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Agree Realty

408 hedge funds and large institutions have $6.46B invested in Agree Realty in 2024 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 160 increasing their positions, 138 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more funds holding in top 10

Funds holding in top 10: 38 (+5)

44% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 41

16% more repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 138

13% more capital invested

Capital invested by funds: $5.71B → $6.46B (+$748M)

4.21% more ownership

Funds ownership: 99.39%103.6% (+4.2%)

3% more funds holding

Funds holding: 395408 (+13)

23% less call options, than puts

Call options by funds: $8.52M | Put options by funds: $11.1M

Holders
408
Holders Change
+13
Holders Change %
+3.29%
% 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
59
Increased
160
Reduced
138
Closed
41
Calls
$8.52M
Puts
$11.1M
Net Calls
-$2.56M
Net Calls Change
+$8.97M
Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
376
Plante Moran Financial Advisors
Michigan
$6.19K
PFBT
377
Parkside Financial Bank & Trust
Missouri
$5.82K +$591 +10 +12%
PWMG
378
Prestige Wealth Management Group
New Jersey
$5.72K
FRA
379
Front Row Advisors
California
$5.35K -$768 -13 -13%
WTC
380
WhitTier Trust Company
Nevada
$5.33K +$1.83K +31 +56%
BFEC
381
Benjamin F. Edwards & Company
Missouri
$5K
LFA
382
LGT Financial Advisors
Texas
$4.52K
PWMG
383
Private Wealth Management Group
New Jersey
$4.46K
BIA
384
Bell Investment Advisors
California
$4.21K +$532 +9 +15%
PFC
385
Phocas Financial Corp
California
$3.75K -$65.7K -1,112 -2%
FNWA
386
Financial Network Wealth Advisors
Utah
$2.9K +$2.54K +43 New
GJWM
387
Gilliland Jeter Wealth Management
Arkansas
$2.66K
FMII
388
Farmers & Merchants Investments Inc
Nebraska
$2.48K
Northwestern Mutual Wealth Management
389
Northwestern Mutual Wealth Management
Wisconsin
$2.29K +$2.19K +37 New
FFA
390
Farther Finance Advisors
California
$2.22K +$236 +4 +13%
OA
391
Operose Advisors
Wisconsin
$2.18K +$2.07K +35 New
FFC
392
First Financial Corp
Indiana
$2.17K
National Bank of Canada
393
National Bank of Canada
Quebec, Canada
$2.16K
RBC
394
Roble Belko & Company
Pennsylvania
$2K +$1.89K +32 New
OWA
395
Opal Wealth Advisors
New York
$1.8K +$1.71K +29 New
S
396
Sachetta
Massachusetts
$1.53K -$1K -17 -44%
CFGS
397
Concourse Financial Group Securities
Alabama
$1.37K +$118 +2 +10%
IA
398
IFP Advisors
Florida
$1.11K
AW
399
Avion Wealth
Texas
$1K
LIA
400
Lynx Investment Advisory
District of Columbia
$991 +$945 +16 New

ADC Hedge Fund Activity: Q2 2024 in Review

408 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Agree Realty (ADC) for Q2 2024, worth a combined $6.46B — up 13% from $5.71B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new ADC positions and 41 closed out — a net gain of 18 holders — while 160 added to existing stakes and 138 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $211M. The largest seller was Principal Financial Group, cutting an estimated $63.9M.

  • 408 institutional investors held Agree Realty (ADC) as of Q2 2024, up from 395 in Q1 2024.
  • Funds reported $6.46B of Agree Realty stock for Q2 2024, up 13% quarter-over-quarter.
  • 59 funds opened new Agree Realty positions in Q2 2024 and 41 closed out, a net change of +18 holders.
  • The largest Agree Realty buyer in Q2 2024 was Cohen & Steers, an estimated $211M added.
  • The largest Agree Realty seller in Q2 2024 was Principal Financial Group, an estimated $63.9M sold.

Based on aggregated 13F filings for Q2 2024.