Agree Realty
359 hedge funds and large institutions have $6.34B invested in Agree Realty in 2022 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 169 increasing their positions, 85 reducing their positions, and 34 closing their positions.
99% more repeat investments, than reductions
Existing positions increased: 169 | Existing positions reduced: 85
94% more call options, than puts
Call options by funds: $5.15M | Put options by funds: $2.66M
68% more first-time investments, than exits
New positions opened: 57 | Existing positions closed: 34
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
6% more funds holding
Funds holding: 339 → 359 (+20)
2.8% more ownership
Funds ownership: 114.8% → 117.6% (+2.8%)
2% more capital invested
Capital invested by funds: $6.22B → $6.34B (+$119M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$74.6M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$60M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
+$55.6M |
| 4 |
CCM
CAAS Capital Management
New York
|
+$48.9M |
| 5 |
Norges Bank
Oslo,
Norway
|
+$42.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$84M |
| 2 |
LIMS
Lasalle Investment Management Securities
Baltimore,
Maryland
|
-$26.8M |
| 3 |
Cohen & Steers
New York
|
-$16.2M |
| 4 |
Daiwa Securities Group
Tokyo,
Japan
|
-$16.1M |
| 5 |
Allianz Asset Management
Munich,
Germany
|
-$15.5M |
ADC Hedge Fund Activity: Q3 2022 in Review
359 of the 5,828 institutional investors tracked by Wall St. Rank reported a position in Agree Realty (ADC) for Q3 2022, worth a combined $6.34B — up 1.9% from $6.22B a quarter earlier.
Buyers outnumbered sellers: 57 funds opened new ADC positions and 34 closed out — a net gain of 23 holders — while 169 added to existing stakes and 85 trimmed.
The largest buyer was BlackRock, adding an estimated $74.6M. The largest seller was Morgan Stanley, cutting an estimated $84M.
- 359 institutional investors held Agree Realty (ADC) as of Q3 2022, up from 339 in Q2 2022.
- Funds reported $6.34B of Agree Realty stock for Q3 2022, up 1.9% quarter-over-quarter.
- 57 funds opened new Agree Realty positions in Q3 2022 and 34 closed out, a net change of +23 holders.
- The largest Agree Realty buyer in Q3 2022 was BlackRock, an estimated $74.6M added.
- The largest Agree Realty seller in Q3 2022 was Morgan Stanley, an estimated $84M sold.
Based on aggregated 13F filings for Q3 2022.