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Agree Realty
ADC

Overview Fund Activity

224 hedge funds and large institutions have $1.65B invested in Agree Realty in 2018 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 85 increasing their positions, 73 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
224
Holders Change
-1
Holders Change %
-0.44%
% of All Funds
5.14%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
24
Increased
85
Reduced
73
Closed
24
Calls
$554K
Puts
–
Net Calls
+$554K
Net Calls Change
-$3.26M

Top Buyers

1
Deutsche Bank
Deutsche Bank
Germany
$108M
2
BlackRock
BlackRock
New York
$263M
3
Principal Financial Group
Principal Financial Group
Iowa
$84.8M
4
Wellington Management Group
Wellington Management Group
Massachusetts
$38.5M
5
WRF
Waddell & Reed Financial
Kansas
$9.25M

Top Sellers

1
WMSA
Weiss Multi-Strategy Advisers
New York
$0
2
Cohen & Steers
Cohen & Steers
New York
$175M
3
PI
PGGM Investments
Netherlands
$0
4
Millennium Management
Millennium Management
New York
$4.07M
5
Vanguard Group
Vanguard Group
Pennsylvania
$176M
Name Holding Trade Value Shares
Change 		Shares
Change %
JFGIW
176
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$110K – – –
BNP Paribas Financial Markets
177
BNP Paribas Financial Markets
France
$102K -$544K -10,318 -84%
GAM
178
Gemmer Asset Management
California
$97K – – –
LTFS
179
Ladenburg Thalmann Financial Services
Florida
$87K – – –
EARNEST Partners
180
EARNEST Partners
Georgia
$63K – – –
TRCT
181
Tower Research Capital (TRC)
New York
$54K +$54K +1,028 New
WT
182
Washington Trust
Rhode Island
$53K +$53K +1,000 New
LIA
183
LS Investment Advisors
Michigan
$49K +$2.25K +43 +5%
CAL
184
Capital Analysts LLC
Pennsylvania
$45K +$316 +6 +0.7%
Pacer Advisors
185
Pacer Advisors
Pennsylvania
$42K +$42K +793 New
SWA
186
Sutton Wealth Advisors
Florida
$35.9K – – –
AIM
187
Advantage Investment Management
Iowa
$33K – – –
MA
188
MUFG Americas
New York
$32K – – –
QCG
189
Quadrant Capital Group
Ohio
$30K – – –
IA
190
IFP Advisors
Florida
$26K – – –
SPIA
191
Steward Partners Investment Advisory
New York
$22K – – –
Envestnet Asset Management
192
Envestnet Asset Management
Illinois
$18K -$867 -17 -5%
Nisa Investment Advisors
193
Nisa Investment Advisors
Missouri
$18K -$514 -10 -3%
MYIA
194
Mount Yale Investment Advisors
Colorado
$18K +$8.08K +153 +81%
DSI
195
Daiwa SB Investments
Japan
$17K – – –
IWP
196
Icon Wealth Partners
Texas
$16K +$16K +297 New
PHK
197
Point72 Hong Kong
Hong Kong
$16K +$16K +298 New
TVWM
198
Tower View Wealth Management
Wisconsin
$15K – – –
LF
199
Lee Financial
Texas
$13K -$13K -250 -50%
PCP
200
Proficio Capital Partners
Massachusetts
$13K – – –
6 7
8
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