Financial Gravity Asset Management’s Acadia Realty Trust AKR Stock Holding History

Financial Gravity Asset Management’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
2021 Q3	–	Sell	-3	Closed	-$22K	–	949
2021 Q2	$22K	Buy	+3	New	+$64	0.01%	783
2019 Q4	–	Sell	-13	Closed	–	–	1371
2019 Q3	$0	Hold	13	–	–	﹤0.01%	1181
2019 Q2	$0	Sell	13 -8	-38%	-$224	﹤0.01%	1214
2019 Q1	$1K	Buy	+21	New	+$579	﹤0.01%	1025
2018 Q3	$1K	Buy	40 +3	+8%	+$83	﹤0.01%	1063
2018 Q2	$1K	Sell	37 -1	-3%	-$25	﹤0.01%	1085
2018 Q1	$1K	Buy	+38	New	+$933	﹤0.01%	1055

Other funds holding AKR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Financial Gravity Asset Management's AKR Position: Q3 2021 in Review

Financial Gravity Asset Management sold out of Acadia Realty Trust (AKR) in Q3 2021, closing a stake of 3 shares — an estimated $22K sold.

Financial Gravity Asset Management first reported a position in AKR in Q1 2018 and held it in 7 quarters. The position peaked at $22K in Q2 2021. 174 funds tracked by Wall St. Rank hold AKR as of Q3 2021.

Financial Gravity Asset Management reported no remaining Acadia Realty Trust position as of Q3 2021 after selling out during the quarter.
Financial Gravity Asset Management sold 3 Acadia Realty Trust shares in Q3 2021, an estimated $22K.
Financial Gravity Asset Management first reported a position in Acadia Realty Trust in Q1 2018 and held it in 7 quarters.
Financial Gravity Asset Management's Acadia Realty Trust position peaked at $22K in Q2 2021.
174 funds tracked by Wall St. Rank held Acadia Realty Trust as of Q3 2021.

Based on Financial Gravity Asset Management's 13F filing for Q3 2021, filed 12 Nov 2021.