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Agree Realty

360 hedge funds and large institutions have $6.38B invested in Agree Realty in 2022 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 171 increasing their positions, 84 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
360
Holders Change
+21
Holders Change %
+6.19%
% of All Funds
6.23%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
58
Increased
171
Reduced
84
Closed
34
Calls
$3.95M
Puts
$2.66M
Net Calls
+$1.28M
Net Calls Change
+$460K
Name Holding Trade Value Shares
Change
Shares
Change %
KTC
326
Kistler-Tiffany Companies
Pennsylvania
$17K +$17K +246 New
SPIA
327
Steward Partners Investment Advisory
New York
$16K -$3.39K -50 -17%
SWM
328
Sugarloaf Wealth Management
Georgia
$15K
WT
329
Whittier Trust
California
$15K
ST
330
Smithfield Trust
Pennsylvania
$14K
PFBT
331
Parkside Financial Bank & Trust
Missouri
$14K +$2.72K +40 +24%
LF
332
Lee Financial
Texas
$14K +$5.6K +80 +67%
SC
333
Stephens Consulting
Michigan
$13.5K
AF
334
Allworth Financial
California
$13K +$597 +9 +5%
Bank of Montreal
335
Bank of Montreal
Ontario, Canada
$11.9K +$10.7K +147,653 +932%
TWM
336
Tradition Wealth Management
Minnesota
$10K
BHWM
337
Beaird Harris Wealth Management
Texas
$10K +$10K +154 New
PMFA
338
Plante Moran Financial Advisors
Michigan
$7K -$910 -13 -12%
LC
339
Lindbrook Capital
California
$7K +$961 +14 +16%
GRP
340
Global Retirement Partners
California
$7K +$2.85K +44 +69%
HR
341
Howe & Rusling
New York
$6K +$2.35K +36 +64%
FRA
342
Front Row Advisors
California
$5K +$1.54K +24 +44%
PFP
343
Pinnacle Financial Partners
Tennessee
$5K +$5K +80 New
FMII
344
Farmers & Merchants Investments Inc
Nebraska
$4K -$9.36K -124 -70%
BIA
345
Bell Investment Advisors
California
$4K +$431 +7 +12%
EI
346
Ellevest Inc
New York
$3K -$563 -9 -16%
IFAM
347
Institutional & Family Asset Management
Colorado
$3K
FGAM
348
Financial Gravity Asset Management
Texas
$2.3K +$2.3K +1,224 New
ANBT
349
American National Bank & Trust
Texas
$2K
TPCW
350
TD Private Client Wealth
New York
$1.69K -$1.49K -22 -47%