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Agree Realty

431 hedge funds and large institutions have $8.37B invested in Agree Realty in 2024 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 164 increasing their positions, 157 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 32

68% more call options, than puts

Call options by funds: $8.63M | Put options by funds: $5.13M

30% more capital invested

Capital invested by funds: $6.46B → $8.37B (+$1.92B)

7.26% more ownership

Funds ownership: 103.6%110.85% (+7.3%)

6% more funds holding

Funds holding: 408431 (+23)

4% more repeat investments, than reductions

Existing positions increased: 164 | Existing positions reduced: 157

50% less funds holding in top 10

Funds holding in top 10: 84 (-4)

Holders
431
Holders Change
+23
Holders Change %
+5.64%
% of All Funds
6.19%
Holding in Top 10
4
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-50%
% of All Funds
0.06%
New
60
Increased
164
Reduced
157
Closed
32
Calls
$8.63M
Puts
$5.13M
Net Calls
+$3.5M
Net Calls Change
+$6.06M
Name Holding Trade Value Shares
Change
Change in
Stake
HFO
326
Heritage Family Offices
Arizona
$232K +$218K +3,075 New
HFM
327
Harvest Fund Management
China
$226K +$108K +1,533 +104%
1CM
328
1492 Capital Management
Wisconsin
$224K +$210K +2,973 New
CIBC Asset Management
329
CIBC Asset Management
Ontario, Canada
$224K +$210K +2,969 New
HAG
330
HighPoint Advisor Group
Illinois
$216K +$206K +2,916 New
AFO
331
Allie Family Office
Florida
$212K +$199K +2,814 New
GSEP
332
Golden State Equity Partners
California
$211K -$273K -3,856 -58%
WIA
333
World Investment Advisors
California
$211K +$198K +2,795 New
SPIA
334
Steward Partners Investment Advisory
New York
$202K -$337K -4,756 -64%
VEA
335
Virtus ETF Advisers
New York
$201K -$38.6K -545 -17%
C
336
Covestor
United Kingdom
$200K -$23.9K -337 -11%
BTI
337
Blue Trust Inc
Georgia
$193K +$34.6K +489 +19%
KBC Group
338
KBC Group
Belgium
$185K +$22.6K +320 +15%
LSA
339
Leonteq Securities AG
Switzerland
$183K -$53.5K -756 -24%
Bessemer Group
340
Bessemer Group
New Jersey
$182K +$6.72K +95 +4%
Fifth Third Bancorp
341
Fifth Third Bancorp
Ohio
$166K -$2.69K -38 -2%
GI
342
GAMMA Investing
California
$162K +$53.2K +751 +54%
CFD
343
Creative Financial Designs
Indiana
$162K
CSS
344
Cubist Systematic Strategies
Connecticut
$146K +$137K +1,942 New
CAS
345
Coppell Advisory Solutions
Texas
$144K
PTC
346
Private Trust Company
Ohio
$131K
ACM
347
AEW Capital Management
Massachusetts
$121K
FCA
348
FinTrust Capital Advisors
South Carolina
$114K +$107K +1,508 New
VI
349
Vestcor Inc
New Brunswick, Canada
$111K +$105K +1,480 New
CIBC Private Wealth Group
350
CIBC Private Wealth Group
Georgia
$103K +$5.59K +79 +6%

ADC Hedge Fund Activity: Q3 2024 in Review

431 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Agree Realty (ADC) for Q3 2024, worth a combined $8.37B — up 30% from $6.46B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new ADC positions and 32 closed out — a net gain of 28 holders — while 164 added to existing stakes and 157 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $150M. The largest seller was PGGM Investments, cutting an estimated $68.6M.

  • 431 institutional investors held Agree Realty (ADC) as of Q3 2024, up from 408 in Q2 2024.
  • Funds reported $8.37B of Agree Realty stock for Q3 2024, up 30% quarter-over-quarter.
  • 60 funds opened new Agree Realty positions in Q3 2024 and 32 closed out, a net change of +28 holders.
  • The largest Agree Realty buyer in Q3 2024 was Cohen & Steers, an estimated $150M added.
  • The largest Agree Realty seller in Q3 2024 was PGGM Investments, an estimated $68.6M sold.

Based on aggregated 13F filings for Q3 2024.