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Allworth Financial’s Acadia Realty Trust AKR Stock Holding History

Allworth Financial’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
Q1 		$9.89K Buy
517
+316
+157% +$6.44K ﹤0.01% 3512
2025
Q4 		$4.13K Sell
201
-46
-19% -$917 ﹤0.01% 3826
2025
Q3 		$4.98K Buy
247
+40
+19% +$771 ﹤0.01% 3555
2025
Q2 		$3.84K Sell
207
-29
-12% -$562 ﹤0.01% 3409
2025
Q1 		$4.63K Sell
236
-27
-10% -$611 ﹤0.01% 2801
2024
Q4 		$5.86K Buy
263
+66
+34% +$1.62K ﹤0.01% 2685
2024
Q3 		$4.63K Buy
197
+126
+177% +$2.69K ﹤0.01% 2604
2024
Q2 		$1.42K Buy
71
+23
+48% +$393 ﹤0.01% 3044
2024
Q1 		$817 Hold
48
– – ﹤0.01% 3147
2023
Q4 		$816 Hold
48
– – ﹤0.01% 3016
2023
Q3 		$689 Buy
+48
New +$727 ﹤0.01% 2962

Other funds holding AKR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Allworth Financial's AKR Position: Q1 2026 in Review

Allworth Financial increased its Acadia Realty Trust (AKR) stake by 157% in Q1 2026, buying an estimated $6.44K and bringing the position to 517 shares worth $9.89K. The position accounts for ﹤0.01% of the portfolio, ranked #3512.

Allworth Financial first reported a position in AKR in Q3 2023 and has held it in 11 quarters since. 240 funds tracked by Wall St. Rank hold AKR as of Q1 2026.

  • Allworth Financial held 517 shares of Acadia Realty Trust worth $9.89K as of Q1 2026.
  • Allworth Financial bought 316 Acadia Realty Trust shares in Q1 2026, an estimated $6.44K.
  • Acadia Realty Trust made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #3512 holding.
  • Allworth Financial first reported a position in Acadia Realty Trust in Q3 2023 and has held it in 11 quarters since.
  • 240 funds tracked by Wall St. Rank held Acadia Realty Trust as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.