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Agree Realty
ADC

Overview Fund Activity

319 hedge funds and large institutions have $5.18B invested in Agree Realty in 2022 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 144 increasing their positions, 99 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
319
Holders Change
-6
Holders Change %
-1.85%
% of All Funds
5.05%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
36
Increased
144
Reduced
99
Closed
40
Calls
$3.64M
Puts
$5.47M
Net Calls
-$1.83M
Net Calls Change
-$1.83M

Top Buyers

1
HRES
Heitman Real Estate Securities
Illinois
+$46.7M
2
Morgan Stanley
Morgan Stanley
New York
+$33.9M
3
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
+$30.6M
4
State Street
State Street
Massachusetts
+$30.1M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$24M

Top Sellers

1
ACM
AEW Capital Management
Massachusetts
-$61.5M
2
WMSA
Weiss Multi-Strategy Advisers
New York
-$32.3M
3
Millennium Management
Millennium Management
New York
-$27.2M
4
WCA
Waratah Capital Advisors
Ontario, Canada
-$21.5M
5
NIPH
NN Investment Partners Holdings
Netherlands
-$13.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bessemer Group
201
Bessemer Group
New Jersey
$490K +$149K +2,250 +44%
Verition Fund Management
202
Verition Fund Management
Connecticut
$488K +$488K +7,350 New
CGH
203
Crossmark Global Holdings
Texas
$456K +$8.62K +130 +2%
AUB
204
Atlantic Union Bankshares
Virginia
$449K -$73.1K -1,100 -14%
Baird Financial Group
205
Baird Financial Group
Wisconsin
$448K -$1.86M -27,958 -81%
NAM
206
Nissay Asset Management
Japan
$444K +$24.3K +366 +6%
SFA
207
Sequoia Financial Advisors
Ohio
$441K +$42K +633 +11%
SWM
208
Spire Wealth Management
Virginia
$427K -$5.58K -84 -1%
VanEck Associates
209
VanEck Associates
New York
$418K +$62.4K +941 +18%
CB
210
Commerce Bank
Missouri
$412K – – –
TRCT
211
Tower Research Capital (TRC)
New York
$389K +$41K +618 +12%
RIG
212
Roosevelt Investment Group
New York
$377K – – –
CIBC Asset Management
213
CIBC Asset Management
Ontario, Canada
$369K – – –
NGA
214
Naples Global Advisors
Florida
$363K +$128K +1,932 +55%
AIP
215
Ameritas Investment Partners
Nebraska
$362K +$12.1K +183 +3%
CAN
216
Cetera Advisor Networks
California
$349K +$8.7K +131 +3%
MAM
217
Martingale Asset Management
Massachusetts
$346K -$80.6K -1,211 -19%
DP
218
Dearborn Partners
Illinois
$341K +$39.3K +591 +13%
PMA
219
Prudent Man Advisors
Illinois
$320K -$2.06K -31 -0.6%
RFC
220
Regions Financial Corp
Alabama
$320K – – –
CCP
221
Clarkston Capital Partners
Michigan
$312K – – –
TC
222
Telemus Capital
Michigan
$305K +$798 +12 +0.3%
PRC
223
Pearl River Capital
Michigan
$304K -$201K -3,037 -40%
RJT
224
Raymond James Trust
Florida
$304K +$6.91K +104 +2%
SCM
225
Shelton Capital Management
Colorado
$298K +$25.2K +380 +9%
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9
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