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Agree Realty
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Overview Fund Activity

300 hedge funds and large institutions have $4.58B invested in Agree Realty in 2021 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 137 increasing their positions, 82 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
300
Holders Change
+19
Holders Change %
+6.76%
% of All Funds
5.28%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
51
Increased
137
Reduced
82
Closed
29
Calls
$17M
Puts
$7.92M
Net Calls
+$9.09M
Net Calls Change
+$9.91M

Top Buyers

1
Principal Financial Group
1
Principal Financial Group
Iowa
$387M
2
BlackRock
2
BlackRock
New York
$823M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$637M
4
ACM
4
AEW Capital Management
Massachusetts
$63.4M
5
CIM
5
Centersquare Investment Management
Pennsylvania
$152M

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$117M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$0
3
Citadel Advisors
3
Citadel Advisors
Florida
$5.07M
4
HRES
4
Heitman Real Estate Securities
Illinois
$25.7M
5
ACI
5
AMP Capital Investors
Australia
$1.59M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
26
Morgan Stanley
New York
$33M +$4.39M +65,214 +15%
GKIM
27
GW&K Investment Management
Massachusetts
$32.5M +$4.51M +66,966 +16%
JPMorgan Chase & Co
28
JPMorgan Chase & Co
New York
$30.8M +$11.7M +173,166 +61%
Prudential Financial
29
Prudential Financial
New Jersey
$29.1M +$4.24M +62,993 +17%
Loomis, Sayles & Company
30
Loomis, Sayles & Company
Massachusetts
$28.4M -$1.35M -20,056 -5%
State of New Jersey Common Pension Fund D
31
State of New Jersey Common Pension Fund D
New Jersey
$27.8M +$600K +8,914 +2%
UIC
32
Uniplan Investment Counsel
Wisconsin
$27.8M -$7.54K -112 -0%
Wells Fargo
33
Wells Fargo
California
$26.8M +$3.25M +48,328 +14%
Invesco
34
Invesco
Georgia
$26.7M +$2.62M +38,976 +11%
Goldman Sachs
35
Goldman Sachs
New York
$26.1M +$16.5M +245,249 +172%
SI
36
Scout Investments
Missouri
$25.8M +$2.65M +39,405 +11%
HRES
37
Heitman Real Estate Securities
Illinois
$25.7M -$23.2M -345,194 -47%
Ameriprise
38
Ameriprise
Minnesota
$25.4M -$14.4M -213,207 -36%
UBS AM
39
UBS AM
Illinois
$23.4M +$1.73M +25,685 +8%
WMSA
40
Weiss Multi-Strategy Advisers
New York
$20.6M -$11.1M -164,821 -35%
Two Sigma Advisers
41
Two Sigma Advisers
New York
$20.5M +$8.17M +121,400 +66%
Bank of America
42
Bank of America
North Carolina
$19.8M +$4.02M +59,760 +25%
EAM
43
Eagle Asset Management
Florida
$19.6M +$4.16M +61,031 +27%
DRZID
44
DePrince Race & Zollo Inc (DRZ)
Florida
$19.5M +$19.2M +285,682 +7,911%
RhumbLine Advisers
45
RhumbLine Advisers
Massachusetts
$16.8M +$2.35M +34,969 +16%
SEI Investments
46
SEI Investments
Pennsylvania
$16.5M +$2.55M +37,942 +18%
WBC
47
Westpac Banking Corp
Australia
$14.7M +$9.78M +145,319 +197%
TCM
48
Tributary Capital Management
Nebraska
$14M -$273K -4,050 -2%
RJA
49
Raymond James & Associates
Florida
$13.8M +$2.52M +37,471 +22%
FWIA
50
Fort Washington Investment Advisors
Ohio
$12.6M +$11.9M +176,800 +1,750%
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