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Agree Realty
ADC

Overview Fund Activity

300 hedge funds and large institutions have $4.58B invested in Agree Realty in 2021 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 137 increasing their positions, 82 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
300
Holders Change
+19
Holders Change %
+6.76%
% of All Funds
5.28%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
51
Increased
137
Reduced
82
Closed
29
Calls
$17M
Puts
$7.92M
Net Calls
+$9.09M
Net Calls Change
+$9.91M

Top Buyers

1
Principal Financial Group
Principal Financial Group
Iowa
+$170M
2
BlackRock
BlackRock
New York
+$124M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$80.8M
4
ACM
AEW Capital Management
Massachusetts
+$63.4M
5
CIM
Centersquare Investment Management
Pennsylvania
+$47.4M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
-$230M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$44.7M
3
Citadel Advisors
Citadel Advisors
Florida
-$39.1M
4
HRES
Heitman Real Estate Securities
Illinois
-$23.2M
5
ACI
AMP Capital Investors
Australia
-$23M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wellington Management Group
301
Wellington Management Group
Massachusetts
– -$44.7M -671,457 Closed
WRF
302
Waddell & Reed Financial
Kansas
– -$8.42M -126,474 Closed
MPAM
303
Monarch Partners Asset Management
Massachusetts
– -$6.09M -91,421 Closed
Canada Pension Plan Investment Board
304
Canada Pension Plan Investment Board
Ontario, Canada
– -$4.7M -70,600 Closed
RCAMU
305
Rothschild & Co Asset Management US
Connecticut
– -$1.82M -27,298 Closed
MSA
306
Mason Street Advisors
Wisconsin
– -$1.38M -20,648 Closed
IA
307
IndexIQ Advisors
New York
– -$1.32M -19,754 Closed
DCM
308
Dupont Capital Management
Delaware
– -$1.06M -15,894 Closed
ACM
309
AlphaCrest Capital Management
New York
– -$528K -7,923 Closed
OAM
310
Oppenheimer Asset Management
New York
– -$421K -6,324 Closed
Mackenzie Financial
311
Mackenzie Financial
Ontario, Canada
– -$368K -5,534 Closed
QCM
312
Quantinno Capital Management
New York
– -$323K -4,852 Closed
Janney Montgomery Scott
313
Janney Montgomery Scott
Pennsylvania
– -$280K -4,206 Closed
NPF
314
Norris Perne & French
Michigan
– -$240K -3,600 Closed
NP
315
Ninepoint Partners
Ontario, Canada
– -$180K -2,706 Closed
ED
316
Exane Derivatives
France
– -$115K -1,733 Closed
FTDI
317
First Trust Direct Indexing
Massachusetts
– -$93K -1,397 Closed
HFM
318
Harvest Fund Management
China
– -$77K -1,167 Closed
ASN
319
Advisory Services Network
Georgia
– -$53K -797 Closed
PWPS
320
Pinnacle Wealth Planning Services
Ohio
– -$43K -653 Closed
ICP
321
Interchange Capital Partners
Pennsylvania
– -$23K -353 Closed
VCG
322
Vantage Consulting Group
Virginia
– -$10K -145 Closed
CFGS
323
Concourse Financial Group Securities
Alabama
– -$3K -45 Closed
TPCW
324
TD Private Client Wealth
New York
– -$2.46K -37 Closed
HGWM
325
Harvest Group Wealth Management
Massachusetts
– -$2K -33 Closed
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