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Agree Realty

405 hedge funds and large institutions have $6.46B invested in Agree Realty in 2024 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 160 increasing their positions, 138 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
405
Holders Change
+13
Holders Change %
+3.32%
% of All Funds
5.89%
Holding in Top 10
8
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+166.67%
% of All Funds
0.12%
New
57
Increased
160
Reduced
138
Closed
39
Calls
$8.52M
Puts
$11.1M
Net Calls
-$2.56M
Net Calls Change
+$8.97M
Name Holding Trade Value Shares
Change
Shares
Change %
RFC
301
Regions Financial Corp
Alabama
$225K -$6.07K -98 -3%
NWM
302
Napa Wealth Management
California
$218K +$218K +3,520 New
WS
303
Wedbush Securities
California
$211K +$211K +3,409 New
NW
304
NewEdge Wealth
Pennsylvania
$211K -$7.12K -115 -3%
SIC
305
Samalin Investment Counsel
New York
$210K +$210K +3,382 New
OIA
306
OneDigital Investment Advisors
Kansas
$207K +$207K +3,348 New
FTWA
307
Fifth Third Wealth Advisors
Ohio
$200K +$200K +3,224 New
VEA
308
Virtus ETF Advisers
New York
$199K +$20.8K +336 +12%
Carson Wealth (CWM LLC)
309
Carson Wealth (CWM LLC)
Nebraska
$197K +$68.1K +1,102 +53%
A
310
AlphaQuest
New York
$197K -$1.24M -20,070 -86%
Fidelity International
311
Fidelity International
Bermuda
$192K +$192K +3,099 New
CPBTD
312
Central Pacific Bank - Trust Division
Hawaii
$191K +$1.86K +30 +1%
TRCT
313
Tower Research Capital (TRC)
New York
$187K -$215K -3,471 -53%
C
314
Covestor
United Kingdom
$185K -$36.6K -591 -16%
Mirae Asset Global Investments
315
Mirae Asset Global Investments
South Korea
$179K -$2.55M -41,430 -93%
BTI
316
Blue Trust Inc
Georgia
$150K +$12.2K +213 +9%
PO
317
Private Ocean
California
$146K +$146K +2,359 New
Bessemer Group
318
Bessemer Group
New Jersey
$144K +$144K +2,317 New
Fifth Third Bancorp
319
Fifth Third Bancorp
Ohio
$139K -$127K -2,052 -48%
CFD
320
Creative Financial Designs
Indiana
$133K +$8.61K +139 +7%
KBC Group
321
KBC Group
Belgium
$133K +$22.3K +358 +20%
NP
322
Ninepoint Partners
Ontario, Canada
$121K
CAS
323
Coppell Advisory Solutions
Texas
$119K +$119K +1,925 New
PTC
324
Private Trust Company
Ohio
$108K +$1.12K +18 +1%
ACM
325
AEW Capital Management
Massachusetts
$99.1K +$12.4K +200 +14%