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Agree Realty
ADC

Overview Fund Activity

311 hedge funds and large institutions have $5.47B invested in Agree Realty in 2021 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 144 increasing their positions, 74 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
311
Holders Change
+11
Holders Change %
+3.67%
% of All Funds
5.43%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
50
Increased
144
Reduced
74
Closed
38
Calls
$2.84M
Puts
$1.85M
Net Calls
+$995K
Net Calls Change
-$8.09M

Top Buyers

1
JG
Jefferies Group
New York
+$266M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$74.8M
3
BlackRock
BlackRock
New York
+$63.2M
4
CIM
Centersquare Investment Management
Pennsylvania
+$58.5M
5
Principal Financial Group
Principal Financial Group
Iowa
+$51.2M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
-$36.5M
2
HRES
Heitman Real Estate Securities
Illinois
-$25.9M
3
Millennium Management
Millennium Management
New York
-$21.4M
4
WMSA
Weiss Multi-Strategy Advisers
New York
-$20.6M
5
CC
Carlson Capital
Texas
-$9.26M
Name Holding Trade Value Shares
Change 		Shares
Change %
FWM
276
FFT Wealth Management
Pennsylvania
$28K +$28K +400 New
APA
277
American Portfolios Advisors
New York
$25.6K +$211 +3 +0.8%
FF
278
FourThought Financial
Florida
$25K +$2.35K +34 +10%
First Manhattan
279
First Manhattan
New York
$21K – – –
AWA
280
Arkadios Wealth Advisors
Georgia
$21K +$21K +300 New
VCM
281
Versant Capital Management
Arizona
$20K +$10.8K +157 +118%
TWA
282
TCI Wealth Advisors
Arizona
$18K +$8.86K +125 +97%
BMD
283
Better Money Decisions
New Mexico
$17K – – –
Northwestern Mutual Wealth Management
284
Northwestern Mutual Wealth Management
Wisconsin
$17K +$3.29K +48 +24%
ST
285
Smithfield Trust
Pennsylvania
$15K – – –
ST
286
Sageworth Trust
Pennsylvania
$13K +$13K +180 New
FPS
287
Fieldpoint Private Securities
Connecticut
$12K – – –
PFBT
288
Parkside Financial Bank & Trust
Missouri
$12K +$2.13K +31 +22%
LC
289
Lindbrook Capital
California
$11K -$1.03K -15 -9%
FI
290
FormulaFolio Investments
Michigan
$11K – – –
FMII
291
Farmers & Merchants Investments Inc
Nebraska
$10K – – –
FHC
292
First Horizon Corporation
Tennessee
$8K – – –
LWM
293
Liberty Wealth Management
California
$7K -$442 -6 -6%
PMFA
294
Plante Moran Financial Advisors
Michigan
$7K – – –
IFAM
295
Institutional & Family Asset Management
Colorado
$4K – – –
HR
296
Howe & Rusling
New York
$4K +$706 +9 +21%
EWM
297
Evermay Wealth Management
Virginia
$4K +$4K +50 New
AIG
298
American International Group
New York
$3.08K +$36 +516 +1%
Nisa Investment Advisors
299
Nisa Investment Advisors
Missouri
$2.07K -$474 -6,725 -19%
TPCW
300
TD Private Client Wealth
New York
$2.04K +$2.04K +29 New
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