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Agree Realty

372 hedge funds and large institutions have $6.23B invested in Agree Realty in 2023 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 134 increasing their positions, 133 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
372
Holders Change
+14
Holders Change %
+3.91%
% of All Funds
5.87%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
56
Increased
134
Reduced
133
Closed
40
Calls
$3.05M
Puts
$1.77M
Net Calls
+$1.28M
Net Calls Change
+$315K
Name Holding Trade Value Shares
Change
Shares
Change %
RMA
351
Roffman Miller Associates
Pennsylvania
$5.41K +$5.41K +83 New
CAL
352
Capital Advisors Ltd
Ohio
$5K +$5K +82 New
CSPIA
353
Cary Street Partners Investment Advisory
Virginia
$4.9K
PPC
354
Park Place Capital
Alabama
$3.92K
KFI
355
Key Financial Inc
Pennsylvania
$3.53K +$3.53K +54 New
WTC
356
WhitTier Trust Company
Nevada
$3.47K +$262 +4 +8%
AF
357
Allworth Financial
California
$3.36K -$1.12K -17 -25%
IA
358
IFP Advisors
Florida
$3.34K +$981 +15 +42%
Northwestern Mutual Wealth Management
359
Northwestern Mutual Wealth Management
Wisconsin
$2.94K +$2.94K +45 New
BIA
360
Bell Investment Advisors
California
$2.62K -$589 -9 -18%
FMII
361
Farmers & Merchants Investments Inc
Nebraska
$2.62K
GA
362
GoalVest Advisory
New York
$2.49K +$2.49K +38 New
PFBT
363
Parkside Financial Bank & Trust
Missouri
$2.09K +$2.09K +32 New
GWS
364
Glassman Wealth Services
Virginia
$2.03K +$1.77K +27 +675%
MPWT
365
MassMutual Private Wealth & Trust
Connecticut
$1.5K -$392 -6 -21%
AWM
366
Avior Wealth Management
Nebraska
$1.31K
CPG
367
Cornerstone Planning Group
New Jersey
$1.11K +$1.11K +17 New
AAP
368
Arax Advisory Partners
Colorado
$981
FFA
369
Farther Finance Advisors
California
$719 +$327 +5 +83%
2L
370
25 LLC
Missouri
$525 +$525 +8 New
CFGS
371
Concourse Financial Group Securities
Alabama
$262 -$590 -9 -69%
PA
372
PSI Advisors
Florida
$65
CWC
373
Carolinas Wealth Consulting
North Carolina
$2 -$482 -7 Closed
HCM
374
HGI Capital Management
New York
-$5.42M -78,997 Closed
BFM
375
Boothbay Fund Management
New York
-$4.26M -62,076 Closed