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Clearstead Trust’s Acadia Realty Trust AKR Stock Holding History

Clearstead Trust’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
2025
Q4 		– Sell
-11
Closed -$222 – 1022
2025
Q3 		$222 Hold
11
– – ﹤0.01% 1489
2025
Q2 		$205 Buy
+11
New +$213 ﹤0.01% 1474

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
EGM
Engineers Gate Manager New York $8B AUM 17.32% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

Clearstead Trust's AKR Position: Q4 2025 in Review

Clearstead Trust sold out of Acadia Realty Trust (AKR) in Q4 2025, closing a stake of 11 shares — an estimated $222 sold.

Clearstead Trust first reported a position in AKR in Q2 2025 and held it in 2 quarters. The position peaked at $222 in Q3 2025. 227 funds tracked by Wall St. Rank hold AKR as of Q4 2025.

  • Clearstead Trust reported no remaining Acadia Realty Trust position as of Q4 2025 after selling out during the quarter.
  • Clearstead Trust sold 11 Acadia Realty Trust shares in Q4 2025, an estimated $222.
  • Clearstead Trust first reported a position in Acadia Realty Trust in Q2 2025 and held it in 2 quarters.
  • Clearstead Trust's Acadia Realty Trust position peaked at $222 in Q3 2025.
  • 227 funds tracked by Wall St. Rank held Acadia Realty Trust as of Q4 2025.

Based on Clearstead Trust's 13F filing for Q4 2025, filed 9 Feb 2026.