We are live on ! Find out more
ADC icon

Agree Realty

326 hedge funds and large institutions have $5.44B invested in Agree Realty in 2021 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 127 increasing their positions, 110 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 43

15% more repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 110

13% more capital invested

Capital invested by funds: $4.83B → $5.44B (+$604M)

2.15% more ownership

Funds ownership: 104.82%106.97% (+2.2%)

2% more funds holding

Funds holding: 320326 (+6)

0% more call options, than puts

Call options by funds: $3.45M | Put options by funds: $3.45M

Holders
326
Holders Change
+6
Holders Change %
+1.88%
% of All Funds
5.02%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
53
Increased
127
Reduced
110
Closed
43
Calls
$3.45M
Puts
$3.45M
Net Calls
+$1K
Net Calls Change
-$272K
Name Holding Trade Value Shares
Change
Change in
Stake
1IA
201
1620 Investment Advisors
Massachusetts
$517K +$502K +7,239 New
HighTower Advisors
202
HighTower Advisors
Illinois
$515K +$207K +2,987 +70%
DTL
203
Dynamic Technology Lab
Singapore
$511K +$166K +2,391 +50%
PA
204
Profund Advisors
Maryland
$510K +$10.2K +147 +2%
Cambridge Investment Research Advisors
205
Cambridge Investment Research Advisors
Iowa
$505K +$118K +1,700 +32%
SMDAM
206
Sumitomo Mitsui DS Asset Management
Japan
$503K +$61.9K +893 +15%
CGH
207
Crossmark Global Holdings
Texas
$482K +$96.4K +1,390 +26%
SWM
208
Spire Wealth Management
Virginia
$465K -$9.71K -140 -2%
MAM
209
Martingale Asset Management
Massachusetts
$458K -$139K -2,000 -24%
NAM
210
Nissay Asset Management
Japan
$451K +$37.9K +547 +9%
CB
211
Commerce Bank
Missouri
$443K -$3.88K -56 -0.9%
Man Group
212
Man Group
United Kingdom
$442K +$166K +2,400 +63%
SFA
213
Sequoia Financial Advisors
Ohio
$430K +$417K +6,019 New
Walleye Trading
214
Walleye Trading
New York
$413K +$401K +5,784 New
RIG
215
Roosevelt Investment Group
New York
$405K +$393K +5,674 New
CIBC Asset Management
216
CIBC Asset Management
Ontario, Canada
$396K +$51.9K +749 +16%
WG
217
Winton Group
United Kingdom
$390K -$651K -9,381 -63%
QT
218
Quantamental Technologies
New York
$389K +$125K +1,800 +49%
VanEck Associates
219
VanEck Associates
New York
$382K +$152K +2,188 +69%
GT
220
Glenmede Trust
Pennsylvania
$379K -$366K -5,273 -50%
AIP
221
Ameritas Investment Partners
Nebraska
$376K
TRCT
222
Tower Research Capital (TRC)
New York
$374K -$1.22M -17,656 -77%
Bessemer Group
223
Bessemer Group
New Jersey
$366K +$132K +1,900 +59%
CAN
224
Cetera Advisor Networks
California
$366K +$355K +5,123 New
ACM
225
AlphaCrest Capital Management
New York
$356K +$346K +4,982 New

ADC Hedge Fund Activity: Q4 2021 in Review

326 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Agree Realty (ADC) for Q4 2021, worth a combined $5.44B — up 13% from $4.83B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new ADC positions and 43 closed out — a net gain of 10 holders — while 127 added to existing stakes and 110 trimmed.

The largest buyer was Weiss Multi-Strategy Advisers, opening a new position worth an estimated $52.8M. The largest seller was Zimmer Partners, exiting entirely with an estimated $66.2M sold.

  • 326 institutional investors held Agree Realty (ADC) as of Q4 2021, up from 320 in Q3 2021.
  • Funds reported $5.44B of Agree Realty stock for Q4 2021, up 13% quarter-over-quarter.
  • 53 funds opened new Agree Realty positions in Q4 2021 and 43 closed out, a net change of +10 holders.
  • The largest Agree Realty buyer in Q4 2021 was Weiss Multi-Strategy Advisers, an estimated $52.8M added.
  • The largest Agree Realty seller in Q4 2021 was Zimmer Partners, an estimated $66.2M sold.

Based on aggregated 13F filings for Q4 2021.