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Agree Realty
ADC

361 hedge funds and large institutions have $6.38B invested in Agree Realty in 2022 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 171 increasing their positions, 84 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

104% more repeat investments, than reductions

Existing positions increased: 171 | Existing positions reduced: 84

71% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 34

48% more call options, than puts

Call options by funds: $3.94M | Put options by funds: $2.66M

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

6% more funds holding

Funds holding: 340 → 361 (+21)

3.71% more ownership

Funds ownership: 114.8% → 118.51% (+3.7%)

3% more capital invested

Capital invested by funds: $6.22B → $6.38B (+$158M)

Holders
361
Holders Change
+21
Holders Change %
+6.18%
% of All Funds
6.22%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
58
Increased
171
Reduced
84
Closed
34
Calls
$3.94M
Puts
$2.66M
Net Calls
+$1.28M
Net Calls Change
+$460K

Top Buyers

1
BlackRock
BlackRock
New York
+$74.6M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$60M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$55.6M
4
CCM
CAAS Capital Management
New York
+$48.9M
5
Norges Bank
Norges Bank
Norway
+$42.7M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$84M
2
LIMS
Lasalle Investment Management Securities
Maryland
-$26.8M
3
Cohen & Steers
Cohen & Steers
New York
-$16.2M
4
Daiwa Securities Group
Daiwa Securities Group
Japan
-$16.1M
5
Allianz Asset Management
Allianz Asset Management
Germany
-$15.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
CIM
201
Chiron Investment Management
New York
$757K +$842K +11,207 New
SMDAM
202
Sumitomo Mitsui DS Asset Management
Japan
$746K +$110K +1,463 +15%
GHAM
203
Gilman Hill Asset Management
Connecticut
$728K – – –
AssetMark Inc
204
AssetMark Inc
California
$716K +$692K +9,210 +666%
Mariner
205
Mariner
Kansas
$707K +$787K +10,467 New
IMRF
206
Illinois Municipal Retirement Fund
Illinois
$701K +$779K +10,369 New
PI
207
PEAK6 Investments
Illinois
$671K +$687K +9,143 +1,165%
Creative Planning
208
Creative Planning
Kansas
$635K +$125K +1,659 +21%
TYCC
209
Texas Yale Capital Corp
Florida
$621K – – –
State Board of Administration of Florida Retirement System
210
State Board of Administration of Florida Retirement System
Florida
$598K – – –
Janney Montgomery Scott
211
Janney Montgomery Scott
Pennsylvania
$572K +$637K +8,469 New
SOAMC
212
Spirit of America Management Corp
New York
$558K +$376K +5,000 +154%
MAM
213
Martingale Asset Management
Massachusetts
$548K -$7.52K -100 -1%
PRC
214
Pearl River Capital
Michigan
$544K -$696K -9,258 -54%
N
215
Natixis
France
$541K -$2M -26,600 -77%
NAM
216
Nissay Asset Management
Japan
$536K +$78.8K +1,049 +15%
Public Employees Retirement Association of Colorado
217
Public Employees Retirement Association of Colorado
Colorado
$534K – – –
Bessemer Group
218
Bessemer Group
New Jersey
$517K +$20.7K +275 +4%
KeyBank National Association
219
KeyBank National Association
Ohio
$515K +$226K +3,012 +65%
1IA
220
1620 Investment Advisors
Massachusetts
$511K +$11.3K +151 +2%
HighTower Advisors
221
HighTower Advisors
Illinois
$507K -$18.9K -252 -3%
HI
222
HBK Investments
Texas
$507K +$564K +7,500 New
RFC
223
Regions Financial Corp
Alabama
$504K +$75.7K +1,007 +16%
ACM
224
AlphaCrest Capital Management
New York
$503K +$560K +7,447 New
CB
225
Commerce Bank
Missouri
$498K – – –
7 8
9
10 11

ADC Hedge Fund Activity: Q3 2022 in Review

361 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Agree Realty (ADC) for Q3 2022, worth a combined $6.38B — up 2.5% from $6.22B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new ADC positions and 34 closed out — a net gain of 24 holders — while 171 added to existing stakes and 84 trimmed.

The largest buyer was BlackRock, adding an estimated $74.6M. The largest seller was Morgan Stanley, cutting an estimated $84M.

  • 361 institutional investors held Agree Realty (ADC) as of Q3 2022, up from 340 in Q2 2022.
  • Funds reported $6.38B of Agree Realty stock for Q3 2022, up 2.5% quarter-over-quarter.
  • 58 funds opened new Agree Realty positions in Q3 2022 and 34 closed out, a net change of +24 holders.
  • The largest Agree Realty buyer in Q3 2022 was BlackRock, an estimated $74.6M added.
  • The largest Agree Realty seller in Q3 2022 was Morgan Stanley, an estimated $84M sold.

Based on aggregated 13F filings for Q3 2022.