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Fortis Group Advisors’s Acadia Realty Trust AKR Stock Holding History

Fortis Group 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
Q2 		$9.41K Hold
450
– – ﹤0.01% 393
2026
Q1 		$8.6K Hold
450
– – ﹤0.01% 398
2025
Q4 		$9.24K Hold
450
– – ﹤0.01% 388
2025
Q3 		$9.07K Hold
450
– – ﹤0.01% 348
2025
Q2 		$8.36K Hold
450
– – ﹤0.01% 340
2025
Q1 		$9.43K Hold
450
– – ﹤0.01% 305
2024
Q4 		$10.9K Hold
450
– – ﹤0.01% 301
2024
Q3 		$10.6K Hold
450
– – ﹤0.01% 297
2024
Q2 		$8.06K Hold
450
– – ﹤0.01% 310
2024
Q1 		$7.66K Sell
450
-450
-50% -$7.57K ﹤0.01% 334
2023
Q4 		$15.3K Buy
900
+450
+100% +$6.77K ﹤0.01% 256
2023
Q3 		$6.46K Buy
+450
New +$6.81K ﹤0.01% 264
2020
Q3 		$4K Buy
+450
New +$5.38K ﹤0.01% 348

Other funds holding AKR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Fortis Group Advisors's AKR Position: Q2 2026 in Review

Fortis Group Advisors held its Acadia Realty Trust (AKR) position steady in Q2 2026 at 450 shares worth $9.41K. The position accounts for ﹤0.01% of the portfolio, ranked #393.

Fortis Group Advisors first reported a position in AKR in Q3 2020 and has held it in 13 quarters since. The position peaked at $15.3K in Q4 2023. 257 funds tracked by Wall St. Rank hold AKR as of Q2 2026.

  • Fortis Group Advisors held 450 shares of Acadia Realty Trust worth $9.41K as of Q2 2026.
  • Fortis Group Advisors left its Acadia Realty Trust share count unchanged in Q2 2026.
  • Acadia Realty Trust made up ﹤0.01% of Fortis Group Advisors's portfolio in Q2 2026, its #393 holding.
  • Fortis Group Advisors first reported a position in Acadia Realty Trust in Q3 2020 and has held it in 13 quarters since.
  • Fortis Group Advisors's Acadia Realty Trust position peaked at $15.3K in Q4 2023.
  • 257 funds tracked by Wall St. Rank held Acadia Realty Trust as of Q2 2026.

Based on Fortis Group Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.