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Agree Realty

392 hedge funds and large institutions have $5.71B invested in Agree Realty in 2024 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 163 increasing their positions, 123 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
392
Holders Change
+28
Holders Change %
+7.69%
% of All Funds
5.68%
Holding in Top 10
3
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-57.14%
% of All Funds
0.04%
New
58
Increased
163
Reduced
123
Closed
28
Calls
$6.22M
Puts
$17.8M
Net Calls
-$11.5M
Net Calls Change
-$6.98M
Name Holding Trade Value Shares
Change
Shares
Change %
PS
326
Principal Securities
Iowa
$69.5K -$3.54K -62 -5%
BBHC
327
Brown Brothers Harriman & Co
New York
$61.9K
SOW
328
State of Wyoming
Wyoming
$60.7K -$3.94K -69 -6%
WT
329
Washington Trust
Rhode Island
$57.1K
PA
330
Parallel Advisors
California
$56.1K -$8.46K -148 -13%
HNB
331
Huntington National Bank
Ohio
$45.8K +$3.54K +62 +8%
JPWM
332
Jamison Private Wealth Management
Georgia
$42.6K +$285 +5 +0.7%
HFM
333
Harvest Fund Management
China
$42K +$42K +737 New
SWS
334
SYSTM Wealth Solutions
Illinois
$41.2K
UB
335
UMB Bank
Missouri
$41.1K +$29.2K +512 +247%
GCM
336
Gables Capital Management
Florida
$40K -$11.4K -200 -22%
QL
337
Quarry LP
New York
$36.1K +$36.1K +632 New
GI
338
GAMMA Investing
California
$35.5K -$6.85K -120 -16%
Jones Financial Companies
339
Jones Financial Companies
Missouri
$34.6K +$34.6K +606 New
NS
340
NBC Securities
Alabama
$31K +$9.7K +172 +46%
LC
341
Lindbrook Capital
California
$29.6K -$4.17K -73 -12%
NSIM
342
North Star Investment Management
Illinois
$28.6K
AWM
343
Atticus Wealth Management
Florida
$28.6K
CI Investments Inc
344
CI Investments Inc
Ontario, Canada
$28K +$5.8K +103 +26%
KWAG
345
Kiely Wealth Advisory Group
North Carolina
$27.6K
WAG
346
Wiser Advisor Group
Arizona
$24.8K +$229 +4 +0.9%
AF
347
Allworth Financial
California
$24.7K -$571 -10 -2%
AWM
348
Avior Wealth Management
Nebraska
$23.8K +$23.8K +417 New
EWA
349
EverSource Wealth Advisors
Alabama
$23.5K +$2.58K +45 +12%
SIS
350
Sound Income Strategies
Florida
$23.1K