Pinnacle Wealth Planning Services’s Acadia Realty Trust AKR Stock Holding History

Pinnacle Wealth Planning Services’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	$75.6K	Buy	4,032 +1,326	+49%	+$27.7K	0.01%	1034
2026 Q2	$56.6K	Buy	2,706 +60	+2%	+$1.28K	0.01%	1181
2026 Q1	$50.6K	Buy	2,646 +126	+5%	+$2.57K	0.01%	1197
2025 Q4	$51.8K	Buy	+2,520	New	+$50.2K	0.01%	1174
2021 Q1	–	Sell	-10	Closed	–	–	391
2020 Q4	$0	Buy	+10	New	+$126	﹤0.01%	2247

Other funds holding AKR

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany $65.3B AUM 33.78% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $45.4B AUM 34.02% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Pinnacle Wealth Planning Services's AKR Position: Q3 2026 in Review

Pinnacle Wealth Planning Services increased its Acadia Realty Trust (AKR) stake by 49% in Q3 2026, buying an estimated $27.7K and bringing the position to 4,032 shares worth $75.6K. The position accounts for 0.01% of the portfolio, ranked #1034.

Pinnacle Wealth Planning Services first reported a position in AKR in Q4 2020 and has held it in 5 quarters since. 130 funds tracked by Wall St. Rank hold AKR as of Q3 2026.

Pinnacle Wealth Planning Services held 4,032 shares of Acadia Realty Trust worth $75.6K as of Q3 2026.
Pinnacle Wealth Planning Services bought 1,326 Acadia Realty Trust shares in Q3 2026, an estimated $27.7K.
Acadia Realty Trust made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #1034 holding.
Pinnacle Wealth Planning Services first reported a position in Acadia Realty Trust in Q4 2020 and has held it in 5 quarters since.
130 funds tracked by Wall St. Rank held Acadia Realty Trust as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.