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

Capital Performance 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
2024
Q4 		– Sell
-55
Closed -$1.29K – 252
2024
Q3 		$1.29K Buy
+55
New +$1.17K ﹤0.01% 1780

Other funds holding AKR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Capital Performance Advisors's AKR Position: Q4 2024 in Review

Capital Performance Advisors sold out of Acadia Realty Trust (AKR) in Q4 2024, closing a stake of 55 shares — an estimated $1.29K sold.

Capital Performance Advisors first reported a position in AKR in Q3 2024 and held it in 1 quarter. The position peaked at $1.29K in Q3 2024. 238 funds tracked by Wall St. Rank hold AKR as of Q4 2024.

  • Capital Performance Advisors reported no remaining Acadia Realty Trust position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 55 Acadia Realty Trust shares in Q4 2024, an estimated $1.29K.
  • Capital Performance Advisors first reported a position in Acadia Realty Trust in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Acadia Realty Trust position peaked at $1.29K in Q3 2024.
  • 238 funds tracked by Wall St. Rank held Acadia Realty Trust as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.