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Agree Realty
ADC

Overview Fund Activity

319 hedge funds and large institutions have $5.18B invested in Agree Realty in 2022 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 144 increasing their positions, 99 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
319
Holders Change
-6
Holders Change %
-1.85%
% of All Funds
5.05%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
36
Increased
144
Reduced
99
Closed
40
Calls
$3.64M
Puts
$5.47M
Net Calls
-$1.83M
Net Calls Change
-$1.83M

Top Buyers

1
HRES
Heitman Real Estate Securities
Illinois
+$46.7M
2
Morgan Stanley
Morgan Stanley
New York
+$33.9M
3
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
+$30.6M
4
State Street
State Street
Massachusetts
+$30.1M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$24M

Top Sellers

1
ACM
AEW Capital Management
Massachusetts
-$61.5M
2
WMSA
Weiss Multi-Strategy Advisers
New York
-$32.3M
3
Millennium Management
Millennium Management
New York
-$27.2M
4
WCA
Waratah Capital Advisors
Ontario, Canada
-$21.5M
5
NIPH
NN Investment Partners Holdings
Netherlands
-$13.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
LC
301
Lindbrook Capital
California
$4K -$5.11K -69 -56%
FPS
302
Fieldpoint Private Securities
Connecticut
$4K -$2.77K -45 -41%
HR
303
Howe & Rusling
New York
$4K -$1.07K -15 -21%
EI
304
Ellevest Inc
New York
$4K +$3.23K +46 +418%
NIC
305
Northwest Investment Counselors
Oregon
$4K +$4K +53 New
GRP
306
Global Retirement Partners
California
$4K +$4K +56 New
FHA
307
First Horizon Advisors
Tennessee
$3K -$5.71K -78 -66%
IFAM
308
Institutional & Family Asset Management
Colorado
$3K – – –
HWA
309
HHM Wealth Advisors
Tennessee
$3K +$3K +45 New
MCC
310
Money Concepts Capital
Florida
$2K +$2K +28 New
ANBT
311
American National Bank & Trust
Texas
$2K +$2K +33 New
GIA
312
GHP Investment Advisors
Colorado
$2K +$2K +35 New
TPCW
313
TD Private Client Wealth
New York
$1.92K – – –
STCOSD
314
Sageworth Trust Company of South Dakota
South Dakota
$1K -$5.29K -111 -84%
AFG
315
Albion Financial Group
Utah
$1K -$1K -14 -50%
DWP
316
Destiny Wealth Partners
Florida
$1K – – –
AAP
317
Arax Advisory Partners
Colorado
$1K – – –
Toronto Dominion Bank
318
Toronto Dominion Bank
Ontario, Canada
$1K +$1K +8 New
ACM
319
AEW Capital Management
Massachusetts
– -$61.5M -862,390 Closed
WCA
320
Waratah Capital Advisors
Ontario, Canada
– -$21.5M -301,747 Closed
NIPH
321
NN Investment Partners Holdings
Netherlands
– -$13.5M -189,284 Closed
MIM
322
Monashee Investment Management
Massachusetts
– -$8.92M -125,000 Closed
CCM
323
CAAS Capital Management
New York
– -$7.83M -109,740 Closed
Marshall Wace
324
Marshall Wace
United Kingdom
– -$6.12M -85,717 Closed
UOC
325
UBS O'Connor
Illinois
– -$4.25M -59,500 Closed
11 12
13
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