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Agree Realty

364 hedge funds and large institutions have $6.48B invested in Agree Realty in 2023 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 156 increasing their positions, 112 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
364
Holders Change
-6
Holders Change %
-1.62%
% of All Funds
5.34%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.1%
New
53
Increased
156
Reduced
112
Closed
54
Calls
$3.97M
Puts
$8.52M
Net Calls
-$4.56M
Net Calls Change
-$266K
Name Holding Trade Value Shares
Change
Shares
Change %
CI Investments Inc
326
CI Investments Inc
Ontario, Canada
$25K +$2.09K +33 +9%
EWA
327
EverSource Wealth Advisors
Alabama
$23K +$19.3K +306 +510%
NS
328
NBC Securities
Alabama
$23K -$2.37K -39 -9%
CAL
329
Capital Analysts LLC
Pennsylvania
$20K -$4.31K -69 -18%
WT
330
Whittier Trust
California
$14.3K
NA
331
NewEdge Advisors
Louisiana
$13.6K +$13.5K +214 +21,400%
UB
332
UMB Bank
Missouri
$13K -$15.3K -243 -54%
ST
333
Smithfield Trust
Pennsylvania
$13K
LF
334
Lee Financial
Texas
$12.6K
SC
335
Stephens Consulting
Michigan
$12.6K
MPWT
336
MassMutual Private Wealth & Trust
Connecticut
$11.8K -$11.4K -181 -49%
MHR
337
Matthew Hamilton Rosenberg
$7.74K +$7.74K +123 New
AAP
338
Arax Advisory Partners
Colorado
$6.91K +$5.96K +95 +633%
PMFA
339
Plante Moran Financial Advisors
Michigan
$6.3K
CA
340
Clearstead Advisors
Ohio
$6.04K -$504 -8 -8%
CAL
341
Capital Advisors Ltd
Ohio
$6K +$821 +13 +16%
QC
342
Quent Capital
New York
$5.04K
PFBT
343
Parkside Financial Bank & Trust
Missouri
$4.79K +$126 +2 +3%
LFA
344
LGT Financial Advisors
Texas
$4.6K
IWA
345
IBEX Wealth Advisors
New Jersey
$4.35K -$2.39M -37,832 -100%
IA
346
IFP Advisors
Florida
$3.8K +$1.52K +24 +67%
PPC
347
Park Place Capital
Alabama
$3.78K
WTC
348
WhitTier Trust Company
Nevada
$3.27K -$63 -1 -2%
BIA
349
Bell Investment Advisors
California
$3.21K +$1.01K +16 +46%
VCM
350
Versant Capital Management
Arizona
$2.52K -$4.97K -79 -66%