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Agree Realty

450 hedge funds and large institutions have $8.74B invested in Agree Realty in 2024 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 191 increasing their positions, 131 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
450
Holders Change
+23
Holders Change %
+5.39%
% of All Funds
5.99%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.09%
New
68
Increased
191
Reduced
131
Closed
37
Calls
$7.54M
Puts
$3.78M
Net Calls
+$3.76M
Net Calls Change
+$261K
Name Holding Trade Value Shares
Change
Shares
Change %
Fidelity International
376
Fidelity International
Bermuda
$60.8K -$9.58K -136 -14%
AAP
377
Arax Advisory Partners
Colorado
$57.4K -$70 -1 -0.1%
LC
378
Lindbrook Capital
California
$55.4K -$1.2K -17 -2%
SIS
379
Sound Income Strategies
Florida
$55.3K +$282 +4 +0.5%
Bessemer Group
380
Bessemer Group
New Jersey
$52K -$116K -1,666 -69%
QL
381
Quarry LP
New York
$51.9K +$51.9K +737 New
FLP
382
Financial Life Planners
Arizona
$44.1K +$44.1K +626 New
HNB
383
Huntington National Bank
Ohio
$42.6K -$3.1K -44 -7%
GCM
384
Gables Capital Management
Florida
$42.3K
Jones Financial Companies
385
Jones Financial Companies
Missouri
$40.2K +$5.36K +76 +15%
HT
386
Headlands Technologies
Illinois
$39.3K +$16.6K +235 +73%
AF
387
Allworth Financial
California
$37.5K +$1.5K +21 +4%
ST
388
Smithfield Trust
Pennsylvania
$36K
NSIM
389
North Star Investment Management
Illinois
$35.2K
AWM
390
Atticus Wealth Management
Florida
$35.2K
KWAG
391
Kiely Wealth Advisory Group
North Carolina
$34.6K
MA
392
MCF Advisors
Kentucky
$33.9K +$141 +2 +0.4%
BWM
393
Bernard Wealth Management
Michigan
$31.4K +$31.4K +446 New
WAG
394
Wiser Advisor Group
Arizona
$30.8K -$493 -7 -2%
GRP
395
Global Retirement Partners
California
$30.5K +$6.62K +94 +28%
VCM
396
Versant Capital Management
Arizona
$29.6K +$20.6K +293 +231%
ACM
397
AEW Capital Management
Massachusetts
$28.2K -$84.5K -1,200 -75%
Northwestern Mutual Wealth Management
398
Northwestern Mutual Wealth Management
Wisconsin
$26.9K +$12.3K +175 +85%
MCM
399
MAI Capital Management
Ohio
$24.9K +$24.9K +354 New
EWA
400
EverSource Wealth Advisors
Alabama
$24.3K +$6.48K +92 +36%