True Wealth Design’s Acadia Realty Trust AKR Stock Holding History

True Wealth Design’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
2025 Q2	–	Sell	-5	Closed	-$105	–	2572
2025 Q1	$105	Buy	+5	New	+$113	﹤0.01%	2173

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Hudson Bay Capital Management Stamford, Connecticut $29B AUM 30.2% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

True Wealth Design's AKR Position: Q2 2025 in Review

True Wealth Design sold out of Acadia Realty Trust (AKR) in Q2 2025, closing a stake of 5 shares — an estimated $105 sold.

True Wealth Design first reported a position in AKR in Q1 2025 and held it in 1 quarter. The position peaked at $105 in Q1 2025. 232 funds tracked by Wall St. Rank hold AKR as of Q2 2025.

True Wealth Design reported no remaining Acadia Realty Trust position as of Q2 2025 after selling out during the quarter.
True Wealth Design sold 5 Acadia Realty Trust shares in Q2 2025, an estimated $105.
True Wealth Design first reported a position in Acadia Realty Trust in Q1 2025 and held it in 1 quarter.
True Wealth Design's Acadia Realty Trust position peaked at $105 in Q1 2025.
232 funds tracked by Wall St. Rank held Acadia Realty Trust as of Q2 2025.

Based on True Wealth Design's 13F filing for Q2 2025, filed 6 Aug 2025.