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Sageworth Trust’s Acadia Realty Trust AKR Stock Holding History

Sageworth Trust’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
2022
Q1 		– Sell
-84
Closed -$2K – 370
2021
Q4 		$2K Sell
84
-281
-77% -$6.13K ﹤0.01% 570
2021
Q3 		$7K Hold
365
– – ﹤0.01% 616
2021
Q2 		$8K Buy
+365
New +$7.74K ﹤0.01% 629

Other funds holding AKR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
HRES
Heitman Real Estate Securities Chicago, Illinois $1.39B AUM 6.59% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Sageworth Trust's AKR Position: Q1 2022 in Review

Sageworth Trust sold out of Acadia Realty Trust (AKR) in Q1 2022, closing a stake of 84 shares — an estimated $2K sold.

Sageworth Trust first reported a position in AKR in Q2 2021 and held it in 3 quarters. The position peaked at $8K in Q2 2021. 190 funds tracked by Wall St. Rank hold AKR as of Q1 2022.

  • Sageworth Trust reported no remaining Acadia Realty Trust position as of Q1 2022 after selling out during the quarter.
  • Sageworth Trust sold 84 Acadia Realty Trust shares in Q1 2022, an estimated $2K.
  • Sageworth Trust first reported a position in Acadia Realty Trust in Q2 2021 and held it in 3 quarters.
  • Sageworth Trust's Acadia Realty Trust position peaked at $8K in Q2 2021.
  • 190 funds tracked by Wall St. Rank held Acadia Realty Trust as of Q1 2022.

Based on Sageworth Trust's 13F filing for Q1 2022, filed 6 May 2022.