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Agree Realty

364 hedge funds and large institutions have $6.48B invested in Agree Realty in 2023 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 156 increasing their positions, 112 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
364
Holders Change
-6
Holders Change %
-1.62%
% of All Funds
5.34%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.1%
New
53
Increased
156
Reduced
112
Closed
54
Calls
$3.97M
Puts
$8.52M
Net Calls
-$4.56M
Net Calls Change
-$266K
Name Holding Trade Value Shares
Change
Shares
Change %
Commonwealth Equity Services
251
Commonwealth Equity Services
Massachusetts
$390K +$123K +1,959 +46%
AAM
252
Azzad Asset Management
Virginia
$386K +$25.5K +405 +7%
PAM
253
Panagora Asset Management
Massachusetts
$378K
HWAM
254
Hennion & Walsh Asset Management
New Jersey
$358K -$15.7K -249 -4%
RJT
255
Raymond James Trust
Florida
$356K -$28.1K -446 -7%
PAS
256
Park Avenue Securities
New York
$348K +$16.3K +258 +5%
URS
257
Utah Retirement Systems
Utah
$346K +$31.5K +500 +10%
Baird Financial Group
258
Baird Financial Group
Wisconsin
$341K -$69.9K -1,110 -17%
GHAM
259
Gilman Hill Asset Management
Connecticut
$336K -$437K -6,947 -57%
TPI
260
Trust Point Inc
Wisconsin
$335K +$335K +5,322 New
ProShare Advisors
261
ProShare Advisors
Maryland
$333K +$5.54K +88 +2%
CCP
262
Carmel Capital Partners
California
$323K +$57.5K +913 +22%
MML Investors Services
263
MML Investors Services
Massachusetts
$320K +$22.2K +352 +7%
AHL
264
Abel Hall LLC
Louisiana
$318K +$318K +5,044 New
CCM
265
Coldstream Capital Management
Washington
$305K +$305K +4,838 New
NB
266
Norinchukin Bank
Japan
$303K +$63 +1 +0%
CCP
267
Clarkston Capital Partners
Michigan
$296K
NGA
268
Naples Global Advisors
Florida
$286K
JSW
269
Journey Strategic Wealth
New Jersey
$276K +$276K +4,387 New
NW
270
Naviter Wealth
Arkansas
$276K +$276K +4,368 New
SCM
271
Shelton Capital Management
Colorado
$274K
QCG
272
Quadrant Capital Group
Ohio
$257K +$67.6K +1,074 +36%
Janney Montgomery Scott
273
Janney Montgomery Scott
Pennsylvania
$253K +$13.1K +207 +5%
NSEDCP
274
NJ State Employees Deferred Compensation Plan
New Jersey
$252K
Fifth Third Bancorp
275
Fifth Third Bancorp
Ohio
$251K -$4.34K -69 -2%