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Agree Realty
ADC

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.

New
Increased
Maintained
Reduced
Closed

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)

Holders
277
Holders Change
+30
Holders Change %
+12.15%
% of All Funds
5.46%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
55
Increased
109
Reduced
74
Closed
16
Calls
$253K
Puts
–
Net Calls
+$253K
Net Calls Change
+$19K

Top Buyers

1
JG
Jefferies Group
New York
+$101M
2
ZP
Zimmer Partners
New York
+$78M
3
BlackRock
BlackRock
New York
+$30M
4
CS
Credit Suisse
Switzerland
+$28.3M
5
Goldman Sachs
Goldman Sachs
New York
+$27.7M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
-$183M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$37.4M
3
B
Barings
North Carolina
-$25.8M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$17.8M
5
State Street
State Street
Massachusetts
-$9.28M
Name Holding Trade Value Shares
Change 		Change in
Stake
EA
51
Emerald Advisers
Pennsylvania
$9.38M +$9.86M +133,710 New
EMFAT
52
Emerald Mutual Fund Advisers Trust
Pennsylvania
$9.22M +$9.69M +131,423 New
UOC
53
UBS O'Connor
Illinois
$8.45M +$8.88M +120,400 New
SO
54
STRS Ohio
Ohio
$8.17M +$45.7K +620 +0.5%
CSS
55
Cubist Systematic Strategies
Connecticut
$7.83M +$5.77M +78,217 +234%
William Blair Investment Management
56
William Blair Investment Management
Illinois
$7.79M -$3.39M -45,892 -29%
SI
57
Scout Investments
Missouri
$7.56M +$7.94M +107,697 New
Baird Financial Group
58
Baird Financial Group
Wisconsin
$7.53M -$985K -13,354 -11%
JAM
59
JLP Asset Management
New York
$7.41M -$1.02M -13,800 -12%
PPA
60
Parametric Portfolio Associates
Washington
$7.41M +$97K +1,315 +1%
Two Sigma Investments
61
Two Sigma Investments
New York
$6.78M +$6.66M +90,256 +1,421%
New York State Teachers Retirement System (NYSTRS)
62
New York State Teachers Retirement System (NYSTRS)
New York
$6.7M +$602K +8,162 +9%
Public Sector Pension Investment Board (PSP Investments)
63
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$6.67M -$856K -11,600 -11%
CIM
64
Centersquare Investment Management
Pennsylvania
$6.38M -$5.12M -69,438 -43%
California Public Employees Retirement System
65
California Public Employees Retirement System
California
$5.87M +$82.9K +1,124 +1%
Marshall Wace
66
Marshall Wace
United Kingdom
$5.73M +$6.03M +81,677 New
Swiss National Bank
67
Swiss National Bank
Switzerland
$5.63M +$583K +7,900 +11%
TIAAOA
68
Teachers Insurance & Annuity Association of America
New York
$5.42M – – –
CTA
69
Carillon Tower Advisers
Florida
$5.19M +$5.45M +73,925 New
SAM
70
Silvercrest Asset Management
New York
$5.17M +$4.5K +61 +0.1%
Sumitomo Mitsui Trust Group
71
Sumitomo Mitsui Trust Group
Japan
$5.14M +$1.3M +17,599 +32%
ERSOT
72
Employees Retirement System of Texas
Texas
$5.08M -$885K -12,000 -14%
RJA
73
Raymond James & Associates
Florida
$5.01M +$455K +6,171 +9%
WG
74
Winton Group
United Kingdom
$4.95M +$1.88M +25,469 +57%
UBS Group
75
UBS Group
Switzerland
$4.9M +$1.88M +25,551 +58%
1 2
3
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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.