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Agree Realty

405 hedge funds and large institutions have $6.46B invested in Agree Realty in 2024 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 160 increasing their positions, 138 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
405
Holders Change
+13
Holders Change %
+3.32%
% of All Funds
5.89%
Holding in Top 10
8
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+166.67%
% of All Funds
0.12%
New
57
Increased
160
Reduced
138
Closed
39
Calls
$8.52M
Puts
$11.1M
Net Calls
-$2.56M
Net Calls Change
+$8.97M
Name Holding Trade Value Shares
Change
Shares
Change %
Commonwealth Equity Services
251
Commonwealth Equity Services
Massachusetts
$427K +$13.4K +216 +3%
VU
252
Vanderbilt University
Tennessee
$421K +$421K +6,804 New
GSEP
253
Golden State Equity Partners
California
$413K +$413K +6,661 New
Koshinski Asset Management
254
Koshinski Asset Management
Illinois
$411K -$3.38K -55 -0.8%
CB
255
Commerce Bank
Missouri
$408K +$1.24K +20 +0.3%
P
256
&Partners
Tennessee
$406K +$406K +6,547 New
CCP
257
Carmel Capital Partners
California
$401K +$35.4K +571 +10%
KA
258
Kovack Advisors
Florida
$394K -$5.76K -93 -1%
FNA
259
First National Advisers
Nebraska
$385K +$47.8K +771 +14%
MML Investors Services
260
MML Investors Services
Massachusetts
$383K +$31.3K +506 +9%
AUB
261
Atlantic Union Bankshares
Virginia
$382K -$12.4K -200 -3%
CCM
262
Coldstream Capital Management
Washington
$379K +$16.2K +262 +4%
Susquehanna International Group
263
Susquehanna International Group
Pennsylvania
$376K -$3.4M -54,891 -90%
DPIM
264
Duff & Phelps Investment Management
Illinois
$372K +$372K +6,000 New
QCG
265
Quadrant Capital Group
Ohio
$368K +$77.5K +1,251 +27%
PAS
266
Park Avenue Securities
New York
$365K -$9.96K -161 -3%
RJT
267
Raymond James Trust
Florida
$357K +$20.9K +338 +6%
JSW
268
Journey Strategic Wealth
New Jersey
$353K +$49.4K +798 +16%
MHS
269
M Holdings Securities
Oregon
$334K +$334K +5,393 New
URS
270
Utah Retirement Systems
Utah
$328K -$12.4K -200 -4%
TCOT
271
Trust Company of Toledo
Ohio
$328K +$328K +5,300 New
TI
272
Tidal Investments
Wisconsin
$325K +$325K +5,248 New
NW
273
Naviter Wealth
Arkansas
$321K
IIC
274
Integrated Investment Consultants
Michigan
$320K
AHL
275
Abel Hall LLC
Louisiana
$315K +$2.11K +34 +0.7%