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Agree Realty
ADC

Overview Fund Activity

319 hedge funds and large institutions have $4.83B invested in Agree Realty in 2021 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 123 increasing their positions, 99 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
319
Holders Change
+8
Holders Change %
+2.57%
% of All Funds
5.6%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
49
Increased
123
Reduced
99
Closed
37
Calls
$2.29M
Puts
$2.02M
Net Calls
+$273K
Net Calls Change
-$722K

Top Buyers

1
FCM
Frontier Capital Management
Massachusetts
$39.2M
2
Invesco
Invesco
Georgia
$48.5M
3
Deutsche Bank
Deutsche Bank
Germany
$126M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$61.7M
5
Wells Fargo
Wells Fargo
California
$34.8M

Top Sellers

1
JG
Jefferies Group
New York
$0
2
Principal Financial Group
Principal Financial Group
Iowa
$371M
3
RGREA
Ranger Global Real Estate Advisors
Colorado
$0
4
ZP
Zimmer Partners
New York
$66.2M
5
MWNA
Marshall Wace North America
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HR
301
Howe & Rusling
New York
$5K +$1.41K +20 +39%
PFGIA
302
Patriot Financial Group Insurance Agency
Massachusetts
$4K +$1.57K +22 +65%
HFA
303
HC Financial Advisors
California
$4K +$4K +25 New
IFAM
304
Institutional & Family Asset Management
Colorado
$3K -$638 -10 -18%
BCA
305
Berman Capital Advisors
Georgia
$3K +$1.58K +30 +111%
Nisa Investment Advisors
306
Nisa Investment Advisors
Missouri
$2.78K +$833 +12,580 +43%
CWC
307
Carolinas Wealth Consulting
North Carolina
$2K – – –
CTC
308
Central Trust Company
Missouri
$2K – – –
SSB
309
Sandy Spring Bank
Maryland
$2K +$2K +10 New
BC
310
Bartlett & Co
Ohio
$2K +$2K +26 New
BIA
311
Bell Investment Advisors
California
$2K +$2K +32 New
TPCW
312
TD Private Client Wealth
New York
$1.92K – – –
BCWM
313
Bartlett & Co Wealth Management
Ohio
$1.73K +$1.73K +26 New
AFG
314
Albion Financial Group
Utah
$1K – – –
EI
315
Ellevest Inc
New York
$1K +$1K +9 New
DWP
316
Destiny Wealth Partners
Florida
$1K +$1K +21 New
BBHC
317
Brown Brothers Harriman & Co
New York
$72 – – –
JG
318
Jefferies Group
New York
– -$266M -3,777,000 Closed
RGREA
319
Ranger Global Real Estate Advisors
Colorado
– -$44.5M -631,078 Closed
MWNA
320
Marshall Wace North America
New York
– -$22.5M -318,809 Closed
GCM
321
Ghisallo Capital Management
Massachusetts
– -$14.7M -208,160 Closed
PCM
322
Pinz Capital Management
New York
– -$8.04M -114,100 Closed
GC
323
Gillson Capital
Illinois
– -$7.87M -111,605 Closed
SSA
324
Schonfeld Strategic Advisors
New York
– -$7.78M -110,400 Closed
HCM
325
HGI Capital Management
New York
– -$5.29M -75,083 Closed
11 12
13
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