We are live on ! Find out more
ADC icon

Agree Realty

431 hedge funds and large institutions have $8.37B invested in Agree Realty in 2024 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 164 increasing their positions, 157 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 32

68% more call options, than puts

Call options by funds: $8.63M | Put options by funds: $5.13M

30% more capital invested

Capital invested by funds: $6.46B → $8.37B (+$1.92B)

7.26% more ownership

Funds ownership: 103.6%110.85% (+7.3%)

6% more funds holding

Funds holding: 408431 (+23)

4% more repeat investments, than reductions

Existing positions increased: 164 | Existing positions reduced: 157

50% less funds holding in top 10

Funds holding in top 10: 84 (-4)

Holders
431
Holders Change
+23
Holders Change %
+5.64%
% of All Funds
6.19%
Holding in Top 10
4
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-50%
% of All Funds
0.06%
New
60
Increased
164
Reduced
157
Closed
32
Calls
$8.63M
Puts
$5.13M
Net Calls
+$3.5M
Net Calls Change
+$6.06M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.08B -$7.93M -112,103 -0.8%
BlackRock
2
BlackRock
New York
$993M -$9.59M -135,518 -1%
Cohen & Steers
3
Cohen & Steers
New York
$515M +$150M +2,116,300 +45%
State Street
4
State Street
Massachusetts
$375M -$4.85M -68,513 -1%
Principal Financial Group
5
Principal Financial Group
Iowa
$315M -$28.9M -408,853 -9%
JP Morgan Chase
6
JP Morgan Chase
New York
$275M +$70.1M +990,362 +37%
LPC
7
Long Pond Capital
New York
$228M +$35.9M +507,500 +20%
CIM
8
Centersquare Investment Management
Pennsylvania
$191M -$57M -805,105 -24%
Deutsche Bank
9
Deutsche Bank
Germany
$190M +$40.4M +571,312 +29%
American Century Companies
10
American Century Companies
Missouri
$182M +$123M +1,735,572 +254%
Daiwa Securities Group
11
Daiwa Securities Group
Japan
$177M +$37.8M +534,545 +29%
Macquarie Group
12
Macquarie Group
Australia
$174M +$24M +338,584 +17%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$169M +$139M +1,968,811 +729%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$156M +$2.15M +30,377 +1%
Morgan Stanley
15
Morgan Stanley
New York
$136M +$35.1M +496,325 +38%
Charles Schwab
16
Charles Schwab
California
$120M +$4.06M +57,354 +4%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$115M +$351K +4,964 +0.3%
Thrivent Financial for Lutherans
18
Thrivent Financial for Lutherans
Minnesota
$102M -$1.86M -26,317 -2%
Prudential Financial
19
Prudential Financial
New Jersey
$95.2M +$66.5M +939,656 +290%
Invesco
20
Invesco
Georgia
$89.8M -$1.79M -25,231 -2%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$85.4M -$10.6M -150,295 -12%
FCM
22
Frontier Capital Management
Massachusetts
$85.2M +$30.1M +424,693 +60%
Russell Investments Group
23
Russell Investments Group
United Kingdom
$79.8M +$12.8M +181,215 +21%
GKIM
24
GW&K Investment Management
Massachusetts
$79.2M -$2.06M -29,044 -3%
SI
25
Scout Investments
Missouri
$69.6M +$2.52M +35,624 +4%

ADC Hedge Fund Activity: Q3 2024 in Review

431 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Agree Realty (ADC) for Q3 2024, worth a combined $8.37B — up 30% from $6.46B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new ADC positions and 32 closed out — a net gain of 28 holders — while 164 added to existing stakes and 157 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $150M. The largest seller was PGGM Investments, cutting an estimated $68.6M.

  • 431 institutional investors held Agree Realty (ADC) as of Q3 2024, up from 408 in Q2 2024.
  • Funds reported $8.37B of Agree Realty stock for Q3 2024, up 30% quarter-over-quarter.
  • 60 funds opened new Agree Realty positions in Q3 2024 and 32 closed out, a net change of +28 holders.
  • The largest Agree Realty buyer in Q3 2024 was Cohen & Steers, an estimated $150M added.
  • The largest Agree Realty seller in Q3 2024 was PGGM Investments, an estimated $68.6M sold.

Based on aggregated 13F filings for Q3 2024.