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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
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

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Root Financial Partners's AKR Position: Q2 2026 in Review

Root Financial Partners sold out of Acadia Realty Trust (AKR) in Q2 2026, closing a stake of 339 shares — an estimated $6.48K sold.

Root Financial Partners first reported a position in AKR in Q3 2025 and held it in 3 quarters. The position peaked at $6.48K in Q1 2026. 256 funds tracked by Wall St. Rank hold AKR as of Q2 2026.

  • Root Financial Partners reported no remaining Acadia Realty Trust position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 339 Acadia Realty Trust shares in Q2 2026, an estimated $6.48K.
  • Root Financial Partners first reported a position in Acadia Realty Trust in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Acadia Realty Trust position peaked at $6.48K in Q1 2026.
  • 256 funds tracked by Wall St. Rank held Acadia Realty Trust as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.