Creative Planning
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Creative Planning’s Acadia Realty Trust AKR Stock Holding History

Creative Planning’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 		$435K Buy
22,768
+10,653
+88% +$217K ﹤0.01% 3134
2025
Q4 		$249K Buy
12,115
+1,457
+14% +$29K ﹤0.01% 3378
2025
Q3 		$215K Buy
+10,658
New +$205K ﹤0.01% 3420
2023
Q2 		– Sell
-35
Closed -$489 – 2652
2023
Q1 		$489 Buy
+35
New +$507 ﹤0.01% 2587
2014
Q2 		– Sell
-220
Closed -$6K – 3760
2014
Q1 		$6K Buy
+220
New +$5.67K ﹤0.01% 2980

Other funds holding AKR

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $57.6B AUM 8.03% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

Creative Planning's AKR Position: Q1 2026 in Review

Creative Planning increased its Acadia Realty Trust (AKR) stake by 88% in Q1 2026, buying an estimated $217K and bringing the position to 22,768 shares worth $435K. The position accounts for ﹤0.01% of the portfolio, ranked #3134.

Creative Planning first reported a position in AKR in Q1 2014 and has held it in 5 quarters since. 240 funds tracked by Wall St. Rank hold AKR as of Q1 2026.

  • Creative Planning held 22,768 shares of Acadia Realty Trust worth $435K as of Q1 2026.
  • Creative Planning bought 10,653 Acadia Realty Trust shares in Q1 2026, an estimated $217K.
  • Acadia Realty Trust made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3134 holding.
  • Creative Planning first reported a position in Acadia Realty Trust in Q1 2014 and has held it in 5 quarters since.
  • 240 funds tracked by Wall St. Rank held Acadia Realty Trust as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.