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Agree Realty

427 hedge funds and large institutions have $8.33B invested in Agree Realty in 2024 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 163 increasing their positions, 155 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
427
Holders Change
+22
Holders Change %
+5.43%
% of All Funds
6.18%
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
163
Reduced
155
Closed
33
Calls
$8.63M
Puts
$5.14M
Net Calls
+$3.5M
Net Calls Change
+$6.06M
Name Holding Trade Value Shares
Change
Shares
Change %
KWAG
376
Kiely Wealth Advisory Group
North Carolina
$36.3K
MA
377
MCF Advisors
Kentucky
$36.1K +$4.91K +65 +16%
WAG
378
Wiser Advisor Group
Arizona
$33.5K +$377 +5 +1%
GRP
379
Global Retirement Partners
California
$25.6K +$1.05K +14 +4%
GM
380
GeoWealth Management
Illinois
$24.8K +$24.8K +329 New
HT
381
Headlands Technologies
Illinois
$24.3K -$61.7K -819 -72%
CAL
382
Capital Analysts LLC
Pennsylvania
$24K -$152 -2 -0.6%
RA
383
Rise Advisors
New York
$20.1K +$226 +3 +1%
EWA
384
EverSource Wealth Advisors
Alabama
$19.1K -$16.3K -217 -46%
CPA
385
Capital Performance Advisors
California
$18.2K +$18.2K +241 New
WT
386
Whittier Trust
California
$17.1K
QC
387
Quent Capital
New York
$16.2K +$6.48K +86 +67%
Northwestern Mutual Wealth Management
388
Northwestern Mutual Wealth Management
Wisconsin
$15.6K +$12.8K +170 +459%
SC
389
Stephens Consulting
Michigan
$15.1K
CAL
390
Capital Advisors Ltd
Ohio
$15K
MG
391
Mather Group
Illinois
$13.7K -$6.33K -84 -32%
CA
392
Clearstead Advisors
Ohio
$12.5K
OIA
393
Optimum Investment Advisors
Illinois
$11.3K
BCMLT
394
Beacon Capital Management LLC (Tennessee)
Tennessee
$10.2K +$10.2K +135 New
VCM
395
Versant Capital Management
Arizona
$9.57K
FFA
396
Farther Finance Advisors
California
$9.49K +$6.78K +90 +250%
MHR
397
Matthew Hamilton Rosenberg
$9.27K +$9.27K +123 New
Group One Trading
398
Group One Trading
Illinois
$8.74K +$8.74K +116 New
PFC
399
Phocas Financial Corp
California
$7.96K +$3.41K +45,266 +75%
PMFA
400
Plante Moran Financial Advisors
Michigan
$7.53K