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Agree Realty
ADC

Overview Fund Activity

300 hedge funds and large institutions have $4.58B invested in Agree Realty in 2021 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 137 increasing their positions, 82 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
300
Holders Change
+19
Holders Change %
+6.76%
% of All Funds
5.28%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
51
Increased
137
Reduced
82
Closed
29
Calls
$17M
Puts
$7.92M
Net Calls
+$9.09M
Net Calls Change
+$9.91M

Top Buyers

1
Principal Financial Group
Principal Financial Group
Iowa
+$170M
2
BlackRock
BlackRock
New York
+$124M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$80.8M
4
ACM
AEW Capital Management
Massachusetts
+$63.4M
5
CIM
Centersquare Investment Management
Pennsylvania
+$47.4M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
-$230M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$44.7M
3
Citadel Advisors
Citadel Advisors
Florida
-$39.1M
4
HRES
Heitman Real Estate Securities
Illinois
-$23.2M
5
ACI
AMP Capital Investors
Australia
-$23M
Name Holding Trade Value Shares
Change 		Shares
Change %
LC
276
Lindbrook Capital
California
$12K +$10.2K +149 +573%
FPS
277
Fieldpoint Private Securities
Connecticut
$11K -$15.1K -220 -58%
PFBT
278
Parkside Financial Bank & Trust
Missouri
$10K – – –
FMII
279
Farmers & Merchants Investments Inc
Nebraska
$10K +$1.29K +19 +15%
FI
280
FormulaFolio Investments
Michigan
$10K +$10K +152 New
TWA
281
TCI Wealth Advisors
Arizona
$9K +$140 +2 +2%
VCM
282
Versant Capital Management
Arizona
$9K +$9K +133 New
FHC
283
First Horizon Corporation
Tennessee
$8K – – –
PMFA
284
Plante Moran Financial Advisors
Michigan
$7K – – –
LWM
285
Liberty Wealth Management
California
$7K +$485 +7 +7%
CTC
286
Central Trust Company
Missouri
$5K – – –
IFAM
287
Institutional & Family Asset Management
Colorado
$4K +$1.75K +25 +78%
IA
288
IFP Advisors
Florida
$3K -$4.82K -90 -62%
HR
289
Howe & Rusling
New York
$3K -$429 -6 -13%
MWP
290
Meridian Wealth Partners
Pennsylvania
$3K +$3K +48 New
AIG
291
American International Group
New York
$2.91K +$304 +4,511 +12%
Nisa Investment Advisors
292
Nisa Investment Advisors
Missouri
$2.43K +$103 +1,534 +4%
PFGIA
293
Patriot Financial Group Insurance Agency
Massachusetts
$2K -$6.82K -116 -77%
IAIM
294
International Assets Investment Management
Florida
$2K – – –
WAP
295
Wealthcare Advisory Partners
Pennsylvania
$2K +$2K +28 New
CWC
296
Carolinas Wealth Consulting
North Carolina
$2K +$2K +30 New
ACM
297
Allred Capital Management
Texas
$1.75K +$1.75K +26 New
BCA
298
Berman Capital Advisors
Georgia
$1K – – –
DWP
299
Destiny Wealth Partners
Florida
$1K – – –
BBHC
300
Brown Brothers Harriman & Co
New York
$73 -$407 -6,039 -85%
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