PWM
AKR icon

Paulson Wealth Management’s Acadia Realty Trust AKR Stock Holding History

Paulson Wealth Management’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
2018
Q1 		– Sell
-80
Closed -$2K – 122
2017
Q4 		$2K Buy
+80
New +$2.29K ﹤0.01% 537

Other funds holding AKR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
TAM
Third Avenue Management New York $616M AUM 45.6% 1-Year Est. Return
ACM
AEW Capital Management Boston, Massachusetts $1.38B AUM 4.64% 1-Year Est. Return

Paulson Wealth Management's AKR Position: Q1 2018 in Review

Paulson Wealth Management sold out of Acadia Realty Trust (AKR) in Q1 2018, closing a stake of 80 shares — an estimated $2K sold.

Paulson Wealth Management first reported a position in AKR in Q4 2017 and held it in 1 quarter. The position peaked at $2K in Q4 2017. 180 funds tracked by Wall St. Rank hold AKR as of Q1 2018.

  • Paulson Wealth Management reported no remaining Acadia Realty Trust position as of Q1 2018 after selling out during the quarter.
  • Paulson Wealth Management sold 80 Acadia Realty Trust shares in Q1 2018, an estimated $2K.
  • Paulson Wealth Management first reported a position in Acadia Realty Trust in Q4 2017 and held it in 1 quarter.
  • Paulson Wealth Management's Acadia Realty Trust position peaked at $2K in Q4 2017.
  • 180 funds tracked by Wall St. Rank held Acadia Realty Trust as of Q1 2018.

Based on Paulson Wealth Management's 13F filing for Q1 2018, filed 2 May 2018.