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Agree Realty
ADC

Overview Fund Activity

405 hedge funds and large institutions have $6.46B invested in Agree Realty in 2024 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 160 increasing their positions, 138 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
405
Holders Change
+13
Holders Change %
+3.32%
% of All Funds
5.89%
Holding in Top 10
8
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+166.67%
% of All Funds
0.12%
New
57
Increased
160
Reduced
138
Closed
39
Calls
$8.52M
Puts
$11.1M
Net Calls
-$2.56M
Net Calls Change
+$8.97M

Top Buyers

1
Cohen & Steers
Cohen & Steers
New York
$292M
2
PI
PGGM Investments
Netherlands
$70.2M
3
Alyeska Investment Group
Alyeska Investment Group
Illinois
$64.9M
4
Daiwa Securities Group
Daiwa Securities Group
Japan
$112M
5
GA
GRS Advisors
Illinois
$37.7M

Top Sellers

1
Principal Financial Group
Principal Financial Group
Iowa
$285M
2
UBS AM
UBS AM
Illinois
$7.48M
3
AAMU
APG Asset Management US
New York
$0
4
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
$42.2M
5
LPC
Long Pond Capital
New York
$156M
Name Holding Trade Value Shares
Change 		Shares
Change %
FRA
376
Front Row Advisors
California
$5.35K -$808 -13 -13%
WTC
377
WhitTier Trust Company
Nevada
$5.33K +$1.92K +31 +56%
BFEC
378
Benjamin F. Edwards & Company
Missouri
$5K – – –
LFA
379
LGT Financial Advisors
Texas
$4.52K – – –
PWMG
380
Private Wealth Management Group
New Jersey
$4.46K – – –
BIA
381
Bell Investment Advisors
California
$4.21K +$557 +9 +15%
PFC
382
Phocas Financial Corp
California
$3.75K -$69 -1,112 -2%
FNWA
383
Financial Network Wealth Advisors
Utah
$2.9K +$2.9K +43 New
GJWM
384
Gilliland Jeter Wealth Management
Arkansas
$2.66K – – –
FMII
385
Farmers & Merchants Investments Inc
Nebraska
$2.48K – – –
Northwestern Mutual Wealth Management
386
Northwestern Mutual Wealth Management
Wisconsin
$2.29K +$2.29K +37 New
FFA
387
Farther Finance Advisors
California
$2.22K +$247 +4 +13%
OA
388
Operose Advisors
Wisconsin
$2.18K +$2.18K +35 New
FFC
389
First Financial Corp
Indiana
$2.17K – – –
National Bank of Canada
390
National Bank of Canada
Quebec, Canada
$2.16K – – –
RBC
391
Roble Belko & Company
Pennsylvania
$2K +$2K +32 New
OWA
392
Opal Wealth Advisors
New York
$1.8K +$1.8K +29 New
S
393
Sachetta
Massachusetts
$1.53K -$1.19K -17 -44%
CFGS
394
Concourse Financial Group Securities
Alabama
$1.37K +$124 +2 +10%
IA
395
IFP Advisors
Florida
$1.12K – – –
AW
396
Avion Wealth
Texas
$1K – – –
LIA
397
Lynx Investment Advisory
District of Columbia
$991 +$991 +16 New
PWA
398
Provenance Wealth Advisors
Florida
$929 – – –
JFGIW
399
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$809 +$809 +13 New
HI
400
Horizon Investments
North Carolina
$617 +$617 +10 New
14 15
16
17 18