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Belpointe Asset Management’s Acadia Realty Trust AKR Stock Holding History

Belpointe Asset 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
2023
Q2 		– Sell
-595
Closed -$8.3K – 687
2023
Q1 		$8.3K Sell
595
-1,135
-66% -$16.4K ﹤0.01% 2807
2022
Q4 		$24.8K Buy
+1,730
New +$24.4K ﹤0.01% 2029

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Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
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
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
RGREA
Ranger Global Real Estate Advisors Denver, Colorado $232M AUM 20.95% 1-Year Est. Return

Belpointe Asset Management's AKR Position: Q2 2023 in Review

Belpointe Asset Management sold out of Acadia Realty Trust (AKR) in Q2 2023, closing a stake of 595 shares — an estimated $8.3K sold.

Belpointe Asset Management first reported a position in AKR in Q4 2022 and held it in 2 quarters. The position peaked at $24.8K in Q4 2022. 166 funds tracked by Wall St. Rank hold AKR as of Q2 2023.

  • Belpointe Asset Management reported no remaining Acadia Realty Trust position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 595 Acadia Realty Trust shares in Q2 2023, an estimated $8.3K.
  • Belpointe Asset Management first reported a position in Acadia Realty Trust in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's Acadia Realty Trust position peaked at $24.8K in Q4 2022.
  • 166 funds tracked by Wall St. Rank held Acadia Realty Trust as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.