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Agree Realty
ADC

Overview Fund Activity

358 hedge funds and large institutions have $6.89B invested in Agree Realty in 2022 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 160 increasing their positions, 106 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
358
Holders Change
-2
Holders Change %
-0.56%
% of All Funds
5.78%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.02%
New
52
Increased
160
Reduced
106
Closed
45
Calls
$3.31M
Puts
$1.63M
Net Calls
+$1.68M
Net Calls Change
+$397K

Top Buyers

1
BlackRock
BlackRock
New York
$1.22B
2
ZP
Zimmer Partners
New York
$104M
3
Vanguard Group
Vanguard Group
Pennsylvania
$991M
4
Morgan Stanley
Morgan Stanley
New York
$178M
5
Citadel Advisors
Citadel Advisors
Florida
$81.3M

Top Sellers

1
CCM
CAAS Capital Management
New York
$0
2
Principal Financial Group
Principal Financial Group
Iowa
$405M
3
Norges Bank
Norges Bank
Norway
$17.8M
4
WCP
Waterfront Capital Partners
New York
$0
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
$71.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
CI Investments Inc
326
CI Investments Inc
Ontario, Canada
$16K -$6.11K -84 -28%
PA
327
Parallel Advisors
California
$15.5K -$6.77K -95 -30%
ST
328
Smithfield Trust
Pennsylvania
$15K – – –
PFBT
329
Parkside Financial Bank & Trust
Missouri
$14.5K -$142 -2 -1%
LF
330
Lee Financial
Texas
$14.2K – – –
SC
331
Stephens Consulting
Michigan
$14.2K – – –
EI
332
Ellevest Inc
New York
$12.9K +$9.5K +134 +279%
BHWM
333
Beaird Harris Wealth Management
Texas
$11K +$142 +2 +1%
TWM
334
Tradition Wealth Management
Minnesota
$11K – – –
GRP
335
Global Retirement Partners
California
$7.98K +$285 +4 +4%
PMFA
336
Plante Moran Financial Advisors
Michigan
$7.09K – – –
FRA
337
Front Row Advisors
California
$6K +$621 +9 +12%
CSPIA
338
Cary Street Partners Investment Advisory
Virginia
$5.32K +$5.32K +75 New
FMII
339
Farmers & Merchants Investments Inc
Nebraska
$4.61K +$851 +12 +23%
BIA
340
Bell Investment Advisors
California
$4.47K -$142 -2 -3%
PPC
341
Park Place Capital
Alabama
$4K +$4K +60 New
PWMG
342
Prestige Wealth Management Group
New Jersey
$2.85K +$2.85K +40 New
LC
343
Lindbrook Capital
California
$2.55K -$4.68K -66 -65%
FA
344
Fiduciary Alliance
South Carolina
$2.55K +$2.55K +36 New
QL
345
Quarry LP
New York
$2.48K +$2.48K +35 New
MPWT
346
MassMutual Private Wealth & Trust
Connecticut
$2K +$2K +29 New
MYAM
347
Meiji Yasuda Asset Management
Japan
$1.75K +$169 +2,380 +11%
CFGS
348
Concourse Financial Group Securities
Alabama
$1.71K +$1.71K +24 New
CWC
349
Carolinas Wealth Consulting
North Carolina
$1.28K +$1.28K +18 New
CPG
350
Cornerstone Planning Group
New Jersey
$1.26K +$1.26K +17 New
12 13
14
15 16