Calls
$4.01M
Puts
$3.04M
Net Calls
+$967K
Net Calls Change
-$713K
Name Holding Trade Value Shares
Change
Shares
Change %
RJT
251
Raymond James Trust
Florida
$400K +$4.32K +63 +1%
LFAS
252
Level Four Advisory Services
Texas
$384K +$384K +5,602 New
NGA
253
Naples Global Advisors
Florida
$380K -$5.51K -80 -1%
GCP
254
GSA Capital Partners
United Kingdom
$376K +$376K +5,478 New
AAM
255
Azzad Asset Management
Virginia
$374K -$246K -3,591 -40%
DP
256
Dearborn Partners
Illinois
$371K -$2.47K -36 -0.7%
Fifth Third Bancorp
257
Fifth Third Bancorp
Ohio
$370K -$8.03K -117 -2%
API
258
Advisor Partners II
California
$368K -$10.1K -147 -3%
PMA
259
Prudent Man Advisors
Illinois
$363K -$72.3K -1,055 -17%
APWM
260
Argonautica Private Wealth Management
Massachusetts
$351K -$53.7K -782 -13%
B
261
Bailard
California
$349K +$82.3K +1,200 +31%
KTC
262
Kistler-Tiffany Companies
Pennsylvania
$344K +$155K +2,259 +82%
Fidelity Investments
263
Fidelity Investments
Massachusetts
$342K +$36.4K +530 +12%
CA
264
Cetera Advisors
Colorado
$334K +$7.27K +106 +2%
TC
265
Telemus Capital
Michigan
$330K +$823 +12 +0.3%
WC
266
Wexford Capital
Florida
$330K +$330K +4,804 New
PA
267
Profund Advisors
Maryland
$328K -$162K -2,362 -33%
CCP
268
Clarkston Capital Partners
Michigan
$322K
SCM
269
Shelton Capital Management
Colorado
$307K -$823 -12 -0.3%
DEA
270
DoubleLine ETF Adviser
Florida
$305K +$36K +524 +13%
SFM
271
Systematic Financial Management
New Jersey
$303K +$303K +4,412 New
Wolverine Trading
272
Wolverine Trading
Illinois
$299K +$299K +4,434 New
JSW
273
Journey Strategic Wealth
New Jersey
$297K +$297K +4,335 New
NB
274
Norinchukin Bank
Japan
$289K +$56.5K +823 +24%
BP
275
Ballentine Partners
Massachusetts
$287K +$287K +4,179 New