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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 %
CAL
401
Capital Analysts LLC
Pennsylvania
$22K +$207 +3 +0.9%
TWC
402
TD Waterhouse Canada
Ontario, Canada
$20.6K +$20K +284 +3,156%
RA
403
Rise Advisors
New York
$19K +$211 +3 +1%
WT
404
Whittier Trust
California
$16K
SC
405
Stephens Consulting
Michigan
$14.1K
CAL
406
Capital Advisors Ltd
Ohio
$14K
PWA
407
Physician Wealth Advisors
Utah
$13.3K +$13.3K +189 New
GWM
408
Geneos Wealth Management
Colorado
$12.9K +$12.9K +183 New
MG
409
Mather Group
Illinois
$12.8K
KTC
410
Kentucky Trust Company
Kentucky
$12.1K +$12.1K +172 New
CA
411
Clearstead Advisors
Ohio
$11.7K
OIA
412
Optimum Investment Advisors
Illinois
$10.6K
QC
413
Quent Capital
New York
$9.09K -$6.06K -86 -40%
MHR
414
Matthew Hamilton Rosenberg
$8.67K
PFBT
415
Parkside Financial Bank & Trust
Missouri
$7.75K +$1.13K +16 +17%
LFG
416
Larson Financial Group
Missouri
$7.47K +$5.71K +81 +324%
BCWM
417
Bartlett & Co Wealth Management
Ohio
$7.07K +$7.07K +100 New
Group One Trading
418
Group One Trading
Illinois
$7.05K -$1.13K -16 -14%
PMFA
419
Plante Moran Financial Advisors
Michigan
$7.05K
PWMG
420
Prestige Wealth Management Group
New Jersey
$6.51K
LFA
421
LGT Financial Advisors
Texas
$5.14K
FWM
422
FLP Wealth Management
Arkansas
$5.14K +$5.14K +73 New
HI
423
Harbour Investments
Wisconsin
$4.72K +$4.72K +67 New
JFGIW
424
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4.57K -$1.31K -18 -22%
HNW
425
High Note Wealth
Minnesota
$4.3K +$4.3K +61 New