EI
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Ellevest Inc’s Acadia Realty Trust AKR Stock Holding History

Ellevest Inc’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
2023
Q2 		– Sell
-624
Closed -$8.71K – 400
2023
Q1 		$8.71K Buy
624
+534
+593% +$7.74K ﹤0.01% 1064
2022
Q4 		$1.29K Buy
90
+43
+91% +$608 ﹤0.01% 1462
2022
Q3 		$1K Sell
47
-12
-20% -$192 ﹤0.01% 1411
2022
Q2 		$1K Hold
59
– – ﹤0.01% 1203
2022
Q1 		$1K Hold
59
– – ﹤0.01% 1248
2021
Q4 		$1K Hold
59
– – ﹤0.01% 1236
2021
Q3 		$1K Hold
59
– – ﹤0.01% 1218
2021
Q2 		$1K Hold
59
– – ﹤0.01% 1110
2021
Q1 		$1K Buy
59
+12
+26% +$209 ﹤0.01% 1121
2020
Q4 		$1K Hold
47
– – ﹤0.01% 1019
2020
Q3 		$0 Buy
+47
New +$562 ﹤0.01% 1122
2020
Q1 		– Sell
-45
Closed -$1K – 1071
2019
Q4 		$1K Buy
+45
New +$1.23K ﹤0.01% 723

Other funds holding AKR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
RGREA
Ranger Global Real Estate Advisors Denver, Colorado $232M AUM 20.95% 1-Year Est. Return

Ellevest Inc's AKR Position: Q2 2023 in Review

Ellevest Inc sold out of Acadia Realty Trust (AKR) in Q2 2023, closing a stake of 624 shares — an estimated $8.71K sold.

Ellevest Inc first reported a position in AKR in Q4 2019 and held it in 12 quarters. The position peaked at $8.71K in Q1 2023. 166 funds tracked by Wall St. Rank hold AKR as of Q2 2023.

  • Ellevest Inc reported no remaining Acadia Realty Trust position as of Q2 2023 after selling out during the quarter.
  • Ellevest Inc sold 624 Acadia Realty Trust shares in Q2 2023, an estimated $8.71K.
  • Ellevest Inc first reported a position in Acadia Realty Trust in Q4 2019 and held it in 12 quarters.
  • Ellevest Inc's Acadia Realty Trust position peaked at $8.71K in Q1 2023.
  • 166 funds tracked by Wall St. Rank held Acadia Realty Trust as of Q2 2023.

Based on Ellevest Inc's 13F filing for Q2 2023, filed 9 Aug 2023.