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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
WBC
151
Westpac Banking Corp
Australia
$1.83M +$9.46K +160 +0.5%
DIA
152
Dana Investment Advisors
Wisconsin
$1.81M +$10K +170 +0.6%
Cerity Partners
153
Cerity Partners
New York
$1.79M -$180K -3,043 -10%
NWM
154
Nicola Wealth Management
British Columbia, Canada
$1.78M +$290K +4,900 +30%
LSERS
155
Louisiana State Employees Retirement System
Louisiana
$1.76M -$29.5K -500 -2%
ASRS
156
Arizona State Retirement System
Arizona
$1.74M +$32.2K +545 +2%
UM
157
UniSuper Management
Australia
$1.73M -$41.4K -700 -2%
AI
158
Atom Investors
Texas
$1.72M +$1.64M +27,756 New
EOJOAM
159
E. Ohman J:or Asset Management
Sweden
$1.67M +$46K +778 +3%
BCI
160
Brinker Capital Investments
Pennsylvania
$1.59M -$143K -2,415 -9%
OPS
161
Orion Portfolio Solutions
Nebraska
$1.59M -$143K -2,415 -9%
TCA
162
Transcend Capital Advisors
New Jersey
$1.55M +$63K +1,066 +4%
HB
163
HTLF Bank
Colorado
$1.54M -$30.4K -515 -2%
LPL Financial
164
LPL Financial
California
$1.53M +$501K +8,477 +52%
SMDAM
165
Sumitomo Mitsui DS Asset Management
Japan
$1.53M +$56.4K +954 +4%
SOMRS
166
State of Michigan Retirement System
Michigan
$1.5M -$23.6K -400 -2%
Holocene Advisors
167
Holocene Advisors
New York
$1.43M -$3.91M -66,183 -74%
II
168
IFM Investors
Australia
$1.43M +$1.36M +23,026 New
NMIMC
169
Northwestern Mutual Investment Management Company
Wisconsin
$1.39M +$1.77K +30 +0.1%
Pathstone Holdings
170
Pathstone Holdings
New Jersey
$1.38M +$563K +9,522 +75%
SC
171
Savant Capital
Illinois
$1.36M +$1.3M +22,017 New
Victory Capital Management
172
Victory Capital Management
Texas
$1.36M -$2.54K -43 -0.2%
Pacer Advisors
173
Pacer Advisors
Pennsylvania
$1.35M +$403K +6,824 +46%
AIP
174
Ameritas Investment Partners
Nebraska
$1.32M -$49.7K -841 -4%
BHCM
175
Brevan Howard Capital Management
Jersey
$1.31M -$56.4K -954 -4%

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.