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Agree Realty

358 hedge funds and large institutions have $6.7B invested in Agree Realty in 2023 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 137 increasing their positions, 130 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
358
Holders Change
Holders Change %
0%
% of All Funds
5.73%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
47
Increased
137
Reduced
130
Closed
39
Calls
$4.01M
Puts
$3.04M
Net Calls
+$967K
Net Calls Change
-$713K
Name Holding Trade Value Shares
Change
Shares
Change %
NWM
176
Nicola Wealth Management
British Columbia, Canada
$1.53M +$1.53M +22,300 New
PL
177
Perpetual Ltd
Australia
$1.52M +$1.52M +22,110 New
SMDAM
178
Sumitomo Mitsui DS Asset Management
Japan
$1.44M +$573K +8,354 +66%
DIA
179
Dana Investment Advisors
Wisconsin
$1.43M -$61.4K -895 -4%
NMIMC
180
Northwestern Mutual Investment Management Company
Wisconsin
$1.35M +$1.35M +19,651 New
AQR Capital Management
181
AQR Capital Management
Connecticut
$1.34M -$82.3K -1,211 -6%
CS
182
Capital Square
Tennessee
$1.33M -$49.8K -745 -4%
SRAM
183
Spouting Rock Asset Management
Pennsylvania
$1.23M -$641K -9,349 -34%
VIA
184
Vident Investment Advisory
Georgia
$1.15M +$34.1K +497 +3%
CSUI
185
Cincinnati Specialty Underwriters Insurance
Ohio
$1.13M
NMERB
186
New Mexico Educational Retirement Board
New Mexico
$1.1M +$1.1M +16,000 New
US Bancorp
187
US Bancorp
Minnesota
$1.09M +$175K +2,549 +19%
Aberdeen Group
188
Aberdeen Group
United Kingdom
$1.09M +$20.2K +294 +2%
IB
189
Intrust Bank
Kansas
$1.08M +$73.6K +1,072 +7%
I
190
InceptionR
California
$1.06M +$300K +4,371 +39%
Walleye Trading
191
Walleye Trading
New York
$1.06M +$858K +12,508 +426%
CFFP
192
Center for Financial Planning
Michigan
$1.02M
MFWM
193
Motley Fool Wealth Management
Virginia
$1.01M -$40.9K -596 -4%
SAM
194
Silvercrest Asset Management
New York
$1.01M
OAM
195
Oppenheimer Asset Management
New York
$983K +$4.19K +61 +0.4%
KI
196
Kula Investments
Illinois
$954K +$954K +13,910 New
X
197
Xponance
Pennsylvania
$944K +$601K +8,755 +175%
CCIA
198
Campbell & Co Investment Adviser
Maryland
$929K +$929K +13,540 New
JAM
199
JLP Asset Management
New York
$919K -$117K -1,700 -11%
Federated Hermes
200
Federated Hermes
Pennsylvania
$910K +$910K +13,268 New