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Agree Realty
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Overview Fund Activity

364 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
Holders
364
Holders Change
-6
Holders Change %
-1.62%
% of All Funds
5.34%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.1%
New
53
Increased
156
Reduced
112
Closed
54
Calls
$3.97M
Puts
$8.52M
Net Calls
-$4.56M
Net Calls Change
-$266K

Top Buyers

1
ZP
Zimmer Partners
New York
$188M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$219M
3
Morgan Stanley
Morgan Stanley
New York
$129M
4
BlackRock
BlackRock
New York
$796M
5
Principal Financial Group
Principal Financial Group
Iowa
$419M

Top Sellers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
$0
2
GA
GRS Advisors
Illinois
$0
3
CIM
Centersquare Investment Management
Pennsylvania
$225M
4
JAM
Jupiter Asset Management
United Kingdom
$5.12M
5
Invesco
Invesco
Georgia
$113M
Name Holding Trade Value Shares
Change 		Shares
Change %
Pacer Advisors
176
Pacer Advisors
Pennsylvania
$1.27M +$755K +12,000 +148%
DIA
177
Dana Investment Advisors
Wisconsin
$1.21M -$81.6K -1,297 -6%
D.E. Shaw & Co
178
D.E. Shaw & Co
New York
$1.19M -$13M -205,918 -92%
Handelsbanken Fonder
179
Handelsbanken Fonder
Sweden
$1.15M – – –
Aberdeen Group
180
Aberdeen Group
United Kingdom
$1.15M -$16.9K -269 -1%
State of Tennessee, Department of Treasury
181
State of Tennessee, Department of Treasury
Tennessee
$1.14M +$1.14M +18,100 New
CS
182
Capital Square
Tennessee
$1.13M -$38.4K -610 -3%
VPIM
183
Vanguard Personalized Indexing Management
California
$1.06M +$655K +10,405 +163%
CSUI
184
Cincinnati Specialty Underwriters Insurance
Ohio
$1.04M – – –
AG
185
Algert Global
California
$1.02M +$1.02M +16,270 New
Millennium Management
186
Millennium Management
New York
$988K -$17.9M -284,978 -95%
US Bancorp
187
US Bancorp
Minnesota
$977K -$18.9K -300 -2%
AssetMark Inc
188
AssetMark Inc
California
$975K +$253K +4,023 +35%
DPAM
189
Degroof Petercam Asset Management
Belgium
$957K +$957K +15,200 New
Squarepoint
190
Squarepoint
New York
$937K -$3.57M -56,706 -79%
CFFP
191
Center for Financial Planning
Michigan
$934K – – –
SAM
192
Silvercrest Asset Management
New York
$928K – – –
BPCE
193
Bank Pictet & Cie (Europe)
Germany
$924K +$103K +1,640 +13%
SCM
194
Schnieders Capital Management
California
$898K +$898K +14,260 New
I
195
InceptionR
California
$888K +$888K +14,112 New
First Trust Advisors
196
First Trust Advisors
Illinois
$864K -$38.1K -606 -4%
ICA
197
Infrastructure Capital Advisors
New York
$864K +$864K +13,722 New
CCIA
198
Campbell & Co Investment Adviser
Maryland
$860K +$860K +13,655 New
Cambridge Investment Research Advisors
199
Cambridge Investment Research Advisors
Iowa
$859K +$36.1K +574 +4%
Osaic Holdings
200
Osaic Holdings
Arizona
$852K -$262K -4,163 -24%
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