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Agree Realty

372 hedge funds and large institutions have $6.23B invested in Agree Realty in 2023 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 134 increasing their positions, 133 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
372
Holders Change
+14
Holders Change %
+3.91%
% of All Funds
5.87%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
56
Increased
134
Reduced
133
Closed
40
Calls
$3.05M
Puts
$1.77M
Net Calls
+$1.28M
Net Calls Change
+$315K
Name Holding Trade Value Shares
Change
Shares
Change %
AUB
251
Atlantic Union Bankshares
Virginia
$435K -$6.54K -100 -1%
Corient Private Wealth
252
Corient Private Wealth
Florida
$435K -$8.11K -124 -2%
OMC
253
Old Mission Capital
Illinois
$435K +$435K +6,645 New
SFA
254
Sequoia Financial Advisors
Ohio
$428K -$28.4K -434 -6%
JIR
255
James Investment Research
Ohio
$428K
Baird Financial Group
256
Baird Financial Group
Wisconsin
$427K -$19.9K -305 -4%
Janney Montgomery Scott
257
Janney Montgomery Scott
Pennsylvania
$396K +$396K +6,063 New
DCM
258
Dupont Capital Management
Delaware
$395K -$30.9K -472 -7%
RJT
259
Raymond James Trust
Florida
$395K +$13.8K +211 +4%
HWAM
260
Hennion & Walsh Asset Management
New Jersey
$389K -$5.23K -80 -1%
Fidelity Investments
261
Fidelity Investments
Massachusetts
$386K +$59.6K +912 +18%
AIMCA
262
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$385K -$202K -3,096 -34%
MF
263
Magnetar Financial
Illinois
$377K -$2.72M -41,605 -88%
CIM
264
Cambria Investment Management
California
$373K -$39.2K -600 -10%
HPG
265
Harvest Portfolios Group
Ontario, Canada
$370K -$19.5K -298 -5%
LFAS
266
Level Four Advisory Services
Texas
$366K
Wolverine Trading
267
Wolverine Trading
Illinois
$365K +$75K +1,146 +26%
AAM
268
Azzad Asset Management
Virginia
$363K +$6.47K +99 +2%
KTC
269
Kistler-Tiffany Companies
Pennsylvania
$359K +$31.5K +482 +10%
VPIM
270
Vanguard Personalized Indexing Management
California
$357K -$184K -2,810 -34%
ProShare Advisors
271
ProShare Advisors
Maryland
$356K -$9.31M -142,445 -96%
MGP
272
Metis Global Partners
California
$347K +$347K +5,312 New
PMA
273
Prudent Man Advisors
Illinois
$347K +$327 +5 +0.1%
APWM
274
Argonautica Private Wealth Management
Massachusetts
$344K +$9.42K +144 +3%
MML Investors Services
275
MML Investors Services
Massachusetts
$317K +$317K +4,854 New