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Sutton Wealth Advisors’s Acadia Realty Trust AKR Stock Holding History

Sutton Wealth Advisors’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
2023
Q1 		– Sell
-3,174
Closed -$45.5K – 829
2022
Q4 		$45.5K Buy
+3,174
New +$44.9K 0.02% 417
2022
Q3 		– Sell
-785
Closed -$12.6K – 1636
2022
Q2 		$12.3K Buy
785
+761
+3,171% +$14.7K ﹤0.01% 836
2022
Q1 		$520 Sell
24
-570
-96% -$12K ﹤0.01% 1479
2021
Q4 		$13K Buy
594
+197
+50% +$4.3K ﹤0.01% 848
2021
Q3 		$8.1K Sell
397
-73
-16% -$1.54K ﹤0.01% 978
2021
Q2 		$10.3K Buy
+470
New +$9.97K ﹤0.01% 906
2020
Q4 		– Sell
-792
Closed -$8.32K – 1231
2020
Q3 		$8.32K Sell
792
-1,510
-66% -$18K ﹤0.01% 795
2020
Q2 		$29.9K Buy
2,302
+2,083
+951% +$25.9K 0.02% 424
2020
Q1 		$2.71K Sell
219
-934
-81% -$21.1K ﹤0.01% 985
2019
Q4 		$29.9K Buy
1,153
+135
+13% +$3.7K 0.02% 455
2019
Q3 		$29.1K Hold
1,018
– – 0.02% 460
2019
Q2 		$27.9K Hold
1,018
– – 0.02% 475
2019
Q1 		$27.8K Hold
1,018
– – 0.02% 472
2018
Q4 		$24.2K Hold
1,018
– – 0.02% 467
2018
Q3 		$28.5K Hold
1,018
– – 0.02% 461
2018
Q2 		$27.9K Sell
1,018
-408
-29% -$10.3K 0.02% 464
2018
Q1 		$35.1K Buy
1,426
+80
+6% +$1.96K 0.03% 372
2017
Q4 		$36.8K Buy
1,346
+776
+136% +$22.2K 0.03% 357
2017
Q3 		$16.3K Buy
570
+64
+13% +$1.85K 0.01% 607
2017
Q2 		$14.1K Sell
506
-341
-40% -$9.79K 0.01% 655
2017
Q1 		$25.5K Buy
847
+506
+148% +$16K 0.02% 425
2016
Q4 		$11.1K Sell
341
-491
-59% -$16.4K 0.01% 662
2016
Q3 		$30.2K Hold
832
– – 0.03% 349
2016
Q2 		$29.6K Hold
832
– – 0.03% 342
2016
Q1 		$29.2K Buy
+832
New +$27.7K 0.03% 342

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
RGREA
Ranger Global Real Estate Advisors Denver, Colorado $232M AUM 20.95% 1-Year Est. Return

Sutton Wealth Advisors's AKR Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of Acadia Realty Trust (AKR) in Q1 2023, closing a stake of 3,174 shares — an estimated $45.5K sold.

Sutton Wealth Advisors first reported a position in AKR in Q1 2016 and held it in 25 quarters. The position peaked at $45.5K in Q4 2022. 168 funds tracked by Wall St. Rank hold AKR as of Q1 2023.

  • Sutton Wealth Advisors reported no remaining Acadia Realty Trust position as of Q1 2023 after selling out during the quarter.
  • Sutton Wealth Advisors sold 3,174 Acadia Realty Trust shares in Q1 2023, an estimated $45.5K.
  • Sutton Wealth Advisors first reported a position in Acadia Realty Trust in Q1 2016 and held it in 25 quarters.
  • Sutton Wealth Advisors's Acadia Realty Trust position peaked at $45.5K in Q4 2022.
  • 168 funds tracked by Wall St. Rank held Acadia Realty Trust as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.