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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
MIM
126
MetLife Investment Management
New Jersey
$2.83M +$260K +3,454 +9%
IWA
127
IBEX Wealth Advisors
New Jersey
$2.82M -$8.42K -112 -0.3%
Nisa Investment Advisors
128
Nisa Investment Advisors
Missouri
$2.76M +$585K +7,788 +24%
AAM
129
Advisors Asset Management
Colorado
$2.75M -$401K -5,338 -12%
PS
130
Presima Securities
Quebec, Canada
$2.7M -$1.94M -25,800 -39%
Mitsubishi UFJ Asset Management
131
Mitsubishi UFJ Asset Management
Japan
$2.63M +$401K +5,337 +16%
T. Rowe Price Associates
132
T. Rowe Price Associates
Maryland
$2.58M +$537K +7,144 +23%
LSERS
133
Louisiana State Employees Retirement System
Louisiana
$2.58M +$135K +1,800 +5%
JMPWA
134
JP Morgan Private Wealth Advisors
California
$2.56M +$407K +5,414 +17%
LMGAM
135
Liberty Mutual Group Asset Management
Massachusetts
$2.55M +$308K +4,101 +12%
SI
136
Symmetry Investments
Jersey
$2.53M +$2.82M +37,500 New
VOYA Investment Management
137
VOYA Investment Management
Georgia
$2.51M +$214K +2,852 +8%
Mirae Asset Global Investments
138
Mirae Asset Global Investments
South Korea
$2.48M +$996K +13,249 +57%
AB
139
Amalgamated Bank
New York
$2.45M +$186K +2,476 +7%
MPAM
140
Monarch Partners Asset Management
Massachusetts
$2.41M +$211K +2,808 +9%
FNBOO
141
First National Bank of Omaha
Nebraska
$2.28M -$99.3K -1,321 -4%
MSRPS
142
Maryland State Retirement & Pension System
Maryland
$2.21M +$164K +2,184 +7%
M&T Bank
143
M&T Bank
New York
$2.2M +$5.79K +77 +0.2%
CWM
144
CIBC World Markets
New York
$2.18M +$2.42M +32,260 New
BCI
145
Brinker Capital Investments
Pennsylvania
$2.17M +$631K +8,398 +35%
Stifel Financial
146
Stifel Financial
Missouri
$2.1M +$249K +3,315 +12%
RJFSA
147
Raymond James Financial Services Advisors
Florida
$2.08M +$644K +8,572 +39%
DBT
148
Dubuque Bank & Trust
Iowa
$2.06M -$87.9K -1,170 -4%
BFM
149
Boothbay Fund Management
New York
$2.05M +$2.28M +30,346 New
Jane Street
150
Jane Street
New York
$2.05M +$1.65M +22,010 +266%
4 5
6
7 8

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.