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Agree Realty

408 hedge funds and large institutions have $6.46B invested in Agree Realty in 2024 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 160 increasing their positions, 138 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more funds holding in top 10

Funds holding in top 10: 38 (+5)

44% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 41

16% more repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 138

13% more capital invested

Capital invested by funds: $5.71B → $6.46B (+$748M)

4.21% more ownership

Funds ownership: 99.39%103.6% (+4.2%)

3% more funds holding

Funds holding: 395408 (+13)

23% less call options, than puts

Call options by funds: $8.52M | Put options by funds: $11.1M

Holders
408
Holders Change
+13
Holders Change %
+3.29%
% 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
59
Increased
160
Reduced
138
Closed
41
Calls
$8.52M
Puts
$11.1M
Net Calls
-$2.56M
Net Calls Change
+$8.97M
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
251
Commonwealth Equity Services
Massachusetts
$427K +$12.8K +216 +3%
VU
252
Vanderbilt University
Tennessee
$421K +$402K +6,804 New
GSEP
253
Golden State Equity Partners
California
$413K +$394K +6,661 New
Koshinski Asset Management
254
Koshinski Asset Management
Illinois
$411K -$3.25K -55 -0.8%
CB
255
Commerce Bank
Missouri
$408K +$1.18K +20 +0.3%
P
256
&Partners
Tennessee
$406K +$387K +6,547 New
CCP
257
Carmel Capital Partners
California
$401K +$33.7K +571 +10%
KA
258
Kovack Advisors
Florida
$394K -$5.5K -93 -1%
FNA
259
First National Advisers
Nebraska
$385K +$45.6K +771 +14%
MML Investors Services
260
MML Investors Services
Massachusetts
$383K +$29.9K +506 +9%
AUB
261
Atlantic Union Bankshares
Virginia
$382K -$11.8K -200 -3%
CCM
262
Coldstream Capital Management
Washington
$379K +$15.5K +262 +4%
Susquehanna International Group
263
Susquehanna International Group
Pennsylvania
$376K -$3.24M -54,891 -90%
DPIM
264
Duff & Phelps Investment Management
Illinois
$372K +$355K +6,000 New
QCG
265
Quadrant Capital Group
Ohio
$368K +$73.9K +1,251 +27%
PAS
266
Park Avenue Securities
New York
$365K -$9.51K -161 -3%
RJT
267
Raymond James Trust
Florida
$357K +$20K +338 +6%
JSW
268
Journey Strategic Wealth
New Jersey
$353K +$47.2K +798 +16%
MHS
269
M Holdings Securities
Oregon
$334K +$319K +5,393 New
URS
270
Utah Retirement Systems
Utah
$328K -$11.8K -200 -4%
TCOT
271
Trust Company of Toledo
Ohio
$328K +$313K +5,300 New
TI
272
Tidal Investments
Wisconsin
$325K +$310K +5,248 New
NW
273
Naviter Wealth
Arkansas
$321K
IIC
274
Integrated Investment Consultants
Michigan
$320K
AHL
275
Abel Hall LLC
Louisiana
$315K +$2.01K +34 +0.7%

ADC Hedge Fund Activity: Q2 2024 in Review

408 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Agree Realty (ADC) for Q2 2024, worth a combined $6.46B — up 13% from $5.71B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new ADC positions and 41 closed out — a net gain of 18 holders — while 160 added to existing stakes and 138 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $211M. The largest seller was Principal Financial Group, cutting an estimated $63.9M.

  • 408 institutional investors held Agree Realty (ADC) as of Q2 2024, up from 395 in Q1 2024.
  • Funds reported $6.46B of Agree Realty stock for Q2 2024, up 13% quarter-over-quarter.
  • 59 funds opened new Agree Realty positions in Q2 2024 and 41 closed out, a net change of +18 holders.
  • The largest Agree Realty buyer in Q2 2024 was Cohen & Steers, an estimated $211M added.
  • The largest Agree Realty seller in Q2 2024 was Principal Financial Group, an estimated $63.9M sold.

Based on aggregated 13F filings for Q2 2024.