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Agree Realty

325 hedge funds and large institutions have $5.44B invested in Agree Realty in 2021 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 127 increasing their positions, 110 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
325
Holders Change
+6
Holders Change %
+1.88%
% of All Funds
5.02%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
53
Increased
127
Reduced
110
Closed
43
Calls
$3.45M
Puts
$3.45M
Net Calls
+$1K
Net Calls Change
-$272K
Name Holding Trade Value Shares
Change
Shares
Change %
SC
301
Stephens Consulting
Michigan
$14.3K +$14.3K +200 New
TWM
302
Tradition Wealth Management
Minnesota
$11K +$11K +150 New
Carson Wealth (CWM LLC)
303
Carson Wealth (CWM LLC)
Nebraska
$11K +$11K +156 New
LC
304
Lindbrook Capital
California
$9K -$4.9K -67 -35%
FHA
305
First Horizon Advisors
Tennessee
$9K
STCOSD
306
Sageworth Trust Company of South Dakota
South Dakota
$9K +$9K +132 New
FPS
307
Fieldpoint Private Securities
Connecticut
$8K -$3.64K -50 -31%
PMFA
308
Plante Moran Financial Advisors
Michigan
$7K
HR
309
Howe & Rusling
New York
$5K
SFM
310
Signet Financial Management
New Jersey
$5K +$5K +67 New
ST
311
Sageworth Trust
Pennsylvania
$3K -$10.2K -139 -77%
PFGIA
312
Patriot Financial Group Insurance Agency
Massachusetts
$3K -$429 -7 -13%
IFAM
313
Institutional & Family Asset Management
Colorado
$3K
CWC
314
Carolinas Wealth Consulting
North Carolina
$3K +$585 +8 +24%
Manulife (Manufacturers Life Insurance)
315
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.37K +$19 +270 +0.8%
TPCW
316
TD Private Client Wealth
New York
$2.07K
BIA
317
Bell Investment Advisors
California
$2K -$560 -7 -22%
AFG
318
Albion Financial Group
Utah
$2K +$1.43K +20 +250%
DWP
319
Destiny Wealth Partners
Florida
$1K
EI
320
Ellevest Inc
New York
$1K +$182 +2 +22%
AAP
321
Arax Advisory Partners
Colorado
$1K +$1K +13 New
VRS
322
Virginia Retirement Systems
Virginia
$721 +$721 +10,100 New
BBHC
323
Brown Brothers Harriman & Co
New York
$77
ZP
324
Zimmer Partners
New York
-$66.2M -1,000,000 Closed
Balyasny Asset Management
325
Balyasny Asset Management
Illinois
-$13.4M -202,834 Closed