Patriot Financial Group Insurance Agency’s Acadia Realty Trust AKR Stock Holding History

Patriot Financial Group Insurance Agency’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
2022 Q3	–	Sell	-240	Closed	-$4K	–	455
2022 Q2	$4K	Sell	240 -59	-20%	-$1.14K	﹤0.01%	1524
2022 Q1	$6K	Buy	299 +121	+68%	+$2.56K	﹤0.01%	1530
2021 Q4	$4K	Buy	178 +7	+4%	+$153	﹤0.01%	1748
2021 Q3	$3K	Buy	171 +59	+53%	+$1.24K	﹤0.01%	1815
2021 Q2	$2K	Hold	112	–	–	﹤0.01%	1841
2021 Q1	$2K	Sell	112 -219	-66%	-$3.82K	﹤0.01%	1744
2020 Q4	$5K	Hold	331	–	–	﹤0.01%	1408
2020 Q3	$3K	Hold	331	–	–	﹤0.01%	1335
2020 Q2	$4K	Buy	331 +43	+15%	+$535	﹤0.01%	1209
2020 Q1	$4K	Buy	+288	New	+$6.5K	﹤0.01%	1107

Other funds holding AKR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Patriot Financial Group Insurance Agency's AKR Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Acadia Realty Trust (AKR) in Q3 2022, closing a stake of 240 shares — an estimated $4K sold.

Patriot Financial Group Insurance Agency first reported a position in AKR in Q1 2020 and held it in 10 quarters. The position peaked at $6K in Q1 2022. 175 funds tracked by Wall St. Rank hold AKR as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining Acadia Realty Trust position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 240 Acadia Realty Trust shares in Q3 2022, an estimated $4K.
Patriot Financial Group Insurance Agency first reported a position in Acadia Realty Trust in Q1 2020 and held it in 10 quarters.
Patriot Financial Group Insurance Agency's Acadia Realty Trust position peaked at $6K in Q1 2022.
175 funds tracked by Wall St. Rank held Acadia Realty Trust as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.