Bartlett & Co Wealth Management’s Acadia Realty Trust AKR Stock Holding History

Bartlett & Co 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 Q1	$10.2K	Hold	468	–	–	﹤0.01%	921
2025 Q4	$9.71K	Hold	468	–	–	﹤0.01%	925
2025 Q3	$9.52K	Hold	468	–	–	﹤0.01%	928
2025 Q2	$8.78K	Hold	468	–	–	﹤0.01%	933
2025 Q1	$9.9K	Hold	468	–	–	﹤0.01%	911
2024 Q4	$11.4K	Hold	468	–	–	﹤0.01%	895
2024 Q3	$11.1K	Hold	468	–	–	﹤0.01%	902
2024 Q2	$8.47K	Hold	468	–	–	﹤0.01%	935
2024 Q1	$8.04K	Hold	468	–	–	﹤0.01%	936
2023 Q4	$8.18K	Hold	468	–	–	﹤0.01%	1030
2023 Q3	$6.8K	Hold	468	–	–	﹤0.01%	968
2023 Q2	$6.82K	Hold	468	–	–	﹤0.01%	960
2023 Q1	$6.61K	Hold	468	–	–	﹤0.01%	859
2022 Q4	$6.8K	Hold	468	–	–	﹤0.01%	877
2022 Q3	$5.99K	Hold	468	–	–	﹤0.01%	896
2022 Q2	$7.39K	Hold	468	–	–	﹤0.01%	938
2022 Q1	$10.2K	Buy	+468	New	+$9.89K	﹤0.01%	829
2021 Q4	–	Sell	-468	Closed	-$9.62K	–	420
2021 Q3	$9.62K	Hold	468	–	–	﹤0.01%	703
2021 Q2	$10.3K	Buy	468 +167	+55%	+$3.54K	﹤0.01%	684
2021 Q1	$5.75K	Hold	301	–	–	﹤0.01%	779
2020 Q4	$4.27K	Hold	301	–	–	﹤0.01%	815
2020 Q3	$3.16K	Hold	301	–	–	﹤0.01%	764
2020 Q2	$3.91K	Hold	301	–	–	﹤0.01%	751
2020 Q1	$3.82K	Buy	+301	New	+$6.8K	﹤0.01%	740
2019 Q1	–	Sell	-490	Closed	-$11.8K	–	736
2018 Q4	$11.8K	Hold	490	–	–	﹤0.01%	568
2018 Q3	$13.9K	Hold	490	–	–	﹤0.01%	579
2018 Q2	$13.5K	Hold	490	–	–	﹤0.01%	574
2018 Q1	$12.2K	Buy	+490	New	+$12K	﹤0.01%	591

Other funds holding AKR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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 Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bartlett & Co Wealth Management's AKR Position: Q1 2026 in Review

Bartlett & Co Wealth Management held its Acadia Realty Trust (AKR) position steady in Q1 2026 at 468 shares worth $10.2K. The position accounts for ﹤0.01% of the portfolio, ranked #921.

Bartlett & Co Wealth Management first reported a position in AKR in Q1 2018 and has held it in 28 quarters since. The position peaked at $13.9K in Q3 2018. 240 funds tracked by Wall St. Rank hold AKR as of Q1 2026.

Bartlett & Co Wealth Management held 468 shares of Acadia Realty Trust worth $10.2K as of Q1 2026.
Bartlett & Co Wealth Management left its Acadia Realty Trust share count unchanged in Q1 2026.
Acadia Realty Trust made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #921 holding.
Bartlett & Co Wealth Management first reported a position in Acadia Realty Trust in Q1 2018 and has held it in 28 quarters since.
Bartlett & Co Wealth Management's Acadia Realty Trust position peaked at $13.9K in Q3 2018.
240 funds tracked by Wall St. Rank held Acadia Realty Trust as of Q1 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.