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Agree Realty

326 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

23% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 43

15% more repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 110

13% more capital invested

Capital invested by funds: $4.83B → $5.44B (+$604M)

2.15% more ownership

Funds ownership: 104.82%106.97% (+2.2%)

2% more funds holding

Funds holding: 320326 (+6)

0% more call options, than puts

Call options by funds: $3.45M | Put options by funds: $3.45M

Holders
326
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
Change in
Stake
SC
301
Stephens Consulting
Michigan
$14.3K +$13.9K +200 New
TWM
302
Tradition Wealth Management
Minnesota
$11K +$10.4K +150 New
Carson Wealth (CWM LLC)
303
Carson Wealth (CWM LLC)
Nebraska
$11K +$10.8K +156 New
CT
304
Caldwell Trust
Florida
$10.7K
LC
305
Lindbrook Capital
California
$9K -$4.65K -67 -35%
FHA
306
First Horizon Advisors
Tennessee
$9K
STCOSD
307
Sageworth Trust Company of South Dakota
South Dakota
$9K +$9.15K +132 New
FPS
308
Fieldpoint Private Securities
Connecticut
$8K -$3.47K -50 -31%
PMFA
309
Plante Moran Financial Advisors
Michigan
$7K
HR
310
Howe & Rusling
New York
$5K
SFM
311
Signet Financial Management
New Jersey
$5K +$4.65K +67 New
ST
312
Sageworth Trust
Pennsylvania
$3K -$9.64K -139 -77%
PFGIA
313
Patriot Financial Group Insurance Agency
Massachusetts
$3K -$485 -7 -13%
IFAM
314
Institutional & Family Asset Management
Colorado
$3K
CWC
315
Carolinas Wealth Consulting
North Carolina
$3K +$555 +8 +24%
Manulife (Manufacturers Life Insurance)
316
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.37K +$18.7K +270 +0.8%
TPCW
317
TD Private Client Wealth
New York
$2.07K
BIA
318
Bell Investment Advisors
California
$2K -$485 -7 -22%
AFG
319
Albion Financial Group
Utah
$2K +$1.39K +20 +250%
DWP
320
Destiny Wealth Partners
Florida
$1K
EI
321
Ellevest Inc
New York
$1K +$139 +2 +22%
AAP
322
Arax Advisory Partners
Colorado
$1K +$902 +13 New
VRS
323
Virginia Retirement Systems
Virginia
$721 +$700K +10,100 New
BBHC
324
Brown Brothers Harriman & Co
New York
$77
ZP
325
Zimmer Partners
New York
-$66.2M -1,000,000 Closed

ADC Hedge Fund Activity: Q4 2021 in Review

326 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Agree Realty (ADC) for Q4 2021, worth a combined $5.44B — up 13% from $4.83B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new ADC positions and 43 closed out — a net gain of 10 holders — while 127 added to existing stakes and 110 trimmed.

The largest buyer was Weiss Multi-Strategy Advisers, opening a new position worth an estimated $52.8M. The largest seller was Zimmer Partners, exiting entirely with an estimated $66.2M sold.

  • 326 institutional investors held Agree Realty (ADC) as of Q4 2021, up from 320 in Q3 2021.
  • Funds reported $5.44B of Agree Realty stock for Q4 2021, up 13% quarter-over-quarter.
  • 53 funds opened new Agree Realty positions in Q4 2021 and 43 closed out, a net change of +10 holders.
  • The largest Agree Realty buyer in Q4 2021 was Weiss Multi-Strategy Advisers, an estimated $52.8M added.
  • The largest Agree Realty seller in Q4 2021 was Zimmer Partners, an estimated $66.2M sold.

Based on aggregated 13F filings for Q4 2021.