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Agree Realty

408 hedge funds and large institutions have $6.46B invested in Agree Realty in 2024 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 160 increasing their positions, 138 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more funds holding in top 10

Funds holding in top 10: 38 (+5)

44% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 41

16% more repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 138

13% more capital invested

Capital invested by funds: $5.71B → $6.46B (+$748M)

4.21% more ownership

Funds ownership: 99.39%103.6% (+4.2%)

3% more funds holding

Funds holding: 395408 (+13)

23% less call options, than puts

Call options by funds: $8.52M | Put options by funds: $11.1M

Holders
408
Holders Change
+13
Holders Change %
+3.29%
% 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
59
Increased
160
Reduced
138
Closed
41
Calls
$8.52M
Puts
$11.1M
Net Calls
-$2.56M
Net Calls Change
+$8.97M
Name Holding Trade Value Shares
Change
Change in
Stake
KWAG
351
Kiely Wealth Advisory Group
North Carolina
$34K
AF
352
Allworth Financial
California
$33.3K +$3.9K +66 +15%
EWA
353
EverSource Wealth Advisors
Alabama
$32.4K +$3.49K +59 +14%
ST
354
Smithfield Trust
Pennsylvania
$32K +$17.7K +300 +143%
Jones Financial Companies
355
Jones Financial Companies
Missouri
$31.5K -$5.79K -98 -16%
AWM
356
Atticus Wealth Management
Florida
$31K
NSIM
357
North Star Investment Management
Illinois
$31K
WAG
358
Wiser Advisor Group
Arizona
$27.2K +$355 +6 +1%
MA
359
MCF Advisors
Kentucky
$25.7K +$24.4K +413 New
ATPW
360
Ashton Thomas Private Wealth
Arizona
$24.3K +$23.2K +393 New
GRP
361
Global Retirement Partners
California
$20.2K +$18K +304 +1,382%
CAL
362
Capital Analysts LLC
Pennsylvania
$20K -$295 -5 -2%
EC
363
EntryPoint Capital
New York
$16.7K +$9.39K +159 +145%
RA
364
Rise Advisors
New York
$16.4K +$177 +3 +1%
MG
365
Mather Group
Illinois
$15.2K -$295 -5 -2%
WT
366
Whittier Trust
California
$14.1K
SWS
367
SYSTM Wealth Solutions
Illinois
$13K -$30K -508 -71%
SC
368
Stephens Consulting
Michigan
$12.4K
CFM
369
Catalyst Funds Management
Australia
$12.4K +$11.8K +200 New
CAL
370
Capital Advisors Ltd
Ohio
$12K +$10.8K +183 +1,408%
CA
371
Clearstead Advisors
Ohio
$10.3K +$4.14K +70 +73%
CT
372
Caldwell Trust
Florida
$9.29K
OIA
373
Optimum Investment Advisors
Illinois
$9.29K +$8.86K +150 New
QC
374
Quent Capital
New York
$7.99K
VCM
375
Versant Capital Management
Arizona
$7.87K +$5.14K +87 +218%

ADC Hedge Fund Activity: Q2 2024 in Review

408 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Agree Realty (ADC) for Q2 2024, worth a combined $6.46B — up 13% from $5.71B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new ADC positions and 41 closed out — a net gain of 18 holders — while 160 added to existing stakes and 138 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $211M. The largest seller was Principal Financial Group, cutting an estimated $63.9M.

  • 408 institutional investors held Agree Realty (ADC) as of Q2 2024, up from 395 in Q1 2024.
  • Funds reported $6.46B of Agree Realty stock for Q2 2024, up 13% quarter-over-quarter.
  • 59 funds opened new Agree Realty positions in Q2 2024 and 41 closed out, a net change of +18 holders.
  • The largest Agree Realty buyer in Q2 2024 was Cohen & Steers, an estimated $211M added.
  • The largest Agree Realty seller in Q2 2024 was Principal Financial Group, an estimated $63.9M sold.

Based on aggregated 13F filings for Q2 2024.