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Agree Realty

431 hedge funds and large institutions have $8.37B invested in Agree Realty in 2024 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 164 increasing their positions, 157 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 32

68% more call options, than puts

Call options by funds: $8.63M | Put options by funds: $5.13M

30% more capital invested

Capital invested by funds: $6.46B → $8.37B (+$1.92B)

7.26% more ownership

Funds ownership: 103.6%110.85% (+7.3%)

6% more funds holding

Funds holding: 408431 (+23)

4% more repeat investments, than reductions

Existing positions increased: 164 | Existing positions reduced: 157

50% less funds holding in top 10

Funds holding in top 10: 84 (-4)

Holders
431
Holders Change
+23
Holders Change %
+5.64%
% of All Funds
6.19%
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
164
Reduced
157
Closed
32
Calls
$8.63M
Puts
$5.13M
Net Calls
+$3.5M
Net Calls Change
+$6.06M
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
301
Shelton Capital Management
Colorado
$297K -$10.4K -147 -4%
EWA
302
EP Wealth Advisors
California
$294K +$276K +3,904 New
B
303
Bailard
California
$293K
Mirae Asset Global Investments
304
Mirae Asset Global Investments
South Korea
$292K +$71.3K +1,008 +35%
NA
305
NewEdge Advisors
Louisiana
$287K -$3.04K -43 -1%
TRCT
306
Tower Research Capital (TRC)
New York
$284K +$53.2K +751 +25%
CC
307
Corton Capital
Ontario, Canada
$282K +$265K +3,748 New
RFC
308
Regions Financial Corp
Alabama
$277K +$2.41K +34 +0.9%
FTWA
309
Fifth Third Wealth Advisors
Ohio
$275K +$29.7K +420 +13%
CG
310
Caprock Group
Idaho
$262K +$245K +3,458 New
Carson Wealth (CWM LLC)
311
Carson Wealth (CWM LLC)
Nebraska
$260K +$19.2K +271 +9%
Vontobel Holding
312
Vontobel Holding
Switzerland
$257K -$47.4K -670 -16%
NW
313
NewEdge Wealth
Pennsylvania
$257K +$849 +12 +0.4%
KP
314
Keel Point
Alabama
$257K
SIA
315
Schechter Investment Advisors
Michigan
$256K +$241K +3,405 New
OIA
316
OneDigital Investment Advisors
Kansas
$255K +$2.97K +42 +1%
OTPPB
317
Ontario Teachers' Pension Plan Board
Ontario, Canada
$255K +$240K +3,388 New
GCM
318
Graham Capital Management
Connecticut
$251K +$236K +3,333 New
STA
319
Summit Trail Advisors
New York
$249K +$233K +3,295 New
Corient Private Wealth
320
Corient Private Wealth
Florida
$246K -$125K -1,761 -35%
OSAM
321
O'Shaughnessy Asset Management
Connecticut
$243K +$231K +3,269 New
LCWP
322
Legacy Capital Wealth Partners
Arkansas
$242K +$228K +3,217 New
SIC
323
Samalin Investment Counsel
New York
$241K -$12.5K -177 -5%
VAS
324
Vestmark Advisory Solutions
Massachusetts
$235K +$220K +3,114 New
CPBTD
325
Central Pacific Bank - Trust Division
Hawaii
$232K

ADC Hedge Fund Activity: Q3 2024 in Review

431 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Agree Realty (ADC) for Q3 2024, worth a combined $8.37B — up 30% from $6.46B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new ADC positions and 32 closed out — a net gain of 28 holders — while 164 added to existing stakes and 157 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $150M. The largest seller was PGGM Investments, cutting an estimated $68.6M.

  • 431 institutional investors held Agree Realty (ADC) as of Q3 2024, up from 408 in Q2 2024.
  • Funds reported $8.37B of Agree Realty stock for Q3 2024, up 30% quarter-over-quarter.
  • 60 funds opened new Agree Realty positions in Q3 2024 and 32 closed out, a net change of +28 holders.
  • The largest Agree Realty buyer in Q3 2024 was Cohen & Steers, an estimated $150M added.
  • The largest Agree Realty seller in Q3 2024 was PGGM Investments, an estimated $68.6M sold.

Based on aggregated 13F filings for Q3 2024.