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Agree Realty

392 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, 163 increasing their positions, 123 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
392
Holders Change
+28
Holders Change %
+7.69%
% of All Funds
5.68%
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
163
Reduced
123
Closed
28
Calls
$6.22M
Puts
$17.8M
Net Calls
-$11.5M
Net Calls Change
-$6.98M
Name Holding Trade Value Shares
Change
Shares
Change %
S
376
Sachetta
Massachusetts
$2.46K
GJWM
377
Gilliland Jeter Wealth Management
Arkansas
$2.46K +$2.46K +43 New
FMII
378
Farmers & Merchants Investments Inc
Nebraska
$2.29K
VCM
379
Versant Capital Management
Arizona
$2.29K
National Bank of Canada
380
National Bank of Canada
Quebec, Canada
$2.1K +$2.1K +35 New
AW
381
Avion Wealth
Texas
$2K +$2K +18 New
FFC
382
First Financial Corp
Indiana
$2K +$2K +35 New
FFA
383
Farther Finance Advisors
California
$1.83K +$1.08K +19 +146%
GRP
384
Global Retirement Partners
California
$1.26K
CFGS
385
Concourse Financial Group Securities
Alabama
$1.15K +$344 +6 +43%
IA
386
IFP Advisors
Florida
$1.03K -$2.4K -42 -70%
CAL
387
Capital Advisors Ltd
Ohio
$1K -$6.31K -82 -86%
PWA
388
Provenance Wealth Advisors
Florida
$857
BGAI
389
Bruce G. Allen Investments
Colorado
$457
CTA
390
Colonial Trust Advisors
South Carolina
$400 +$400 +7 New
FHA
391
First Horizon Advisors
Tennessee
$171
PA
392
PSI Advisors
Florida
$57
ZP
393
Zimmer Partners
New York
-$188M -2,991,804 Closed
WMSA
394
Weiss Multi-Strategy Advisers
New York
-$56.6M -898,788 Closed
CFC
395
Cincinnati Financial Corp
Ohio
-$25.7M -407,500 Closed
LBIM
396
Land & Buildings Investment Management
Connecticut
-$25.5M -404,690 Closed
Mitsubishi UFJ Trust & Banking
397
Mitsubishi UFJ Trust & Banking
Japan
-$6.49M -103,116 Closed
JAM
398
Jupiter Asset Management
United Kingdom
-$5.12M -81,408 Closed
BA
399
Bridgewater Associates
Connecticut
-$4.73M -75,070 Closed
PL
400
Perpetual Ltd
Australia
-$1.49M -23,700 Closed