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Agree Realty
ADC

274 hedge funds and large institutions have $3.83B invested in Agree Realty in 2020 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 106 increasing their positions, 94 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 31

13% more repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 94

1% more funds holding

Funds holding: 271 → 274 (+3)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0.31% less ownership

Funds ownership: 112.72% → 112.41% (-0.31%)

4% less capital invested

Capital invested by funds: $3.99B → $3.83B (-$158M)

Holders
274
Holders Change
+3
Holders Change %
+1.11%
% of All Funds
5.53%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
35
Increased
106
Reduced
94
Closed
31
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$45.5M
2
HRES
Heitman Real Estate Securities
Illinois
+$35.1M
3
GKIM
GW&K Investment Management
Massachusetts
+$20.7M
4
LIMS
Lasalle Investment Management Securities
Maryland
+$18.4M
5
Ameriprise
Ameriprise
Minnesota
+$16.8M

Top Sellers

1
ZP
Zimmer Partners
New York
-$98.8M
2
Invesco
Invesco
Georgia
-$86.3M
3
Cohen & Steers
Cohen & Steers
New York
-$70.9M
4
American Century Companies
American Century Companies
Missouri
-$13.2M
5
RJA
Raymond James & Associates
Florida
-$9.99M
Name Holding Trade Value Shares
Change 		Change in
Stake
Legal & General Group
26
Legal & General Group
United Kingdom
$29.2M +$2.18M +33,131 +8%
ACI
27
AMP Capital Investors
Australia
$28.9M +$1.98M +30,071 +7%
DRZID
28
DePrince Race & Zollo Inc (DRZ)
Florida
$28.9M +$2.51M +38,098 +9%
UIC
29
Uniplan Investment Counsel
Wisconsin
$28.3M -$169K -2,566 -0.6%
Loomis, Sayles & Company
30
Loomis, Sayles & Company
Massachusetts
$26.2M +$14.6M +221,742 +116%
State of New Jersey Common Pension Fund D
31
State of New Jersey Common Pension Fund D
New Jersey
$25.8M +$631K +9,581 +2%
SI
32
Scout Investments
Missouri
$22M +$7.42M +112,600 +48%
GKIM
33
GW&K Investment Management
Massachusetts
$20.3M +$20.7M +314,444 +5,953%
Bank of America
34
Bank of America
North Carolina
$18.9M +$10.8M +164,100 +123%
UBS AM
35
UBS AM
Illinois
$18M +$3.27M +49,687 +21%
Wells Fargo
36
Wells Fargo
California
$17.1M -$2.15M -32,627 -11%
American Century Companies
37
American Century Companies
Missouri
$16.8M -$13.2M -200,082 -43%
CTA
38
Carillon Tower Advisers
Florida
$16.7M +$5.86M +88,931 +51%
Citigroup
39
Citigroup
New York
$16.3M +$13.3M +201,168 +365%
JP Morgan Chase
40
JP Morgan Chase
New York
$15.8M -$1.3M -19,734 -7%
CC
41
Carlson Capital
Texas
$15.6M +$1.49M +22,622 +10%
TCM
42
Tributary Capital Management
Nebraska
$14.2M -$820K -12,455 -5%
Goldman Sachs
43
Goldman Sachs
New York
$14.1M +$8.28M +125,772 +132%
WMSA
44
Weiss Multi-Strategy Advisers
New York
$13.9M +$6.48M +98,449 +82%
Two Sigma Advisers
45
Two Sigma Advisers
New York
$13.6M +$2.39M +36,300 +20%
Allianz Asset Management
46
Allianz Asset Management
Germany
$13M +$4M +60,657 +42%
SEI Investments
47
SEI Investments
Pennsylvania
$12.8M -$169K -2,560 -1%
RhumbLine Advisers
48
RhumbLine Advisers
Massachusetts
$12.6M -$1.13M -17,155 -8%
William Blair Investment Management
49
William Blair Investment Management
Illinois
$12.3M +$2.6M +39,547 +26%
State of Wisconsin Investment Board
50
State of Wisconsin Investment Board
Wisconsin
$11.4M +$336K +5,100 +3%
1
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ADC Hedge Fund Activity: Q3 2020 in Review

274 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Agree Realty (ADC) for Q3 2020, worth a combined $3.83B — down 4% from $3.99B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new ADC positions and 31 closed out — a net gain of 4 holders — while 106 added to existing stakes and 94 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $45.5M. The largest seller was Zimmer Partners, cutting an estimated $98.8M.

  • 274 institutional investors held Agree Realty (ADC) as of Q3 2020, up from 271 in Q2 2020.
  • Funds reported $3.83B of Agree Realty stock for Q3 2020, down 4% quarter-over-quarter.
  • 35 funds opened new Agree Realty positions in Q3 2020 and 31 closed out, a net change of +4 holders.
  • The largest Agree Realty buyer in Q3 2020 was Citadel Advisors, an estimated $45.5M added.
  • The largest Agree Realty seller in Q3 2020 was Zimmer Partners, an estimated $98.8M sold.

Based on aggregated 13F filings for Q3 2020.