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Abound Wealth Management’s Acadia Realty Trust AKR Stock Holding History

Abound Wealth Management’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
Q2 		– Sell
-11
Closed -$211 – 1369
2026
Q1 		$211 Hold
11
– – ﹤0.01% 1221
2025
Q4 		$226 Hold
11
– – ﹤0.01% 1132
2025
Q3 		$222 Hold
11
– – ﹤0.01% 1087
2025
Q2 		$205 Sell
11
-2
-15% -$39 ﹤0.01% 1030
2025
Q1 		$273 Hold
13
– – ﹤0.01% 891
2024
Q4 		$315 Hold
13
– – ﹤0.01% 878
2024
Q3 		$306 Buy
+13
New +$277 ﹤0.01% 979

Other funds holding AKR

Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
AFC
Ares Financial Consulting Calabasas, California $139M AUM
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Abound Wealth Management's AKR Position: Q2 2026 in Review

Abound Wealth Management sold out of Acadia Realty Trust (AKR) in Q2 2026, closing a stake of 11 shares — an estimated $211 sold.

Abound Wealth Management first reported a position in AKR in Q3 2024 and held it in 7 quarters. The position peaked at $315 in Q4 2024. 11 funds tracked by Wall St. Rank hold AKR as of Q2 2026.

  • Abound Wealth Management reported no remaining Acadia Realty Trust position as of Q2 2026 after selling out during the quarter.
  • Abound Wealth Management sold 11 Acadia Realty Trust shares in Q2 2026, an estimated $211.
  • Abound Wealth Management first reported a position in Acadia Realty Trust in Q3 2024 and held it in 7 quarters.
  • Abound Wealth Management's Acadia Realty Trust position peaked at $315 in Q4 2024.
  • 11 funds tracked by Wall St. Rank held Acadia Realty Trust as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.