Agree Realty
326 hedge funds and large institutions have $5.44B invested in Agree Realty in 2021 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 127 increasing their positions, 110 reducing their positions, and 44 closing their positions.
20% more first-time investments, than exits
New positions opened: 53 | Existing positions closed: 44
15% more repeat investments, than reductions
Existing positions increased: 127 | Existing positions reduced: 110
13% more capital invested
Capital invested by funds: $4.84B → $5.44B (+$605M)
2.15% more ownership
Funds ownership: 104.82% → 106.97% (+2.2%)
2% more funds holding
Funds holding: 321 → 326 (+5)
0% more call options, than puts
Call options by funds: $3.45M | Put options by funds: $3.45M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WMSA
Weiss Multi-Strategy Advisers
New York
|
+$52.8M |
| 2 |
Millennium Management
New York
|
+$51.3M |
| 3 |
BlackRock
New York
|
+$42.7M |
| 4 |
CIM
Centersquare Investment Management
Conshohocken,
Pennsylvania
|
+$40.4M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$32.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ZP
Zimmer Partners
New York
|
-$66.2M |
| 2 |
AAMU
APG Asset Management US
New York
|
-$22.1M |
| 3 |
UIC
Uniplan Investment Counsel
Milwaukee,
Wisconsin
|
-$21.2M |
| 4 |
Goldman Sachs
New York
|
-$14.2M |
| 5 |
Two Sigma Advisers
New York
|
-$14M |
ADC Hedge Fund Activity: Q4 2021 in Review
326 of the 6,518 institutional investors tracked by Wall St. Rank reported a position in Agree Realty (ADC) for Q4 2021, worth a combined $5.44B — up 13% from $4.84B a quarter earlier.
Buyers outnumbered sellers: 53 funds opened new ADC positions and 44 closed out — a net gain of 9 holders — while 127 added to existing stakes and 110 trimmed.
The largest buyer was Weiss Multi-Strategy Advisers, opening a new position worth an estimated $52.8M. The largest seller was Zimmer Partners, exiting entirely with an estimated $66.2M sold.
- 326 institutional investors held Agree Realty (ADC) as of Q4 2021, up from 321 in Q3 2021.
- Funds reported $5.44B of Agree Realty stock for Q4 2021, up 13% quarter-over-quarter.
- 53 funds opened new Agree Realty positions in Q4 2021 and 44 closed out, a net change of +9 holders.
- The largest Agree Realty buyer in Q4 2021 was Weiss Multi-Strategy Advisers, an estimated $52.8M added.
- The largest Agree Realty seller in Q4 2021 was Zimmer Partners, an estimated $66.2M sold.
Based on aggregated 13F filings for Q4 2021.