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Agree Realty

431 hedge funds and large institutions have $8.37B invested in Agree Realty in 2024 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 164 increasing their positions, 157 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 32

68% more call options, than puts

Call options by funds: $8.63M | Put options by funds: $5.13M

30% more capital invested

Capital invested by funds: $6.46B → $8.37B (+$1.92B)

7.26% more ownership

Funds ownership: 103.6%110.85% (+7.3%)

6% more funds holding

Funds holding: 408431 (+23)

4% more repeat investments, than reductions

Existing positions increased: 164 | Existing positions reduced: 157

50% less funds holding in top 10

Funds holding in top 10: 84 (-4)

Holders
431
Holders Change
+23
Holders Change %
+5.64%
% of All Funds
6.19%
Holding in Top 10
4
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-50%
% of All Funds
0.06%
New
60
Increased
164
Reduced
157
Closed
32
Calls
$8.63M
Puts
$5.13M
Net Calls
+$3.5M
Net Calls Change
+$6.06M
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
151
Stifel Financial
Missouri
$2.59M -$43K -607 -2%
MFWM
152
Motley Fool Wealth Management
Virginia
$2.55M -$168K -2,374 -7%
M&T Bank
153
M&T Bank
New York
$2.52M -$211K -2,976 -8%
Ensign Peak Advisors
154
Ensign Peak Advisors
Utah
$2.39M
Pictet Asset Management
155
Pictet Asset Management
Switzerland
$2.37M +$12.4K +175 +0.6%
NWM
156
Nicola Wealth Management
British Columbia, Canada
$2.28M +$99.1K +1,400 +7%
WBC
157
Westpac Banking Corp
Australia
$2.22M
Handelsbanken Fonder
158
Handelsbanken Fonder
Sweden
$2.21M +$779K +11,000 +60%
DIA
159
Dana Investment Advisors
Wisconsin
$2.19M -$12.3K -174 -0.6%
LPL Financial
160
LPL Financial
California
$2.19M +$308K +4,350 +18%
ASRS
161
Arizona State Retirement System
Arizona
$2.18M +$57K +805 +3%
TRSOTSOK
162
Teachers Retirement System of the State of Kentucky
Kentucky
$2.16M -$62.3K -880 -3%
UM
163
UniSuper Management
Australia
$2.11M +$7.08K +100 +0.4%
LSERS
164
Louisiana State Employees Retirement System
Louisiana
$2.09M -$42.5K -600 -2%
EOJOAM
165
E. Ohman J:or Asset Management
Sweden
$2.04M +$8.71K +123 +0.5%
CWM
166
CIBC World Markets
New York
$2M +$1.88M +26,533 New
SMDAM
167
Sumitomo Mitsui DS Asset Management
Japan
$1.97M +$104K +1,464 +6%
Pathstone Holdings
168
Pathstone Holdings
New Jersey
$1.95M +$250K +3,535 +16%
ERSOT
169
Employees Retirement System of Texas
Texas
$1.93M -$425K -6,000 -19%
Cetera Investment Advisers
170
Cetera Investment Advisers
Illinois
$1.88M +$565K +7,984 +47%
TCA
171
Transcend Capital Advisors
New Jersey
$1.87M -$7.01K -99 -0.4%
HB
172
HTLF Bank
Colorado
$1.84M -$33.2K -469 -2%
Federated Hermes
173
Federated Hermes
Pennsylvania
$1.83M +$1.14M +16,058 +194%
BCI
174
Brinker Capital Investments
Pennsylvania
$1.82M -$106K -1,497 -6%
OPS
175
Orion Portfolio Solutions
Nebraska
$1.82M -$106K -1,497 -6%

ADC Hedge Fund Activity: Q3 2024 in Review

431 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Agree Realty (ADC) for Q3 2024, worth a combined $8.37B — up 30% from $6.46B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new ADC positions and 32 closed out — a net gain of 28 holders — while 164 added to existing stakes and 157 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $150M. The largest seller was PGGM Investments, cutting an estimated $68.6M.

  • 431 institutional investors held Agree Realty (ADC) as of Q3 2024, up from 408 in Q2 2024.
  • Funds reported $8.37B of Agree Realty stock for Q3 2024, up 30% quarter-over-quarter.
  • 60 funds opened new Agree Realty positions in Q3 2024 and 32 closed out, a net change of +28 holders.
  • The largest Agree Realty buyer in Q3 2024 was Cohen & Steers, an estimated $150M added.
  • The largest Agree Realty seller in Q3 2024 was PGGM Investments, an estimated $68.6M sold.

Based on aggregated 13F filings for Q3 2024.