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Agree Realty

144 hedge funds and large institutions have $308M invested in Agree Realty in 2014 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 50 increasing their positions, 52 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 6

5% more funds holding

Funds holding: 137144 (+7)

0.3% less ownership

Funds ownership: 68.46%68.16% (-0.3%)

1% less capital invested

Capital invested by funds: $311M → $308M (-$2.82M)

4% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 52

Holders
144
Holders Change
+7
Holders Change %
+5.11%
% of All Funds
4.14%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
14
Increased
50
Reduced
52
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$50.1M +$1.69M +56,118 +4%
BFA
2
BlackRock Fund Advisors
California
$24.5M -$1.64M -54,337 -6%
BIT
3
BlackRock Institutional Trust
California
$20.8M +$747K +24,765 +4%
Northern Trust
4
Northern Trust
Illinois
$14.8M -$1.27M -42,010 -8%
NC
5
Northpointe Capital
Michigan
$12.5M -$936K -31,015 -7%
EAM
6
Edge Asset Management
Washington
$11.6M +$732K +24,249 +7%
Millennium Management
7
Millennium Management
New York
$11.3M -$1.79M -59,359 -14%
Principal Financial Group
8
Principal Financial Group
Iowa
$9.24M +$979K +32,462 +12%
State Street
9
State Street
Massachusetts
$8.72M +$288K +9,560 +3%
MNA
10
Manning & Napier Advisors
New York
$8.22M -$474K -15,726 -5%
SAM
11
Securian Asset Management
Minnesota
$7.36M +$293K +9,700 +4%
SFM
12
Systematic Financial Management
New Jersey
$6.58M -$99.4K -3,295 -1%
REMS
13
Real Estate Management Services
$6.36M +$371K +12,300 +6%
State of New Jersey Common Pension Fund D
14
State of New Jersey Common Pension Fund D
New Jersey
$6.02M +$6M +199,000 New
Bank of New York Mellon
15
Bank of New York Mellon
New York
$5.55M -$59.3K -1,965 -1%
New York State Common Retirement Fund
16
New York State Common Retirement Fund
New York
$5.04M +$90.5K +3,000 +2%
AQR Capital Management
17
AQR Capital Management
Connecticut
$4.91M -$510K -16,900 -9%
Invesco
18
Invesco
Georgia
$4.41M +$915K +30,339 +26%
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$4.08M +$75.6K +2,507 +2%
MPI
20
Mairs & Power Inc
Minnesota
$4M +$238K +7,900 +6%
BG
21
BlackRock Group
United Kingdom
$3.76M +$231K +7,672 +7%
AAM
22
Advisors Asset Management
Colorado
$3.49M +$499K +16,550 +17%
Prudential Financial
23
Prudential Financial
New Jersey
$3.08M -$1.19M -39,477 -28%
Geode Capital Management
24
Geode Capital Management
Massachusetts
$2.87M +$6.52K +216 +0.2%
Morgan Stanley
25
Morgan Stanley
New York
$2.81M -$150K -4,965 -5%

ADC Hedge Fund Activity: Q2 2014 in Review

144 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Agree Realty (ADC) for Q2 2014, worth a combined $308M — down 0.91% from $311M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new ADC positions and 6 closed out — a net gain of 8 holders — while 50 added to existing stakes and 52 trimmed.

The largest buyer was State of New Jersey Common Pension Fund D, opening a new position worth an estimated $6M. The largest seller was State of New Jersey Common Pension Fund E, exiting entirely with an estimated $1.82M sold.

  • 144 institutional investors held Agree Realty (ADC) as of Q2 2014, up from 137 in Q1 2014.
  • Funds reported $308M of Agree Realty stock for Q2 2014, down 0.91% quarter-over-quarter.
  • 14 funds opened new Agree Realty positions in Q2 2014 and 6 closed out, a net change of +8 holders.
  • The largest Agree Realty buyer in Q2 2014 was State of New Jersey Common Pension Fund D, an estimated $6M added.
  • The largest Agree Realty seller in Q2 2014 was State of New Jersey Common Pension Fund E, an estimated $1.82M sold.

Based on aggregated 13F filings for Q2 2014.