Agree Realty
451 hedge funds and large institutions have $8.74B invested in Agree Realty in 2024 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 192 increasing their positions, 131 reducing their positions, and 39 closing their positions.
100% more call options, than puts
Call options by funds: $7.54M | Put options by funds: $3.78M
75% more funds holding in top 10
Funds holding in top 10: 4 → 7 (+3)
72% more first-time investments, than exits
New positions opened: 67 | Existing positions closed: 39
47% more repeat investments, than reductions
Existing positions increased: 192 | Existing positions reduced: 131
5% more funds holding
Funds holding: 431 → 451 (+20)
2.56% more ownership
Funds ownership: 110.85% → 113.41% (+2.6%)
4% more capital invested
Capital invested by funds: $8.37B → $8.74B (+$367M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cohen & Steers
New York
|
+$219M |
| 2 |
Millennium Management
New York
|
+$79.5M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$76M |
| 4 |
Northern Trust
Chicago,
Illinois
|
+$53.5M |
| 5 |
UBS AM
Chicago,
Illinois
|
+$44.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$124M |
| 2 |
Principal Financial Group
Des Moines,
Iowa
|
-$109M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$42.9M |
| 4 |
American Century Companies
Kansas City,
Missouri
|
-$39.1M |
| 5 |
Morgan Stanley
New York
|
-$30.3M |
ADC Hedge Fund Activity: Q4 2024 in Review
451 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Agree Realty (ADC) for Q4 2024, worth a combined $8.74B — up 4.4% from $8.37B a quarter earlier.
Buyers outnumbered sellers: 67 funds opened new ADC positions and 39 closed out — a net gain of 28 holders — while 192 added to existing stakes and 131 trimmed.
The largest buyer was Cohen & Steers, adding an estimated $219M. The largest seller was JP Morgan Chase, cutting an estimated $124M.
- 451 institutional investors held Agree Realty (ADC) as of Q4 2024, up from 431 in Q3 2024.
- Funds reported $8.74B of Agree Realty stock for Q4 2024, up 4.4% quarter-over-quarter.
- 67 funds opened new Agree Realty positions in Q4 2024 and 39 closed out, a net change of +28 holders.
- The largest Agree Realty buyer in Q4 2024 was Cohen & Steers, an estimated $219M added.
- The largest Agree Realty seller in Q4 2024 was JP Morgan Chase, an estimated $124M sold.
Based on aggregated 13F filings for Q4 2024.