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Agree Realty

450 hedge funds and large institutions have $8.74B invested in Agree Realty in 2024 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 191 increasing their positions, 131 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
450
Holders Change
+23
Holders Change %
+5.39%
% of All Funds
5.99%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.09%
New
68
Increased
191
Reduced
131
Closed
37
Calls
$7.54M
Puts
$3.78M
Net Calls
+$3.76M
Net Calls Change
+$261K
Name Holding Trade Value Shares
Change
Shares
Change %
PA
351
Parallel Advisors
California
$190K +$105K +1,489 +124%
C
352
Covestor
United Kingdom
$187K -$282 -4 -0.2%
GM
353
GeoWealth Management
Illinois
$179K +$156K +2,210 +672%
VEA
354
Virtus ETF Advisers
New York
$167K -$20.6K -292 -11%
CPBTD
355
Central Pacific Bank - Trust Division
Hawaii
$163K -$54.2K -770 -25%
VWM
356
Venturi Wealth Management
Texas
$157K +$157K +2,227 New
CAS
357
Coppell Advisory Solutions
Texas
$142K +$6.99K +100 +5%
GFM
358
GF Fund Management
China
$129K +$129K +1,829 New
PTC
359
Private Trust Company
Ohio
$119K -$3.66K -52 -3%
VI
360
Vestcor Inc
New Brunswick, Canada
$104K
CI Investments Inc
361
CI Investments Inc
Ontario, Canada
$99K +$51.9K +737 +110%
SPIA
362
Steward Partners Investment Advisory
New York
$98.4K -$90.1K -1,279 -48%
CIAM
363
Caitong International Asset Management
Hong Kong
$95.1K +$95.1K +1,350 New
SAM
364
Smartleaf Asset Management
Massachusetts
$91.3K +$9.37K +134 +11%
SOW
365
State of Wyoming
Wyoming
$90.1K -$1.9K -27 -2%
CIBC Private Wealth Group
366
CIBC Private Wealth Group
Georgia
$90.1K -$5.23K -75 -5%
FFA
367
Farther Finance Advisors
California
$85K +$76.1K +1,080 +857%
PS
368
Principal Securities
Iowa
$80.5K +$16.7K +237 +26%
BBHC
369
Brown Brothers Harriman & Co
New York
$80.2K
UB
370
UMB Bank
Missouri
$80.2K +$11.8K +168 +17%
WSFS
371
Wilmington Savings Fund Society
Delaware
$74.7K +$2.89K +41 +4%
AIM
372
Arcadia Investment Management
Michigan
$70.5K
WT
373
Washington Trust
Rhode Island
$70.5K
MPWT
374
MassMutual Private Wealth & Trust
Connecticut
$63.3K +$16.2K +230 +34%
CA
375
CoreCap Advisors
Michigan
$60.8K -$31.2K -443 -34%