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Agree Realty

365 hedge funds and large institutions have $6.48B invested in Agree Realty in 2023 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 156 increasing their positions, 112 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

2% less first-time investments, than exits

New positions opened: 53 | Existing positions closed: 54

2% less funds holding

Funds holding: 371365 (-6)

53% less call options, than puts

Call options by funds: $3.96M | Put options by funds: $8.52M

Holders
365
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.96M
Puts
$8.52M
Net Calls
Net Calls Change

Top Buyers

1 +$186M
2 +$142M
3 +$72.5M
4
BlackRock
BlackRock
New York
+$50.3M
5
Principal Financial Group
Principal Financial Group
Iowa
+$45.3M

Top Sellers

1 -$74.8M
2 -$30.2M
3 -$28.9M
4
JAM
Jupiter Asset Management
United Kingdom
-$24.3M
5
Invesco
Invesco
Georgia
-$23.3M
Name Holding Trade Value Shares
Change
Change in
Stake
176
$1.27M
177
$1.21M
178
$1.19M
179
$1.15M
180
$1.15M
181
$1.14M
182
$1.13M
183
$1.06M
184
$1.04M
185
$1.02M
186
$988K
187
$977K
188
$975K
189
$957K
190
$937K
191
$934K
192
$928K
193
$924K
194
$898K
195
$888K
196
$864K
197
$864K
198
$860K
199
$859K
200
$852K