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Agree Realty

358 hedge funds and large institutions have $6.7B invested in Agree Realty in 2023 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 137 increasing their positions, 130 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
358
Holders Change
Holders Change %
0%
% of All Funds
5.73%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
47
Increased
137
Reduced
130
Closed
39
Calls
$4.01M
Puts
$3.04M
Net Calls
+$967K
Net Calls Change
-$713K
Name Holding Trade Value Shares
Change
Shares
Change %
VEA
276
Virtus ETF Advisers
New York
$283K -$130K -1,893 -31%
TRCT
277
Tower Research Capital (TRC)
New York
$279K +$194K +2,823 +227%
NSEDCP
278
NJ State Employees Deferred Compensation Plan
New Jersey
$274K
VF
279
Virtu Financial
New York
$274K +$274K +3,990 New
ST
280
Somerset Trust
Pennsylvania
$251K -$23.1K -336 -8%
VAS
281
Vestmark Advisory Solutions
Massachusetts
$232K +$3.98K +58 +2%
NW
282
NewEdge Wealth
Pennsylvania
$232K +$3.98K +58 +2%
FRM
283
Fox Run Management
Connecticut
$229K +$229K +3,341 New
Mercer Global Advisors
284
Mercer Global Advisors
Colorado
$219K +$219K +3,196 New
HFG
285
Heron Financial Group
New York
$213K
SI
286
Stephens Inc
Arkansas
$212K +$69 +1 +0%
BEI
287
Benjamin Edwards Inc
Missouri
$207K -$822 -12 -0.4%
QCG
288
Quadrant Capital Group
Ohio
$182K -$2.54K -37 -1%
Simplex Trading
289
Simplex Trading
Illinois
$180K +$28.5K +417 +19%
NP
290
Ninepoint Partners
Ontario, Canada
$169K -$20.2K -294 -11%
BAM
291
Belpointe Asset Management
Nevada
$165K -$49.5K -721 -23%
PO
292
Private Ocean
California
$152K +$1.44K +21 +1%
ASN
293
Advisory Services Network
Georgia
$138K -$3.77K -55 -3%
JFGIW
294
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$136K
CCP
295
Carmel Capital Partners
California
$125K +$125K +1,823 New
C
296
Covestor
United Kingdom
$120K +$8.5K +124 +8%
S
297
SignatureFD
Georgia
$119K +$13.4K +196 +13%
CCM
298
Carderock Capital Management
Maryland
$117K +$117K +1,700 New
CFD
299
Creative Financial Designs
Indiana
$115K -$3.64K -53 -3%
CSS
300
Cubist Systematic Strategies
Connecticut
$99.2K +$99.2K +1,446 New