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Agree Realty
ADC

361 hedge funds and large institutions have $6.38B invested in Agree Realty in 2022 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 171 increasing their positions, 84 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

104% more repeat investments, than reductions

Existing positions increased: 171 | Existing positions reduced: 84

71% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 34

48% more call options, than puts

Call options by funds: $3.94M | Put options by funds: $2.66M

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

6% more funds holding

Funds holding: 340 → 361 (+21)

3.71% more ownership

Funds ownership: 114.8% → 118.51% (+3.7%)

3% more capital invested

Capital invested by funds: $6.22B → $6.38B (+$158M)

Holders
361
Holders Change
+21
Holders Change %
+6.18%
% of All Funds
6.22%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
58
Increased
171
Reduced
84
Closed
34
Calls
$3.94M
Puts
$2.66M
Net Calls
+$1.28M
Net Calls Change
+$460K

Top Buyers

1
BlackRock
BlackRock
New York
+$74.6M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$60M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$55.6M
4
CCM
CAAS Capital Management
New York
+$48.9M
5
Norges Bank
Norges Bank
Norway
+$42.7M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$84M
2
LIMS
Lasalle Investment Management Securities
Maryland
-$26.8M
3
Cohen & Steers
Cohen & Steers
New York
-$16.2M
4
Daiwa Securities Group
Daiwa Securities Group
Japan
-$16.1M
5
Allianz Asset Management
Allianz Asset Management
Germany
-$15.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
RIM
376
Redwood Investment Management
Arizona
– -$259K -3,593 Closed
JAG
377
Journey Advisory Group
Kentucky
– -$273K -3,474 Closed
JF
378
Jump Financial
Illinois
– -$233K -3,232 Closed
WVP
379
Worth Venture Partners
New Jersey
– -$246K -3,223 Closed
II
380
Inspire Investing
Idaho
– -$211K -2,923 Closed
WC
381
Wexford Capital
Florida
– -$209 -2,902 Closed
SWP
382
Stratos Wealth Partners
Ohio
– -$208K -2,883 Closed
NW
383
Naviter Wealth
Arkansas
– -$201K -2,778 Closed
PFS
384
Prospera Financial Services
Texas
– -$41K -572 Closed
BMD
385
Better Money Decisions
New Mexico
– -$17K -238 Closed
TCWM
386
Total Clarity Wealth Management
Illinois
– -$11K -150 Closed
PFGIA
387
Patriot Financial Group Insurance Agency
Massachusetts
– -$8K -114 Closed
HWA
388
HHM Wealth Advisors
Tennessee
– -$3K -45 Closed
STCOSD
389
Sageworth Trust Company of South Dakota
South Dakota
– -$2K -21 Closed
AA
390
Ancora Advisors
Ohio
– -$1K -15 Closed
AFG
391
Albion Financial Group
Utah
– -$1K -14 Closed
PA
392
PSI Advisors
Florida
– +$75 +1 New
MA
393
MUFG Americas
New York
– +$376 +5 New
Northwestern Mutual Wealth Management
394
Northwestern Mutual Wealth Management
Wisconsin
– +$451 +6 New
12 13 14 15
16

ADC Hedge Fund Activity: Q3 2022 in Review

361 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Agree Realty (ADC) for Q3 2022, worth a combined $6.38B — up 2.5% from $6.22B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new ADC positions and 34 closed out — a net gain of 24 holders — while 171 added to existing stakes and 84 trimmed.

The largest buyer was BlackRock, adding an estimated $74.6M. The largest seller was Morgan Stanley, cutting an estimated $84M.

  • 361 institutional investors held Agree Realty (ADC) as of Q3 2022, up from 340 in Q2 2022.
  • Funds reported $6.38B of Agree Realty stock for Q3 2022, up 2.5% quarter-over-quarter.
  • 58 funds opened new Agree Realty positions in Q3 2022 and 34 closed out, a net change of +24 holders.
  • The largest Agree Realty buyer in Q3 2022 was BlackRock, an estimated $74.6M added.
  • The largest Agree Realty seller in Q3 2022 was Morgan Stanley, an estimated $84M sold.

Based on aggregated 13F filings for Q3 2022.