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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
MHR
401
Matthew Hamilton Rosenberg
$9.27K +$8.71K +123 New
Group One Trading
402
Group One Trading
Illinois
$8.74K +$8.21K +116 New
PFC
403
Phocas Financial Corp
California
$7.96K +$3.2M +45,266 +75%
PMFA
404
Plante Moran Financial Advisors
Michigan
$7.53K
ATS
405
Ashton Thomas Securities
New York
$7.31K +$6.87K +97 New
PFBT
406
Parkside Financial Bank & Trust
Missouri
$7.08K
PWMG
407
Prestige Wealth Management Group
New Jersey
$6.95K
WTC
408
WhitTier Trust Company
Nevada
$6.48K
JFGIW
409
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$6.12K +$4.81K +68 +523%
LFA
410
LGT Financial Advisors
Texas
$5.5K
PWMG
411
Private Wealth Management Group
New Jersey
$5.42K
BIA
412
Bell Investment Advisors
California
$3.84K -$1.2K -17 -25%
IAIM
413
International Assets Investment Management
Florida
$3.73K +$19.6M +276,355 +5,609%
GJWM
414
Gilliland Jeter Wealth Management
Arkansas
$3.24K
FMII
415
Farmers & Merchants Investments Inc
Nebraska
$3.01K
RBC
416
Roble Belko & Company
Pennsylvania
$3K +$991 +14 +44%
OA
417
Operose Advisors
Wisconsin
$2.68K +$71 +1 +3%
FFC
418
First Financial Corp
Indiana
$2.64K
NMM
419
Naples Money Management
Florida
$2.49K +$2.34K +33 New
LFG
420
Larson Financial Group
Missouri
$1.88K +$1.77K +25 New
S
421
Sachetta
Massachusetts
$1.66K
CFGS
422
Concourse Financial Group Securities
Alabama
$1.51K -$142 -2 -9%
HI
423
Horizon Investments
North Carolina
$1.2K +$425 +6 +60%
PWA
424
Provenance Wealth Advisors
Florida
$1.13K
TWC
425
TD Waterhouse Canada
Ontario, Canada
$1.13K +$566 +8 +800%

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.