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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
AW
426
Avion Wealth
Texas
$1K
FFO
427
Fortitude Family Office
Arizona
$829 +$779 +11 New
BGAI
428
Bruce G. Allen Investments
Colorado
$603
DF
429
Dunhill Financial
United Kingdom
$485 +$425 +6 New
FHA
430
First Horizon Advisors
Tennessee
$226
PA
431
PSI Advisors
Florida
$75
GA
432
GRS Advisors
Illinois
-$37.7M -608,407 Closed
MIIM
433
Mesirow Institutional Investment Management
Illinois
-$17.7M -285,732 Closed
Ohio Public Employees Retirement System (OPERS)
434
Ohio Public Employees Retirement System (OPERS)
Ohio
-$12.8M -206,535 Closed
Renaissance Technologies
435
Renaissance Technologies
New York
-$9.35M -151,000 Closed
IWA
436
IBEX Wealth Advisors
New Jersey
-$5.12M -82,584 Closed
BFM
437
Boothbay Fund Management
New York
-$3.17M -51,238 Closed
GC
438
Guggenheim Capital
Illinois
-$2.4M -38,782 Closed
Holocene Advisors
439
Holocene Advisors
New York
-$1.43M -23,103 Closed
SA
440
Sanctuary Advisors
Indiana
-$1.23M -21,372 Closed
ICA
441
Infrastructure Capital Advisors
New York
-$824K -13,305 Closed
ET
442
Entropy Technologies
New York
-$790K -12,750 Closed
Allianz Asset Management
443
Allianz Asset Management
Germany
-$698K -11,273 Closed
AG
444
Algert Global
California
-$628K -10,131 Closed
MG
445
Marex Group
-$557K -9,000 Closed
MHS
446
M Holdings Securities
Oregon
-$334K -5,393 Closed
NW
447
Naviter Wealth
Arkansas
-$321K -5,168 Closed
VI
448
Versor Investments
New York
-$285K -4,600 Closed
HWAM
449
Hennion & Walsh Asset Management
New Jersey
-$281K -4,529 Closed
TSS
450
Two Sigma Securities
New York
-$264K -4,259 Closed

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.