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Physician Wealth Advisors’s Acadia Realty Trust AKR Stock Holding History

Physician Wealth Advisors’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
2025
Q4 		– Sell
-60
Closed -$1.21K – 2038
2025
Q3 		$1.21K Buy
60
+24
+67% +$463 ﹤0.01% 1462
2025
Q2 		$669 Buy
+36
New +$697 ﹤0.01% 1627

Other funds holding AKR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
EGM
Engineers Gate Manager New York $8B AUM 17.32% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

Physician Wealth Advisors's AKR Position: Q4 2025 in Review

Physician Wealth Advisors sold out of Acadia Realty Trust (AKR) in Q4 2025, closing a stake of 60 shares — an estimated $1.21K sold.

Physician Wealth Advisors first reported a position in AKR in Q2 2025 and held it in 2 quarters. The position peaked at $1.21K in Q3 2025. 228 funds tracked by Wall St. Rank hold AKR as of Q4 2025.

  • Physician Wealth Advisors reported no remaining Acadia Realty Trust position as of Q4 2025 after selling out during the quarter.
  • Physician Wealth Advisors sold 60 Acadia Realty Trust shares in Q4 2025, an estimated $1.21K.
  • Physician Wealth Advisors first reported a position in Acadia Realty Trust in Q2 2025 and held it in 2 quarters.
  • Physician Wealth Advisors's Acadia Realty Trust position peaked at $1.21K in Q3 2025.
  • 228 funds tracked by Wall St. Rank held Acadia Realty Trust as of Q4 2025.

Based on Physician Wealth Advisors's 13F filing for Q4 2025, filed 29 Jan 2026.