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Agree Realty
ADC

Overview Fund Activity

358 hedge funds and large institutions have $6.89B invested in Agree Realty in 2022 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 160 increasing their positions, 106 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
358
Holders Change
-2
Holders Change %
-0.56%
% of All Funds
5.78%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.02%
New
52
Increased
160
Reduced
106
Closed
45
Calls
$3.31M
Puts
$1.63M
Net Calls
+$1.68M
Net Calls Change
+$397K

Top Buyers

1
BlackRock
1
BlackRock
New York
$1.22B
2
ZP
2
Zimmer Partners
New York
$104M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$991M
4
Morgan Stanley
4
Morgan Stanley
New York
$178M
5
Citadel Advisors
5
Citadel Advisors
Florida
$81.3M

Top Sellers

1
CCM
1
CAAS Capital Management
New York
$0
2
Principal Financial Group
2
Principal Financial Group
Iowa
$405M
3
Norges Bank
3
Norges Bank
Norway
$17.8M
4
WCP
4
Waterfront Capital Partners
New York
$0
5
Janus Henderson Group
5
Janus Henderson Group
United Kingdom
$71.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
VOYA Investment Management
126
VOYA Investment Management
Georgia
$3.03M +$400K +5,637 +15%
Mirae Asset Global Investments
127
Mirae Asset Global Investments
South Korea
$3M +$398K +5,610 +15%
LSERS
128
Louisiana State Employees Retirement System
Louisiana
$2.99M +$284K +4,000 +10%
JPMPWA
129
J.P. Morgan Private Wealth Advisors
California
$2.99M +$303K +4,265 +11%
T. Rowe Price Associates
130
T. Rowe Price Associates
Maryland
$2.95M +$246K +3,465 +9%
PS
131
Presima Securities
Quebec, Canada
$2.91M +$70.9K +1,000 +3%
AB
132
Amalgamated Bank
New York
$2.86M +$281K +3,961 +11%
IWA
133
IBEX Wealth Advisors
New Jersey
$2.85M -$104K -1,471 -4%
LMGAM
134
Liberty Mutual Group Asset Management
Massachusetts
$2.67M – – –
PAMS
135
Pictet Asset Management (Switzerland)
Switzerland
$2.66M +$521K +7,349 +24%
Bank of Montreal
136
Bank of Montreal
Ontario, Canada
$2.61M -$9.03M -126,853 -78%
MSRPS
137
Maryland State Retirement & Pension System
Maryland
$2.59M +$271K +3,814 +12%
AAM
138
Advisors Asset Management
Colorado
$2.56M -$324K -4,571 -11%
M&T Bank
139
M&T Bank
New York
$2.44M +$135K +1,898 +6%
Manulife (Manufacturers Life Insurance)
140
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.43M +$389K +5,483 +19%
FNBOO
141
First National Bank of Omaha
Nebraska
$2.37M -$31.1K -439 -1%
Zurich Cantonal Bank
142
Zurich Cantonal Bank
Switzerland
$2.36M +$318K +4,478 +16%
BCI
143
Brinker Capital Investments
Pennsylvania
$2.35M +$67.8K +956 +3%
D.E. Shaw & Co
144
D.E. Shaw & Co
New York
$2.27M -$11M -155,519 -83%
RJFSA
145
Raymond James Financial Services Advisors
Florida
$2.11M -$74.9K -1,056 -3%
AC
146
Allstate Corporation
Illinois
$2.11M – – –
AIM
147
Allstate Investment Management
Illinois
$2.11M +$2.11M +29,735 New
OPERF
148
Oregon Public Employees Retirement Fund
Oregon
$2.07M +$191K +2,699 +10%
Neuberger Berman Group
149
Neuberger Berman Group
New York
$2.05M +$1.06K +15 +0.1%
Stifel Financial
150
Stifel Financial
Missouri
$2.04M -$157K -2,214 -7%
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