LPL Financial
AKR icon

LPL Financial’s Acadia Realty Trust AKR Stock Holding History

LPL Financial’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 		– Sell
-10,103
Closed -$193K – 6205
2026
Q1 		$193K Buy
+10,103
New +$206K ﹤0.01% 5509
2025
Q3 		– Sell
-12,221
Closed -$227K – 5799
2025
Q2 		$227K Buy
12,221
+2,020
+20% +$39.1K ﹤0.01% 4990
2025
Q1 		$214K Buy
10,201
+431
+4% +$9.76K ﹤0.01% 4818
2024
Q4 		$236K Sell
9,770
-150
-2% -$3.68K ﹤0.01% 4703
2024
Q3 		$233K Sell
9,920
-1,141
-10% -$24.3K ﹤0.01% 4617
2024
Q2 		$198K Sell
11,061
-1,300
-11% -$22.2K ﹤0.01% 4572
2024
Q1 		$210K Hold
12,361
– – ﹤0.01% 4472
2023
Q4 		$210K Sell
12,361
-1,521
-11% -$22.9K ﹤0.01% 4356
2023
Q3 		$199K Buy
13,882
+782
+6% +$11.8K ﹤0.01% 4245
2023
Q2 		$189K Sell
13,100
-13,825
-51% -$186K ﹤0.01% 4171
2023
Q1 		$376K Sell
26,925
-8,425
-24% -$122K ﹤0.01% 3570
2022
Q4 		$507K Sell
35,350
-3,075
-8% -$43.5K ﹤0.01% 3233
2022
Q3 		$485K Buy
38,425
+25
+0.1% +$401 ﹤0.01% 3184
2022
Q2 		$600K Hold
38,400
– – ﹤0.01% 3054
2022
Q1 		$832K Hold
38,400
– – ﹤0.01% 2763
2021
Q4 		$838K Sell
38,400
-4,526
-11% -$98.7K ﹤0.01% 2813
2021
Q3 		$876K Buy
42,926
+2,800
+7% +$59K ﹤0.01% 2723
2021
Q2 		$881K Sell
40,126
-4,281
-10% -$90.8K ﹤0.01% 2674
2021
Q1 		$842K Buy
44,407
+27,874
+169% +$486K ﹤0.01% 2550
2020
Q4 		$235K Buy
+16,533
New +$208K ﹤0.01% 3398

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

LPL Financial's AKR Position: Q2 2026 in Review

LPL Financial sold out of Acadia Realty Trust (AKR) in Q2 2026, closing a stake of 10,103 shares — an estimated $193K sold.

LPL Financial first reported a position in AKR in Q4 2020 and held it in 20 quarters. The position peaked at $881K in Q2 2021. 257 funds tracked by Wall St. Rank hold AKR as of Q2 2026.

  • LPL Financial reported no remaining Acadia Realty Trust position as of Q2 2026 after selling out during the quarter.
  • LPL Financial sold 10,103 Acadia Realty Trust shares in Q2 2026, an estimated $193K.
  • LPL Financial first reported a position in Acadia Realty Trust in Q4 2020 and held it in 20 quarters.
  • LPL Financial's Acadia Realty Trust position peaked at $881K in Q2 2021.
  • 257 funds tracked by Wall St. Rank held Acadia Realty Trust as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.