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Agree Realty

374 hedge funds and large institutions have $6.23B invested in Agree Realty in 2023 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 134 increasing their positions, 133 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more call options, than puts

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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

1% more repeat investments, than reductions

Existing positions increased: 134 | Existing positions reduced: 133

6.19% less ownership

Funds ownership: 108.24%102.05% (-6.2%)

7% less capital invested

Capital invested by funds: $6.7B → $6.23B (-$478M)

Holders
374
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.05M
Puts
$1.76M
Net Calls
Net Calls Change

Top Buyers

1 +$39M
2 +$30.6M
3 +$28.7M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$27.5M
5
Walleye Capital
Walleye Capital
New York
+$23.3M

Top Sellers

1 -$142M
2 -$78.6M
3 -$44.9M
4
Prudential Financial
Prudential Financial
New Jersey
-$39.1M
5
ZP
Zimmer Partners
New York
-$35.3M
Name Holding Trade Value Shares
Change
Change in
Stake
201
$1.02M
202
$999K
203
$970K
204
$964K
205
$956K
206
$888K
207
$876K
208
$869K
209
$868K
210
$863K
211
$856K
212
$852K
213
$836K
214
$798K
215
$788K
216
$769K
217
$745K
218
$731K
219
$705K
220
$700K
221
$698K
222
$678K
223
$669K
224
$660K
225
$657K