Agree Realty
277 hedge funds and large institutions have $3.27B invested in Agree Realty in 2019 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 109 increasing their positions, 74 reducing their positions, and 16 closing their positions.
244% more first-time investments, than exits
New positions opened: 55 | Existing positions closed: 16
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
47% more repeat investments, than reductions
Existing positions increased: 109 | Existing positions reduced: 74
12% more funds holding
Funds holding: 247 → 277 (+30)
6.06% more ownership
Funds ownership: 103.8% → 109.86% (+6.1%)
3% more capital invested
Capital invested by funds: $3.19B → $3.27B (+$82.6M)
Top Buyers
| 1 |
JG
Jefferies Group
New York
|
+$101M |
| 2 |
ZP
Zimmer Partners
New York
|
+$78M |
| 3 |
BlackRock
New York
|
+$30M |
| 4 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$28.3M |
| 5 |
Goldman Sachs
New York
|
+$27.7M |
Top Sellers
| 1 |
Cohen & Steers
New York
|
-$183M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$37.4M |
| 3 |
B
Barings
Charlotte,
North Carolina
|
-$25.8M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$17.8M |
| 5 |
State Street
Boston,
Massachusetts
|
-$9.28M |
ADC Hedge Fund Activity: Q4 2019 in Review
277 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Agree Realty (ADC) for Q4 2019, worth a combined $3.27B — up 2.6% from $3.19B a quarter earlier.
Buyers outnumbered sellers: 55 funds opened new ADC positions and 16 closed out — a net gain of 39 holders — while 109 added to existing stakes and 74 trimmed.
The largest buyer was Jefferies Group, adding an estimated $101M. The largest seller was Cohen & Steers, cutting an estimated $183M.
- 277 institutional investors held Agree Realty (ADC) as of Q4 2019, up from 247 in Q3 2019.
- Funds reported $3.27B of Agree Realty stock for Q4 2019, up 2.6% quarter-over-quarter.
- 55 funds opened new Agree Realty positions in Q4 2019 and 16 closed out, a net change of +39 holders.
- The largest Agree Realty buyer in Q4 2019 was Jefferies Group, an estimated $101M added.
- The largest Agree Realty seller in Q4 2019 was Cohen & Steers, an estimated $183M sold.
Based on aggregated 13F filings for Q4 2019.