Current Value of Holding

$11.5 Million

Shares

151 Thousand

% of Portfolio

0.02%

Average Buy Price

$67.7

Avg closing price
Price range

40 Jim Simons Agree Realty Trades

Jim Simons acquired 151 Thousand Agree Realty shares worth $11.5 Million. That's 0.02% of their equity portfolio (833rd largest holding). The first Agree Realty trade was made in Q2 2013. Since then Jim Simons bought shares eighteen more times and sold shares on 21 occasions. The stake costed the investor $10.2 Million, netting the investor a gain of 13% so far.

Avg closing price
Price range
Increased shares by 73.6% (+64 Thousand shares) Q2 2024
Avg closing price $59.09
Price range $54.90 - $61.95
Increased shares by 10.3% (+8.1 Thousand shares) Q1 2024
Avg closing price $58.56
Price range $54.95 - $63.71
Increased shares by 502.3% (+65.8 Thousand shares) Q4 2023
Avg closing price $57.96
Price range $53.86 - $63.47
Sold 93.9% shares (-201 Thousand shares) Q3 2023
Avg closing price $62.46
Price range $55.18 - $69.07
Increased shares by 31.0% (+50.5 Thousand shares) Q2 2023
Avg closing price $66.17
Price range $64.19 - $68.16
Sold 2.0% shares (-3.3 Thousand shares) Q1 2023
Avg closing price $71.39
Price range $64.94 - $75.13
Sold 18.9% shares (-38.9 Thousand shares) Q4 2022
Avg closing price $68.66
Price range $63.49 - $72.21
Increased shares by 101.9% (+104 Thousand shares) Q3 2022
Avg closing price $75.16
Price range $65.74 - $80.35
Increased shares by 653.3% (+88.2 Thousand shares) Q2 2022
Avg closing price $69.42
Price range $65.83 - $74.12
Sold 78.2% shares (-48.5 Thousand shares) Q1 2022
Avg closing price $65.03
Price range $62.38 - $71.33
Sold 27.8% shares (-23.9 Thousand shares) Q4 2021
Avg closing price $69.35
Price range $66.45 - $71.82
New holding (+85.9 Thousand shares) Q3 2021
Avg closing price $72.78
Price range $66.23 - $75.44
Sold -18.8 Thousand shares Q2 2020
Avg closing price $63.82
Price range $57.08 - $70.11
Sold 58.0% shares (-26 Thousand shares) Q1 2020
Avg closing price $71.16
Price range $48.57 - $79.62
New holding (+44.8 Thousand shares) Q4 2019
Avg closing price $73.77
Price range $67.98 - $78.90
Sold -48.8 Thousand shares Q2 2019
Avg closing price $66.79
Price range $63.61 - $68.89
Sold 67.3% shares (-100 Thousand shares) Q1 2019
Avg closing price $64.70
Price range $57.61 - $70.15
Increased shares by 3137.3% (+144 Thousand shares) Q4 2018
Avg closing price $57.16
Price range $51.36 - $62.39
Sold 85.5% shares (-27.1 Thousand shares) Q3 2018
Avg closing price $54.37
Price range $51.84 - $57.22
Sold 55.7% shares (-39.8 Thousand shares) Q2 2018
Avg closing price $50.94
Price range $47.65 - $53.89

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