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Agree Realty
ADC

451 hedge funds and large institutions have $8.74B invested in Agree Realty in 2024 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 192 increasing their positions, 131 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more call options, than puts

Call options by funds: $7.54M | Put options by funds: $3.78M

75% more funds holding in top 10

Funds holding in top 10: 4 → 7 (+3)

72% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 39

47% more repeat investments, than reductions

Existing positions increased: 192 | Existing positions reduced: 131

5% more funds holding

Funds holding: 431 → 451 (+20)

2.56% more ownership

Funds ownership: 110.85% → 113.41% (+2.6%)

4% more capital invested

Capital invested by funds: $8.37B → $8.74B (+$367M)

Holders
451
Holders Change
+20
Holders Change %
+4.64%
% of All Funds
5.94%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.09%
New
67
Increased
192
Reduced
131
Closed
39
Calls
$7.54M
Puts
$3.78M
Net Calls
+$3.76M
Net Calls Change
+$261K

Top Buyers

Rank Fund Capital Flow
1
Cohen & Steers
Cohen & Steers
New York
+$219M
2
Millennium Management
Millennium Management
New York
+$79.5M
3
Invesco
Invesco
Georgia
+$76M
4
Northern Trust
Northern Trust
Illinois
+$53.5M
5
UBS AM
UBS AM
Illinois
+$44.2M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$124M
2
Principal Financial Group
Principal Financial Group
Iowa
-$109M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$42.9M
4
American Century Companies
American Century Companies
Missouri
-$39.1M
5
Morgan Stanley
Morgan Stanley
New York
-$30.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
YCM
151
Yousif Capital Management
Michigan
$2.79M -$49.6K -666 -2%
LPL Financial
152
LPL Financial
California
$2.77M +$763K +10,252 +35%
GCA
153
GSI Capital Advisors
California
$2.74M -$5.66K -76 -0.2%
PFSRSONJ
154
Police & Firemen's Retirement System of New Jersey
New Jersey
$2.74M +$2.89M +38,836 New
BCP
155
Blue Chip Partners
Michigan
$2.69M -$233K -3,128 -8%
State Board of Administration of Florida Retirement System
156
State Board of Administration of Florida Retirement System
Florida
$2.58M -$17.1K -230 -0.6%
Renaissance Technologies
157
Renaissance Technologies
New York
$2.54M +$2.68M +36,000 New
PS
158
Presima Securities
Quebec, Canada
$2.5M – – –
FNBOO
159
First National Bank of Omaha
Nebraska
$2.49M -$326K -4,375 -11%
Stifel Financial
160
Stifel Financial
Missouri
$2.48M +$61K +820 +2%
M&T Bank
161
M&T Bank
New York
$2.47M +$120K +1,607 +5%
AM
162
AGF Management
Ontario, Canada
$2.4M -$621K -8,348 -20%
Nisa Investment Advisors
163
Nisa Investment Advisors
Missouri
$2.4M -$62.2K -835 -2%
AC
164
Allstate Corporation
Illinois
$2.38M +$2.52M +33,824 New
HF
165
HRT Financial
New York
$2.37M -$6.15M -82,555 -71%
Pictet Asset Management
166
Pictet Asset Management
Switzerland
$2.24M +$25.1K +337 +1%
Ensign Peak Advisors
167
Ensign Peak Advisors
Utah
$2.24M – – –
FGP
168
Freestone Grove Partners
California
$2.19M +$2.32M +31,113 New
NWM
169
Nicola Wealth Management
British Columbia, Canada
$2.16M -$78.5K -1,054 -5%
CWM
170
CIBC World Markets
New York
$2.12M +$265K +3,562 +13%
UM
171
UniSuper Management
Australia
$2.11M +$149K +2,000 +7%
ASRS
172
Arizona State Retirement System
Arizona
$2.06M +$17K +229 +0.8%
LSERS
173
Louisiana State Employees Retirement System
Louisiana
$2.02M +$67K +900 +3%
SG Americas Securities
174
SG Americas Securities
New York
$2.01M +$832K +11,180 +65%
PI
175
PineBridge Investments
New York
$1.99M +$629K +8,454 +43%
5 6
7
8 9

ADC Hedge Fund Activity: Q4 2024 in Review

451 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Agree Realty (ADC) for Q4 2024, worth a combined $8.74B — up 4.4% from $8.37B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new ADC positions and 39 closed out — a net gain of 28 holders — while 192 added to existing stakes and 131 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $219M. The largest seller was JP Morgan Chase, cutting an estimated $124M.

  • 451 institutional investors held Agree Realty (ADC) as of Q4 2024, up from 431 in Q3 2024.
  • Funds reported $8.74B of Agree Realty stock for Q4 2024, up 4.4% quarter-over-quarter.
  • 67 funds opened new Agree Realty positions in Q4 2024 and 39 closed out, a net change of +28 holders.
  • The largest Agree Realty buyer in Q4 2024 was Cohen & Steers, an estimated $219M added.
  • The largest Agree Realty seller in Q4 2024 was JP Morgan Chase, an estimated $124M sold.

Based on aggregated 13F filings for Q4 2024.