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Agree Realty
ADC

Overview Fund Activity

405 hedge funds and large institutions have $6.46B invested in Agree Realty in 2024 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 160 increasing their positions, 138 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
405
Holders Change
+13
Holders Change %
+3.32%
% 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
57
Increased
160
Reduced
138
Closed
39
Calls
$8.52M
Puts
$11.1M
Net Calls
-$2.56M
Net Calls Change
+$8.97M

Top Buyers

1
Cohen & Steers
Cohen & Steers
New York
$292M
2
PI
PGGM Investments
Netherlands
$70.2M
3
Alyeska Investment Group
Alyeska Investment Group
Illinois
$64.9M
4
Daiwa Securities Group
Daiwa Securities Group
Japan
$112M
5
GA
GRS Advisors
Illinois
$37.7M

Top Sellers

1
Principal Financial Group
Principal Financial Group
Iowa
$285M
2
UBS AM
UBS AM
Illinois
$7.48M
3
AAMU
APG Asset Management US
New York
$0
4
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
$42.2M
5
LPC
Long Pond Capital
New York
$156M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWA
351
EverSource Wealth Advisors
Alabama
$32.4K +$4.07K +59 +14%
ST
352
Smithfield Trust
Pennsylvania
$32K +$18.8K +300 +143%
Jones Financial Companies
353
Jones Financial Companies
Missouri
$31.5K -$6.07K -98 -16%
NSIM
354
North Star Investment Management
Illinois
$31K – – –
AWM
355
Atticus Wealth Management
Florida
$31K – – –
WAG
356
Wiser Advisor Group
Arizona
$27.2K +$372 +6 +1%
MA
357
MCF Advisors
Kentucky
$25.7K +$25.7K +413 New
ATPW
358
Ashton Thomas Private Wealth
Arizona
$24.3K +$24.3K +393 New
GRP
359
Global Retirement Partners
California
$20.2K +$18.8K +304 +1,382%
CAL
360
Capital Analysts LLC
Pennsylvania
$20K -$314 -5 -2%
EC
361
EntryPoint Capital
New York
$16.7K +$9.85K +159 +145%
RA
362
Rise Advisors
New York
$16.4K +$186 +3 +1%
MG
363
Mather Group
Illinois
$15.2K -$286 -5 -2%
WT
364
Whittier Trust
California
$14.1K – – –
SWS
365
SYSTM Wealth Solutions
Illinois
$13K -$31.6K -508 -71%
SC
366
Stephens Consulting
Michigan
$12.4K – – –
CFM
367
Catalyst Funds Management
Australia
$12.4K +$12.4K +200 New
CAL
368
Capital Advisors Ltd
Ohio
$12K +$11.2K +183 +1,408%
CA
369
Clearstead Advisors
Ohio
$10.3K +$4.34K +70 +73%
OIA
370
Optimum Investment Advisors
Illinois
$9.29K +$9.29K +150 New
QC
371
Quent Capital
New York
$7.99K – – –
VCM
372
Versant Capital Management
Arizona
$7.87K +$5.39K +87 +218%
PMFA
373
Plante Moran Financial Advisors
Michigan
$6.19K – – –
PFBT
374
Parkside Financial Bank & Trust
Missouri
$5.82K +$620 +10 +12%
PWMG
375
Prestige Wealth Management Group
New Jersey
$5.72K – – –
13 14
15
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