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Agree Realty

326 hedge funds and large institutions have $5.44B invested in Agree Realty in 2021 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 127 increasing their positions, 110 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 43

15% more repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 110

13% more capital invested

Capital invested by funds: $4.83B → $5.44B (+$604M)

2.15% more ownership

Funds ownership: 104.82%106.97% (+2.2%)

2% more funds holding

Funds holding: 320326 (+6)

0% more call options, than puts

Call options by funds: $3.45M | Put options by funds: $3.45M

Holders
326
Holders Change
+6
Holders Change %
+1.88%
% of All Funds
5.02%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
53
Increased
127
Reduced
110
Closed
43
Calls
$3.45M
Puts
$3.45M
Net Calls
+$1K
Net Calls Change
-$272K
Name Holding Trade Value Shares
Change
Change in
Stake
LCM
176
Laurion Capital Management
New York
$714K +$694K +10,000 New
PCM
177
Pinz Capital Management
New York
$714K +$694K +10,000 New
AQR Capital Management
178
AQR Capital Management
Connecticut
$701K -$22.1K -318 -3%
Creative Planning
179
Creative Planning
Kansas
$682K +$485 +7 +0.1%
MOACM
180
Mutual of America Capital Management
New York
$680K +$23.8K +343 +4%
BCI
181
Brinker Capital Investments
Pennsylvania
$667K +$144K +2,077 +29%
ECM
182
Everence Capital Management
Indiana
$644K
Osaic Holdings
183
Osaic Holdings
Arizona
$636K -$54.9K -791 -8%
UBS Group
184
UBS Group
Switzerland
$622K -$2.5M -36,056 -81%
State Board of Administration of Florida Retirement System
185
State Board of Administration of Florida Retirement System
Florida
$622K -$156K -2,250 -21%
GHAM
186
Gilman Hill Asset Management
Connecticut
$620K +$602K +8,685 New
AAM
187
Azzad Asset Management
Virginia
$613K -$166K -2,389 -22%
KeyBank National Association
188
KeyBank National Association
Ohio
$612K -$17.4K -251 -3%
LPL Financial
189
LPL Financial
California
$610K +$113K +1,634 +24%
SPIA
190
Steward Partners Investment Advisory
New York
$596K -$132K -1,900 -19%
Schroder Investment Management Group
191
Schroder Investment Management Group
United Kingdom
$590K +$81.2K +1,171 +16%
VI
192
Versor Investments
New York
$572K +$556K +8,021 New
SSA
193
Schonfeld Strategic Advisors
New York
$571K +$555K +8,000 New
IB
194
Intrust Bank
Kansas
$565K +$17.8K +257 +3%
Jane Street
195
Jane Street
New York
$565K +$163K +2,355 +42%
Public Employees Retirement Association of Colorado
196
Public Employees Retirement Association of Colorado
Colorado
$564K
AUB
197
Atlantic Union Bankshares
Virginia
$561K -$184K -2,650 -25%
VIA
198
Vident Investment Advisory
Georgia
$555K +$10.1K +146 +2%
PRC
199
Pearl River Capital
Michigan
$544K +$529K +7,621 New
GTCM
200
Gyon Technologies Capital Management
New Jersey
$530K -$225K -3,249 -30%

ADC Hedge Fund Activity: Q4 2021 in Review

326 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Agree Realty (ADC) for Q4 2021, worth a combined $5.44B — up 13% from $4.83B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new ADC positions and 43 closed out — a net gain of 10 holders — while 127 added to existing stakes and 110 trimmed.

The largest buyer was Weiss Multi-Strategy Advisers, opening a new position worth an estimated $52.8M. The largest seller was Zimmer Partners, exiting entirely with an estimated $66.2M sold.

  • 326 institutional investors held Agree Realty (ADC) as of Q4 2021, up from 320 in Q3 2021.
  • Funds reported $5.44B of Agree Realty stock for Q4 2021, up 13% quarter-over-quarter.
  • 53 funds opened new Agree Realty positions in Q4 2021 and 43 closed out, a net change of +10 holders.
  • The largest Agree Realty buyer in Q4 2021 was Weiss Multi-Strategy Advisers, an estimated $52.8M added.
  • The largest Agree Realty seller in Q4 2021 was Zimmer Partners, an estimated $66.2M sold.

Based on aggregated 13F filings for Q4 2021.