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Agree Realty

374 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

more funds holding in top 10

Funds holding in top 10:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

1% more repeat investments, than reductions

Existing positions increased: 134 | Existing positions reduced: 133

6.19% less ownership

Funds ownership: 108.24%102.05% (-6.2%)

7% less capital invested

Capital invested by funds: $6.7B → $6.23B (-$478M)

Holders
374
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.05M
Puts
$1.76M
Net Calls
Net Calls Change

Top Buyers

1 +$39M
2 +$30.6M
3 +$28.7M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$27.5M
5
Walleye Capital
Walleye Capital
New York
+$23.3M

Top Sellers

1 -$142M
2 -$78.6M
3 -$44.9M
4
Prudential Financial
Prudential Financial
New Jersey
-$39.1M
5
ZP
Zimmer Partners
New York
-$35.3M
Name Holding Trade Value Shares
Change
Change in
Stake
251
$435K
252
$435K
253
$435K
254
$428K
255
$428K
256
$427K
257
$396K
258
$395K
259
$395K
260
$389K
261
$386K
262
$385K
263
$377K
264
$373K
265
$370K
266
$366K
267
$365K
268
$363K
269
$359K
270
$357K
271
$356K
272
$347K
273
$347K
274
$344K
275
$317K