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Agree Realty
ADC

Overview Fund Activity

370 hedge funds and large institutions have $5.27B invested in Agree Realty in 2023 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 154 increasing their positions, 117 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
370
Holders Change
-2
Holders Change %
-0.54%
% of All Funds
5.9%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
45
Increased
154
Reduced
117
Closed
44
Calls
$2.73M
Puts
$7.02M
Net Calls
-$4.29M
Net Calls Change
-$5.57M

Top Buyers

1
Macquarie Group
Macquarie Group
Australia
$91.5M
2
CIM
Centersquare Investment Management
Pennsylvania
$222M
3
BlackRock
BlackRock
New York
$654M
4
GA
GRS Advisors
Illinois
$30.2M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
$74.8M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$0
2
Millennium Management
Millennium Management
New York
$16.6M
3
Citadel Advisors
Citadel Advisors
Florida
$12.6M
4
ZP
Zimmer Partners
New York
$2.49M
5
Deutsche Bank
Deutsche Bank
Germany
$140M
Name Holding Trade Value Shares
Change 		Shares
Change %
JPWM
326
Jamison Private Wealth Management
Georgia
$20.8K +$20.8K +377 New
MPWT
327
MassMutual Private Wealth & Trust
Connecticut
$20.4K +$19.1K +346 +1,504%
Northwestern Mutual Wealth Management
328
Northwestern Mutual Wealth Management
Wisconsin
$20.3K +$17.8K +323 +718%
CI Investments Inc
329
CI Investments Inc
Ontario, Canada
$20K +$665 +12 +3%
HT
330
Headlands Technologies
Illinois
$18.6K +$18.6K +337 New
SPIA
331
Steward Partners Investment Advisory
New York
$17.1K +$110 +2 +0.7%
AF
332
Allworth Financial
California
$17K +$14.2K +257 +504%
WT
333
Whittier Trust
California
$12.5K – – –
WTG
334
West Tower Group
Virginia
$11.8K +$3.48K +63 +42%
LF
335
Lee Financial
Texas
$11K – – –
SC
336
Stephens Consulting
Michigan
$11K – – –
ST
337
Smithfield Trust
Pennsylvania
$11K – – –
LC
338
Lindbrook Capital
California
$8.89K -$663 -12 -7%
TWM
339
Tradition Wealth Management
Minnesota
$8K – – –
PWMG
340
Prestige Wealth Management Group
New Jersey
$7.16K +$7.16K +129 New
VCM
341
Versant Capital Management
Arizona
$6.57K – – –
CA
342
Clearstead Advisors
Ohio
$5.75K +$5.75K +104 New
PMFA
343
Plante Moran Financial Advisors
Michigan
$5.52K – – –
CAL
344
Capital Advisors Ltd
Ohio
$5K – – –
FRA
345
Front Row Advisors
California
$4.66K – – –
QC
346
Quent Capital
New York
$4.42K +$4.42K +80 New
BAAM
347
Baker Avenue Asset Management
California
$4.36K +$4.36K +79 New
CSPIA
348
Cary Street Partners Investment Advisory
Virginia
$4.14K – – –
PFBT
349
Parkside Financial Bank & Trust
Missouri
$4.09K +$2.32K +42 +131%
LFA
350
LGT Financial Advisors
Texas
$4.03K +$4.03K +73 New
12 13
14
15 16