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Agree Realty

431 hedge funds and large institutions have $8.37B invested in Agree Realty in 2024 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 164 increasing their positions, 157 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 32

68% more call options, than puts

Call options by funds: $8.63M | Put options by funds: $5.13M

30% more capital invested

Capital invested by funds: $6.46B → $8.37B (+$1.92B)

7.26% more ownership

Funds ownership: 103.6%110.85% (+7.3%)

6% more funds holding

Funds holding: 408431 (+23)

4% more repeat investments, than reductions

Existing positions increased: 164 | Existing positions reduced: 157

50% less funds holding in top 10

Funds holding in top 10: 84 (-4)

Holders
431
Holders Change
+23
Holders Change %
+5.64%
% of All Funds
6.19%
Holding in Top 10
4
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-50%
% of All Funds
0.06%
New
60
Increased
164
Reduced
157
Closed
32
Calls
$8.63M
Puts
$5.13M
Net Calls
+$3.5M
Net Calls Change
+$6.06M
Name Holding Trade Value Shares
Change
Change in
Stake
RJT
276
Raymond James Trust
Florida
$435K +$212 +3 +0.1%
MSRPS
277
Maryland State Retirement & Pension System
Maryland
$427K -$97K -1,370 -19%
KA
278
Kovack Advisors
Florida
$418K -$58K -820 -13%
CCM
279
Coldstream Capital Management
Washington
$414K -$45.1K -637 -10%
IIC
280
Integrated Investment Consultants
Michigan
$413K -$8.49K -120 -2%
URS
281
Utah Retirement Systems
Utah
$399K
AHL
282
Abel Hall LLC
Louisiana
$385K +$2.12K +30 +0.6%
Twin Tree Management
283
Twin Tree Management
Texas
$376K +$286K +4,036 +421%
PAS
284
Park Avenue Securities
New York
$373K -$67.2K -950 -16%
TI
285
Tidal Investments
Wisconsin
$363K -$30.6K -432 -8%
KI
286
Kapitalo Investimentos
Brazil
$359K +$338K +4,769 New
GT
287
Greenleaf Trust
Michigan
$358K +$1.84K +26 +0.5%
CIC
288
Cornercap Investment Counsel
Georgia
$357K -$288K -4,067 -46%
PAG
289
Private Advisor Group
New Jersey
$357K +$34.3K +485 +11%
CCP
290
Clarkston Capital Partners
Michigan
$354K
DFCM
291
Dark Forest Capital Management
Puerto Rico
$349K +$328K +4,629 New
Baird Financial Group
292
Baird Financial Group
Wisconsin
$345K
NB
293
Norinchukin Bank
Japan
$342K -$3.04K -43 -0.9%
SFA
294
Sequoia Financial Advisors
Ohio
$333K +$41.9K +592 +15%
SCM
295
Sterling Capital Management
North Carolina
$332K +$312K +4,408 New
ProShare Advisors
296
ProShare Advisors
Maryland
$330K -$25.3K -358 -8%
NWM
297
Napa Wealth Management
California
$320K +$51.9K +733 +21%
ECM
298
Evergreen Capital Management
Washington
$309K +$24.4K +345 +9%
NSEDCP
299
NJ State Employees Deferred Compensation Plan
New Jersey
$301K
WANY
300
Wealthspire Advisors (New York)
New York
$300K +$7.71K +109 +3%

ADC Hedge Fund Activity: Q3 2024 in Review

431 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Agree Realty (ADC) for Q3 2024, worth a combined $8.37B — up 30% from $6.46B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new ADC positions and 32 closed out — a net gain of 28 holders — while 164 added to existing stakes and 157 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $150M. The largest seller was PGGM Investments, cutting an estimated $68.6M.

  • 431 institutional investors held Agree Realty (ADC) as of Q3 2024, up from 408 in Q2 2024.
  • Funds reported $8.37B of Agree Realty stock for Q3 2024, up 30% quarter-over-quarter.
  • 60 funds opened new Agree Realty positions in Q3 2024 and 32 closed out, a net change of +28 holders.
  • The largest Agree Realty buyer in Q3 2024 was Cohen & Steers, an estimated $150M added.
  • The largest Agree Realty seller in Q3 2024 was PGGM Investments, an estimated $68.6M sold.

Based on aggregated 13F filings for Q3 2024.