PWPS
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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
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

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pinnacle Wealth Planning Services's AKR Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Acadia Realty Trust (AKR) stake by 5% in Q1 2026, buying an estimated $2.57K and bringing the position to 2,646 shares worth $50.6K. The position accounts for 0.01% of the portfolio, ranked #1197.

Pinnacle Wealth Planning Services first reported a position in AKR in Q4 2020 and has held it in 3 quarters since. The position peaked at $51.8K in Q4 2025. 240 funds tracked by Wall St. Rank hold AKR as of Q1 2026.

  • Pinnacle Wealth Planning Services held 2,646 shares of Acadia Realty Trust worth $50.6K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 126 Acadia Realty Trust shares in Q1 2026, an estimated $2.57K.
  • Acadia Realty Trust made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1197 holding.
  • Pinnacle Wealth Planning Services first reported a position in Acadia Realty Trust in Q4 2020 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's Acadia Realty Trust position peaked at $51.8K in Q4 2025.
  • 240 funds tracked by Wall St. Rank held Acadia Realty Trust as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.