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Agree Realty
ADC

Overview Fund Activity

370 hedge funds and large institutions have $5.27B invested in Agree Realty in 2023 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 154 increasing their positions, 117 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
370
Holders Change
-2
Holders Change %
-0.54%
% of All Funds
5.9%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
45
Increased
154
Reduced
117
Closed
44
Calls
$2.73M
Puts
$7.02M
Net Calls
-$4.29M
Net Calls Change
-$5.57M

Top Buyers

1
Macquarie Group
Macquarie Group
Australia
$91.5M
2
CIM
Centersquare Investment Management
Pennsylvania
$222M
3
BlackRock
BlackRock
New York
$654M
4
GA
GRS Advisors
Illinois
$30.2M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
$74.8M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$0
2
Millennium Management
Millennium Management
New York
$16.6M
3
Citadel Advisors
Citadel Advisors
Florida
$12.6M
4
ZP
Zimmer Partners
New York
$2.49M
5
Deutsche Bank
Deutsche Bank
Germany
$140M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWA
351
EverSource Wealth Advisors
Alabama
$3.32K -$4.86K -88 -59%
PPC
352
Park Place Capital
Alabama
$3.31K – – –
GWS
353
Glassman Wealth Services
Virginia
$3.26K +$1.55K +28 +90%
WTC
354
WhitTier Trust Company
Nevada
$2.93K – – –
GRP
355
Global Retirement Partners
California
$2.56K -$3.21K -59 -56%
FMII
356
Farmers & Merchants Investments Inc
Nebraska
$2.21K – – –
GA
357
GoalVest Advisory
New York
$2.21K +$111 +2 +5%
IA
358
IFP Advisors
Florida
$2.01K -$838 -15 -29%
BIA
359
Bell Investment Advisors
California
$1.93K -$276 -5 -13%
MIA
360
Milestone Investment Advisors
Wisconsin
$1.55K +$1.55K +28 New
AWM
361
Avior Wealth Management
Nebraska
$1.1K – – –
SFG
362
Steward Financial Group
Texas
$1K +$1K +29 New
AAP
363
Arax Advisory Partners
Colorado
$829 – – –
PWA
364
Provenance Wealth Advisors
Florida
$829 +$829 +15 New
CFGS
365
Concourse Financial Group Securities
Alabama
$499 +$277 +5 +125%
FFA
366
Farther Finance Advisors
California
$497 -$110 -2 -18%
FHA
367
First Horizon Advisors
Tennessee
$166 -$6.81K -123 -98%
PA
368
PSI Advisors
Florida
$55 – – –
NA
369
NewEdge Advisors
Louisiana
$55 +$55 +1 New
Wellington Management Group
370
Wellington Management Group
Massachusetts
– -$89.7M -1,372,108 Closed
LIP
371
Lighthouse Investment Partners
Florida
– -$17.7M -270,000 Closed
E
372
Ergoteles
New York
– -$7.6M -116,263 Closed
BCM
373
Bridgeway Capital Management
Texas
– -$6.4M -97,900 Closed
CC
374
Centiva Capital
New York
– -$5.15M -78,810 Closed
GCA
375
GSI Capital Advisors
California
– -$2.14M -32,717 Closed
13 14
15
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