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Agree Realty

358 hedge funds and large institutions have $6.7B invested in Agree Realty in 2023 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 137 increasing their positions, 130 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
358
Holders Change
Holders Change %
0%
% of All Funds
5.73%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
47
Increased
137
Reduced
130
Closed
39
Calls
$4.01M
Puts
$3.04M
Net Calls
+$967K
Net Calls Change
-$713K
Name Holding Trade Value Shares
Change
Shares
Change %
BTI
301
Blue Trust Inc
Georgia
$95K +$37.2K +527 +64%
MA
302
Montag & Associates
Georgia
$93.8K
BBHC
303
Brown Brothers Harriman & Co
New York
$80.7K
WT
304
Washington Trust
Rhode Island
$68.6K
IGWM
305
ICA Group Wealth Management
Colorado
$68.6K
AIC
306
Archer Investment Corporation
Indiana
$62.5K
GCM
307
Gables Capital Management
Florida
$61.7K
HNB
308
Huntington National Bank
Ohio
$51.3K -$480 -7 -0.9%
FCA
309
Fortis Capital Advisors
Kansas
$45.8K -$41.9K -611 -48%
PTC
310
Private Trust Company
Ohio
$44.3K -$17.2K -250 -28%
UB
311
UMB Bank
Missouri
$42.7K -$13K -189 -23%
PA
312
Parallel Advisors
California
$34.7K +$19.8K +289 +133%
NSIM
313
North Star Investment Management
Illinois
$34.3K
SOW
314
State of Wyoming
Wyoming
$33.9K +$961 +14 +3%
SIS
315
Sound Income Strategies
Florida
$27.8K
TWA
316
TCI Wealth Advisors
Arizona
$26.9K
CAL
317
Capital Analysts LLC
Pennsylvania
$26K -$4.35K -64 -14%
SPIA
318
Steward Partners Investment Advisory
New York
$20.9K +$4.67K +68 +29%
EI
319
Ellevest Inc
New York
$20.7K +$8.17K +119 +65%
First Manhattan
320
First Manhattan
New York
$20.6K
EWA
321
EverSource Wealth Advisors
Alabama
$20.3K -$3.02K -44 -13%
CI Investments Inc
322
CI Investments Inc
Ontario, Canada
$17K +$1.48K +21 +10%
WT
323
Whittier Trust
California
$15.6K
ST
324
Smithfield Trust
Pennsylvania
$15K
LF
325
Lee Financial
Texas
$13.7K