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United Financial Planning Group’s Acadia Realty Trust AKR Stock Holding History

United Financial Planning Group’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
2026
Q1 		– Sell
-521
Closed -$10.7K – 467
2025
Q4 		$10.7K Hold
521
– – 0.01% 199
2025
Q3 		$10.5K Buy
+521
New +$10K 0.01% 150

Other funds holding AKR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

United Financial Planning Group's AKR Position: Q1 2026 in Review

United Financial Planning Group sold out of Acadia Realty Trust (AKR) in Q1 2026, closing a stake of 521 shares — an estimated $10.7K sold.

United Financial Planning Group first reported a position in AKR in Q3 2025 and held it in 2 quarters. The position peaked at $10.7K in Q4 2025. 241 funds tracked by Wall St. Rank hold AKR as of Q1 2026.

  • United Financial Planning Group reported no remaining Acadia Realty Trust position as of Q1 2026 after selling out during the quarter.
  • United Financial Planning Group sold 521 Acadia Realty Trust shares in Q1 2026, an estimated $10.7K.
  • United Financial Planning Group first reported a position in Acadia Realty Trust in Q3 2025 and held it in 2 quarters.
  • United Financial Planning Group's Acadia Realty Trust position peaked at $10.7K in Q4 2025.
  • 241 funds tracked by Wall St. Rank held Acadia Realty Trust as of Q1 2026.

Based on United Financial Planning Group's 13F filing for Q1 2026, filed 8 May 2026.