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Agree Realty
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Overview Fund Activity

364 hedge funds and large institutions have $6.48B invested in Agree Realty in 2023 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 156 increasing their positions, 112 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
364
Holders Change
-6
Holders Change %
-1.62%
% of All Funds
5.34%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.1%
New
53
Increased
156
Reduced
112
Closed
54
Calls
$3.97M
Puts
$8.52M
Net Calls
-$4.56M
Net Calls Change
-$266K

Top Buyers

1
ZP
Zimmer Partners
New York
$188M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$219M
3
Morgan Stanley
Morgan Stanley
New York
$129M
4
BlackRock
BlackRock
New York
$796M
5
Principal Financial Group
Principal Financial Group
Iowa
$419M

Top Sellers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
$0
2
GA
GRS Advisors
Illinois
$0
3
CIM
Centersquare Investment Management
Pennsylvania
$225M
4
JAM
Jupiter Asset Management
United Kingdom
$5.12M
5
Invesco
Invesco
Georgia
$113M
Name Holding Trade Value Shares
Change 		Shares
Change %
Goldman Sachs
126
Goldman Sachs
New York
$3.06M -$4.9M -77,769 -62%
AM
127
AGF Management
Ontario, Canada
$3.03M -$54.5K -865 -2%
YCM
128
Yousif Capital Management
Michigan
$2.95M +$133K +2,117 +5%
Treasurer of the State of North Carolina
129
Treasurer of the State of North Carolina
North Carolina
$2.77M +$227K +3,600 +9%
PIWA
130
Prevail Innovative Wealth Advisors
Kansas
$2.73M +$784K +12,455 +40%
Teacher Retirement System of Texas
131
Teacher Retirement System of Texas
Texas
$2.67M -$174K -2,757 -6%
ET
132
Entropy Technologies
New York
$2.64M +$2.64M +41,863 New
ETC
133
Exchange Traded Concepts
Oklahoma
$2.59M -$609K -9,677 -19%
State Board of Administration of Florida Retirement System
134
State Board of Administration of Florida Retirement System
Florida
$2.55M +$884K +14,037 +53%
COPPSERS
135
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.53M +$1.3M +20,698 +106%
Nisa Investment Advisors
136
Nisa Investment Advisors
Missouri
$2.5M -$39.7K -630 -2%
BCP
137
Blue Chip Partners
Michigan
$2.45M -$363K -5,769 -13%
SSA
138
Schonfeld Strategic Advisors
New York
$2.38M -$13.3M -210,861 -85%
MFWM
139
Motley Fool Wealth Management
Virginia
$2.33M +$1.3M +20,619 +126%
Victory Capital Management
140
Victory Capital Management
Texas
$2.27M +$49K +779 +2%
Neuberger Berman Group
141
Neuberger Berman Group
New York
$2.16M +$133K +2,108 +7%
FNBOO
142
First National Bank of Omaha
Nebraska
$2.13M -$61.9K -983 -3%
CWM
143
CIBC World Markets
New York
$2.11M +$2.11M +33,560 New
Ensign Peak Advisors
144
Ensign Peak Advisors
Utah
$2.1M – – –
Stifel Financial
145
Stifel Financial
Missouri
$2.08M +$282K +4,478 +16%
M&T Bank
146
M&T Bank
New York
$2.05M -$24K -381 -1%
ACA
147
Aptus Capital Advisors
Alabama
$2.04M -$22.7K -360 -1%
VanEck Associates
148
VanEck Associates
New York
$1.98M +$312K +4,960 +19%
PS
149
Presima Securities
Quebec, Canada
$1.98M -$29.8K -474 -1%
AAM
150
Advisors Asset Management
Colorado
$1.91M -$27.5K -437 -1%
4 5
6
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