Covestor
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Covestor’s Acadia Realty Trust AKR Stock Holding History

Covestor’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
Q3 		– Sell
-30
Closed -$1K – 2300
2026
Q2 		$1K Buy
30
+24
+400% +$513 ﹤0.01% 2023
2026
Q1 		$0 Sell
6
-3,720
-100% -$75.8K ﹤0.01% 2209
2025
Q4 		$77K Buy
3,726
+3,720
+62,000% +$74.2K 0.04% 700
2025
Q3 		$0 Hold
6
– – ﹤0.01% 2233
2025
Q2 		$0 Hold
6
– – ﹤0.01% 2153
2025
Q1 		$0 Sell
6
-44
-88% -$996 ﹤0.01% 2161
2024
Q4 		$1K Buy
50
+20
+67% +$490 ﹤0.01% 1966
2024
Q3 		$1K Buy
30
+11
+58% +$235 ﹤0.01% 1877
2024
Q2 		$0 Sell
19
-2
-10% -$34 ﹤0.01% 2189
2024
Q1 		$0 Buy
21
+12
+133% +$202 ﹤0.01% 2187
2023
Q4 		$0 Sell
9
-1
-10% -$15 ﹤0.01% 2089
2023
Q3 		$0 Sell
10
-1
-9% -$15 ﹤0.01% 2056
2023
Q2 		$0 Sell
11
-1
-8% -$13 ﹤0.01% 2075
2023
Q1 		$0 Sell
12
-4
-25% -$58 ﹤0.01% 1953
2022
Q4 		$0 Sell
16
-961
-98% -$13.6K ﹤0.01% 1999
2022
Q3 		$89K Buy
977
+962
+6,413% +$15.4K 0.08% 407
2022
Q2 		$0 Sell
15
-4
-21% -$77 ﹤0.01% 1852
2022
Q1 		$0 Sell
19
-5
-21% -$106 ﹤0.01% 2054
2021
Q4 		$1K Buy
+24
New +$524 ﹤0.01% 1612

Other funds holding AKR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany $65.3B AUM 33.78% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $45.4B AUM 34.02% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Covestor's AKR Position: Q3 2026 in Review

Covestor sold out of Acadia Realty Trust (AKR) in Q3 2026, closing a stake of 30 shares — an estimated $1K sold.

Covestor first reported a position in AKR in Q4 2021 and held it in 19 quarters. The position peaked at $89K in Q3 2022. 130 funds tracked by Wall St. Rank hold AKR as of Q3 2026.

  • Covestor reported no remaining Acadia Realty Trust position as of Q3 2026 after selling out during the quarter.
  • Covestor sold 30 Acadia Realty Trust shares in Q3 2026, an estimated $1K.
  • Covestor first reported a position in Acadia Realty Trust in Q4 2021 and held it in 19 quarters.
  • Covestor's Acadia Realty Trust position peaked at $89K in Q3 2022.
  • 130 funds tracked by Wall St. Rank held Acadia Realty Trust as of Q3 2026.

Based on Covestor's 13F filing for Q3 2026, filed 30 Oct 2026.