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Agree Realty

358 hedge funds and large institutions have $6.7B invested in Agree Realty in 2023 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 137 increasing their positions, 130 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
358
Holders Change
Holders Change %
0%
% of All Funds
5.73%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
47
Increased
137
Reduced
130
Closed
39
Calls
$4.01M
Puts
$3.04M
Net Calls
+$967K
Net Calls Change
-$713K
Name Holding Trade Value Shares
Change
Shares
Change %
SC
326
Stephens Consulting
Michigan
$13.7K
BHWM
327
Beaird Harris Wealth Management
Texas
$10.8K +$69 +1 +0.6%
TWM
328
Tradition Wealth Management
Minnesota
$10K
LC
329
Lindbrook Capital
California
$8.71K +$6.24K +91 +253%
FHA
330
First Horizon Advisors
Tennessee
$8.65K +$8.03K +117 +1,300%
VCM
331
Versant Capital Management
Arizona
$8.03K -$18K -266 -69%
IWP
332
IAG Wealth Partners
Wisconsin
$7.34K +$7.34K +107 New
GRP
333
Global Retirement Partners
California
$7.29K -$133 -2 -2%
PMFA
334
Plante Moran Financial Advisors
Michigan
$6.86K
CIA
335
Cape Investment Advisory
Georgia
$6.86K +$6.86K +100 New
FRA
336
Front Row Advisors
California
$6K -$214 -3 -3%
CSPIA
337
Cary Street Partners Investment Advisory
Virginia
$5.15K
QL
338
Quarry LP
New York
$5.08K +$2.68K +39 +111%
Group One Trading
339
Group One Trading
Illinois
$4.73K -$36.4K -531 -89%
AF
340
Allworth Financial
California
$4.67K +$3.64K +53 +353%
RTL
341
Red Tortoise LLC
Georgia
$4.39K +$4.39K +64 New
PPC
342
Park Place Capital
Alabama
$4.12K
Carson Wealth (CWM LLC)
343
Carson Wealth (CWM LLC)
Nebraska
$4K -$45.3K -646 -92%
JWM
344
Janiczek Wealth Management
Colorado
$3.83K +$3.83K +58 New
BIA
345
Bell Investment Advisors
California
$3.36K -$961 -14 -22%
WTC
346
WhitTier Trust Company
Nevada
$3.36K +$3.36K +49 New
FMII
347
Farmers & Merchants Investments Inc
Nebraska
$2.74K -$1.72K -25 -38%
MPWT
348
MassMutual Private Wealth & Trust
Connecticut
$1.99K
MIA
349
Milestone Investment Advisors
Wisconsin
$1.92K +$1.92K +28 New
IA
350
IFP Advisors
Florida
$1.88K -$35K -668 -95%