Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Acadia Realty Trust AKR Stock Holding History

Carson Wealth (CWM LLC)’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 		$60.7K Buy
3,176
+240
+8% +$4.89K ﹤0.01% 3663
2025
Q4 		$60K Buy
2,936
+174
+6% +$3.47K ﹤0.01% 3454
2025
Q3 		$56K Buy
2,762
+214
+8% +$4.13K ﹤0.01% 3434
2025
Q2 		$47K Sell
2,548
-45
-2% -$872 ﹤0.01% 3323
2025
Q1 		$54K Sell
2,593
-176
-6% -$3.98K ﹤0.01% 2909
2024
Q4 		$67K Buy
2,769
+182
+7% +$4.46K ﹤0.01% 2576
2024
Q3 		$61K Buy
2,587
+149
+6% +$3.18K ﹤0.01% 2543
2024
Q2 		$44K Sell
2,438
-106
-4% -$1.81K ﹤0.01% 2554
2024
Q1 		$43K Sell
2,544
-390
-13% -$6.56K ﹤0.01% 2385
2023
Q4 		$50K Buy
2,934
+493
+20% +$7.41K ﹤0.01% 2178
2023
Q3 		$35K Buy
2,441
+267
+12% +$4.04K ﹤0.01% 2301
2023
Q2 		$31K Buy
2,174
+688
+46% +$9.28K ﹤0.01% 2332
2023
Q1 		$21K Buy
1,486
+324
+28% +$4.7K ﹤0.01% 2458
2022
Q4 		$17K Buy
1,162
+870
+298% +$12.3K ﹤0.01% 2463
2022
Q3 		$4K Sell
292
-471
-62% -$7.55K ﹤0.01% 3126
2022
Q2 		$12K Buy
763
+444
+139% +$8.56K ﹤0.01% 2448
2022
Q1 		$7K Hold
319
– – ﹤0.01% 2664
2021
Q4 		$7K Buy
+319
New +$6.96K ﹤0.01% 2521
2018
Q3 		– Sell
-39
Closed -$1K – 1827
2018
Q2 		$1K Buy
+39
New +$980 ﹤0.01% 1466
2017
Q4 		– Sell
-102
Closed -$3K – 1445
2017
Q3 		$3K Buy
+102
New +$2.95K ﹤0.01% 1182

Other funds holding AKR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 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 $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Carson Wealth (CWM LLC)'s AKR Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Acadia Realty Trust (AKR) stake by 8.2% in Q1 2026, buying an estimated $4.89K and bringing the position to 3,176 shares worth $60.7K. The position accounts for ﹤0.01% of the portfolio, ranked #3663.

Carson Wealth (CWM LLC) first reported a position in AKR in Q3 2017 and has held it in 20 quarters since. The position peaked at $67K in Q4 2024. 241 funds tracked by Wall St. Rank hold AKR as of Q1 2026.

  • Carson Wealth (CWM LLC) held 3,176 shares of Acadia Realty Trust worth $60.7K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 240 Acadia Realty Trust shares in Q1 2026, an estimated $4.89K.
  • Acadia Realty Trust made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3663 holding.
  • Carson Wealth (CWM LLC) first reported a position in Acadia Realty Trust in Q3 2017 and has held it in 20 quarters since.
  • Carson Wealth (CWM LLC)'s Acadia Realty Trust position peaked at $67K in Q4 2024.
  • 241 funds tracked by Wall St. Rank held Acadia Realty Trust as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.