Agree Realty
359 hedge funds and large institutions have $6.89B invested in Agree Realty in 2022 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 160 increasing their positions, 106 reducing their positions, and 45 closing their positions.
103% more call options, than puts
Call options by funds: $3.31M | Put options by funds: $1.63M
51% more repeat investments, than reductions
Existing positions increased: 160 | Existing positions reduced: 106
16% more first-time investments, than exits
New positions opened: 52 | Existing positions closed: 45
8% more capital invested
Capital invested by funds: $6.38B → $6.89B (+$510M)
1% less funds holding
Funds holding: 361 → 359 (-2)
6.79% less ownership
Funds ownership: 118.51% → 111.71% (-6.8%)
75% less funds holding in top 10
Funds holding in top 10: 4 → 1 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$125M |
| 2 |
ZP
Zimmer Partners
New York
|
+$101M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$91M |
| 4 |
Morgan Stanley
New York
|
+$73.9M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$48.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCM
CAAS Capital Management
New York
|
-$43.9M |
| 2 |
Principal Financial Group
Des Moines,
Iowa
|
-$42.1M |
| 3 |
Norges Bank
Oslo,
Norway
|
-$41.8M |
| 4 |
WCP
Waterfront Capital Partners
New York
|
-$34.5M |
| 5 |
Janus Henderson Group
London,
United Kingdom
|
-$29.6M |
ADC Hedge Fund Activity: Q4 2022 in Review
359 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Agree Realty (ADC) for Q4 2022, worth a combined $6.89B — up 8% from $6.38B a quarter earlier.
Buyers outnumbered sellers: 52 funds opened new ADC positions and 45 closed out — a net gain of 7 holders — while 160 added to existing stakes and 106 trimmed.
The largest buyer was BlackRock, adding an estimated $125M. The largest seller was CAAS Capital Management, exiting entirely with an estimated $43.9M sold.
- 359 institutional investors held Agree Realty (ADC) as of Q4 2022, down from 361 in Q3 2022.
- Funds reported $6.89B of Agree Realty stock for Q4 2022, up 8% quarter-over-quarter.
- 52 funds opened new Agree Realty positions in Q4 2022 and 45 closed out, a net change of +7 holders.
- The largest Agree Realty buyer in Q4 2022 was BlackRock, an estimated $125M added.
- The largest Agree Realty seller in Q4 2022 was CAAS Capital Management, an estimated $43.9M sold.
Based on aggregated 13F filings for Q4 2022.