Agree Realty Ownership
| ADC Stock | USD 58.78 0.78 1.34% |
Shares in Circulation | First Issued 1994-03-31 | Previous Quarter 100.4 M | Current Value 100.3 M | Avarage Shares Outstanding 20 M | Quarterly Volatility 25 M |
Please note, institutional investors have a lot of resources and new technology at their disposal. They can put in a lot of research and financial analysis when reviewing investment options. There are many different types of institutional investors, including banks, hedge funds, insurance companies, and pension plans. One of the main advantages they have over retail investors is the fees paid for trades. As they are buying in large quantities, they can manage their cost more effectively.
Agree |
Agree Stock Ownership Analysis
About 98.0% of the company shares are held by institutions such as insurance companies. The company has price-to-book (P/B) ratio of 1.12. Some equities with similar Price to Book (P/B) outperform the market in the long run. Agree Realty last dividend was issued on the 29th of April 2024. Agree Realty Corporation is a publicly traded real estate investment trust primarily engaged in the acquisition and development of properties net leased to industry-leading retail tenants. The Companys common stock is listed on the New York Stock Exchange under the symbol ADC. Agree Realty operates under REITRetail classification in the United States and is traded on New York Stock Exchange. It employs 57 people. For more info on Agree Realty please contact Joel Agree at 248 737 4190 or go to https://www.agreerealty.com.Besides selling stocks to institutional investors, Agree Realty also allocates a substantial amount of its earnings to a pull of share-based compensation to be paid out to its employees, managers, executives, and members of the board of directors. Share-Based compensation (also sometimes called Stock-Based Compensation) is a way of paying different Agree Realty's stakeholders with equity in the business. It is typically used as a motivation factor for employees to contribute beyond their regular compensation (salary and bonus). It is also used as a tool to align Agree Realty's strategic interests with those of the company's shareholders. Shares issued to employees are usually subject to a vesting period before they are earned and sold.
Agree Realty Quarterly Liabilities And Stockholders Equity |
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Agree Realty Insider Trades History
Only 1.79% of Agree Realty are currently held by insiders. Unlike Agree Realty's institutional investors, corporate insiders most likely have a limit on the maximum percentage of share ownership. This is done to align insiders' influence against Agree Realty's private investors even though both sides will benefit from rising prices or experience loss when the share price declines. The good rule to have in mind is that the maximum share ownership percentage of the corporate insiders should not surpass 25%. View all of Agree Realty's insider trades
Agree Stock Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Agree Realty is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Agree Realty backward and forwards among themselves. Agree Realty's institutional investor refers to the entity that pools money to purchase Agree Realty's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| Shares | Amvescap Plc. | 2023-12-31 | 1.8 M | Charles Schwab Investment Management Inc | 2023-12-31 | 1.5 M | Thrivent Financial For Lutherans | 2023-12-31 | 1.4 M | Dimensional Fund Advisors, Inc. | 2023-12-31 | 1.4 M | Nuveen Asset Management, Llc | 2023-12-31 | 1.3 M | Bank Of New York Mellon Corp | 2023-12-31 | 1.3 M | Daiwa Securities Group Inc | 2023-12-31 | 1.2 M | Cohen & Steers Inc | 2023-12-31 | 1.2 M | Norges Bank | 2023-12-31 | 1.1 M | Vanguard Group Inc | 2023-12-31 | 14.2 M | Blackrock Inc | 2023-12-31 | 12.6 M |
Agree Realty Insider Trading Activities
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Agree Realty insiders, such as employees or executives, is commonly permitted as long as it does not rely on Agree Realty's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Agree Realty insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
Richard Agree over two months ago Acquisition by Richard Agree of 16000 shares of Agree Realty at 55.5 subject to Rule 16b-3 | ||
John Rakolta over six months ago Purchase by John Rakolta of 20000 shares of Agree Realty | ||
John Rakolta over six months ago Purchase by John Rakolta of 30000 shares of Agree Realty | ||
Nicole Witteveen over six months ago Payment of 281 shares by Nicole Witteveen of Agree Realty subject to Rule 16b-3 | ||
Nicole Witteveen over six months ago Payment of tradable shares by Nicole Witteveen of Agree Realty subject to Rule 16b-3 | ||
John Rakolta over six months ago Purchase by John Rakolta of 7500 shares of Agree Realty | ||
John Rakolta over a year ago Acquisition by John Rakolta of 2457 shares of Agree Realty subject to Rule 16b-3 | ||
David Wolff over a year ago Acquisition by David Wolff of 942 shares of Agree Realty subject to Rule 16b-3 |
Agree Realty Corporate Filings
