Jones Financial Companies
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Jones Financial Companies’s Acadia Realty Trust AKR Stock Holding History

Jones Financial Companies’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 		$12.9K Buy
689
+648
+1,580% +$13.2K ﹤0.01% 3476
2025
Q4 		$842 Hold
41
– – ﹤0.01% 4060
2025
Q3 		$824 Hold
41
– – ﹤0.01% 3939
2025
Q2 		$766 Buy
+41
New +$794 ﹤0.01% 3718

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

Jones Financial Companies's AKR Position: Q1 2026 in Review

Jones Financial Companies increased its Acadia Realty Trust (AKR) stake by 1,580% in Q1 2026, buying an estimated $13.2K and bringing the position to 689 shares worth $12.9K. The position accounts for ﹤0.01% of the portfolio, ranked #3476.

Jones Financial Companies first reported a position in AKR in Q2 2025 and has held it in 4 quarters since. 241 funds tracked by Wall St. Rank hold AKR as of Q1 2026.

  • Jones Financial Companies held 689 shares of Acadia Realty Trust worth $12.9K as of Q1 2026.
  • Jones Financial Companies bought 648 Acadia Realty Trust shares in Q1 2026, an estimated $13.2K.
  • Acadia Realty Trust made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #3476 holding.
  • Jones Financial Companies first reported a position in Acadia Realty Trust in Q2 2025 and has held it in 4 quarters since.
  • 241 funds tracked by Wall St. Rank held Acadia Realty Trust as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.