We are live on ! Find out more
ADC icon

Agree Realty

431 hedge funds and large institutions have $8.37B invested in Agree Realty in 2024 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 164 increasing their positions, 157 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 32

68% more call options, than puts

Call options by funds: $8.63M | Put options by funds: $5.13M

30% more capital invested

Capital invested by funds: $6.46B → $8.37B (+$1.92B)

7.26% more ownership

Funds ownership: 103.6%110.85% (+7.3%)

6% more funds holding

Funds holding: 408431 (+23)

4% more repeat investments, than reductions

Existing positions increased: 164 | Existing positions reduced: 157

50% less funds holding in top 10

Funds holding in top 10: 84 (-4)

Holders
431
Holders Change
+23
Holders Change %
+5.64%
% of All Funds
6.19%
Holding in Top 10
4
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-50%
% of All Funds
0.06%
New
60
Increased
164
Reduced
157
Closed
32
Calls
$8.63M
Puts
$5.13M
Net Calls
+$3.5M
Net Calls Change
+$6.06M
Name Holding Trade Value Shares
Change
Change in
Stake
LIMS
76
Lasalle Investment Management Securities
Maryland
$14.4M -$51.7M -729,970 -79%
Arrowstreet Capital
77
Arrowstreet Capital
Massachusetts
$13.9M +$13.1M +184,660 New
State of Wisconsin Investment Board
78
State of Wisconsin Investment Board
Wisconsin
$13.5M -$683K -9,647 -5%
PI
79
PGGM Investments
Netherlands
$12.4M -$68.6M -969,113 -85%
CVA
80
Ceredex Value Advisors
Florida
$12.3M -$4.74M -67,000 -29%
AllianceBernstein
81
AllianceBernstein
Tennessee
$11.5M -$721K -10,184 -6%
Ameriprise
82
Ameriprise
Minnesota
$11.4M -$1.82M -25,748 -15%
Balyasny Asset Management
83
Balyasny Asset Management
Illinois
$11.4M +$10.7M +150,756 New
SSA
84
Schonfeld Strategic Advisors
New York
$11M +$8.88M +125,470 +608%
PCM
85
Penn Capital Management
Pennsylvania
$11M +$4.09M +57,799 +66%
EAM
86
Eagle Asset Management
Florida
$10.8M +$2.27M +32,113 +29%
UIC
87
Uniplan Investment Counsel
Wisconsin
$10.7M -$905K -12,785 -8%
Hudson Bay Capital Management
88
Hudson Bay Capital Management
Connecticut
$10.1M -$4.73M -66,837 -33%
Nomura Asset Management
89
Nomura Asset Management
Japan
$10M +$207K +2,930 +2%
Retirement Systems of Alabama
90
Retirement Systems of Alabama
Alabama
$9.19M -$138K -1,953 -2%
UBS Group
91
UBS Group
Switzerland
$9.07M -$6.64M -93,786 -44%
CF
92
Corebridge Financial
Texas
$8.94M -$585K -8,263 -7%
BNP Paribas Asset Management
93
BNP Paribas Asset Management
France
$8.91M +$2.4M +33,914 +40%
Fisher Asset Management
94
Fisher Asset Management
Washington
$8.81M +$142 +2 +0%
Citadel Advisors
95
Citadel Advisors
Florida
$8.77M +$4.23M +59,739 +105%
HF
96
HRT Financial
New York
$8.75M +$2.11M +29,806 +34%
Impax Asset Management Group
97
Impax Asset Management Group
United Kingdom
$8.66M -$6.72M -95,000 -45%
UBS AM
98
UBS AM
Illinois
$8.54M -$522K -7,380 -6%
New York State Teachers Retirement System (NYSTRS)
99
New York State Teachers Retirement System (NYSTRS)
New York
$8.46M -$28.3K -400 -0.4%
Natixis Advisors
100
Natixis Advisors
Massachusetts
$7.97M +$1.29M +18,171 +21%

ADC Hedge Fund Activity: Q3 2024 in Review

431 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Agree Realty (ADC) for Q3 2024, worth a combined $8.37B — up 30% from $6.46B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new ADC positions and 32 closed out — a net gain of 28 holders — while 164 added to existing stakes and 157 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $150M. The largest seller was PGGM Investments, cutting an estimated $68.6M.

  • 431 institutional investors held Agree Realty (ADC) as of Q3 2024, up from 408 in Q2 2024.
  • Funds reported $8.37B of Agree Realty stock for Q3 2024, up 30% quarter-over-quarter.
  • 60 funds opened new Agree Realty positions in Q3 2024 and 32 closed out, a net change of +28 holders.
  • The largest Agree Realty buyer in Q3 2024 was Cohen & Steers, an estimated $150M added.
  • The largest Agree Realty seller in Q3 2024 was PGGM Investments, an estimated $68.6M sold.

Based on aggregated 13F filings for Q3 2024.