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Agree Realty
ADC

360 hedge funds and large institutions have $6.7B invested in Agree Realty in 2023 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 137 increasing their positions, 130 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more call options, than puts

Call options by funds: $4.01M | Put options by funds: $3.04M

23% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 39

5% more repeat investments, than reductions

Existing positions increased: 137 | Existing positions reduced: 130

0% more funds holding

Funds holding: 359 → 360 (+1)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

3% less capital invested

Capital invested by funds: $6.89B → $6.7B (-$187M)

3.47% less ownership

Funds ownership: 111.71% → 108.24% (-3.5%)

Holders
360
Holders Change
+1
Holders Change %
+0.28%
% of All Funds
5.74%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
48
Increased
137
Reduced
130
Closed
39
Calls
$4.01M
Puts
$3.04M
Net Calls
+$967K
Net Calls Change
-$713K

Top Buyers

Rank Fund Capital Flow
1
Norges Bank
Norges Bank
Norway
+$45.2M
2
UBS AM
UBS AM
Illinois
+$32.2M
3
William Blair Investment Management
William Blair Investment Management
Illinois
+$30.5M
4
Millennium Management
Millennium Management
New York
+$30.5M
5
JP Morgan Chase
JP Morgan Chase
New York
+$28.6M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$266M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$66.9M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$33.9M
4
Morgan Stanley
Morgan Stanley
New York
-$25.7M
5
Deutsche Bank
Deutsche Bank
Germany
-$22.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
PAS
376
Park Avenue Securities
New York
– -$505K -7,119 Closed
KBC Group
377
KBC Group
Belgium
– -$468K -6,604 Closed
MML Investors Services
378
MML Investors Services
Massachusetts
– -$436K -6,141 Closed
PFO
379
Pathstone Family Office
New Jersey
– -$429K -6,043 Closed
CIBC Asset Management
380
CIBC Asset Management
Ontario, Canada
– -$320K -4,513 Closed
FTDI
381
First Trust Direct Indexing
Massachusetts
– -$268K -3,776 Closed
JFG
382
Jefferies Financial Group
New York
– -$268K -3,752 Closed
CAPTRUST Financial Advisors
383
CAPTRUST Financial Advisors
North Carolina
– -$242K -3,407 Closed
ECM
384
Evergreen Capital Management
Washington
– -$217K -3,051 Closed
PWPS
385
Pinnacle Wealth Planning Services
Ohio
– -$203K -2,859 Closed
OHWP
386
Oak Harbor Wealth Partners
North Carolina
– -$201K -2,833 Closed
CIM
387
Chiron Investment Management
New York
– -$173K -2,437 Closed
SWA
388
Sutton Wealth Advisors
Florida
– -$83.1K -1,171 Closed
Rockefeller Capital Management
389
Rockefeller Capital Management
New York
– -$80K -1,144 Closed
CAS
390
Coppell Advisory Solutions
Texas
– -$70.9K -1,000 Closed
CASC
391
Coppell Advisory Solutions Corp
Texas
– -$70.9K -1,000 Closed
NFSG
392
Newbridge Financial Services Group
Florida
– -$43.9K -619 Closed
CS
393
Comerica Securities
Michigan
– -$41.7K -586 Closed
Northwestern Mutual Wealth Management
394
Northwestern Mutual Wealth Management
Wisconsin
– -$30.9K -435 Closed
AWM
395
Accurate Wealth Management
Florida
– -$22.1K -309 Closed
PFBT
396
Parkside Financial Bank & Trust
Missouri
– -$14.5K -204 Closed
PWMG
397
Prestige Wealth Management Group
New Jersey
– -$2.85K -40 Closed
FA
398
Fiduciary Alliance
South Carolina
– -$2.55K -36 Closed
NA
399
NewEdge Advisors
Louisiana
– -$498 -18 Closed
12 13 14 15
16

ADC Hedge Fund Activity: Q1 2023 in Review

360 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Agree Realty (ADC) for Q1 2023, worth a combined $6.7B — down 2.7% from $6.89B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new ADC positions and 39 closed out — a net gain of 9 holders — while 137 added to existing stakes and 130 trimmed.

The largest buyer was Norges Bank, adding an estimated $45.2M. The largest seller was BlackRock, cutting an estimated $266M.

  • 360 institutional investors held Agree Realty (ADC) as of Q1 2023, up from 359 in Q4 2022.
  • Funds reported $6.7B of Agree Realty stock for Q1 2023, down 2.7% quarter-over-quarter.
  • 48 funds opened new Agree Realty positions in Q1 2023 and 39 closed out, a net change of +9 holders.
  • The largest Agree Realty buyer in Q1 2023 was Norges Bank, an estimated $45.2M added.
  • The largest Agree Realty seller in Q1 2023 was BlackRock, an estimated $266M sold.

Based on aggregated 13F filings for Q1 2023.