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Agree Realty

408 hedge funds and large institutions have $6.46B invested in Agree Realty in 2024 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 160 increasing their positions, 138 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more funds holding in top 10

Funds holding in top 10: 38 (+5)

44% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 41

16% more repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 138

13% more capital invested

Capital invested by funds: $5.71B → $6.46B (+$748M)

4.21% more ownership

Funds ownership: 99.39%103.6% (+4.2%)

3% more funds holding

Funds holding: 395408 (+13)

23% less call options, than puts

Call options by funds: $8.52M | Put options by funds: $11.1M

Holders
408
Holders Change
+13
Holders Change %
+3.29%
% of All Funds
5.89%
Holding in Top 10
8
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+166.67%
% of All Funds
0.12%
New
59
Increased
160
Reduced
138
Closed
41
Calls
$8.52M
Puts
$11.1M
Net Calls
-$2.56M
Net Calls Change
+$8.97M
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
326
AEW Capital Management
Massachusetts
$99.1K +$11.8K +200 +14%
PI
327
PEAK6 Investments
Illinois
$96.2K -$656K -11,104 -88%
IGWM
328
ICA Group Wealth Management
Colorado
$92.9K +$5.91K +100 +7%
HFM
329
Harvest Fund Management
China
$91K +$43.4K +734 +100%
GI
330
GAMMA Investing
California
$86.9K +$46.2K +782 +126%
CIBC Private Wealth Group
331
CIBC Private Wealth Group
Georgia
$79.8K +$2.25K +38 +3%
SOW
332
State of Wyoming
Wyoming
$74K +$7.8K +132 +12%
HT
333
Headlands Technologies
Illinois
$70.7K +$47.2K +798 +232%
BBHC
334
Brown Brothers Harriman & Co
New York
$67.1K
CI Investments Inc
335
CI Investments Inc
Ontario, Canada
$66K +$34K +575 +116%
WT
336
Washington Trust
Rhode Island
$61.9K
Twin Tree Management
337
Twin Tree Management
Texas
$59.3K -$82K -1,387 -59%
SAM
338
Smartleaf Asset Management
Massachusetts
$58.8K +$53.5K +906 +1,928%
PS
339
Principal Securities
Iowa
$52.8K -$21.4K -363 -30%
PA
340
Parallel Advisors
California
$51.9K -$8.45K -143 -15%
AAP
341
Arax Advisory Partners
Colorado
$50.9K +$43.4K +734 +834%
DB
342
Danske Bank
Denmark
$49.6K +$47.3K +800 New
SIS
343
Sound Income Strategies
Florida
$48.1K +$22K +372 +92%
GCM
344
Gables Capital Management
Florida
$43.4K
JPWM
345
Jamison Private Wealth Management
Georgia
$41.8K -$4.2K -71 -10%
UB
346
UMB Bank
Missouri
$41.6K -$2.78K -47 -7%
LC
347
Lindbrook Capital
California
$40K +$7.56K +128 +25%
MPWT
348
MassMutual Private Wealth & Trust
Connecticut
$38.4K +$26.1K +442 +248%
HNB
349
Huntington National Bank
Ohio
$38.4K -$10.8K -182 -23%
NS
350
NBC Securities
Alabama
$35K +$1.06K +18 +3%

ADC Hedge Fund Activity: Q2 2024 in Review

408 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Agree Realty (ADC) for Q2 2024, worth a combined $6.46B — up 13% from $5.71B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new ADC positions and 41 closed out — a net gain of 18 holders — while 160 added to existing stakes and 138 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $211M. The largest seller was Principal Financial Group, cutting an estimated $63.9M.

  • 408 institutional investors held Agree Realty (ADC) as of Q2 2024, up from 395 in Q1 2024.
  • Funds reported $6.46B of Agree Realty stock for Q2 2024, up 13% quarter-over-quarter.
  • 59 funds opened new Agree Realty positions in Q2 2024 and 41 closed out, a net change of +18 holders.
  • The largest Agree Realty buyer in Q2 2024 was Cohen & Steers, an estimated $211M added.
  • The largest Agree Realty seller in Q2 2024 was Principal Financial Group, an estimated $63.9M sold.

Based on aggregated 13F filings for Q2 2024.