ADC icon

Agree Realty
ADC

Overview Fund Activity

427 hedge funds and large institutions have $8.33B invested in Agree Realty in 2024 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 163 increasing their positions, 155 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
427
Holders Change
+22
Holders Change %
+5.43%
% of All Funds
6.18%
Holding in Top 10
4
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-50%
% of All Funds
0.06%
New
60
Increased
163
Reduced
155
Closed
33
Calls
$8.63M
Puts
$5.14M
Net Calls
+$3.5M
Net Calls Change
+$6.06M

Top Buyers

1
Cohen & Steers
Cohen & Steers
New York
$515M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$169M
3
American Century Companies
American Century Companies
Missouri
$182M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$275M
5
Prudential Financial
Prudential Financial
New Jersey
$95.2M

Top Sellers

1
PI
PGGM Investments
Netherlands
$12.4M
2
CIM
Centersquare Investment Management
Pennsylvania
$191M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
$60.5M
4
LIMS
Lasalle Investment Management Securities
Maryland
$14.4M
5
Alyeska Investment Group
Alyeska Investment Group
Illinois
$36.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
351
Parallel Advisors
California
$90.6K +$27.4K +364 +43%
SAM
352
Smartleaf Asset Management
Massachusetts
$87.7K +$16.4K +219 +23%
BBHC
353
Brown Brothers Harriman & Co
New York
$85.8K +$4.14K +55 +5%
WSFS
354
Wilmington Savings Fund Society
Delaware
$76.8K +$76.8K +1,019 New
WT
355
Washington Trust
Rhode Island
$75.3K – – –
AIM
356
Arcadia Investment Management
Michigan
$75.3K +$75.3K +1,000 New
Fidelity International
357
Fidelity International
Bermuda
$75.3K -$158K -2,100 -68%
UB
358
UMB Bank
Missouri
$73.1K +$22.5K +299 +44%
PS
359
Principal Securities
Iowa
$68.2K +$3.92K +52 +6%
AAP
360
Arax Advisory Partners
Colorado
$61.4K -$452 -6 -0.7%
LC
361
Lindbrook Capital
California
$60.5K +$11.8K +157 +24%
SIS
362
Sound Income Strategies
Florida
$58.9K +$301 +4 +0.5%
JPWM
363
Jamison Private Wealth Management
Georgia
$51.1K +$226 +3 +0.4%
MPWT
364
MassMutual Private Wealth & Trust
Connecticut
$50.3K +$3.62K +48 +8%
CI Investments Inc
365
CI Investments Inc
Ontario, Canada
$50K -$30.1K -403 -38%
HNB
366
Huntington National Bank
Ohio
$48.8K +$2.11K +28 +5%
GCM
367
Gables Capital Management
Florida
$45.2K -$7.53K -100 -14%
CFM
368
Catalyst Funds Management
Australia
$45.2K +$30.1K +400 +200%
PI
369
PEAK6 Investments
Illinois
$39.1K -$77.9K -1,034 -67%
NS
370
NBC Securities
Alabama
$39K -$3.76K -50 -9%
ST
371
Smithfield Trust
Pennsylvania
$39K – – –
AF
372
Allworth Financial
California
$37.9K +$301 +4 +0.8%
NSIM
373
North Star Investment Management
Illinois
$37.7K – – –
AWM
374
Atticus Wealth Management
Florida
$37.7K – – –
Jones Financial Companies
375
Jones Financial Companies
Missouri
$37K -$1.05K -14 -3%
13 14
15
16 17