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Agree Realty
ADC

274 hedge funds and large institutions have $3.83B invested in Agree Realty in 2020 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 106 increasing their positions, 94 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 31

13% more repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 94

1% more funds holding

Funds holding: 271 → 274 (+3)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0.31% less ownership

Funds ownership: 112.72% → 112.41% (-0.31%)

4% less capital invested

Capital invested by funds: $3.99B → $3.83B (-$158M)

Holders
274
Holders Change
+3
Holders Change %
+1.11%
% of All Funds
5.53%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
35
Increased
106
Reduced
94
Closed
31
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$45.5M
2
HRES
Heitman Real Estate Securities
Illinois
+$35.1M
3
GKIM
GW&K Investment Management
Massachusetts
+$20.7M
4
LIMS
Lasalle Investment Management Securities
Maryland
+$18.4M
5
Ameriprise
Ameriprise
Minnesota
+$16.8M

Top Sellers

1
ZP
Zimmer Partners
New York
-$98.8M
2
Invesco
Invesco
Georgia
-$86.3M
3
Cohen & Steers
Cohen & Steers
New York
-$70.9M
4
American Century Companies
American Century Companies
Missouri
-$13.2M
5
RJA
Raymond James & Associates
Florida
-$9.99M
Name Holding Trade Value Shares
Change 		Change in
Stake
MLICM
126
Metropolitan Life Insurance Company (MetLife)
New York
$1.4M -$59.5K -903 -4%
OPERF
127
Oregon Public Employees Retirement Fund
Oregon
$1.4M – – –
Bank of Montreal
128
Bank of Montreal
Ontario, Canada
$1.34M -$97.7K -1,483 -7%
MSA
129
Mason Street Advisors
Wisconsin
$1.29M -$856 -13 -0.1%
VI
130
Vestcor Inc
New Brunswick, Canada
$1.27M +$781K +11,855 +146%
IA
131
IndexIQ Advisors
New York
$1.24M -$221K -3,356 -15%
HSBC Holdings
132
HSBC Holdings
United Kingdom
$1.19M -$747K -11,334 -38%
US Bancorp
133
US Bancorp
Minnesota
$1.15M -$9.48K -144 -0.8%
BNP Paribas Financial Markets
134
BNP Paribas Financial Markets
France
$1.13M +$524K +7,949 +81%
Mitsubishi UFJ Asset Management
135
Mitsubishi UFJ Asset Management
Japan
$1.12M +$131K +1,990 +13%
DekaBank Deutsche Girozentrale
136
DekaBank Deutsche Girozentrale
Germany
$1.1M -$114K -1,734 -9%
JMPWA
137
JP Morgan Private Wealth Advisors
California
$1.05M -$314K -4,772 -22%
ASRS
138
Arizona State Retirement System
Arizona
$1.03M +$393K +5,963 +58%
DA
139
Duality Advisers
Florida
$991K +$1.03M +15,570 New
TYCC
140
Texas Yale Capital Corp
Florida
$990K – – –
Susquehanna International Group
141
Susquehanna International Group
Pennsylvania
$977K +$581K +8,814 +135%
State Board of Administration of Florida Retirement System
142
State Board of Administration of Florida Retirement System
Florida
$973K +$9.22K +140 +0.9%
AL
143
AJO LP
Pennsylvania
$967K +$1M +15,207 New
ECM
144
ExodusPoint Capital Management
New York
$925K +$392K +5,953 +69%
AUB
145
Atlantic Union Bankshares
Virginia
$908K -$23.1K -350 -2%
FNBOO
146
First National Bank of Omaha
Nebraska
$896K -$5.86K -89 -0.6%
Los Angeles Capital Management
147
Los Angeles Capital Management
California
$895K – – –
PAMU
148
Pictet Asset Management (UK)
United Kingdom
$891K +$250K +3,800 +37%
Federated Hermes
149
Federated Hermes
Pennsylvania
$873K -$388K -5,892 -30%
RJFSA
150
Raymond James Financial Services Advisors
Florida
$872K -$1.11M -16,895 -55%
4 5
6
7 8

ADC Hedge Fund Activity: Q3 2020 in Review

274 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Agree Realty (ADC) for Q3 2020, worth a combined $3.83B — down 4% from $3.99B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new ADC positions and 31 closed out — a net gain of 4 holders — while 106 added to existing stakes and 94 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $45.5M. The largest seller was Zimmer Partners, cutting an estimated $98.8M.

  • 274 institutional investors held Agree Realty (ADC) as of Q3 2020, up from 271 in Q2 2020.
  • Funds reported $3.83B of Agree Realty stock for Q3 2020, down 4% quarter-over-quarter.
  • 35 funds opened new Agree Realty positions in Q3 2020 and 31 closed out, a net change of +4 holders.
  • The largest Agree Realty buyer in Q3 2020 was Citadel Advisors, an estimated $45.5M added.
  • The largest Agree Realty seller in Q3 2020 was Zimmer Partners, an estimated $98.8M sold.

Based on aggregated 13F filings for Q3 2020.