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Agree Realty

408 hedge funds and large institutions have $6.46B invested in Agree Realty in 2024 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 160 increasing their positions, 138 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more funds holding in top 10

Funds holding in top 10: 38 (+5)

44% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 41

16% more repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 138

13% more capital invested

Capital invested by funds: $5.71B → $6.46B (+$748M)

4.21% more ownership

Funds ownership: 99.39%103.6% (+4.2%)

3% more funds holding

Funds holding: 395408 (+13)

23% less call options, than puts

Call options by funds: $8.52M | Put options by funds: $11.1M

Holders
408
Holders Change
+13
Holders Change %
+3.29%
% 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
59
Increased
160
Reduced
138
Closed
41
Calls
$8.52M
Puts
$11.1M
Net Calls
-$2.56M
Net Calls Change
+$8.97M
Name Holding Trade Value Shares
Change
Change in
Stake
RFC
301
Regions Financial Corp
Alabama
$225K -$5.79K -98 -3%
NWM
302
Napa Wealth Management
California
$218K +$208K +3,520 New
WS
303
Wedbush Securities
California
$211K +$201K +3,409 New
NW
304
NewEdge Wealth
Pennsylvania
$211K -$6.79K -115 -3%
SIC
305
Samalin Investment Counsel
New York
$210K +$200K +3,382 New
OIA
306
OneDigital Investment Advisors
Kansas
$207K +$198K +3,348 New
FTWA
307
Fifth Third Wealth Advisors
Ohio
$200K +$191K +3,224 New
VEA
308
Virtus ETF Advisers
New York
$199K +$19.9K +336 +12%
LSA
309
Leonteq Securities AG
Switzerland
$197K -$64.1K -1,084 -25%
Carson Wealth (CWM LLC)
310
Carson Wealth (CWM LLC)
Nebraska
$197K +$65.1K +1,102 +53%
A
311
AlphaQuest
New York
$197K -$1.19M -20,070 -86%
Fidelity International
312
Fidelity International
Bermuda
$192K +$183K +3,099 New
CPBTD
313
Central Pacific Bank - Trust Division
Hawaii
$191K +$1.77K +30 +1%
TRCT
314
Tower Research Capital (TRC)
New York
$187K -$205K -3,471 -53%
C
315
Covestor
United Kingdom
$185K -$34.9K -591 -16%
Mirae Asset Global Investments
316
Mirae Asset Global Investments
South Korea
$179K -$2.45M -41,430 -93%
BTI
317
Blue Trust Inc
Georgia
$150K +$12.6K +213 +9%
PO
318
Private Ocean
California
$146K +$139K +2,359 New
Bessemer Group
319
Bessemer Group
New Jersey
$144K +$137K +2,317 New
Fifth Third Bancorp
320
Fifth Third Bancorp
Ohio
$139K -$121K -2,052 -48%
CFD
321
Creative Financial Designs
Indiana
$133K +$8.21K +139 +7%
KBC Group
322
KBC Group
Belgium
$133K +$21.2K +358 +20%
NP
323
Ninepoint Partners
Ontario, Canada
$121K
CAS
324
Coppell Advisory Solutions
Texas
$119K +$114K +1,925 New
PTC
325
Private Trust Company
Ohio
$108K +$1.06K +18 +1%

ADC Hedge Fund Activity: Q2 2024 in Review

408 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Agree Realty (ADC) for Q2 2024, worth a combined $6.46B — up 13% from $5.71B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new ADC positions and 41 closed out — a net gain of 18 holders — while 160 added to existing stakes and 138 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $211M. The largest seller was Principal Financial Group, cutting an estimated $63.9M.

  • 408 institutional investors held Agree Realty (ADC) as of Q2 2024, up from 395 in Q1 2024.
  • Funds reported $6.46B of Agree Realty stock for Q2 2024, up 13% quarter-over-quarter.
  • 59 funds opened new Agree Realty positions in Q2 2024 and 41 closed out, a net change of +18 holders.
  • The largest Agree Realty buyer in Q2 2024 was Cohen & Steers, an estimated $211M added.
  • The largest Agree Realty seller in Q2 2024 was Principal Financial Group, an estimated $63.9M sold.

Based on aggregated 13F filings for Q2 2024.