10Q | 23rd of April 2024 Quarterly performance report mandated by Securities and Exchange Commission (SEC), to be filed by publicly traded corporations | ViewVerify |
| 12th of April 2024 Other Reports | ViewVerify | |
8K | 3rd of April 2024 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
| 22nd of March 2024 Other Reports | ViewVerify |
Agree Realty Investors Sentiment
The influence of Agree Realty's investor sentiment on the probability of its price appreciation or decline could be a good factor in your decision-making process regarding taking a position in Agree. The overall investor sentiment generally increases the direction of a stock movement in a one-year investment horizon. However, the impact of investor sentiment on the entire stock market does not have solid backing from leading economists and market statisticians.
Investor biases related to Agree Realty's public news can be used to forecast risks associated with an investment in Agree. The trend in average sentiment can be used to explain how an investor holding Agree can time the market purely based on public headlines and social activities around Agree Realty. Please note that most equities that are difficult to arbitrage are affected by market sentiment the most.
Agree Realty's market sentiment shows the aggregated news analyzed to detect positive and negative mentions from the text and comments. The data is normalized to provide daily scores for Agree Realty's and other traded tickers. The bigger the bubble, the more accurate is the estimated score. Higher bars for a given day show more participation in the average Agree Realty's news discussions. The higher the estimated score, the more favorable is the investor's outlook on Agree Realty.
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards Agree Realty in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, Agree Realty's short interest history, or implied volatility extrapolated from Agree Realty options trading.
Pair Trading with Agree Realty
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Agree Realty position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Agree Realty will appreciate offsetting losses from the drop in the long position's value.The ability to find closely correlated positions to Agree Realty could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Agree Realty when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Agree Realty - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Agree Realty to buy it.
The correlation of Agree Realty is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Agree Realty moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Agree Realty moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Agree Realty can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Agree Realty. Also, note that the market value of any company could be tightly coupled with the direction of predictive economic indicators such as signals in unemployment. For information on how to trade Agree Stock refer to our How to Trade Agree Stock guide.Note that the Agree Realty information on this page should be used as a complementary analysis to other Agree Realty's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Investing Opportunities module to build portfolios using our predefined set of ideas and optimize them against your investing preferences.
Complementary Tools for Agree Stock analysis
When running Agree Realty's price analysis, check to measure Agree Realty's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Agree Realty is operating at the current time. Most of Agree Realty's value examination focuses on studying past and present price action to predict the probability of Agree Realty's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Agree Realty's price. Additionally, you may evaluate how the addition of Agree Realty to your portfolios can decrease your overall portfolio volatility.
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Is Agree Realty's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Agree Realty. If investors know Agree will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Agree Realty listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth (0.03) | Dividend Share 2.94 | Earnings Share 1.69 | Revenue Per Share 5.732 | Quarterly Revenue Growth 0.18 |
The market value of Agree Realty is measured differently than its book value, which is the value of Agree that is recorded on the company's balance sheet. Investors also form their own opinion of Agree Realty's value that differs from its market value or its book value, called intrinsic value, which is Agree Realty's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Agree Realty's market value can be influenced by many factors that don't directly affect Agree Realty's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Agree Realty's value and its price as these two are different measures arrived at by different means. Investors typically determine if Agree Realty is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Agree Realty's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.