Larson Financial Group
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Larson Financial Group’s Acadia Realty Trust AKR Stock Holding History

Larson Financial Group’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
Q3 		$5.23K Buy
279
+195
+232% +$4.07K ﹤0.01% 2838
2026
Q2 		$1.76K Hold
84
– – ﹤0.01% 3157
2026
Q1 		$1.61K Buy
84
+11
+15% +$224 ﹤0.01% 3021
2025
Q4 		$1.5K Sell
73
-344
-82% -$6.86K ﹤0.01% 2840
2025
Q3 		$8.4K Sell
417
-142
-25% -$2.74K ﹤0.01% 2106
2025
Q2 		$10.4K Buy
+559
New +$10.8K ﹤0.01% 1795
2025
Q1 		– Sell
-170
Closed -$4.11K – 3068
2024
Q4 		$4.11K Buy
+170
New +$4.17K ﹤0.01% 1714

Other funds holding AKR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany $65.3B AUM 33.78% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $45.4B AUM 34.02% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Larson Financial Group's AKR Position: Q3 2026 in Review

Larson Financial Group increased its Acadia Realty Trust (AKR) stake by 232% in Q3 2026, buying an estimated $4.07K and bringing the position to 279 shares worth $5.23K. The position accounts for ﹤0.01% of the portfolio, ranked #2838.

Larson Financial Group first reported a position in AKR in Q4 2024 and has held it in 7 quarters since. The position peaked at $10.4K in Q2 2025. 130 funds tracked by Wall St. Rank hold AKR as of Q3 2026.

  • Larson Financial Group held 279 shares of Acadia Realty Trust worth $5.23K as of Q3 2026.
  • Larson Financial Group bought 195 Acadia Realty Trust shares in Q3 2026, an estimated $4.07K.
  • Acadia Realty Trust made up ﹤0.01% of Larson Financial Group's portfolio in Q3 2026, its #2838 holding.
  • Larson Financial Group first reported a position in Acadia Realty Trust in Q4 2024 and has held it in 7 quarters since.
  • Larson Financial Group's Acadia Realty Trust position peaked at $10.4K in Q2 2025.
  • 130 funds tracked by Wall St. Rank held Acadia Realty Trust as of Q3 2026.

Based on Larson Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.