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Agree Realty
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Overview Fund Activity

450 hedge funds and large institutions have $8.74B invested in Agree Realty in 2024 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 191 increasing their positions, 131 reducing their positions, and 37 closing their positions.

Holders
450
Holders Change
+23
Holders Change %
+5.39%
% of All Funds
5.99%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.09%
New
68
Increased
191
Reduced
131
Closed
37
Calls
$7.54M
Puts
$3.78M
Net Calls
+$3.76M
Net Calls Change
+$261K

Top Buyers

1
Cohen & Steers
1
Cohen & Steers
New York
$688M
2
Raymond James Financial
2
Raymond James Financial
Florida
$101M
3
Millennium Management
3
Millennium Management
New York
$82.5M
4
Invesco
4
Invesco
Georgia
$156M
5
Northern Trust
5
Northern Trust
Illinois
$107M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$140M
2
Principal Financial Group
2
Principal Financial Group
Iowa
$192M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$117M
4
American Century Companies
4
American Century Companies
Missouri
$133M
5
Morgan Stanley
5
Morgan Stanley
New York
$98.4M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.03B 14,549,952 +219,806 +2%
BlackRock
2
BlackRock
New York
$941M 13,360,352 +179,121 +1%
Cohen & Steers
3
Cohen & Steers
New York
$688M 9,767,632 +2,937,147 +43%
Koshinski Asset Management
4
Koshinski Asset Management
Illinois
$469M 6,652 – –
State Street
5
State Street
Massachusetts
$372M 5,264,022 +298,515 +6%
LPC
6
Long Pond Capital
New York
$213M 3,029,301 – –
Principal Financial Group
7
Principal Financial Group
Iowa
$192M 2,728,319 -1,458,530 -35%
Deutsche Bank
8
Deutsche Bank
Germany
$178M 2,522,404 -1,185 -0%
Daiwa Securities Group
9
Daiwa Securities Group
Japan
$157M 2,233,377 -116,679 -5%
Invesco
10
Invesco
Georgia
$156M 2,212,852 +1,020,512 +86%
CIM
11
Centersquare Investment Management
Pennsylvania
$155M 2,197,319 -341,008 -13%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$150M 2,132,252 +57,492 +3%
Macquarie Group
13
Macquarie Group
Australia
$148M 2,106,115 -204,061 -9%
JPMorgan Chase & Co
14
JPMorgan Chase & Co
New York
$140M 1,984,335 -1,662,191 -46%
American Century Companies
15
American Century Companies
Missouri
$133M 1,894,047 -524,814 -22%
Fidelity Investments
16
Fidelity Investments
Massachusetts
$117M 1,662,947 -575,837 -26%
Charles Schwab
17
Charles Schwab
California
$116M 1,645,652 +57,297 +4%
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$109M 1,550,140 +23,162 +2%
Northern Trust
19
Northern Trust
Illinois
$107M 1,523,280 +718,114 +89%
Raymond James Financial
20
Raymond James Financial
Florida
$101M 1,439,058 +1,439,058 New
Morgan Stanley
21
Morgan Stanley
New York
$98.4M 1,396,791 -406,855 -23%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$85.9M 1,219,512 +85,664 +8%
Millennium Management
23
Millennium Management
New York
$82.5M 1,171,297 +1,068,271 +1,037%
Two Sigma Advisers
24
Two Sigma Advisers
New York
$81.6M 1,157,587 +443,200 +62%
Nuveen Asset Management
25
Nuveen Asset Management
Illinois
$80.5M 1,142,036 +395,646 +53%
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