ADC
Agree Realty Corporation · Real Estate · REIT - Retail
Señales de momentum (gestores comparables):
amplitud de titulares +7.7% ·
flujo de acciones +20.4% ·
nuevas posiciones netas +7.1%
— fórmula
Acumulación amplia — aumento de acciones entre más titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q4 2024
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 122 | -1 | 88.51M | $6.71B | +6 | −6 |
| Q1 2026 | 125 | -7 | 83.80M | $6.32B | +1 | −9 |
| Q4 2025 | 131 | +1 | 90.67M | $6.53B | +2 | — |
| Q3 2025 | 18 | -1 | 51.17M | $3.64B | — | −2 |
| Q2 2025 | 17 | +1 | 45.32M | $3.32B | +1 | — |
| Q1 2025 | 13 | -1 | 13.47M | $1.05B | +2 | −3 |
| Q4 2024 | 14 | +1 | 12.80M | $902.97M | +2 | −1 |
| Q3 2024 | 12 | 0 | 5.37M | $403.95M | +1 | −1 |
| Q2 2024 | 12 | — | 5.28M | $326.98M | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | State Street Global Advisors ✦ (pasivo) | 5.26M | — | $372.17M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Geode Capital Management ✦ (pasivo) | 2.13M | +2.8% | $150.26M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Geode Capital Management ✦ (pasivo) | 2.13M | +2.8% | $150.26M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Millennium Management ✦ | 1.17M | +1036.9% | $82.52M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 5 | Two Sigma Investments ✦ | 928.03K | +16.8% | $65.38M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 6 | Norges Bank ✦ (pasivo) | 693.57K | +9.5% | $48.86M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Wellington Management ✦ | 590.85K | +664.6% | $41.63M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Wellington Management ✦ | 590.85K | +664.6% | $41.63M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Wellington Management ✦ | 590.85K | +664.6% | $41.63M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Wellington Management ✦ | 590.85K | +664.6% | $41.63M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | T. Rowe Price ✦ | 427.97K | +3.0% | $30.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | T. Rowe Price ✦ | 427.97K | +3.0% | $30.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | D. E. Shaw & Co. ✦ | 412.93K | +78.4% | $29.09M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | AQR Capital Management ✦ | 279.93K | -32.8% | $19.69M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | AQR Capital Management ✦ | 279.93K | -32.8% | $19.69M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | AQR Capital Management ✦ | 279.93K | -32.8% | $19.69M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | AQR Capital Management ✦ | 279.93K | -32.8% | $19.69M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Citadel Advisors ✦ | 267.42K | +129.8% | $18.84M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Citadel Advisors ✦ | 267.42K | +129.8% | $18.84M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Marshall Wace ✦ | 261.97K | +30.2% | $18.46M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Soros Fund Management ✦ | 215.00K | Nuevo | $15.15M | 0.4% | New | 1 | SEC ↗ |
| 22 | Fisher Asset Management ✦ | 117.06K | 0.0% | $8.25M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Renaissance Technologies ✦ | 36.00K | Nuevo | $2.54M | 0.0% | New | 1 | SEC ↗ |
«Su ponderación» = la participación de la posición en el valor de renta variable 13F declarado por ese gestor — la medida de convicción. ✦ = gestor seleccionado.
Nuevos compradores
| Soros Fund Management | $15.15M | 0.4% |
| Renaissance Technologies | $2.54M | 0.0% |
Posición cerrada
| Arrowstreet Capital | $13.91M | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 495 tenedores, 136.60M acciones, $8.65B declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.