We are live on ! Find out more
ADC icon

Agree Realty
ADC

271 hedge funds and large institutions have $3.99B invested in Agree Realty in 2020 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 121 increasing their positions, 81 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 81

21% more capital invested

Capital invested by funds: $3.31B → $3.99B (+$680M)

0% more call options, than puts

Call options by funds: $315K | Put options by funds: $315K

7% less first-time investments, than exits

New positions opened: 40 | Existing positions closed: 43

2% less funds holding

Funds holding: 276 → 271 (-5)

5.05% less ownership

Funds ownership: 117.77% → 112.72% (-5%)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
271
Holders Change
-5
Holders Change %
-1.81%
% of All Funds
5.56%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
40
Increased
121
Reduced
81
Closed
43
Calls
$315K
Puts
$315K
Net Calls
–
Net Calls Change
-$391K

Top Buyers

1
Cohen & Steers
Cohen & Steers
New York
+$378M
2
BlackRock
BlackRock
New York
+$118M
3
State Street
State Street
Massachusetts
+$58.4M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$52.2M
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$25.6M

Top Sellers

1
Invesco
Invesco
Georgia
-$147M
2
Citigroup
Citigroup
New York
-$125M
3
Citadel Advisors
Citadel Advisors
Florida
-$40.8M
4
LIMS
Lasalle Investment Management Securities
Maryland
-$24.3M
5
American Century Companies
American Century Companies
Missouri
-$15.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
ECM
176
Everence Capital Management
Indiana
$497K – – –
DTL
177
Dynamic Technology Lab
Singapore
$497K +$185K +2,900 +62%
Creative Planning
178
Creative Planning
Kansas
$486K -$1.72K -27 -0.4%
M&T Bank
179
M&T Bank
New York
$476K +$47K +737 +11%
KeyBank National Association
180
KeyBank National Association
Ohio
$454K +$441K +6,905 New
WBC
181
Westpac Banking Corp
Australia
$438K -$2.41M -37,704 -85%
Susquehanna International Group
182
Susquehanna International Group
Pennsylvania
$429K -$751K -11,770 -64%
VIA
183
Vident Investment Advisory
Georgia
$428K -$42K -658 -9%
MFG
184
Magnus Financial Group
New York
$415K +$403K +6,314 New
BC
185
Brinker Capital
Pennsylvania
$414K +$141K +2,208 +54%
BBHC
186
Brown Brothers Harriman & Co
New York
$388K +$69.2K +1,084 +22%
SFA
187
Sequoia Financial Advisors
Ohio
$379K +$7.34K +115 +2%
CGH
188
Crossmark Global Holdings
Texas
$361K +$32.5K +510 +10%
GKIM
189
GW&K Investment Management
Massachusetts
$347K -$957 -15 -0.3%
Commonwealth Equity Services
190
Commonwealth Equity Services
Massachusetts
$337K -$809K -12,680 -71%
AB
191
Amalgamated Bank
New York
$333K -$113K -1,765 -26%
SWP
192
Stratos Wealth Partners
Ohio
$331K -$2.62K -41 -0.8%
ACM
193
AlphaCrest Capital Management
New York
$326K -$25.5K -400 -7%
DCM
194
Dupont Capital Management
Delaware
$320K -$833K -13,058 -73%
PA
195
Profund Advisors
Maryland
$319K +$310K +4,861 New
AIP
196
Ameritas Investment Partners
Nebraska
$309K +$63.5K +995 +27%
RJT
197
Raymond James Trust
Florida
$298K +$69.2K +1,085 +31%
NAM
198
Nissay Asset Management
Japan
$298K +$83.8K +1,313 +41%
ST
199
Somerset Trust
Pennsylvania
$296K +$288K +4,511 New
TC
200
Telemus Capital
Michigan
$291K +$12.3K +193 +4%
6 7
8
9 10

ADC Hedge Fund Activity: Q2 2020 in Review

271 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Agree Realty (ADC) for Q2 2020, worth a combined $3.99B — up 21% from $3.31B a quarter earlier.

Sellers outnumbered buyers: 43 funds closed out of ADC and 40 opened new positions — a net loss of 3 holders — while 81 trimmed existing stakes and 121 added.

The largest buyer was Cohen & Steers, adding an estimated $378M. The largest seller was Invesco, cutting an estimated $147M.

  • 271 institutional investors held Agree Realty (ADC) as of Q2 2020, down from 276 in Q1 2020.
  • Funds reported $3.99B of Agree Realty stock for Q2 2020, up 21% quarter-over-quarter.
  • 40 funds opened new Agree Realty positions in Q2 2020 and 43 closed out, a net change of -3 holders.
  • The largest Agree Realty buyer in Q2 2020 was Cohen & Steers, an estimated $378M added.
  • The largest Agree Realty seller in Q2 2020 was Invesco, an estimated $147M sold.

Based on aggregated 13F filings for Q2 2020.