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Agree Realty
ADC

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 %
WBC
151
Westpac Banking Corp
Australia
$1.9M +$323K +5,124 +20%
TRSOTSOK
152
Teachers Retirement System of the State of Kentucky
Kentucky
$1.86M -$94.4K -1,500 -5%
OPERF
153
Oregon Public Employees Retirement Fund
Oregon
$1.78M +$81.8K +1,300 +5%
LSERS
154
Louisiana State Employees Retirement System
Louisiana
$1.78M +$56.7K +900 +3%
UM
155
UniSuper Management
Australia
$1.78M +$170K +2,700 +11%
ASRS
156
Arizona State Retirement System
Arizona
$1.69M +$23.7K +376 +1%
Pictet Asset Management
157
Pictet Asset Management
Switzerland
$1.62M +$174K +2,771 +12%
BCI
158
Brinker Capital Investments
Pennsylvania
$1.6M -$274K -4,298 -15%
OPS
159
Orion Portfolio Solutions
Nebraska
$1.6M -$274K -4,298 -15%
EOJOAM
160
E. Ohman J:or Asset Management
Sweden
$1.56M -$90.8K -1,442 -5%
Creative Planning
161
Creative Planning
Kansas
$1.56M +$589K +9,357 +61%
SMDAM
162
Sumitomo Mitsui DS Asset Management
Japan
$1.54M +$46.3K +735 +3%
Bank of Montreal
163
Bank of Montreal
Ontario, Canada
$1.54M -$469K -7,385 -23%
SOMRS
164
State of Michigan Retirement System
Michigan
$1.52M +$69.2K +1,100 +5%
PL
165
Perpetual Ltd
Australia
$1.49M +$170K +2,700 +13%
Prudential Financial
166
Prudential Financial
New Jersey
$1.42M +$821K +13,042 +137%
NMIMC
167
Northwestern Mutual Investment Management Company
Wisconsin
$1.41M +$63.6K +1,011 +5%
AIP
168
Ameritas Investment Partners
Nebraska
$1.4M +$38K +604 +3%
BHCM
169
Brevan Howard Capital Management
Jersey
$1.35M +$765K +12,150 +131%
TRCT
170
Tower Research Capital (TRC)
New York
$1.35M +$1M +15,963 +294%
Jane Street
171
Jane Street
New York
$1.33M +$915K +14,530 +219%
NMERB
172
New Mexico Educational Retirement Board
New Mexico
$1.3M +$164K +2,600 +14%
SG Americas Securities
173
SG Americas Securities
New York
$1.28M -$211K -3,348 -14%
MWM
174
Moran Wealth Management
Florida
$1.28M -$36.9K -586 -3%
NWM
175
Nicola Wealth Management
British Columbia, Canada
$1.27M -$858K -10,300 -40%
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