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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
PWA
401
Provenance Wealth Advisors
Florida
$929
JFGIW
402
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$809 +$768 +13 New
HI
403
Horizon Investments
North Carolina
$617 +$591 +10 New
BGAI
404
Bruce G. Allen Investments
Colorado
$496
FHA
405
First Horizon Advisors
Tennessee
$186
PA
406
PSI Advisors
Florida
$62
HIA
407
Harbor Investment Advisory
Maryland
$62 +$59 +1 New
TWC
408
TD Waterhouse Canada
Ontario, Canada
$62 +$59 +1 New
AAMU
409
APG Asset Management US
New York
-$22.8M -399,158 Closed
Point72 Asset Management
410
Point72 Asset Management
Connecticut
-$18.6M -325,732 Closed
CSS
411
Cubist Systematic Strategies
Connecticut
-$9.04M -158,290 Closed
AIG
412
American International Group
New York
-$7.58M -132,788 Closed
CCM
413
Cinctive Capital Management
New York
-$7M -122,620 Closed
Balyasny Asset Management
414
Balyasny Asset Management
Illinois
-$6.5M -113,868 Closed
ECM
415
ExodusPoint Capital Management
New York
-$5.41M -94,622 Closed
TPSF
416
Texas Permanent School Fund
Texas
-$5.02M -87,802 Closed
CWM
417
CIBC World Markets
New York
-$1.8M -31,437 Closed
PIWA
418
Prevail Innovative Wealth Advisors
Kansas
-$1.62M -28,332 Closed
FC
419
FORA Capital
Florida
-$1.6M -28,019 Closed
NRD
420
Nebula Research & Development
New York
-$1.39M -24,375 Closed
Qube Research & Technologies (QRT)
421
Qube Research & Technologies (QRT)
United Kingdom
-$1.18M -20,728 Closed
EGM
422
Engineers Gate Manager
New York
-$1.11M -19,467 Closed
Walleye Trading
423
Walleye Trading
New York
-$955K -16,711 Closed
WAM
424
Wolverine Asset Management
Illinois
-$947K -16,576 Closed
Tudor Investment Corp
425
Tudor Investment Corp
Connecticut
-$913K -15,983 Closed

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.