ADC icon

Agree Realty

325 hedge funds and large institutions have $5.44B invested in Agree Realty in 2021 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 127 increasing their positions, 110 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
325
Holders Change
+6
Holders Change %
+1.88%
% of All Funds
5.02%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
53
Increased
127
Reduced
110
Closed
43
Calls
$3.45M
Puts
$3.45M
Net Calls
+$1K
Net Calls Change
-$272K
Name Holding Trade Value Shares
Change
Shares
Change %
S
276
SignatureFD
Georgia
$51K +$426 +6 +0.8%
UB
277
UMB Bank
Missouri
$49K +$49K +693 New
NFSG
278
Newbridge Financial Services Group
Florida
$44K
CI Investments Inc
279
CI Investments Inc
Ontario, Canada
$40K +$5.99K +84 +18%
HNB
280
Huntington National Bank
Ohio
$39K -$24.2K -340 -38%
GWM
281
Geneos Wealth Management
Colorado
$39K
AssetMark Inc
282
AssetMark Inc
California
$37K
AIL
283
AGF Investments LLC
Ontario, Canada
$37K +$37K +516 New
SIS
284
Sound Income Strategies
Florida
$32K
PA
285
Parallel Advisors
California
$27K -$2.32K -32 -8%
APA
286
American Portfolios Advisors
New York
$22.4K +$214 +3 +1%
First Manhattan
287
First Manhattan
New York
$21K
BHWM
288
Beaird Harris Wealth Management
Texas
$21K +$21K +297 New
TWA
289
TCI Wealth Advisors
Arizona
$20K +$1.73K +24 +9%
FMII
290
Farmers & Merchants Investments Inc
Nebraska
$19K -$22.1K -313 -54%
VCM
291
Versant Capital Management
Arizona
$19K -$3.11K -44 -14%
FF
292
FourThought Financial
Florida
$18K -$6.61K -91 -27%
CT
293
Cambridge Trust
Massachusetts
$17K +$17K +235 New
IA
294
IFP Advisors
Florida
$16K
WT
295
Whittier Trust
California
$16K +$16K +227 New
CAL
296
Capital Analysts LLC
Pennsylvania
$15K -$39.6K -563 -73%
ST
297
Smithfield Trust
Pennsylvania
$15K
PFBT
298
Parkside Financial Bank & Trust
Missouri
$15K +$2.56K +37 +21%
EWA
299
EverSource Wealth Advisors
Alabama
$15K +$15K +204 New
Koshinski Asset Management
300
Koshinski Asset Management
Illinois
$14.3K +$14.3K +200 New