EWA
AKR icon

EverSource Wealth Advisors’s Acadia Realty Trust AKR Stock Holding History

EverSource Wealth Advisors’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 		$38.7K Sell
2,023
-370
-15% -$7.54K ﹤0.01% 2078
2025
Q4 		$49.2K Sell
2,393
-311
-12% -$6.2K ﹤0.01% 1758
2025
Q3 		$54.5K Sell
2,704
-280
-9% -$5.4K ﹤0.01% 1649
2025
Q2 		$55.4K Buy
2,984
+2,309
+342% +$44.7K ﹤0.01% 1550
2025
Q1 		$14.1K Buy
675
+63
+10% +$1.43K ﹤0.01% 1898
2024
Q4 		$14.8K Buy
612
+52
+9% +$1.27K ﹤0.01% 1797
2024
Q3 		$13.1K Hold
560
– – ﹤0.01% 1718
2024
Q2 		$12.1K Buy
560
+63
+13% +$1.08K ﹤0.01% 1747
2024
Q1 		$8.59K Hold
497
– – ﹤0.01% 1776
2023
Q4 		$8.44K Sell
497
-106
-18% -$1.59K ﹤0.01% 1642
2023
Q3 		$8.65K Buy
603
+48
+9% +$727 ﹤0.01% 1480
2023
Q2 		$7.99K Buy
555
+84
+18% +$1.13K ﹤0.01% 1548
2023
Q1 		$6.57K Buy
471
+413
+712% +$5.99K ﹤0.01% 1546
2022
Q4 		$832 Sell
58
-128
-69% -$1.81K ﹤0.01% 2137
2022
Q3 		$2K Buy
186
+58
+45% +$929 ﹤0.01% 1617
2022
Q2 		$2K Hold
128
– – ﹤0.01% 1462
2022
Q1 		$3K Sell
128
-560
-81% -$11.8K ﹤0.01% 1388
2021
Q4 		$16K Buy
+688
New +$15K ﹤0.01% 763

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

EverSource Wealth Advisors's AKR Position: Q1 2026 in Review

EverSource Wealth Advisors reduced its Acadia Realty Trust (AKR) stake by 15% in Q1 2026, selling an estimated $7.54K and leaving 2,023 shares worth $38.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2078.

EverSource Wealth Advisors first reported a position in AKR in Q4 2021 and has held it in 18 quarters since. The position peaked at $55.4K in Q2 2025. 240 funds tracked by Wall St. Rank hold AKR as of Q1 2026.

  • EverSource Wealth Advisors held 2,023 shares of Acadia Realty Trust worth $38.7K as of Q1 2026.
  • EverSource Wealth Advisors sold 370 Acadia Realty Trust shares in Q1 2026, an estimated $7.54K.
  • Acadia Realty Trust made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #2078 holding.
  • EverSource Wealth Advisors first reported a position in Acadia Realty Trust in Q4 2021 and has held it in 18 quarters since.
  • EverSource Wealth Advisors's Acadia Realty Trust position peaked at $55.4K in Q2 2025.
  • 240 funds tracked by Wall St. Rank held Acadia Realty Trust as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.