ADC icon

Agree Realty

370 hedge funds and large institutions have $5.27B invested in Agree Realty in 2023 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 154 increasing their positions, 117 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
370
Holders Change
-2
Holders Change %
-0.54%
% of All Funds
5.9%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
45
Increased
154
Reduced
117
Closed
44
Calls
$2.73M
Puts
$7.02M
Net Calls
-$4.29M
Net Calls Change
-$5.57M
Name Holding Trade Value Shares
Change
Shares
Change %
NP
301
Ninepoint Partners
Ontario, Canada
$106K
CFD
302
Creative Financial Designs
Indiana
$92.9K
PMEF
303
Point72 Middle East FZE
United Arab Emirates
$83.9K +$83.9K +1,519 New
KBC Group
304
KBC Group
Belgium
$78K +$78K +1,403 New
MA
305
Montag & Associates
Georgia
$75.6K
BBHC
306
Brown Brothers Harriman & Co
New York
$59.9K -$5.08K -92 -8%
BTI
307
Blue Trust Inc
Georgia
$58K +$20.5K +313 +55%
JWM
308
Janiczek Wealth Management
Colorado
$57.8K +$21.1K +381 +57%
WT
309
Washington Trust
Rhode Island
$55.2K
SOW
310
State of Wyoming
Wyoming
$54.6K +$17.8K +323 +48%
VI
311
Vestcor Inc
New Brunswick, Canada
$53K +$43.3K +787 +447%
AIC
312
Archer Investment Corporation
Indiana
$49.7K
GCM
313
Gables Capital Management
Florida
$49.7K
PA
314
Parallel Advisors
California
$45.9K +$22.3K +403 +94%
HNB
315
Huntington National Bank
Ohio
$41.7K -$884 -16 -2%
Carson Wealth (CWM LLC)
316
Carson Wealth (CWM LLC)
Nebraska
$40K +$21.6K +393 +117%
CAS
317
Coppell Advisory Solutions
Texas
$35.5K -$16.7K -235 -32%
PTC
318
Private Trust Company
Ohio
$35K
Group One Trading
319
Group One Trading
Illinois
$30.4K -$12K -218 -28%
NSIM
320
North Star Investment Management
Illinois
$27.6K
AWM
321
Atticus Wealth Management
Florida
$27.6K
UB
322
UMB Bank
Missouri
$24.9K -$11.5K -208 -32%
NS
323
NBC Securities
Alabama
$23K +$23K +417 New
SIS
324
Sound Income Strategies
Florida
$22.4K
CAL
325
Capital Analysts LLC
Pennsylvania
$21K +$162 +3 +0.8%