Root Financial Partners
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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
Q3 		$6.76K Buy
+361
New +$7.53K ﹤0.01% 2102
2026
Q2 		– Sell
-339
Closed -$6.48K – 498
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany $65.3B AUM 33.78% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $45.4B AUM 34.02% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Root Financial Partners's AKR Position: Q3 2026 in Review

Root Financial Partners opened a new position in Acadia Realty Trust (AKR) in Q3 2026: 361 shares worth $6.76K. The stake represents ﹤0.01% of the portfolio and ranks #2102 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in AKR as recently as Q1 2026.

Root Financial Partners first reported a position in AKR in Q3 2025 and has held it in 4 quarters since. 130 funds tracked by Wall St. Rank hold AKR as of Q3 2026.

  • Root Financial Partners held 361 shares of Acadia Realty Trust worth $6.76K as of Q3 2026.
  • Acadia Realty Trust was a new Root Financial Partners position in Q3 2026.
  • Acadia Realty Trust made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2102 holding.
  • Root Financial Partners first reported a position in Acadia Realty Trust in Q3 2025 and has held it in 4 quarters since.
  • 130 funds tracked by Wall St. Rank held Acadia Realty Trust as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.