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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
Amundi
101
Amundi
France
$4.93M +$562K +7,483 +11%
COPPSERS
102
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$4.92M +$316K +4,210 +6%
Tudor Investment Corp
103
Tudor Investment Corp
Connecticut
$4.89M +$5.44M +72,370 New
UBS Group
104
UBS Group
Switzerland
$4.85M +$4.54M +60,432 +535%
TD Asset Management
105
TD Asset Management
Ontario, Canada
$4.73M +$3.55M +47,200 +190%
Barclays
106
Barclays
United Kingdom
$4.73M -$367K -4,885 -7%
CM
107
Castleark Management
Illinois
$4.57M -$115K -1,530 -2%
ECM
108
Element Capital Management
New York
$4.53M +$5.04M +67,076 New
YCM
109
Yousif Capital Management
Michigan
$4.36M +$217K +2,887 +5%
Franklin Resources
110
Franklin Resources
California
$4.22M +$1.99M +26,473 +74%
Comerica Bank
111
Comerica Bank
Texas
$4.16M -$199K -2,647 -4%
TPSF
112
Texas Permanent School Fund
Texas
$3.88M +$232K +3,081 +6%
MNG
113
Manning & Napier Group
New York
$3.87M +$32.8K +436 +0.8%
Truist Financial
114
Truist Financial
North Carolina
$3.85M +$1.11M +14,806 +35%
ETC
115
Exchange Traded Concepts
Oklahoma
$3.79M -$571K -7,599 -12%
Allianz Asset Management
116
Allianz Asset Management
Germany
$3.78M -$15.5M -205,663 -79%
HSBC Holdings
117
HSBC Holdings
United Kingdom
$3.77M +$1.71M +22,710 +68%
New York State Common Retirement Fund
118
New York State Common Retirement Fund
New York
$3.75M +$191K +2,540 +5%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
119
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$3.51M +$3.91M +51,978 New
State of Tennessee, Department of Treasury
120
State of Tennessee, Department of Treasury
Tennessee
$3.51M +$277K +3,687 +8%
BCP
121
Blue Chip Partners
Michigan
$3.45M +$14.9K +198 +0.4%
PAMP
122
Polar Asset Management Partners
Ontario, Canada
$3.38M +$3.76M +50,000 New
TRSOTSOK
123
Teachers Retirement System of the State of Kentucky
Kentucky
$3.28M +$3.65M +48,557 New
Susquehanna International Group
124
Susquehanna International Group
Pennsylvania
$3.1M +$3.17M +42,162 +1,156%
AIG
125
American International Group
New York
$2.92M +$223K +2,968 +7%
3 4
5
6 7

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.