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Agree Realty

431 hedge funds and large institutions have $8.37B invested in Agree Realty in 2024 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 164 increasing their positions, 157 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 32

68% more call options, than puts

Call options by funds: $8.63M | Put options by funds: $5.13M

30% more capital invested

Capital invested by funds: $6.46B → $8.37B (+$1.92B)

7.26% more ownership

Funds ownership: 103.6%110.85% (+7.3%)

6% more funds holding

Funds holding: 408431 (+23)

4% more repeat investments, than reductions

Existing positions increased: 164 | Existing positions reduced: 157

50% less funds holding in top 10

Funds holding in top 10: 84 (-4)

Holders
431
Holders Change
+23
Holders Change %
+5.64%
% of All Funds
6.19%
Holding in Top 10
4
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-50%
% of All Funds
0.06%
New
60
Increased
164
Reduced
157
Closed
32
Calls
$8.63M
Puts
$5.13M
Net Calls
+$3.5M
Net Calls Change
+$6.06M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
376
Atticus Wealth Management
Florida
$37.7K
NSIM
377
North Star Investment Management
Illinois
$37.7K
Jones Financial Companies
378
Jones Financial Companies
Missouri
$37K -$991 -14 -3%
KWAG
379
Kiely Wealth Advisory Group
North Carolina
$36.3K
MA
380
MCF Advisors
Kentucky
$36.1K +$4.6K +65 +16%
WAG
381
Wiser Advisor Group
Arizona
$33.5K +$354 +5 +1%
GRP
382
Global Retirement Partners
California
$25.6K +$991 +14 +4%
GM
383
GeoWealth Management
Illinois
$24.8K +$23.3K +329 New
HT
384
Headlands Technologies
Illinois
$24.3K -$58K -819 -72%
CAL
385
Capital Analysts LLC
Pennsylvania
$24K -$142 -2 -0.6%
RA
386
Rise Advisors
New York
$20.1K +$212 +3 +1%
EWA
387
EverSource Wealth Advisors
Alabama
$19.1K -$15.4K -217 -46%
CPA
388
Capital Performance Advisors
California
$18.2K +$17.1K +241 New
WT
389
Whittier Trust
California
$17.1K
QC
390
Quent Capital
New York
$16.2K +$6.09K +86 +67%
Northwestern Mutual Wealth Management
391
Northwestern Mutual Wealth Management
Wisconsin
$15.6K +$12K +170 +459%
SC
392
Stephens Consulting
Michigan
$15.1K
CAL
393
Capital Advisors Ltd
Ohio
$15K
MG
394
Mather Group
Illinois
$13.7K -$5.95K -84 -32%
CA
395
Clearstead Advisors
Ohio
$12.5K
CT
396
Caldwell Trust
Florida
$11.3K
OIA
397
Optimum Investment Advisors
Illinois
$11.3K
BCMLT
398
Beacon Capital Management LLC (Tennessee)
Tennessee
$10.2K +$9.55K +135 New
VCM
399
Versant Capital Management
Arizona
$9.57K
FFA
400
Farther Finance Advisors
California
$9.49K +$6.37K +90 +250%

ADC Hedge Fund Activity: Q3 2024 in Review

431 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Agree Realty (ADC) for Q3 2024, worth a combined $8.37B — up 30% from $6.46B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new ADC positions and 32 closed out — a net gain of 28 holders — while 164 added to existing stakes and 157 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $150M. The largest seller was PGGM Investments, cutting an estimated $68.6M.

  • 431 institutional investors held Agree Realty (ADC) as of Q3 2024, up from 408 in Q2 2024.
  • Funds reported $8.37B of Agree Realty stock for Q3 2024, up 30% quarter-over-quarter.
  • 60 funds opened new Agree Realty positions in Q3 2024 and 32 closed out, a net change of +28 holders.
  • The largest Agree Realty buyer in Q3 2024 was Cohen & Steers, an estimated $150M added.
  • The largest Agree Realty seller in Q3 2024 was PGGM Investments, an estimated $68.6M sold.

Based on aggregated 13F filings for Q3 2024.