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Agree Realty

372 hedge funds and large institutions have $6.23B invested in Agree Realty in 2023 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 134 increasing their positions, 133 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
372
Holders Change
+14
Holders Change %
+3.91%
% of All Funds
5.87%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
56
Increased
134
Reduced
133
Closed
40
Calls
$3.05M
Puts
$1.77M
Net Calls
+$1.28M
Net Calls Change
+$315K
Name Holding Trade Value Shares
Change
Shares
Change %
NSIM
326
North Star Investment Management
Illinois
$32.7K
AWM
327
Atticus Wealth Management
Florida
$32.7K +$32.7K +500 New
PA
328
Parallel Advisors
California
$28K -$5.1K -78 -15%
SIS
329
Sound Income Strategies
Florida
$26.5K
CAL
330
Capital Analysts LLC
Pennsylvania
$25K +$194 +3 +0.8%
CI Investments Inc
331
CI Investments Inc
Ontario, Canada
$23K +$7.12K +108 +45%
Carson Wealth (CWM LLC)
332
Carson Wealth (CWM LLC)
Nebraska
$22K +$18.3K +278 +488%
SPIA
333
Steward Partners Investment Advisory
New York
$20.1K +$131 +2 +0.7%
WT
334
Whittier Trust
California
$14.8K
ST
335
Smithfield Trust
Pennsylvania
$14K
LF
336
Lee Financial
Texas
$13.1K
SC
337
Stephens Consulting
Michigan
$13.1K
VI
338
Vestcor Inc
New Brunswick, Canada
$12K -$2.83M -41,536 -100%
LC
339
Lindbrook Capital
California
$11.3K +$3.01K +46 +36%
TWM
340
Tradition Wealth Management
Minnesota
$10K
WTG
341
West Tower Group
Virginia
$9.87K +$9.87K +151 New
NC
342
NewSquare Capital
Pennsylvania
$9.81K +$9.81K +150 New
EWA
343
EverSource Wealth Advisors
Alabama
$9.68K -$9.68K -148 -50%
FHA
344
First Horizon Advisors
Tennessee
$8.24K
VCM
345
Versant Capital Management
Arizona
$7.78K
IWP
346
IAG Wealth Partners
Wisconsin
$7K
GRP
347
Global Retirement Partners
California
$6.91K -$261 -4 -4%
PMFA
348
Plante Moran Financial Advisors
Michigan
$6.54K
Simplex Trading
349
Simplex Trading
Illinois
$6K -$147K -2,529 -96%
FRA
350
Front Row Advisors
California
$6K