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Agree Realty

392 hedge funds and large institutions have $5.71B invested in Agree Realty in 2024 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 163 increasing their positions, 123 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
392
Holders Change
+28
Holders Change %
+7.69%
% of All Funds
5.68%
Holding in Top 10
3
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-57.14%
% of All Funds
0.04%
New
58
Increased
163
Reduced
123
Closed
28
Calls
$6.22M
Puts
$17.8M
Net Calls
-$11.5M
Net Calls Change
-$6.98M
Name Holding Trade Value Shares
Change
Shares
Change %
Corient Private Wealth
276
Corient Private Wealth
Florida
$320K -$117K -2,044 -27%
IIC
277
Integrated Investment Consultants
Michigan
$320K +$320K +5,596 New
URS
278
Utah Retirement Systems
Utah
$314K
FNA
279
First National Advisers
Nebraska
$311K +$311K +5,437 New
RJT
280
Raymond James Trust
Florida
$310K -$12.9K -225 -4%
HWAM
281
Hennion & Walsh Asset Management
New Jersey
$308K -$16.5K -289 -5%
OTL
282
Oak Thistle LLC
New York
$307K +$307K +5,368 New
BCM
283
Bayesian Capital Management
New York
$304K +$304K +5,317 New
NW
284
Naviter Wealth
Arkansas
$296K +$45.9K +800 +18%
AHL
285
Abel Hall LLC
Louisiana
$288K +$171 +3 +0.1%
JSW
286
Journey Strategic Wealth
New Jersey
$280K +$29.5K +517 +12%
ProShare Advisors
287
ProShare Advisors
Maryland
$280K -$22.4K -393 -7%
Vontobel Holding
288
Vontobel Holding
Switzerland
$278K -$99.7K -1,746 -26%
Baird Financial Group
289
Baird Financial Group
Wisconsin
$278K -$31.4K -550 -10%
NB
290
Norinchukin Bank
Japan
$272K -$3.14K -55 -1%
CCP
291
Clarkston Capital Partners
Michigan
$268K
QCG
292
Quadrant Capital Group
Ohio
$268K +$34.9K +611 +15%
CC
293
Cipher Capital
New York
$267K +$267K +4,676 New
VI
294
Versor Investments
New York
$263K -$399K -6,993 -60%
Connor, Clark & Lunn Investment Management (CC&L)
295
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$255K +$255K +4,461 New
UOC
296
UBS O'Connor
Illinois
$251K -$4.57M -79,992 -95%
SCM
297
Shelton Capital Management
Colorado
$249K
Fifth Third Bancorp
298
Fifth Third Bancorp
Ohio
$245K +$17.4K +305 +8%
NA
299
NewEdge Advisors
Louisiana
$242K +$230K +4,021 +1,870%
CC
300
Centiva Capital
New York
$239K +$55.7K +975 +30%