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Agree Realty

360 hedge funds and large institutions have $6.38B invested in Agree Realty in 2022 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 171 increasing their positions, 84 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
360
Holders Change
+21
Holders Change %
+6.19%
% of All Funds
6.23%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
58
Increased
171
Reduced
84
Closed
34
Calls
$3.95M
Puts
$2.66M
Net Calls
+$1.28M
Net Calls Change
+$460K
Name Holding Trade Value Shares
Change
Shares
Change %
PTC
301
Private Trust Company
Ohio
$62K
GCM
302
Gables Capital Management
Florida
$61K -$13.6K -200 -18%
WFA
303
Wipfli Financial Advisors
Wisconsin
$61K +$61K +898 New
AIC
304
Archer Investment Corporation
Indiana
$60.8K
MAM
305
Meeder Asset Management
Ohio
$58K +$25.9K +385 +81%
IA
306
IFP Advisors
Florida
$57K +$26.1K +370 +84%
HNB
307
Huntington National Bank
Ohio
$48K +$13.4K +198 +39%
Carson Wealth (CWM LLC)
308
Carson Wealth (CWM LLC)
Nebraska
$47K +$12.6K +187 +37%
Twin Tree Management
309
Twin Tree Management
Texas
$46K +$46K +683 New
NFSG
310
Newbridge Financial Services Group
Florida
$42K
NCA
311
New Century Advisors
Maryland
$38K -$809 -12 -2%
NICM
312
Neo Ivy Capital Management
New York
$35K +$35K +515 New
NSIM
313
North Star Investment Management
Illinois
$34K
SOW
314
State of Wyoming
Wyoming
$33K +$3.66K +54 +12%
UFF
315
USA Financial Formulas
Michigan
$31K +$31K +452 New
CAL
316
Capital Analysts LLC
Pennsylvania
$30K +$15.7K +236 +110%
VCM
317
Versant Capital Management
Arizona
$29K +$14.5K +212 +100%
C
318
Covestor
United Kingdom
$28K +$28K +907 New
SIS
319
Sound Income Strategies
Florida
$27K
FF
320
FourThought Financial
Florida
$27K +$8.37K +124 +45%
BTI
321
Blue Trust Inc
Georgia
$22K +$571 +8 +3%
PA
322
Parallel Advisors
California
$21K -$1.01K -15 -5%
CI Investments Inc
323
CI Investments Inc
Ontario, Canada
$21K -$967 -14 -4%
First Manhattan
324
First Manhattan
New York
$20K
TWA
325
TCI Wealth Advisors
Arizona
$17K