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Agree Realty

364 hedge funds and large institutions have $6.48B invested in Agree Realty in 2023 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 156 increasing their positions, 112 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
364
Holders Change
-6
Holders Change %
-1.62%
% of All Funds
5.34%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.1%
New
53
Increased
156
Reduced
112
Closed
54
Calls
$3.97M
Puts
$8.52M
Net Calls
-$4.56M
Net Calls Change
-$266K
Name Holding Trade Value Shares
Change
Shares
Change %
TD Asset Management
276
TD Asset Management
Ontario, Canada
$246K
B
277
Bailard
California
$245K
RFC
278
Regions Financial Corp
Alabama
$243K -$10K -159 -4%
Point72 Asset Management
279
Point72 Asset Management
Connecticut
$239K -$1.3M -20,707 -84%
EI
280
Ethic Inc
New York
$235K +$235K +3,734 New
WAM
281
Wolverine Asset Management
Illinois
$232K +$232K +3,681 New
NW
282
NewEdge Wealth
Pennsylvania
$225K +$225K +3,568 New
VEA
283
Virtus ETF Advisers
New York
$224K +$32.5K +516 +17%
WVP
284
Worth Venture Partners
New Jersey
$223K +$223K +3,550 New
WA
285
Wealthstream Advisors
New York
$223K +$223K +3,548 New
Citadel Advisors
286
Citadel Advisors
Florida
$223K -$14.1M -224,378 -98%
CC
287
Corton Capital
Ontario, Canada
$213K +$213K +3,390 New
Wealth Enhancement Advisory Services
288
Wealth Enhancement Advisory Services
Minnesota
$211K +$211K +3,347 New
VAS
289
Vestmark Advisory Solutions
Massachusetts
$206K +$206K +3,265 New
SIC
290
Samalin Investment Counsel
New York
$203K -$33.1K -526 -14%
CC
291
Centiva Capital
New York
$202K +$202K +3,201 New
MLICM
292
Metropolitan Life Insurance Company (MetLife)
New York
$194K +$7.62K +121 +4%
C
293
Covestor
United Kingdom
$181K +$22.8K +363 +14%
JWM
294
Janiczek Wealth Management
Colorado
$164K +$98.5K +1,563 +150%
PO
295
Private Ocean
California
$145K +$145K +2,300 New
Carson Wealth (CWM LLC)
296
Carson Wealth (CWM LLC)
Nebraska
$139K +$93K +1,474 +202%
ASN
297
Advisory Services Network
Georgia
$125K +$125K +1,987 New
NP
298
Ninepoint Partners
Ontario, Canada
$121K
KBC Group
299
KBC Group
Belgium
$112K +$23.8K +379 +27%
SPIA
300
Steward Partners Investment Advisory
New York
$109K +$89.6K +1,423 +461%