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Agree Realty

358 hedge funds and large institutions have $6.7B invested in Agree Realty in 2023 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 137 increasing their positions, 130 reducing their positions, and 39 closing their positions.

Holders
358
Holders Change
Holders Change %
0%
% of All Funds
5.73%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
47
Increased
137
Reduced
130
Closed
39
Calls
$4.01M
Puts
$3.04M
Net Calls
+$967K
Net Calls Change
-$713K
Name Holding Trade Value Shares
Change
Shares
Change %
MML Investors Services
376
MML Investors Services
Massachusetts
-$436K -6,141 Closed
PFO
377
Pathstone Family Office
New Jersey
-$429K -6,043 Closed
CIBC Asset Management
378
CIBC Asset Management
Ontario, Canada
-$320K -4,513 Closed
FTDI
379
First Trust Direct Indexing
Massachusetts
-$268K -3,776 Closed
JFG
380
Jefferies Financial Group
New York
-$266K -3,752 Closed
CAPTRUST Financial Advisors
381
CAPTRUST Financial Advisors
North Carolina
-$242K -3,407 Closed
ECM
382
Evergreen Capital Management
Washington
-$217K -3,051 Closed
PWPS
383
Pinnacle Wealth Planning Services
Ohio
-$203K -2,859 Closed
OHWP
384
Oak Harbor Wealth Partners
North Carolina
-$201K -2,833 Closed
CIM
385
Chiron Investment Management
New York
-$173K -2,437 Closed
SWA
386
Sutton Wealth Advisors
Florida
-$83.1K -1,171 Closed
Rockefeller Capital Management
387
Rockefeller Capital Management
New York
-$80K -1,144 Closed
CASC
388
Coppell Advisory Solutions Corp
Texas
-$70.9K -1,000 Closed
CAS
389
Coppell Advisory Solutions
Texas
-$70.9K -1,000 Closed
NFSG
390
Newbridge Financial Services Group
Florida
-$43.9K -619 Closed
CS
391
Comerica Securities
Michigan
-$41.7K -586 Closed
Northwestern Mutual Wealth Management
392
Northwestern Mutual Wealth Management
Wisconsin
-$30.9K -435 Closed
AWM
393
Accurate Wealth Management
Florida
-$22.1K -309 Closed
PFBT
394
Parkside Financial Bank & Trust
Missouri
-$14.5K -204 Closed
PWMG
395
Prestige Wealth Management Group
New Jersey
-$2.85K -40 Closed
FA
396
Fiduciary Alliance
South Carolina
-$2.55K -36 Closed
NA
397
NewEdge Advisors
Louisiana
-$498 -18 Closed