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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
Q2 		$8.6K Sell
411
-106
-21% -$2.27K ﹤0.01% 3812
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 $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Allworth Financial's AKR Position: Q2 2026 in Review

Allworth Financial reduced its Acadia Realty Trust (AKR) stake by 21% in Q2 2026, selling an estimated $2.27K and leaving 411 shares worth $8.6K. The position accounts for ﹤0.01% of the portfolio, ranked #3812.

Allworth Financial first reported a position in AKR in Q3 2023 and has held it in 12 quarters since. The position peaked at $9.89K in Q1 2026. 257 funds tracked by Wall St. Rank hold AKR as of Q2 2026.

  • Allworth Financial held 411 shares of Acadia Realty Trust worth $8.6K as of Q2 2026.
  • Allworth Financial sold 106 Acadia Realty Trust shares in Q2 2026, an estimated $2.27K.
  • Acadia Realty Trust made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #3812 holding.
  • Allworth Financial first reported a position in Acadia Realty Trust in Q3 2023 and has held it in 12 quarters since.
  • Allworth Financial's Acadia Realty Trust position peaked at $9.89K in Q1 2026.
  • 257 funds tracked by Wall St. Rank held Acadia Realty Trust as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.