SWM
AKR icon

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

Spire 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
2021
Q2 		– Sell
-124
Closed -$2K – 2572
2021
Q1 		$2K Buy
+124
New +$2.16K ﹤0.01% 2817

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Spire Wealth Management's AKR Position: Q2 2021 in Review

Spire Wealth Management sold out of Acadia Realty Trust (AKR) in Q2 2021, closing a stake of 124 shares — an estimated $2K sold.

Spire Wealth Management first reported a position in AKR in Q1 2021 and held it in 1 quarter. The position peaked at $2K in Q1 2021. 176 funds tracked by Wall St. Rank hold AKR as of Q2 2021.

  • Spire Wealth Management reported no remaining Acadia Realty Trust position as of Q2 2021 after selling out during the quarter.
  • Spire Wealth Management sold 124 Acadia Realty Trust shares in Q2 2021, an estimated $2K.
  • Spire Wealth Management first reported a position in Acadia Realty Trust in Q1 2021 and held it in 1 quarter.
  • Spire Wealth Management's Acadia Realty Trust position peaked at $2K in Q1 2021.
  • 176 funds tracked by Wall St. Rank held Acadia Realty Trust as of Q2 2021.

Based on Spire Wealth Management's 13F filing for Q2 2021, filed 26 Jul 2021.