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Agree Realty
ADC

395 hedge funds and large institutions have $5.71B invested in Agree Realty in 2024 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 164 increasing their positions, 123 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

107% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 28

33% more repeat investments, than reductions

Existing positions increased: 164 | Existing positions reduced: 123

8% more funds holding

Funds holding: 367 → 395 (+28)

3.02% less ownership

Funds ownership: 102.41% → 99.39% (-3%)

12% less capital invested

Capital invested by funds: $6.48B → $5.71B (-$774M)

57% less funds holding in top 10

Funds holding in top 10: 7 → 3 (-4)

65% less call options, than puts

Call options by funds: $6.22M | Put options by funds: $17.8M

Holders
395
Holders Change
+28
Holders Change %
+7.63%
% of All Funds
5.69%
Holding in Top 10
3
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-57.14%
% of All Funds
0.04%
New
58
Increased
164
Reduced
123
Closed
28
Calls
$6.22M
Puts
$17.8M
Net Calls
-$11.5M
Net Calls Change
-$6.97M

Top Buyers

1
LPC
Long Pond Capital
New York
+$140M
2
BlackRock
BlackRock
New York
+$50.5M
3
Two Sigma Investments
Two Sigma Investments
New York
+$31.4M
4
CI
Cincinnati Insurance
Ohio
+$23.9M
5
Millennium Management
Millennium Management
New York
+$20.8M

Top Sellers

1
ZP
Zimmer Partners
New York
-$188M
2
Principal Financial Group
Principal Financial Group
Iowa
-$57.6M
3
Deutsche Bank
Deutsche Bank
Germany
-$55.9M
4
Morgan Stanley
Morgan Stanley
New York
-$52.3M
5
JP Morgan Chase
JP Morgan Chase
New York
-$46.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
BIA
376
Bell Investment Advisors
California
$3.37K +$468 +8 +16%
WTC
377
WhitTier Trust Company
Nevada
$3.14K +$176 +3 +6%
SAM
378
Smartleaf Asset Management
Massachusetts
$2.66K +$2.46K +42 +840%
S
379
Sachetta
Massachusetts
$2.46K – – –
GJWM
380
Gilliland Jeter Wealth Management
Arkansas
$2.46K +$2.52K +43 New
FMII
381
Farmers & Merchants Investments Inc
Nebraska
$2.29K – – –
VCM
382
Versant Capital Management
Arizona
$2.29K – – –
National Bank of Canada
383
National Bank of Canada
Quebec, Canada
$2.1K +$2.05K +35 New
AW
384
Avion Wealth
Texas
$2K +$1.05K +18 New
FFC
385
First Financial Corp
Indiana
$2K +$2.05K +35 New
FFA
386
Farther Finance Advisors
California
$1.83K +$1.11K +19 +146%
GRP
387
Global Retirement Partners
California
$1.26K – – –
CFGS
388
Concourse Financial Group Securities
Alabama
$1.15K +$351 +6 +43%
IA
389
IFP Advisors
Florida
$1.03K -$2.46K -42 -70%
CAL
390
Capital Advisors Ltd
Ohio
$1K -$4.8K -82 -86%
PWA
391
Provenance Wealth Advisors
Florida
$857 – – –
BGAI
392
Bruce G. Allen Investments
Colorado
$457 – – –
CTA
393
Colonial Trust Advisors
South Carolina
$400 +$410 +7 New
FHA
394
First Horizon Advisors
Tennessee
$171 – – –
PA
395
PSI Advisors
Florida
$57 – – –
ZP
396
Zimmer Partners
New York
– -$188M -2,991,804 Closed
WMSA
397
Weiss Multi-Strategy Advisers
New York
– -$56.6M -898,788 Closed
CFC
398
Cincinnati Financial Corp
Ohio
– -$25.7M -407,500 Closed
LBIM
399
Land & Buildings Investment Management
Connecticut
– -$25.5M -404,690 Closed
Mitsubishi UFJ Trust & Banking
400
Mitsubishi UFJ Trust & Banking
Japan
– -$6.49M -103,116 Closed
13 14 15
16
17

ADC Hedge Fund Activity: Q1 2024 in Review

395 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Agree Realty (ADC) for Q1 2024, worth a combined $5.71B — down 12% from $6.48B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new ADC positions and 28 closed out — a net gain of 30 holders — while 164 added to existing stakes and 123 trimmed.

The largest buyer was Long Pond Capital, adding an estimated $140M. The largest seller was Zimmer Partners, exiting entirely with an estimated $188M sold.

  • 395 institutional investors held Agree Realty (ADC) as of Q1 2024, up from 367 in Q4 2023.
  • Funds reported $5.71B of Agree Realty stock for Q1 2024, down 12% quarter-over-quarter.
  • 58 funds opened new Agree Realty positions in Q1 2024 and 28 closed out, a net change of +30 holders.
  • The largest Agree Realty buyer in Q1 2024 was Long Pond Capital, an estimated $140M added.
  • The largest Agree Realty seller in Q1 2024 was Zimmer Partners, an estimated $188M sold.

Based on aggregated 13F filings for Q1 2024.