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Agree Realty

358 hedge funds and large institutions have $6.89B invested in Agree Realty in 2022 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 160 increasing their positions, 106 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
358
Holders Change
-2
Holders Change %
-0.56%
% of All Funds
5.78%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.02%
New
52
Increased
160
Reduced
106
Closed
45
Calls
$3.31M
Puts
$1.63M
Net Calls
+$1.68M
Net Calls Change
+$397K
Name Holding Trade Value Shares
Change
Shares
Change %
CAS
301
Coppell Advisory Solutions
Texas
$70.9K +$70.9K +1,000 New
CASC
302
Coppell Advisory Solutions Corp
Texas
$70.9K +$70.9K +1,000 New
PTC
303
Private Trust Company
Ohio
$64K -$1.36K -19 -2%
AIC
304
Archer Investment Corporation
Indiana
$63.8K
GCM
305
Gables Capital Management
Florida
$63.8K
UB
306
UMB Bank
Missouri
$57K -$16K -227 -22%
BTI
307
Blue Trust Inc
Georgia
$55K +$34.3K +511 +166%
HNB
308
Huntington National Bank
Ohio
$53.6K +$3.26K +46 +6%
IA
309
IFP Advisors
Florida
$51K -$7.61K -105 -13%
Carson Wealth (CWM LLC)
310
Carson Wealth (CWM LLC)
Nebraska
$50K +$498 +7 +1%
NFSG
311
Newbridge Financial Services Group
Florida
$43.9K
Group One Trading
312
Group One Trading
Illinois
$42.6K -$42.6K -600 -50%
CS
313
Comerica Securities
Michigan
$41.7K +$41.7K +586 New
NSIM
314
North Star Investment Management
Illinois
$35.5K
SOW
315
State of Wyoming
Wyoming
$34K -$497 -7 -1%
CAL
316
Capital Analysts LLC
Pennsylvania
$32K -$215 -3 -0.7%
Northwestern Mutual Wealth Management
317
Northwestern Mutual Wealth Management
Wisconsin
$30.9K +$30.4K +429 +7,150%
SIS
318
Sound Income Strategies
Florida
$28.7K
TWA
319
TCI Wealth Advisors
Arizona
$27.8K +$10K +141 +56%
VCM
320
Versant Capital Management
Arizona
$27.3K -$2.84K -40 -9%
EWA
321
EverSource Wealth Advisors
Alabama
$24.1K -$97.7K -1,376 -80%
AWM
322
Accurate Wealth Management
Florida
$22.1K +$22.1K +309 New
First Manhattan
323
First Manhattan
New York
$21.3K
SPIA
324
Steward Partners Investment Advisory
New York
$16.8K +$71 +1 +0.4%
WT
325
Whittier Trust
California
$16.1K