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

TCI 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
2022 Q4	–	Sell	-464	Closed	-$6K	–	2488
2022 Q3	$6K	Hold	464	–	–	﹤0.01%	1310
2022 Q2	$7K	Hold	464	–	–	﹤0.01%	1207
2022 Q1	$10K	Hold	464	–	–	﹤0.01%	1076
2021 Q4	$10K	Hold	464	–	–	﹤0.01%	1138
2021 Q3	$9K	Hold	464	–	–	﹤0.01%	1139
2021 Q2	$10K	Hold	464	–	–	﹤0.01%	940
2021 Q1	$9K	Buy	+464	New	+$8.09K	﹤0.01%	884
2020 Q2	–	Sell	-232	Closed	-$3K	–	1443
2020 Q1	$3K	Buy	+232	New	+$5.24K	﹤0.01%	822

Other funds holding AKR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

TCI Wealth Advisors's AKR Position: Q4 2022 in Review

TCI Wealth Advisors sold out of Acadia Realty Trust (AKR) in Q4 2022, closing a stake of 464 shares — an estimated $6K sold.

TCI Wealth Advisors first reported a position in AKR in Q1 2020 and held it in 8 quarters. The position peaked at $10K in Q1 2022. 162 funds tracked by Wall St. Rank hold AKR as of Q4 2022.

TCI Wealth Advisors reported no remaining Acadia Realty Trust position as of Q4 2022 after selling out during the quarter.
TCI Wealth Advisors sold 464 Acadia Realty Trust shares in Q4 2022, an estimated $6K.
TCI Wealth Advisors first reported a position in Acadia Realty Trust in Q1 2020 and held it in 8 quarters.
TCI Wealth Advisors's Acadia Realty Trust position peaked at $10K in Q1 2022.
162 funds tracked by Wall St. Rank held Acadia Realty Trust as of Q4 2022.

Based on TCI Wealth Advisors's 13F filing for Q4 2022, filed 7 Feb 2023.