We are live on ! Find out more
ADC icon

Agree Realty

224 hedge funds and large institutions have $1.65B invested in Agree Realty in 2018 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 85 increasing their positions, 73 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 73

11% more capital invested

Capital invested by funds: $1.49B → $1.65B (+$159M)

1.97% more ownership

Funds ownership: 98.68%100.66% (+2%)

0% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 24

0% less funds holding

Funds holding: 225224 (-1)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
224
Holders Change
-1
Holders Change %
-0.44%
% of All Funds
5.13%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
24
Increased
85
Reduced
73
Closed
24
Calls
$554K
Puts
Net Calls
+$554K
Net Calls Change
-$3.26M
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
201
Acorn Wealth Advisors
Michigan
$12K
SF
202
Synovus Financial
Georgia
$9K
PCG
203
Private Capital Group
Connecticut
$8K +$509 +10 +7%
SIS
204
Sound Income Strategies
Florida
$7K
TDC
205
Thompson Davis & Co
Virginia
$7K
MAM
206
Meeder Asset Management
Ohio
$6.7K +$6.47K +127 New
PMFA
207
Plante Moran Financial Advisors
Michigan
$6K
JA
208
JOYN Advisors
Georgia
$6K +$2.96K +58 +97%
MOACM
209
Mutual of America Capital Management
New York
$6K +$5.81K +114 New
CG
210
Cutler Group
California
$5K -$220K -4,309 -98%
S
211
SignatureFD
Georgia
$5K +$2.09K +41 +85%
Loomis, Sayles & Company
212
Loomis, Sayles & Company
Massachusetts
$5K +$5.14K +101 New
RCAG
213
Rehmann Capital Advisory Group
Michigan
$4.01K -$5.45K -107 -58%
PA
214
Parallel Advisors
California
$4K
WAM
215
Wealthspire Advisors (Maryland)
Maryland
$4K
TWA
216
TCI Wealth Advisors
Arizona
$3K -$2.7K -53 Closed
CIBC Private Wealth Group
217
CIBC Private Wealth Group
Georgia
$3K
ASN
218
Advisory Services Network
Georgia
$2K -$713 -14 -30%
PFBT
219
Parkside Financial Bank & Trust
Missouri
$2K
VCM
220
Versant Capital Management
Arizona
$2K
MPWT
221
MassMutual Private Wealth & Trust
Connecticut
$1.74K +$1.68K +33 New
SFM
222
Signet Financial Management
New Jersey
$1K -$1.17K -23 -59%
Carson Wealth (CWM LLC)
223
Carson Wealth (CWM LLC)
Nebraska
$1K +$968 +19 New
WAP
224
Wealthcare Advisory Partners
Pennsylvania
$1K +$1.43K +28 New
ED
225
Exane Derivatives
France
$106 -$300K -5,891 -100%

ADC Hedge Fund Activity: Q2 2018 in Review

224 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Agree Realty (ADC) for Q2 2018, worth a combined $1.65B — up 11% from $1.49B a quarter earlier.

Fund positioning in ADC was balanced in Q2 2018: 24 funds opened new positions, 24 closed out, 85 added to existing stakes and 73 trimmed.

The largest buyer was Deutsche Bank, adding an estimated $27.9M. The largest seller was Weiss Multi-Strategy Advisers, exiting entirely with an estimated $18M sold.

  • 224 institutional investors held Agree Realty (ADC) as of Q2 2018, down from 225 in Q1 2018.
  • Funds reported $1.65B of Agree Realty stock for Q2 2018, up 11% quarter-over-quarter.
  • 24 funds opened new Agree Realty positions in Q2 2018 and 24 closed out, a net change of 0 holders.
  • The largest Agree Realty buyer in Q2 2018 was Deutsche Bank, an estimated $27.9M added.
  • The largest Agree Realty seller in Q2 2018 was Weiss Multi-Strategy Advisers, an estimated $18M sold.

Based on aggregated 13F filings for Q2 2018.