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Agree Realty

364 hedge funds and large institutions have $6.48B invested in Agree Realty in 2023 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 156 increasing their positions, 112 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
364
Holders Change
-6
Holders Change %
-1.62%
% of All Funds
5.34%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.1%
New
53
Increased
156
Reduced
112
Closed
54
Calls
$3.97M
Puts
$8.52M
Net Calls
-$4.56M
Net Calls Change
-$266K
Name Holding Trade Value Shares
Change
Shares
Change %
CFD
301
Creative Financial Designs
Indiana
$104K -$1.95K -31 -2%
PTC
302
Private Trust Company
Ohio
$100K +$60.2K +956 +151%
CAS
303
Coppell Advisory Solutions
Texas
$85.9K +$54.5K +865 +173%
PS
304
Principal Securities
Iowa
$80.5K +$80.5K +1,278 New
SOW
305
State of Wyoming
Wyoming
$71.2K +$8.94K +142 +14%
PA
306
Parallel Advisors
California
$71.1K +$18.8K +298 +36%
BTI
307
Blue Trust Inc
Georgia
$70K +$20.7K +371 +42%
BBHC
308
Brown Brothers Harriman & Co
New York
$68.2K
WT
309
Washington Trust
Rhode Island
$63K
IGWM
310
ICA Group Wealth Management
Colorado
$63K +$63K +1,000 New
GCM
311
Gables Capital Management
Florida
$56.7K
AIC
312
Archer Investment Corporation
Indiana
$56.7K
JPWM
313
Jamison Private Wealth Management
Georgia
$46.6K +$22.9K +364 +97%
HNB
314
Huntington National Bank
Ohio
$46.6K -$881 -14 -2%
SWS
315
SYSTM Wealth Solutions
Illinois
$45.3K +$45.3K +718 New
PFA
316
Pathway Financial Advisers
Indiana
$45K +$45K +715 New
GI
317
GAMMA Investing
California
$44.2K +$44.2K +741 New
LC
318
Lindbrook Capital
California
$37.2K +$27.1K +430 +267%
AWM
319
Atticus Wealth Management
Florida
$31.5K
NSIM
320
North Star Investment Management
Illinois
$31.5K
HFS
321
HBC Financial Services
Washington
$31K +$31K +500 New
KWAG
322
Kiely Wealth Advisory Group
North Carolina
$28.3K +$28.3K +475 New
AF
323
Allworth Financial
California
$27.9K +$8.5K +135 +44%
WAG
324
Wiser Advisor Group
Arizona
$27K +$27K +429 New
SIS
325
Sound Income Strategies
Florida
$25.5K