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Agree Realty

427 hedge funds and large institutions have $8.33B invested in Agree Realty in 2024 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 163 increasing their positions, 155 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
427
Holders Change
+22
Holders Change %
+5.43%
% of All Funds
6.18%
Holding in Top 10
4
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-50%
% of All Funds
0.06%
New
60
Increased
163
Reduced
155
Closed
33
Calls
$8.63M
Puts
$5.14M
Net Calls
+$3.5M
Net Calls Change
+$6.06M
Name Holding Trade Value Shares
Change
Shares
Change %
EWA
301
EP Wealth Advisors
California
$294K +$294K +3,904 New
B
302
Bailard
California
$293K
Mirae Asset Global Investments
303
Mirae Asset Global Investments
South Korea
$292K +$75.4K +1,008 +35%
NA
304
NewEdge Advisors
Louisiana
$287K -$3.24K -43 -1%
TRCT
305
Tower Research Capital (TRC)
New York
$284K +$56.6K +751 +25%
CC
306
Corton Capital
Ontario, Canada
$282K +$282K +3,748 New
RFC
307
Regions Financial Corp
Alabama
$277K +$2.56K +34 +0.9%
FTWA
308
Fifth Third Wealth Advisors
Ohio
$275K +$31.6K +420 +13%
CG
309
Caprock Group
Idaho
$262K +$262K +3,458 New
Carson Wealth (CWM LLC)
310
Carson Wealth (CWM LLC)
Nebraska
$260K +$20.4K +271 +9%
Vontobel Holding
311
Vontobel Holding
Switzerland
$257K -$50.5K -670 -16%
NW
312
NewEdge Wealth
Pennsylvania
$257K +$904 +12 +0.4%
KP
313
Keel Point
Alabama
$257K
SIA
314
Schechter Investment Advisors
Michigan
$256K +$256K +3,405 New
OIA
315
OneDigital Investment Advisors
Kansas
$255K +$3.16K +42 +1%
OTPPB
316
Ontario Teachers' Pension Plan Board
Ontario, Canada
$255K +$255K +3,388 New
GCM
317
Graham Capital Management
Connecticut
$251K +$251K +3,333 New
STA
318
Summit Trail Advisors
New York
$249K +$249K +3,295 New
Corient Private Wealth
319
Corient Private Wealth
Florida
$246K -$133K -1,761 -35%
OSAM
320
O'Shaughnessy Asset Management
Connecticut
$243K +$243K +3,269 New
LCWP
321
Legacy Capital Wealth Partners
Arkansas
$242K +$242K +3,217 New
SIC
322
Samalin Investment Counsel
New York
$241K -$13.3K -177 -5%
VAS
323
Vestmark Advisory Solutions
Massachusetts
$235K +$235K +3,114 New
CPBTD
324
Central Pacific Bank - Trust Division
Hawaii
$232K
HFO
325
Heritage Family Offices
Arizona
$232K +$232K +3,075 New