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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 %
BIA
426
Bell Investment Advisors
California
$4.09K +$493 +7 +14%
WTC
427
WhitTier Trust Company
Nevada
$3.8K -$2.25K -32 -37%
SIC
428
Salem Investment Counselors
North Carolina
$3.54K +$3.54K +50 New
AT
429
Avalon Trust
New Mexico
$3.1K +$3.1K +44 New
RBC
430
Roble Belko & Company
Pennsylvania
$3K +$64 +1 +2%
FMII
431
Farmers & Merchants Investments Inc
Nebraska
$2.82K
FFC
432
First Financial Corp
Indiana
$2.47K
S
433
Sachetta
Massachusetts
$1.55K
PWMG
434
Private Wealth Management Group
New Jersey
$1.55K -$3.52K -50 -69%
NC
435
NewSquare Capital
Pennsylvania
$1.55K +$1.55K +22 New
WA
436
WPG Advisers
Maryland
$1.27K +$1.27K +18 New
SO
437
Sierra Ocean
California
$1.2K +$1.2K +17 New
SWM
438
Shakespeare Wealth Management
Wisconsin
$1.2K +$1.2K +17 New
PWA
439
Provenance Wealth Advisors
Florida
$1.06K
CFGS
440
Concourse Financial Group Securities
Alabama
$1K -$429 -6 -30%
AW
441
Avion Wealth
Texas
$1K
Twin Tree Management
442
Twin Tree Management
Texas
$986 -$351K -4,980 -100%
HWA
443
HHM Wealth Advisors
Tennessee
$916 +$916 +13 New
FFO
444
Fortitude Family Office
Arizona
$775
MHIP
445
Mountain Hill Investment Partners
New Jersey
$725 +$725 +10 New
BGAI
446
Bruce G. Allen Investments
Colorado
$564
DF
447
Dunhill Financial
United Kingdom
$454
FHA
448
First Horizon Advisors
Tennessee
$211
BIG
449
Brooklyn Investment Group
New York
$145 +$145 +3 New
PA
450
PSI Advisors
Florida
$70