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Agree Realty

431 hedge funds and large institutions have $8.37B invested in Agree Realty in 2024 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 164 increasing their positions, 157 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 32

68% more call options, than puts

Call options by funds: $8.63M | Put options by funds: $5.13M

30% more capital invested

Capital invested by funds: $6.46B → $8.37B (+$1.92B)

7.26% more ownership

Funds ownership: 103.6%110.85% (+7.3%)

6% more funds holding

Funds holding: 408431 (+23)

4% more repeat investments, than reductions

Existing positions increased: 164 | Existing positions reduced: 157

50% less funds holding in top 10

Funds holding in top 10: 84 (-4)

Holders
431
Holders Change
+23
Holders Change %
+5.64%
% of All Funds
6.19%
Holding in Top 10
4
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-50%
% of All Funds
0.06%
New
60
Increased
164
Reduced
157
Closed
32
Calls
$8.63M
Puts
$5.13M
Net Calls
+$3.5M
Net Calls Change
+$6.06M
Name Holding Trade Value Shares
Change
Change in
Stake
CPR
251
CSU Producer Resources
Ohio
$603K
Public Employees Retirement Association of Colorado
252
Public Employees Retirement Association of Colorado
Colorado
$596K
CGH
253
Crossmark Global Holdings
Texas
$590K +$66K +933 +14%
PD
254
Point72 (DIFC)
United Arab Emirates
$588K +$553K +7,810 New
SAM
255
Securian Asset Management
Minnesota
$588K -$14.2K -200 -2%
GLA
256
Great Lakes Advisors
Illinois
$578K -$258K -3,652 -32%
CCIA
257
Campbell & Co Investment Adviser
Maryland
$559K -$422K -5,956 -45%
DEA
258
DoubleLine ETF Adviser
Florida
$540K +$507K +7,167 New
P
259
&Partners
Tennessee
$534K +$38.6K +545 +8%
CIA
260
Concurrent Investment Advisors
Florida
$508K +$477K +6,740 New
CCP
261
Carmel Capital Partners
California
$507K +$18.2K +257 +4%
FNA
262
First National Advisers
Nebraska
$505K +$34.7K +490 +8%
Koshinski Asset Management
263
Koshinski Asset Management
Illinois
$501K -$2.48K -35 -0.5%
Commonwealth Equity Services
264
Commonwealth Equity Services
Massachusetts
$498K -$20.5K -289 -4%
AAS
265
Avantax Advisory Services
Texas
$490K -$51.7K -730 -10%
CB
266
Commerce Bank
Missouri
$487K -$8.14K -115 -2%
Susquehanna International Group
267
Susquehanna International Group
Pennsylvania
$475K +$16.6K +234 +4%
JSW
268
Journey Strategic Wealth
New Jersey
$475K +$42.9K +606 +11%
QCG
269
Quadrant Capital Group
Ohio
$471K +$22K +311 +5%
MML Investors Services
270
MML Investors Services
Massachusetts
$470K +$3.54K +50 +0.8%
AUB
271
Atlantic Union Bankshares
Virginia
$455K -$8.49K -120 -2%
QCM
272
Quantinno Capital Management
New York
$453K +$82.1K +1,160 +24%
EGM
273
Engineers Gate Manager
New York
$453K +$425K +6,009 New
DPIM
274
Duff & Phelps Investment Management
Illinois
$452K
TCOT
275
Trust Company of Toledo
Ohio
$442K +$39.8K +563 +11%

ADC Hedge Fund Activity: Q3 2024 in Review

431 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Agree Realty (ADC) for Q3 2024, worth a combined $8.37B — up 30% from $6.46B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new ADC positions and 32 closed out — a net gain of 28 holders — while 164 added to existing stakes and 157 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $150M. The largest seller was PGGM Investments, cutting an estimated $68.6M.

  • 431 institutional investors held Agree Realty (ADC) as of Q3 2024, up from 408 in Q2 2024.
  • Funds reported $8.37B of Agree Realty stock for Q3 2024, up 30% quarter-over-quarter.
  • 60 funds opened new Agree Realty positions in Q3 2024 and 32 closed out, a net change of +28 holders.
  • The largest Agree Realty buyer in Q3 2024 was Cohen & Steers, an estimated $150M added.
  • The largest Agree Realty seller in Q3 2024 was PGGM Investments, an estimated $68.6M sold.

Based on aggregated 13F filings for Q3 2024.