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Agree Realty
ADC

277 hedge funds and large institutions have $3.27B invested in Agree Realty in 2019 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 109 increasing their positions, 74 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

244% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 16

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

47% more repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 74

12% more funds holding

Funds holding: 247 → 277 (+30)

6.06% more ownership

Funds ownership: 103.8% → 109.86% (+6.1%)

3% more capital invested

Capital invested by funds: $3.19B → $3.27B (+$82.6M)

Holders
277
Holders Change
+30
Holders Change %
+12.15%
% of All Funds
5.46%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
55
Increased
109
Reduced
74
Closed
16
Calls
$253K
Puts
–
Net Calls
+$253K
Net Calls Change
+$19K

Top Buyers

1
JG
Jefferies Group
New York
+$101M
2
ZP
Zimmer Partners
New York
+$78M
3
BlackRock
BlackRock
New York
+$30M
4
CS
Credit Suisse
Switzerland
+$28.3M
5
Goldman Sachs
Goldman Sachs
New York
+$27.7M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
-$183M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$37.4M
3
B
Barings
North Carolina
-$25.8M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$17.8M
5
State Street
State Street
Massachusetts
-$9.28M
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$515M +$30M +406,824 +6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$449M +$18.7M +253,831 +4%
Invesco
3
Invesco
Georgia
$217M +$19.2M +260,425 +9%
State Street
4
State Street
Massachusetts
$115M -$9.28M -125,795 -7%
Deutsche Bank
5
Deutsche Bank
Germany
$110M +$3.56M +48,315 +3%
Cohen & Steers
6
Cohen & Steers
New York
$107M -$183M -2,479,373 -62%
Principal Financial Group
7
Principal Financial Group
Iowa
$101M -$2.33M -31,537 -2%
JG
8
Jefferies Group
New York
$96.3M +$101M +1,364,852 +18,198%
Northern Trust
9
Northern Trust
Illinois
$75.4M +$848K +11,493 +1%
ZP
10
Zimmer Partners
New York
$74.2M +$78M +1,056,988 New
N
11
Nuveen
North Carolina
$72.2M +$1.27M +17,197 +2%
Citadel Advisors
12
Citadel Advisors
Florida
$65.1M -$1.61M -21,832 -2%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$63.4M -$1.24M -16,770 -2%
LIMS
14
Lasalle Investment Management Securities
Maryland
$50.2M -$1.15M -15,561 -2%
Russell Investments Group
15
Russell Investments Group
United Kingdom
$46.6M +$2.35M +31,802 +5%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$45.7M +$1.96M +26,622 +4%
Wellington Management Group
17
Wellington Management Group
Massachusetts
$44.5M -$37.4M -506,973 -44%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$41.3M +$4.73M +64,060 +12%
Thrivent Financial for Lutherans
19
Thrivent Financial for Lutherans
Minnesota
$38.9M +$13.3M +180,763 +48%
American Century Companies
20
American Century Companies
Missouri
$37.9M -$4.08M -55,333 -9%
Goldman Sachs
21
Goldman Sachs
New York
$37.2M +$27.7M +374,929 +243%
CS
22
Credit Suisse
Switzerland
$32.8M +$28.3M +383,747 +460%
Millennium Management
23
Millennium Management
New York
$31.8M +$7.26M +98,445 +28%
UIC
24
Uniplan Investment Counsel
Wisconsin
$30.5M -$138K -1,867 -0.4%
State of New Jersey Common Pension Fund D
25
State of New Jersey Common Pension Fund D
New Jersey
$26.7M +$2.53M +34,333 +10%
1
2 3 4 5

ADC Hedge Fund Activity: Q4 2019 in Review

277 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Agree Realty (ADC) for Q4 2019, worth a combined $3.27B — up 2.6% from $3.19B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new ADC positions and 16 closed out — a net gain of 39 holders — while 109 added to existing stakes and 74 trimmed.

The largest buyer was Jefferies Group, adding an estimated $101M. The largest seller was Cohen & Steers, cutting an estimated $183M.

  • 277 institutional investors held Agree Realty (ADC) as of Q4 2019, up from 247 in Q3 2019.
  • Funds reported $3.27B of Agree Realty stock for Q4 2019, up 2.6% quarter-over-quarter.
  • 55 funds opened new Agree Realty positions in Q4 2019 and 16 closed out, a net change of +39 holders.
  • The largest Agree Realty buyer in Q4 2019 was Jefferies Group, an estimated $101M added.
  • The largest Agree Realty seller in Q4 2019 was Cohen & Steers, an estimated $183M sold.

Based on aggregated 13F filings for Q4 2019.