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Agree Realty
ADC

Overview Fund Activity

370 hedge funds and large institutions have $5.27B invested in Agree Realty in 2023 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 154 increasing their positions, 117 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
370
Holders Change
-2
Holders Change %
-0.54%
% of All Funds
5.9%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
45
Increased
154
Reduced
117
Closed
44
Calls
$2.73M
Puts
$7.02M
Net Calls
-$4.29M
Net Calls Change
-$5.57M

Top Buyers

1
Macquarie Group
Macquarie Group
Australia
$91.5M
2
CIM
Centersquare Investment Management
Pennsylvania
$222M
3
BlackRock
BlackRock
New York
$654M
4
GA
GRS Advisors
Illinois
$30.2M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
$74.8M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$0
2
Millennium Management
Millennium Management
New York
$16.6M
3
Citadel Advisors
Citadel Advisors
Florida
$12.6M
4
ZP
Zimmer Partners
New York
$2.49M
5
Deutsche Bank
Deutsche Bank
Germany
$140M
Name Holding Trade Value Shares
Change 		Shares
Change %
AI
176
Atom Investors
Texas
$1.16M +$1.16M +21,073 New
PL
177
Perpetual Ltd
Australia
$1.16M -$51.4K -930 -4%
MWM
178
Moran Wealth Management
Florida
$1.15M +$209K +3,790 +22%
DIA
179
Dana Investment Advisors
Wisconsin
$1.13M -$77.3K -1,399 -6%
COPPSERS
180
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.08M -$1.41M -25,556 -57%
FC
181
FORA Capital
Florida
$1.04M +$1.04M +18,881 New
RJFSA
182
Raymond James Financial Services Advisors
Florida
$1.03M -$392K -7,095 -28%
CS
183
Capital Square
Tennessee
$1.03M -$35.9K -647 -3%
Aberdeen Group
184
Aberdeen Group
United Kingdom
$1.03M +$49.1K +889 +5%
Handelsbanken Fonder
185
Handelsbanken Fonder
Sweden
$1.01M – – –
NMERB
186
New Mexico Educational Retirement Board
New Mexico
$1M – – –
Osaic Holdings
187
Osaic Holdings
Arizona
$977K +$312K +5,637 +47%
JAM
188
JLP Asset Management
New York
$945K +$204K +3,700 +28%
CSUI
189
Cincinnati Specialty Underwriters Insurance
Ohio
$911K – – –
GLA
190
Great Lakes Advisors
Illinois
$903K -$2.46M -44,448 -73%
MFWM
191
Motley Fool Wealth Management
Virginia
$901K +$29.6K +535 +3%
US Bancorp
192
US Bancorp
Minnesota
$874K +$29.9K +542 +4%
Creative Planning
193
Creative Planning
Kansas
$849K -$14.2K -257 -2%
National Bank of Canada
194
National Bank of Canada
Quebec, Canada
$824K +$824K +15,300 New
CSS
195
Cubist Systematic Strategies
Connecticut
$823K -$1.72M -31,089 -68%
CFFP
196
Center for Financial Planning
Michigan
$819K – – –
SAM
197
Silvercrest Asset Management
New York
$815K – – –
OAM
198
Oppenheimer Asset Management
New York
$800K -$8.01K -145 -1%
First Trust Advisors
199
First Trust Advisors
Illinois
$792K +$58.6K +1,060 +8%
LPL Financial
200
LPL Financial
California
$753K +$78.7K +1,424 +12%
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