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Agree Realty
ADC

361 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

104% more repeat investments, than reductions

Existing positions increased: 171 | Existing positions reduced: 84

71% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 34

48% more call options, than puts

Call options by funds: $3.94M | Put options by funds: $2.66M

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

6% more funds holding

Funds holding: 340 → 361 (+21)

3.71% more ownership

Funds ownership: 114.8% → 118.51% (+3.7%)

3% more capital invested

Capital invested by funds: $6.22B → $6.38B (+$158M)

Holders
361
Holders Change
+21
Holders Change %
+6.18%
% of All Funds
6.22%
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
$3.94M
Puts
$2.66M
Net Calls
+$1.28M
Net Calls Change
+$460K

Top Buyers

1
BlackRock
BlackRock
New York
+$74.6M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$60M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$55.6M
4
CCM
CAAS Capital Management
New York
+$48.9M
5
Norges Bank
Norges Bank
Norway
+$42.7M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$84M
2
LIMS
Lasalle Investment Management Securities
Maryland
-$26.8M
3
Cohen & Steers
Cohen & Steers
New York
-$16.2M
4
Daiwa Securities Group
Daiwa Securities Group
Japan
-$16.1M
5
Allianz Asset Management
Allianz Asset Management
Germany
-$15.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
KTC
326
Kistler-Tiffany Companies
Pennsylvania
$17K +$18.5K +246 New
SPIA
327
Steward Partners Investment Advisory
New York
$16K -$3.76K -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 +$3.01K +40 +24%
LF
332
Lee Financial
Texas
$14K +$6.01K +80 +67%
SC
333
Stephens Consulting
Michigan
$13.5K – – –
AF
334
Allworth Financial
California
$13K +$676 +9 +5%
Bank of Montreal
335
Bank of Montreal
Ontario, Canada
$11.9K +$11.1M +147,653 +932%
CT
336
Caldwell Trust
Florida
$10.1K – – –
TWM
337
Tradition Wealth Management
Minnesota
$10K – – –
BHWM
338
Beaird Harris Wealth Management
Texas
$10K +$11.6K +154 New
PMFA
339
Plante Moran Financial Advisors
Michigan
$7K -$977 -13 -12%
LC
340
Lindbrook Capital
California
$7K +$1.05K +14 +16%
GRP
341
Global Retirement Partners
California
$7K +$3.31K +44 +69%
HR
342
Howe & Rusling
New York
$6K +$2.71K +36 +64%
FRA
343
Front Row Advisors
California
$5K +$1.8K +24 +44%
PFPT
344
Pinnacle Financial Partners (Tennessee)
Tennessee
$5K +$6.01K +80 New
FMII
345
Farmers & Merchants Investments Inc
Nebraska
$4K -$9.32K -124 -70%
BIA
346
Bell Investment Advisors
California
$4K +$526 +7 +12%
EI
347
Ellevest Inc
New York
$3K -$676 -9 -16%
IFAM
348
Institutional & Family Asset Management
Colorado
$3K – – –
FGAM
349
Financial Gravity Asset Management
Texas
$2.29K +$92K +1,224 New
ANBT
350
American National Bank & Trust
Texas
$2K – – –
12 13
14
15 16

ADC Hedge Fund Activity: Q3 2022 in Review

361 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Agree Realty (ADC) for Q3 2022, worth a combined $6.38B — up 2.5% from $6.22B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new ADC positions and 34 closed out — a net gain of 24 holders — while 171 added to existing stakes and 84 trimmed.

The largest buyer was BlackRock, adding an estimated $74.6M. The largest seller was Morgan Stanley, cutting an estimated $84M.

  • 361 institutional investors held Agree Realty (ADC) as of Q3 2022, up from 340 in Q2 2022.
  • Funds reported $6.38B of Agree Realty stock for Q3 2022, up 2.5% quarter-over-quarter.
  • 58 funds opened new Agree Realty positions in Q3 2022 and 34 closed out, a net change of +24 holders.
  • The largest Agree Realty buyer in Q3 2022 was BlackRock, an estimated $74.6M added.
  • The largest Agree Realty seller in Q3 2022 was Morgan Stanley, an estimated $84M sold.

Based on aggregated 13F filings for Q3 2022.