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Selective Wealth Management’s Acadia Realty Trust AKR Stock Holding History

Selective Wealth Management’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
Q2 		– Sell
-2,000
Closed -$43K – 748
2022
Q1 		$43K Hold
2,000
– – 0.02% 328
2021
Q4 		$44K Buy
+2,000
New +$43.6K 0.02% 292

Other funds holding AKR

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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
HRES
Heitman Real Estate Securities Chicago, Illinois $1.39B AUM 6.59% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Selective Wealth Management's AKR Position: Q2 2022 in Review

Selective Wealth Management sold out of Acadia Realty Trust (AKR) in Q2 2022, closing a stake of 2,000 shares — an estimated $43K sold.

Selective Wealth Management first reported a position in AKR in Q4 2021 and held it in 2 quarters. The position peaked at $44K in Q4 2021. 177 funds tracked by Wall St. Rank hold AKR as of Q2 2022.

  • Selective Wealth Management reported no remaining Acadia Realty Trust position as of Q2 2022 after selling out during the quarter.
  • Selective Wealth Management sold 2,000 Acadia Realty Trust shares in Q2 2022, an estimated $43K.
  • Selective Wealth Management first reported a position in Acadia Realty Trust in Q4 2021 and held it in 2 quarters.
  • Selective Wealth Management's Acadia Realty Trust position peaked at $44K in Q4 2021.
  • 177 funds tracked by Wall St. Rank held Acadia Realty Trust as of Q2 2022.

Based on Selective Wealth Management's 13F filing for Q2 2022, filed 28 Jul 2022.