Superior Planning, LLC’s Acadia Realty Trust AKR Stock Holding History

Superior Planning, LLC’s Portfolio AKR Stock Details AKR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$750	Buy	+40	New	+$834	﹤0.01%	1819

Other funds holding AKR

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany $65.3B AUM 33.78% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $45.4B AUM 34.02% 1-Year Est. Return

Superior Planning, LLC's AKR Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Acadia Realty Trust (AKR) in Q3 2026: 40 shares worth $750. The stake represents ﹤0.01% of the portfolio and ranks #1819 among its holdings.

156 funds tracked by Wall St. Rank hold AKR as of Q3 2026.

Superior Planning, LLC held 40 shares of Acadia Realty Trust worth $750 as of Q3 2026.
Acadia Realty Trust was a new Superior Planning, LLC position in Q3 2026.
Acadia Realty Trust made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1819 holding.
156 funds tracked by Wall St. Rank held Acadia Realty Trust as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.