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Agree Realty
ADC

Overview Fund Activity

300 hedge funds and large institutions have $4.58B invested in Agree Realty in 2021 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 137 increasing their positions, 82 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
300
Holders Change
+19
Holders Change %
+6.76%
% of All Funds
5.28%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
51
Increased
137
Reduced
82
Closed
29
Calls
$17M
Puts
$7.92M
Net Calls
+$9.09M
Net Calls Change
+$9.91M

Top Buyers

1
Principal Financial Group
Principal Financial Group
Iowa
$387M
2
BlackRock
BlackRock
New York
$823M
3
Vanguard Group
Vanguard Group
Pennsylvania
$637M
4
ACM
AEW Capital Management
Massachusetts
$63.4M
5
CIM
Centersquare Investment Management
Pennsylvania
$152M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
$117M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$0
3
Citadel Advisors
Citadel Advisors
Florida
$5.07M
4
HRES
Heitman Real Estate Securities
Illinois
$25.7M
5
ACI
AMP Capital Investors
Australia
$1.59M
Name Holding Trade Value Shares
Change 		Shares
Change %
AB
201
Amalgamated Bank
New York
$375K +$24.4K +362 +7%
CB
202
Commerce Bank
Missouri
$361K -$5.71K -85 -2%
NAM
203
Nissay Asset Management
Japan
$358K +$53.8K +800 +18%
AIP
204
Ameritas Investment Partners
Nebraska
$341K +$35.7K +531 +12%
HighTower Advisors
205
HighTower Advisors
Illinois
$337K +$88.1K +1,320 +35%
PP
206
Paloma Partners
Connecticut
$337K +$337K +5,000 New
LPL Financial
207
LPL Financial
California
$322K +$92.8K +1,377 +41%
QIM
208
Quantitative Investment Management
Virginia
$317K +$317K +4,724 New
CIBC Asset Management
209
CIBC Asset Management
Ontario, Canada
$314K +$41.7K +619 +15%
TC
210
Telemus Capital
Michigan
$313K -$619 -9 -0.2%
DP
211
Dearborn Partners
Illinois
$297K +$8.01K +119 +3%
SMDAM
212
Sumitomo Mitsui DS Asset Management
Japan
$296K -$98.6K -1,469 -25%
FC
213
FORA Capital
Florida
$294K +$294K +4,365 New
UOC
214
UBS O'Connor
Illinois
$291K -$12.7M -188,984 -98%
ST
215
Somerset Trust
Pennsylvania
$288K -$6.73K -100 -2%
PMA
216
Prudent Man Advisors
Illinois
$283K +$18.9K +281 +7%
AC
217
Athanor Capital
New York
$282K +$36.5K +543 +15%
GCP
218
GSA Capital Partners
United Kingdom
$269K -$577K -8,571 -68%
MSL
219
Mackay Shields LLC
New York
$269K -$370K -5,500 -58%
NSEDCP
220
NJ State Employees Deferred Compensation Plan
New Jersey
$269K – – –
B
221
Bailard
California
$262K -$13.5K -200 -5%
RIM
222
Redpoint Investment Management
Australia
$250K – – –
NGA
223
Naples Global Advisors
Florida
$242K – – –
SCM
224
Shelton Capital Management
Colorado
$232K – – –
RJT
225
Raymond James Trust
Florida
$227K +$227K +3,366 New
7 8
9
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