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Agree Realty
ADC

Overview Fund Activity

240 hedge funds and large institutions have $2.8B invested in Agree Realty in 2019 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 96 increasing their positions, 77 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
240
Holders Change
-5
Holders Change %
-2.04%
% of All Funds
5.2%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
28
Increased
96
Reduced
77
Closed
32
Calls
$266K
Puts
–
Net Calls
+$266K
Net Calls Change
+$264K

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$378M
2
Invesco
2
Invesco
Georgia
$150M
3
State Street
3
State Street
Massachusetts
$93.5M
4
BlackRock
4
BlackRock
New York
$420M
5
Deutsche Bank
5
Deutsche Bank
Germany
$96M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$53.1M
2
MPAM
2
Monarch Partners Asset Management
Massachusetts
$5.13M
3
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$2.06M
4
MWNA
4
Marshall Wace North America
New York
$42K
5
HRES
5
Heitman Real Estate Securities
Illinois
$24.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Creative Planning
151
Creative Planning
Kansas
$515K – – –
AAM
152
Azzad Asset Management
Virginia
$511K +$149K +2,153 +41%
MCIM
153
Meadow Creek Investment Management
Georgia
$511K – – –
OAM
154
Oppenheimer Asset Management
New York
$499K -$87.9K -1,268 -15%
Mitsubishi UFJ Asset Management
155
Mitsubishi UFJ Asset Management
Japan
$478K +$66.8K +964 +16%
MC
156
Miles Capital
Iowa
$473K -$9.98K -144 -2%
FRAF
157
Första AP-fonden
Sweden
$472K – – –
AA
158
AlphaMark Advisors
Kentucky
$470K – – –
Bank of Montreal
159
Bank of Montreal
Ontario, Canada
$443K +$6.99K +101 +2%
CIBC World Market
160
CIBC World Market
Ontario, Canada
$430K +$430K +6,202 New
EP
161
Elkfork Partners
Oregon
$401K – – –
MFWM
162
Motley Fool Wealth Management
Virginia
$389K +$121K +1,741 +45%
TC
163
Telemus Capital
Michigan
$384K +$208 +3 +0.1%
SWP
164
Stratos Wealth Partners
Ohio
$381K – – –
B
165
Bailard
California
$353K – – –
LPL Financial
166
LPL Financial
California
$345K +$345K +4,979 New
Victory Capital Management
167
Victory Capital Management
Texas
$340K – – –
AB
168
Amalgamated Bank
New York
$336K +$13.5K +195 +4%
MML Investors Services
169
MML Investors Services
Massachusetts
$335K +$46K +662 +16%
RCM
170
Riverhead Capital Management
Delaware
$332K – – –
ECM
171
Everence Capital Management
Indiana
$331K +$331K +4,770 New
ProShare Advisors
172
ProShare Advisors
Maryland
$328K +$15.7K +226 +5%
AI
173
Atom Investors
Texas
$305K +$305K +4,398 New
TAM
174
Tyers Asset Management
Texas
$292K – – –
NP
175
Ninepoint Partners
Ontario, Canada
$287K -$66.8K -963 -19%
5 6
7
8 9