Agree Realty
339 hedge funds and large institutions have $6.22B invested in Agree Realty in 2022 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 152 increasing their positions, 88 reducing their positions, and 31 closing their positions.
73% more call options, than puts
Call options by funds: $4.08M | Put options by funds: $2.36M
73% more repeat investments, than reductions
Existing positions increased: 152 | Existing positions reduced: 88
68% more first-time investments, than exits
New positions opened: 52 | Existing positions closed: 31
20% more capital invested
Capital invested by funds: $5.19B → $6.22B (+$1.03B)
6% more funds holding
Funds holding: 321 → 339 (+18)
5.12% more ownership
Funds ownership: 109.68% → 114.8% (+5.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
American Century Companies
Kansas City,
Missouri
|
+$68.2M |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$68M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
+$67M |
| 4 |
Janus Henderson Group
London,
|
+$60.6M |
| 5 |
Morgan Stanley
New York
|
+$55.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$31.3M |
| 2 |
CIM
Centersquare Investment Management
Conshohocken,
Pennsylvania
|
-$30.2M |
| 3 |
Nuveen
Charlotte,
North Carolina
|
-$26.4M |
| 4 |
Norges Bank
Oslo,
Norway
|
-$24.5M |
| 5 |
BC
Brookfield Corp
Toronto,
Ontario, Canada
|
-$18.1M |
ADC Hedge Fund Activity: Q2 2022 in Review
339 of the 5,959 institutional investors tracked by Wall St. Rank reported a position in Agree Realty (ADC) for Q2 2022, worth a combined $6.22B — up 20% from $5.19B a quarter earlier.
Buyers outnumbered sellers: 52 funds opened new ADC positions and 31 closed out — a net gain of 21 holders — while 152 added to existing stakes and 88 trimmed.
The largest buyer was American Century Companies, opening a new position worth an estimated $68.2M. The largest seller was Millennium Management, cutting an estimated $31.3M.
- 339 institutional investors held Agree Realty (ADC) as of Q2 2022, up from 321 in Q1 2022.
- Funds reported $6.22B of Agree Realty stock for Q2 2022, up 20% quarter-over-quarter.
- 52 funds opened new Agree Realty positions in Q2 2022 and 31 closed out, a net change of +21 holders.
- The largest Agree Realty buyer in Q2 2022 was American Century Companies, an estimated $68.2M added.
- The largest Agree Realty seller in Q2 2022 was Millennium Management, an estimated $31.3M sold.
Based on aggregated 13F filings for Q2 2022.