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Root Financial Partners’s Acadia Realty Trust AKR Stock Holding History

Root Financial Partners’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 		$6.48K Buy
339
+324
+2,160% +$6.6K ﹤0.01% 1850
2025
Q4 		$308 Hold
15
– – ﹤0.01% 2260
2025
Q3 		$302 Buy
+15
New +$289 ﹤0.01% 2186

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

Root Financial Partners's AKR Position: Q1 2026 in Review

Root Financial Partners increased its Acadia Realty Trust (AKR) stake by 2,160% in Q1 2026, buying an estimated $6.6K and bringing the position to 339 shares worth $6.48K. The position accounts for ﹤0.01% of the portfolio, ranked #1850.

Root Financial Partners first reported a position in AKR in Q3 2025 and has held it in 3 quarters since. 241 funds tracked by Wall St. Rank hold AKR as of Q1 2026.

  • Root Financial Partners held 339 shares of Acadia Realty Trust worth $6.48K as of Q1 2026.
  • Root Financial Partners bought 324 Acadia Realty Trust shares in Q1 2026, an estimated $6.6K.
  • Acadia Realty Trust made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1850 holding.
  • Root Financial Partners first reported a position in Acadia Realty Trust in Q3 2025 and has held it in 3 quarters since.
  • 241 funds tracked by Wall St. Rank held Acadia Realty Trust as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.