We are live on ! Find out more
ADC icon

Agree Realty

408 hedge funds and large institutions have $6.46B invested in Agree Realty in 2024 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 160 increasing their positions, 138 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more funds holding in top 10

Funds holding in top 10: 38 (+5)

44% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 41

16% more repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 138

13% more capital invested

Capital invested by funds: $5.71B → $6.46B (+$748M)

4.21% more ownership

Funds ownership: 99.39%103.6% (+4.2%)

3% more funds holding

Funds holding: 395408 (+13)

23% less call options, than puts

Call options by funds: $8.52M | Put options by funds: $11.1M

Holders
408
Holders Change
+13
Holders Change %
+3.29%
% of All Funds
5.89%
Holding in Top 10
8
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+166.67%
% of All Funds
0.12%
New
59
Increased
160
Reduced
138
Closed
41
Calls
$8.52M
Puts
$11.1M
Net Calls
-$2.56M
Net Calls Change
+$8.97M
Name Holding Trade Value Shares
Change
Change in
Stake
Treasurer of the State of North Carolina
126
Treasurer of the State of North Carolina
North Carolina
$2.67M -$68.8K -1,164 -3%
YCM
127
Yousif Capital Management
Michigan
$2.61M -$208K -3,527 -8%
BCP
128
Blue Chip Partners
Michigan
$2.57M -$19.9K -336 -0.8%
QT
129
Quantbot Technologies
New York
$2.55M +$71.9K +1,216 +3%
RAM
130
Resona Asset Management
Japan
$2.53M +$103K +1,737 +4%
FNBOO
131
First National Bank of Omaha
Nebraska
$2.49M +$245K +4,143 +11%
Nisa Investment Advisors
132
Nisa Investment Advisors
Missouri
$2.48M -$20.4K -345 -0.9%
COPPSERS
133
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.46M +$1.89K +32 +0.1%
D.E. Shaw & Co
134
D.E. Shaw & Co
New York
$2.45M -$2.49M -42,170 -52%
AM
135
AGF Management
Ontario, Canada
$2.43M -$70.7K -1,196 -3%
OCBCO
136
Oversea-Chinese Banking Corp (OCBC)
Singapore
$2.41M +$2.3M +38,869 New
GC
137
Guggenheim Capital
Illinois
$2.4M -$167K -2,827 -7%
BNP Paribas Financial Markets
138
BNP Paribas Financial Markets
France
$2.39M -$2.29M -38,804 -50%
VanEck Associates
139
VanEck Associates
New York
$2.32M -$67.5K -1,142 -3%
State Board of Administration of Florida Retirement System
140
State Board of Administration of Florida Retirement System
Florida
$2.29M +$1.57M +26,527 +252%
M&T Bank
141
M&T Bank
New York
$2.26M +$122K +2,068 +6%
MFWM
142
Motley Fool Wealth Management
Virginia
$2.24M -$32.9K -557 -2%
UOC
143
UBS O'Connor
Illinois
$2.18M +$1.82M +30,763 +699%
PS
144
Presima Securities
Quebec, Canada
$2.17M +$5.91K +100 +0.3%
Stifel Financial
145
Stifel Financial
Missouri
$2.17M +$24.1K +407 +1%
ETC
146
Exchange Traded Concepts
Oklahoma
$2.12M -$494K -8,358 -20%
Ensign Peak Advisors
147
Ensign Peak Advisors
Utah
$1.97M
ERSOT
148
Employees Retirement System of Texas
Texas
$1.95M -$2.78M -47,000 -60%
Pictet Asset Management
149
Pictet Asset Management
Switzerland
$1.94M +$104K +1,759 +6%
TRSOTSOK
150
Teachers Retirement System of the State of Kentucky
Kentucky
$1.83M

ADC Hedge Fund Activity: Q2 2024 in Review

408 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Agree Realty (ADC) for Q2 2024, worth a combined $6.46B — up 13% from $5.71B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new ADC positions and 41 closed out — a net gain of 18 holders — while 160 added to existing stakes and 138 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $211M. The largest seller was Principal Financial Group, cutting an estimated $63.9M.

  • 408 institutional investors held Agree Realty (ADC) as of Q2 2024, up from 395 in Q1 2024.
  • Funds reported $6.46B of Agree Realty stock for Q2 2024, up 13% quarter-over-quarter.
  • 59 funds opened new Agree Realty positions in Q2 2024 and 41 closed out, a net change of +18 holders.
  • The largest Agree Realty buyer in Q2 2024 was Cohen & Steers, an estimated $211M added.
  • The largest Agree Realty seller in Q2 2024 was Principal Financial Group, an estimated $63.9M sold.

Based on aggregated 13F filings for Q2 2024.