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Agree Realty
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Overview Fund Activity

364 hedge funds and large institutions have $6.48B invested in Agree Realty in 2023 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 156 increasing their positions, 112 reducing their positions, and 54 closing their positions.

Holders
364
Holders Change
-6
Holders Change %
-1.62%
% of All Funds
5.34%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.1%
New
53
Increased
156
Reduced
112
Closed
54
Calls
$3.97M
Puts
$8.52M
Net Calls
-$4.56M
Net Calls Change
-$266K

Top Buyers

1
ZP
1
Zimmer Partners
New York
$188M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$219M
3
Morgan Stanley
3
Morgan Stanley
New York
$129M
4
BlackRock
4
BlackRock
New York
$796M
5
Principal Financial Group
5
Principal Financial Group
Iowa
$419M

Top Sellers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$0
2
GA
2
GRS Advisors
Illinois
$0
3
CIM
3
Centersquare Investment Management
Pennsylvania
$225M
4
JAM
4
Jupiter Asset Management
United Kingdom
$5.12M
5
Invesco
5
Invesco
Georgia
$113M
Name Holding Trade Value Shares
Change 		Shares
Change %
Northern Trust
26
Northern Trust
Illinois
$56.8M -$2.92M -46,369 -5%
WMSA
27
Weiss Multi-Strategy Advisers
New York
$56.6M +$7.74M +122,877 +16%
Sumitomo Mitsui Trust Group
28
Sumitomo Mitsui Trust Group
Japan
$55M -$6.57M -104,298 -11%
Legal & General Group
29
Legal & General Group
United Kingdom
$53.9M +$4.89M +77,741 +10%
SI
30
Scout Investments
Missouri
$53.2M +$13.5M +214,840 +34%
HRES
31
Heitman Real Estate Securities
Illinois
$51.9M +$3.57M +56,692 +7%
Allspring Global Investments
32
Allspring Global Investments
North Carolina
$40.2M +$12.3M +195,256 +44%
FCM
33
Frontier Capital Management
Massachusetts
$39.3M +$3.21M +51,069 +9%
American Century Companies
34
American Century Companies
Missouri
$39.2M -$6.31M -100,271 -14%
UBS AM
35
UBS AM
Illinois
$38.9M +$4.24M +67,317 +12%
Alyeska Investment Group
36
Alyeska Investment Group
Illinois
$34.5M +$1.02M +16,223 +3%
California Public Employees Retirement System
37
California Public Employees Retirement System
California
$33.2M +$1.06M +16,836 +3%
William Blair Investment Management
38
William Blair Investment Management
Illinois
$31.7M -$3.28M -52,030 -9%
LPC
39
Long Pond Capital
New York
$30.6M +$30.6M +486,388 New
ACM
40
AEW Capital Management
Massachusetts
$29.2M +$5.33M +84,640 +22%
State of New Jersey Common Pension Fund D
41
State of New Jersey Common Pension Fund D
New Jersey
$28M +$148K +2,351 +0.5%
BC
42
Brookfield Corp
Ontario, Canada
$26.2M -$10.3M -163,053 -28%
CFC
43
Cincinnati Financial Corp
Ohio
$25.7M – – –
LBIM
44
Land & Buildings Investment Management
Connecticut
$25.5M +$25.5M +404,690 New
AAMU
45
APG Asset Management US
New York
$25.1M – – –
CI
46
Cincinnati Insurance
Ohio
$24M – – –
Wells Fargo
47
Wells Fargo
California
$24M -$768K -12,198 -3%
RhumbLine Advisers
48
RhumbLine Advisers
Massachusetts
$22.8M +$1.12M +17,760 +5%
SO
49
STRS Ohio
Ohio
$22.1M +$1.83M +29,096 +9%
HS
50
Hazelview Securities
Ontario, Canada
$22M +$2.58M +44,300 +13%
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