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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 %
ATS
401
Ashton Thomas Securities
New York
$7.31K +$7.31K +97 New
PFBT
402
Parkside Financial Bank & Trust
Missouri
$7.08K
PWMG
403
Prestige Wealth Management Group
New Jersey
$6.95K
WTC
404
WhitTier Trust Company
Nevada
$6.48K
JFGIW
405
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$6.12K +$5.14K +68 +523%
LFA
406
LGT Financial Advisors
Texas
$5.5K
PWMG
407
Private Wealth Management Group
New Jersey
$5.42K
BIA
408
Bell Investment Advisors
California
$3.84K -$1.28K -17 -25%
IAIM
409
International Assets Investment Management
Florida
$3.73K +$3.67K +276,355 +5,609%
GJWM
410
Gilliland Jeter Wealth Management
Arkansas
$3.24K
FMII
411
Farmers & Merchants Investments Inc
Nebraska
$3.01K
RBC
412
Roble Belko & Company
Pennsylvania
$3K +$913 +14 +44%
OA
413
Operose Advisors
Wisconsin
$2.68K +$74 +1 +3%
FFC
414
First Financial Corp
Indiana
$2.64K
NMM
415
Naples Money Management
Florida
$2.49K +$2.49K +33 New
LFG
416
Larson Financial Group
Missouri
$1.88K +$1.88K +25 New
S
417
Sachetta
Massachusetts
$1.66K
CFGS
418
Concourse Financial Group Securities
Alabama
$1.51K -$151 -2 -9%
HI
419
Horizon Investments
North Carolina
$1.2K +$450 +6 +60%
PWA
420
Provenance Wealth Advisors
Florida
$1.13K
TWC
421
TD Waterhouse Canada
Ontario, Canada
$1.13K +$1K +8 +800%
AW
422
Avion Wealth
Texas
$1K
FFO
423
Fortitude Family Office
Arizona
$829 +$829 +11 New
BGAI
424
Bruce G. Allen Investments
Colorado
$603
DF
425
Dunhill Financial
United Kingdom
$485 +$485 +6 New