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Agree Realty
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Overview Fund Activity

372 hedge funds and large institutions have $6.23B invested in Agree Realty in 2023 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 134 increasing their positions, 133 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
372
Holders Change
+14
Holders Change %
+3.91%
% of All Funds
5.87%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
56
Increased
134
Reduced
133
Closed
40
Calls
$3.05M
Puts
$1.77M
Net Calls
+$1.28M
Net Calls Change
+$315K

Top Buyers

1
Millennium Management
Millennium Management
New York
$66.9M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
$32.5M
3
Invesco
Invesco
Georgia
$127M
4
Wellington Management Group
Wellington Management Group
Massachusetts
$89.7M
5
Walleye Capital
Walleye Capital
New York
$23.3M

Top Sellers

1
BlackRock
BlackRock
New York
$736M
2
Morgan Stanley
Morgan Stanley
New York
$61.8M
3
Goldman Sachs
Goldman Sachs
New York
$16.2M
4
Prudential Financial
Prudential Financial
New Jersey
$601K
5
ZP
Zimmer Partners
New York
$49M
Name Holding Trade Value Shares
Change 		Shares
Change %
AM
376
AGF Management
Ontario, Canada
– -$3.26M -47,503 Closed
Mirae Asset Global Investments
377
Mirae Asset Global Investments
South Korea
– -$3.2M -46,626 Closed
OCBCO
378
Oversea-Chinese Banking Corp (OCBC)
Singapore
– -$3.15M -45,936 Closed
LMGAM
379
Liberty Mutual Group Asset Management
Massachusetts
– -$2.85M -41,565 Closed
WG
380
Winton Group
United Kingdom
– -$2.33M -33,890 Closed
CWM
381
CIBC World Markets
New York
– -$1.97M -28,754 Closed
AACP
382
Advantage Alpha Capital Partners
California
– -$892K -12,997 Closed
MM
383
MQS Management
New York
– -$857K -12,486 Closed
MFS
384
Mirabella Financial Services
United Kingdom
– -$605K -8,811 Closed
Mackenzie Financial
385
Mackenzie Financial
Ontario, Canada
– -$404K -5,885 Closed
GCP
386
GSA Capital Partners
United Kingdom
– -$376K -5,478 Closed
DP
387
Dearborn Partners
Illinois
– -$371K -5,405 Closed
CA
388
Cetera Advisors
Colorado
– -$334K -4,868 Closed
TC
389
Telemus Capital
Michigan
– -$330K -4,807 Closed
PA
390
Profund Advisors
Maryland
– -$328K -4,784 Closed
DEA
391
DoubleLine ETF Adviser
Florida
– -$305K -4,450 Closed
SFM
392
Systematic Financial Management
New Jersey
– -$303K -4,412 Closed
JSW
393
Journey Strategic Wealth
New Jersey
– -$297K -4,335 Closed
BP
394
Ballentine Partners
Massachusetts
– -$287K -4,179 Closed
FRM
395
Fox Run Management
Connecticut
– -$229K -3,341 Closed
Mercer Global Advisors
396
Mercer Global Advisors
Colorado
– -$219K -3,196 Closed
BEI
397
Benjamin Edwards Inc
Missouri
– -$207K -3,022 Closed
Cerity Partners
398
Cerity Partners
New York
– -$2.47M -2,895 Closed
BAM
399
Belpointe Asset Management
Nevada
– -$165K -2,409 Closed
PO
400
Private Ocean
California
– -$152K -2,220 Closed
13 14 15
16
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