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Agree Realty

358 hedge funds and large institutions have $6.89B invested in Agree Realty in 2022 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 160 increasing their positions, 106 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
358
Holders Change
-2
Holders Change %
-0.56%
% of All Funds
5.78%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.02%
New
52
Increased
160
Reduced
106
Closed
45
Calls
$3.31M
Puts
$1.63M
Net Calls
+$1.68M
Net Calls Change
+$397K
Name Holding Trade Value Shares
Change
Shares
Change %
Aberdeen Group
176
Aberdeen Group
United Kingdom
$1.1M -$144K -2,025 -12%
MFWM
177
Motley Fool Wealth Management
Virginia
$1.09M +$44.4K +627 +4%
JAM
178
JLP Asset Management
New York
$1.07M +$1.07M +15,100 New
CFFP
179
Center for Financial Planning
Michigan
$1.05M
SAM
180
Silvercrest Asset Management
New York
$1.05M -$17.9K -252 -2%
AWM
181
AE Wealth Management
Kansas
$1.04M +$100K +1,413 +11%
IB
182
Intrust Bank
Kansas
$1.04M -$104K -1,468 -9%
ERSOT
183
Employees Retirement System of Texas
Texas
$1.03M
OAM
184
Oppenheimer Asset Management
New York
$1.01M +$18K +254 +2%
Osaic Holdings
185
Osaic Holdings
Arizona
$1.01M +$134K +1,889 +15%
LPL Financial
186
LPL Financial
California
$963K -$49.5K -698 -5%
US Bancorp
187
US Bancorp
Minnesota
$950K -$42.3K -596 -4%
Holocene Advisors
188
Holocene Advisors
New York
$913K +$913K +12,877 New
SMDAM
189
Sumitomo Mitsui DS Asset Management
Japan
$894K +$111K +1,567 +14%
SGI
190
Summit Global Investments
Utah
$850K +$71 +1 +0%
Cambridge Investment Research Advisors
191
Cambridge Investment Research Advisors
Iowa
$837K +$20.2K +285 +2%
P
192
Pitcairn
Pennsylvania
$835K -$114K -1,607 -12%
AIMCA
193
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$833K -$36.6K -516 -4%
Mariner
194
Mariner
Kansas
$821K +$78.8K +1,111 +11%
VI
195
Vestcor Inc
New Brunswick, Canada
$812K +$660K +9,294 +433%
Handelsbanken Fonder
196
Handelsbanken Fonder
Sweden
$811K
AssetMark Inc
197
AssetMark Inc
California
$791K +$39.8K +561 +5%
I
198
InceptionR
California
$789K +$789K +11,118 New
State Board of Administration of Florida Retirement System
199
State Board of Administration of Florida Retirement System
Florida
$746K +$118K +1,660 +19%
GHAM
200
Gilman Hill Asset Management
Connecticut
$744K -$19.9K -280 -3%