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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 %
HT
351
Headlands Technologies
Illinois
$19.6K +$19.6K +344 New
CAL
352
Capital Analysts LLC
Pennsylvania
$18K +$167 +3 +0.9%
MG
353
Mather Group
Illinois
$17.1K +$17.1K +271 New
RA
354
Rise Advisors
New York
$14.9K +$14.9K +261 New
WT
355
Whittier Trust
California
$13K
SC
356
Stephens Consulting
Michigan
$11.4K
ST
357
Smithfield Trust
Pennsylvania
$11K
MPWT
358
MassMutual Private Wealth & Trust
Connecticut
$10.2K -$571 -10 -5%
QC
359
Quent Capital
New York
$7.37K +$2.8K +49 +61%
MHR
360
Matthew Hamilton Rosenberg
$7.02K
EC
361
EntryPoint Capital
New York
$6.28K +$6.28K +110 New
CA
362
Clearstead Advisors
Ohio
$5.77K
PMFA
363
Plante Moran Financial Advisors
Michigan
$5.71K
FRA
364
Front Row Advisors
California
$5.68K +$5.68K +99 New
PWMG
365
Prestige Wealth Management Group
New Jersey
$5.28K +$4.59K +80 +667%
AAP
366
Arax Advisory Partners
Colorado
$5.02K -$1.26K -22 -20%
BFEC
367
Benjamin F. Edwards & Company
Missouri
$5K +$5K +79 New
PFBT
368
Parkside Financial Bank & Trust
Missouri
$4.8K +$457 +8 +11%
LFA
369
LGT Financial Advisors
Texas
$4.17K
PWMG
370
Private Wealth Management Group
New Jersey
$4.11K +$2.86K +50 +227%
PFC
371
Phocas Financial Corp
California
$3.52K +$3.52K +61,567 New
PPC
372
Park Place Capital
Alabama
$3.43K
BIA
373
Bell Investment Advisors
California
$3.37K +$457 +8 +16%
WTC
374
WhitTier Trust Company
Nevada
$3.14K +$171 +3 +6%
SAM
375
Smartleaf Asset Management
Massachusetts
$2.66K +$2.38K +42 +840%