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Agree Realty
ADC

Overview Fund Activity

339 hedge funds and large institutions have $6.22B invested in Agree Realty in 2022 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 151 increasing their positions, 88 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
339
Holders Change
+20
Holders Change %
+6.27%
% of All Funds
5.73%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
%
% of All Funds
0.05%
New
54
Increased
151
Reduced
88
Closed
31
Calls
$4.32M
Puts
$3.5M
Net Calls
+$823K
Net Calls Change
+$2.65M

Top Buyers

1
American Century Companies
American Century Companies
Missouri
$70.9M
2
Deutsche Bank
Deutsche Bank
Germany
$226M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$69.6M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
$63.9M
5
Morgan Stanley
Morgan Stanley
New York
$184M

Top Sellers

1
Millennium Management
Millennium Management
New York
$22.3M
2
CIM
Centersquare Investment Management
Pennsylvania
$243M
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
$57.3M
4
Norges Bank
Norges Bank
Norway
$21M
5
BC
Brookfield Corp
Ontario, Canada
$58.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
First Manhattan
301
First Manhattan
New York
$21K – – –
FF
302
FourThought Financial
Florida
$20K +$2.03K +28 +11%
BTI
303
Blue Trust Inc
Georgia
$20K +$20K +300 New
TWA
304
TCI Wealth Advisors
Arizona
$18K – – –
BMD
305
Better Money Decisions
New Mexico
$17K +$17K +238 New
WT
306
Whittier Trust
California
$16K – – –
ST
307
Smithfield Trust
Pennsylvania
$15K – – –
SWM
308
Sugarloaf Wealth Management
Georgia
$15K – – –
CAL
309
Capital Analysts LLC
Pennsylvania
$15K +$140 +2 +0.9%
VCM
310
Versant Capital Management
Arizona
$15K +$282 +4 +2%
SC
311
Stephens Consulting
Michigan
$14.4K – – –
FMII
312
Farmers & Merchants Investments Inc
Nebraska
$13K – – –
AF
313
Allworth Financial
California
$13K +$13K +187 New
PFBT
314
Parkside Financial Bank & Trust
Missouri
$12K +$2.39K +33 +25%
TWM
315
Tradition Wealth Management
Minnesota
$11K – – –
TCWM
316
Total Clarity Wealth Management
Illinois
$11K +$11K +150 New
LF
317
Lee Financial
Texas
$9K +$9K +120 New
PFGIA
318
Patriot Financial Group Insurance Agency
Massachusetts
$8K -$421 -6 -5%
PMFA
319
Plante Moran Financial Advisors
Michigan
$8K +$920 +13 +13%
LC
320
Lindbrook Capital
California
$6K +$2.32K +34 +63%
GRP
321
Global Retirement Partners
California
$5K +$625 +8 +14%
FPS
322
Fieldpoint Private Securities
Connecticut
$4K -$1.2K -15 -23%
HR
323
Howe & Rusling
New York
$4K – – –
EI
324
Ellevest Inc
New York
$4K – – –
FRA
325
Front Row Advisors
California
$4K +$4K +54 New
11 12
13
14 15