ADC icon

Agree Realty
ADC

Overview Fund Activity

319 hedge funds and large institutions have $5.18B invested in Agree Realty in 2022 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 144 increasing their positions, 99 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
319
Holders Change
-6
Holders Change %
-1.85%
% of All Funds
5.05%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
36
Increased
144
Reduced
99
Closed
40
Calls
$3.64M
Puts
$5.47M
Net Calls
-$1.83M
Net Calls Change
-$1.83M

Top Buyers

1
HRES
Heitman Real Estate Securities
Illinois
+$46.7M
2
Morgan Stanley
Morgan Stanley
New York
+$33.9M
3
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
+$30.6M
4
State Street
State Street
Massachusetts
+$30.1M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$24M

Top Sellers

1
ACM
AEW Capital Management
Massachusetts
-$61.5M
2
WMSA
Weiss Multi-Strategy Advisers
New York
-$32.3M
3
Millennium Management
Millennium Management
New York
-$27.2M
4
WCA
Waratah Capital Advisors
Ontario, Canada
-$21.5M
5
NIPH
NN Investment Partners Holdings
Netherlands
-$13.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIL
276
AGF Investments LLC
Ontario, Canada
$33K -$786 -12 -2%
NSIM
277
North Star Investment Management
Illinois
$33K +$33K +500 New
SIS
278
Sound Income Strategies
Florida
$27K -$3K -45 -10%
NCA
279
New Century Advisors
Maryland
$24K +$24K +369 New
APA
280
American Portfolios Advisors
New York
$21.1K +$199 +3 +1%
BHWM
281
Beaird Harris Wealth Management
Texas
$20K +$200 +3 +1%
Koshinski Asset Management
282
Koshinski Asset Management
Illinois
$19.9K +$6.64K +100 +50%
PA
283
Parallel Advisors
California
$19K -$4.88K -76 -20%
First Manhattan
284
First Manhattan
New York
$19K – – –
TWA
285
TCI Wealth Advisors
Arizona
$17K -$1.83K -27 -10%
MAM
286
Meeder Asset Management
Ohio
$17K +$17K +253 New
FF
287
FourThought Financial
Florida
$16K – – –
WT
288
Whittier Trust
California
$15K – – –
VCM
289
Versant Capital Management
Arizona
$14K -$4.02K -60 -22%
CAL
290
Capital Analysts LLC
Pennsylvania
$14K -$66 -1 -0.5%
ST
291
Smithfield Trust
Pennsylvania
$14K – – –
SWM
292
Sugarloaf Wealth Management
Georgia
$14K +$14K +213 New
SC
293
Stephens Consulting
Michigan
$13.3K – – –
FMII
294
Farmers & Merchants Investments Inc
Nebraska
$12K -$6.24K -92 -34%
Macquarie Group
295
Macquarie Group
Australia
$11.4K +$6.16K +94,465 +117%
TWM
296
Tradition Wealth Management
Minnesota
$10K – – –
PFBT
297
Parkside Financial Bank & Trust
Missouri
$9K -$5.68K -84 -39%
EWA
298
EverSource Wealth Advisors
Alabama
$9K -$4.02K -63 -31%
PFGIA
299
Patriot Financial Group Insurance Agency
Massachusetts
$8K +$4.73K +71 +145%
PMFA
300
Plante Moran Financial Advisors
Michigan
$7K – – –
10 11
12
13 14