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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
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 $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