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Agree Realty

365 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

more funds holding in top 10

Funds holding in top 10:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

2% less first-time investments, than exits

New positions opened: 53 | Existing positions closed: 54

2% less funds holding

Funds holding: 371365 (-6)

53% less call options, than puts

Call options by funds: $3.96M | Put options by funds: $8.52M

Holders
365
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.96M
Puts
$8.52M
Net Calls
Net Calls Change

Top Buyers

1 +$186M
2 +$142M
3 +$72.5M
4
BlackRock
BlackRock
New York
+$50.3M
5
Principal Financial Group
Principal Financial Group
Iowa
+$45.3M

Top Sellers

1 -$74.8M
2 -$30.2M
3 -$28.9M
4
JAM
Jupiter Asset Management
United Kingdom
-$24.3M
5
Invesco
Invesco
Georgia
-$23.3M
Name Holding Trade Value Shares
Change
Change in
Stake
251
$390K
252
$386K
253
$378K
254
$358K
255
$356K
256
$348K
257
$346K
258
$341K
259
$336K
260
$335K
261
$333K
262
$323K
263
$320K
264
$318K
265
$305K
266
$303K
267
$296K
268
$286K
269
$276K
270
$276K
271
$274K
272
$257K
273
$253K
274
$252K
275
$251K