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Agree Realty

365 hedge funds and large institutions have $6.48B invested in Agree Realty in 2023 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 156 increasing their positions, 112 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

2% less first-time investments, than exits

New positions opened: 53 | Existing positions closed: 54

2% less funds holding

Funds holding: 371365 (-6)

53% less call options, than puts

Call options by funds: $3.96M | Put options by funds: $8.52M

Holders
365
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.96M
Puts
$8.52M
Net Calls
Net Calls Change

Top Buyers

1 +$186M
2 +$142M
3 +$72.5M
4
BlackRock
BlackRock
New York
+$50.3M
5
Principal Financial Group
Principal Financial Group
Iowa
+$45.3M

Top Sellers

1 -$74.8M
2 -$30.2M
3 -$28.9M
4
JAM
Jupiter Asset Management
United Kingdom
-$24.3M
5
Invesco
Invesco
Georgia
-$23.3M
Name Holding Trade Value Shares
Change
Change in
Stake
1
$895M
2
$796M
3
$419M
4
$350M
5
$225M
6
$219M
7
$188M
8
$152M
9
$129M
10
$128M
11
$119M
12
$117M
13
$113M
14
$93.3M
15
$90.8M
16
$88.7M
17
$84.5M
18
$81M
19
$74.1M
20
$72.9M
21
$71.4M
22
$68.4M
23
$64.8M
24
$64M
25
$59.8M