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Agree Realty
ADC

361 hedge funds and large institutions have $6.38B invested in Agree Realty in 2022 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 171 increasing their positions, 84 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

104% more repeat investments, than reductions

Existing positions increased: 171 | Existing positions reduced: 84

71% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 34

48% more call options, than puts

Call options by funds: $3.94M | Put options by funds: $2.66M

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

6% more funds holding

Funds holding: 340 → 361 (+21)

3.71% more ownership

Funds ownership: 114.8% → 118.51% (+3.7%)

3% more capital invested

Capital invested by funds: $6.22B → $6.38B (+$158M)

Holders
361
Holders Change
+21
Holders Change %
+6.18%
% of All Funds
6.22%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
58
Increased
171
Reduced
84
Closed
34
Calls
$3.94M
Puts
$2.66M
Net Calls
+$1.28M
Net Calls Change
+$460K

Top Buyers

1
BlackRock
BlackRock
New York
+$74.6M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$60M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$55.6M
4
CCM
CAAS Capital Management
New York
+$48.9M
5
Norges Bank
Norges Bank
Norway
+$42.7M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$84M
2
LIMS
Lasalle Investment Management Securities
Maryland
-$26.8M
3
Cohen & Steers
Cohen & Steers
New York
-$16.2M
4
Daiwa Securities Group
Daiwa Securities Group
Japan
-$16.1M
5
Allianz Asset Management
Allianz Asset Management
Germany
-$15.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
Allspring Global Investments
76
Allspring Global Investments
North Carolina
$10.7M +$3.22M +42,839 +37%
Envestnet Asset Management
77
Envestnet Asset Management
Illinois
$10.5M +$1.27M +16,957 +12%
WBC
78
Westpac Banking Corp
Australia
$10M -$8.4M -111,776 -43%
Public Sector Pension Investment Board (PSP Investments)
79
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$9.89M +$539K +7,177 +5%
AllianceBernstein
80
AllianceBernstein
Tennessee
$8.55M -$7.55M -100,488 -44%
CS
81
Credit Suisse
Switzerland
$8.53M +$326K +4,333 +4%
Ohio Public Employees Retirement System (OPERS)
82
Ohio Public Employees Retirement System (OPERS)
Ohio
$8.5M -$18.3K -244 -0.2%
ProShare Advisors
83
ProShare Advisors
Maryland
$8.47M -$220K -2,923 -2%
HCM
84
HGI Capital Management
New York
$8.2M +$9.12M +121,332 New
CBOR
85
Community Bank of Raymore
Missouri
$8.15M – – –
SO
86
STRS Ohio
Ohio
$7.65M +$1.24M +16,500 +17%
BA
87
Bridgewater Associates
Connecticut
$6.99M +$7.77M +103,354 New
New York State Teachers Retirement System (NYSTRS)
88
New York State Teachers Retirement System (NYSTRS)
New York
$6.98M +$120K +1,600 +2%
EAM
89
Eagle Asset Management
Florida
$6.79M -$2.48K -33 -0%
Citigroup
90
Citigroup
New York
$6.61M +$1.69M +22,455 +30%
California State Teachers Retirement System (CalSTRS)
91
California State Teachers Retirement System (CalSTRS)
California
$6.48M +$252K +3,357 +4%
SOADOR
92
State of Alaska Department of Revenue
Alaska
$6.39M +$118K +1,576 +2%
BCM
93
Bridgeway Capital Management
Texas
$6.18M +$128K +1,700 +2%
BNP Paribas Financial Markets
94
BNP Paribas Financial Markets
France
$6.01M +$2.46M +32,704 +58%
Royal Bank of Canada
95
Royal Bank of Canada
Ontario, Canada
$5.92M +$828K +11,023 +14%
Nomura Asset Management
96
Nomura Asset Management
Japan
$5.9M +$324K +4,314 +5%
Natixis Advisors
97
Natixis Advisors
Massachusetts
$5.3M +$184K +2,448 +3%
First Trust Advisors
98
First Trust Advisors
Illinois
$5.14M +$352K +4,683 +7%
Alyeska Investment Group
99
Alyeska Investment Group
Illinois
$5.12M +$624K +8,303 +12%
DekaBank Deutsche Girozentrale
100
DekaBank Deutsche Girozentrale
Germany
$4.95M -$3.46K -46 -0.1%
2 3
4
5 6

ADC Hedge Fund Activity: Q3 2022 in Review

361 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Agree Realty (ADC) for Q3 2022, worth a combined $6.38B — up 2.5% from $6.22B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new ADC positions and 34 closed out — a net gain of 24 holders — while 171 added to existing stakes and 84 trimmed.

The largest buyer was BlackRock, adding an estimated $74.6M. The largest seller was Morgan Stanley, cutting an estimated $84M.

  • 361 institutional investors held Agree Realty (ADC) as of Q3 2022, up from 340 in Q2 2022.
  • Funds reported $6.38B of Agree Realty stock for Q3 2022, up 2.5% quarter-over-quarter.
  • 58 funds opened new Agree Realty positions in Q3 2022 and 34 closed out, a net change of +24 holders.
  • The largest Agree Realty buyer in Q3 2022 was BlackRock, an estimated $74.6M added.
  • The largest Agree Realty seller in Q3 2022 was Morgan Stanley, an estimated $84M sold.

Based on aggregated 13F filings for Q3 2022.