Berman Capital Advisors’s Acadia Realty Trust AKR Stock Holding History

Berman Capital Advisors’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
2021 Q3	$2K	Buy	104 +1	+1%	+$21	﹤0.01%	1652
2021 Q2	$2K	Hold	103	–	–	﹤0.01%	1550
2021 Q1	$1K	Hold	103	–	–	﹤0.01%	1590
2020 Q4	$1K	Sell	103 -8	-7%	-$101	﹤0.01%	1486
2020 Q3	$1K	Buy	+111	New	+$1.33K	﹤0.01%	1392
2020 Q2	–	Sell	-44	Closed	–	–	1589
2020 Q1	$0	Hold	44	–	–	﹤0.01%	1446
2019 Q4	$1K	Hold	44	–	–	﹤0.01%	1290
2019 Q3	$1K	Hold	44	–	–	﹤0.01%	1276
2019 Q2	$1K	Hold	44	–	–	﹤0.01%	1292
2019 Q1	$1K	Hold	44	–	–	﹤0.01%	1171
2018 Q4	$1K	Buy	+44	New	+$1.21K	﹤0.01%	942

Other funds holding AKR

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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

Berman Capital Advisors's AKR Position: Q3 2021 in Review

Berman Capital Advisors increased its Acadia Realty Trust (AKR) stake by 0.97% in Q3 2021, buying an estimated $21 and bringing the position to 104 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1652.

Berman Capital Advisors first reported a position in AKR in Q4 2018 and has held it in 11 quarters since. 174 funds tracked by Wall St. Rank hold AKR as of Q3 2021.

Berman Capital Advisors held 104 shares of Acadia Realty Trust worth $2K as of Q3 2021.
Berman Capital Advisors bought 1 Acadia Realty Trust share in Q3 2021, an estimated $21.
Acadia Realty Trust made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1652 holding.
Berman Capital Advisors first reported a position in Acadia Realty Trust in Q4 2018 and has held it in 11 quarters since.
174 funds tracked by Wall St. Rank held Acadia Realty Trust as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.