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Agree Realty
ADC

Overview Fund Activity

225 hedge funds and large institutions have $1.49B invested in Agree Realty in 2018 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 106 increasing their positions, 59 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
225
Holders Change
+25
Holders Change %
+12.5%
% of All Funds
5.16%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
39
Increased
106
Reduced
59
Closed
14
Calls
$3.81M
Puts
–
Net Calls
+$3.81M
Net Calls Change
+$1.75M

Top Buyers

1
Cohen & Steers
1
Cohen & Steers
New York
$173M
2
Principal Financial Group
2
Principal Financial Group
Iowa
$64.9M
3
WMSA
3
Weiss Multi-Strategy Advisers
New York
$18M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$26.3M
5
Millennium Management
5
Millennium Management
New York
$12.2M

Top Sellers

1
Deutsche Bank
1
Deutsche Bank
Germany
$71.9M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$166M
3
William Blair Investment Management
3
William Blair Investment Management
Illinois
$15.9M
4
MPI
4
Mairs & Power Inc
Minnesota
$4.36M
5
SEI Investments
5
SEI Investments
Pennsylvania
$1.18M
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
201
Envestnet Asset Management
Illinois
$18K -$521K -10,708 -97%
Nisa Investment Advisors
202
Nisa Investment Advisors
Missouri
$17K -$2.36K -50 -12%
ST
203
Smithfield Trust
Pennsylvania
$17K -$436 -9 -3%
DSI
204
Daiwa SB Investments
Japan
$16K +$16K +330 New
TVWM
205
Tower View Wealth Management
Wisconsin
$13K – – –
PCP
206
Proficio Capital Partners
Massachusetts
$12K +$3.23K +66 +37%
AWA
207
Acorn Wealth Advisors
Michigan
$11K +$145 +3 +1%
SF
208
Synovus Financial
Georgia
$9K +$9K +180 New
RCAG
209
Rehmann Capital Advisory Group
Michigan
$9K +$9K +183 New
MYIA
210
Mount Yale Investment Advisors
Colorado
$9K +$9K +188 New
PCG
211
Private Capital Group
Connecticut
$7K +$1.35K +28 +24%
TDC
212
Thompson Davis & Co
Virginia
$6K -$6K -125 -50%
PMFA
213
Plante Moran Financial Advisors
Michigan
$6K +$6K +120 New
SIS
214
Sound Income Strategies
Florida
$6K +$6K +130 New
PA
215
Parallel Advisors
California
$4K +$1.78K +37 +80%
CIBC Private Wealth Group
216
CIBC Private Wealth Group
Georgia
$3K +$50 +1 +2%
WAM
217
Wealthspire Advisors (Maryland)
Maryland
$3K +$397 +9 +15%
TWA
218
TCI Wealth Advisors
Arizona
$3K +$3K +53 New
JA
219
JOYN Advisors
Georgia
$3K +$3K +60 New
ASN
220
Advisory Services Network
Georgia
$2K -$1.06K -25 -35%
SFM
221
Signet Financial Management
New Jersey
$2K +$2K +39 New
ML
222
McAdam LLC
Pennsylvania
$2K +$2K +43 New
S
223
SignatureFD
Georgia
$2K +$2K +48 New
VCM
224
Versant Capital Management
Arizona
$1K – – –
PFBT
225
Parkside Financial Bank & Trust
Missouri
$1K +$367 +11 +58%
6 7 8
9
10