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USA Financial Formulas’s Acadia Realty Trust AKR Stock Holding History

USA Financial Formulas’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
-899
Closed -$18.8K – 246
2025
Q1 		$18.8K Sell
899
-2,987
-77% -$67.6K ﹤0.01% 240
2024
Q4 		$93.9K Buy
3,886
+489
+14% +$12K 0.01% 206
2024
Q3 		$79.8K Buy
+3,397
New +$72.4K 0.01% 189
2021
Q4 		– Sell
-2,918
Closed -$60K – 368
2021
Q3 		$60K Buy
+2,918
New +$61.5K 0.05% 185

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Hudson Bay Capital Management
Hudson Bay Capital Management Stamford, Connecticut $29B AUM 30.2% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

USA Financial Formulas's AKR Position: Q2 2025 in Review

USA Financial Formulas sold out of Acadia Realty Trust (AKR) in Q2 2025, closing a stake of 899 shares — an estimated $18.8K sold.

USA Financial Formulas first reported a position in AKR in Q3 2021 and held it in 4 quarters. The position peaked at $93.9K in Q4 2024. 231 funds tracked by Wall St. Rank hold AKR as of Q2 2025.

  • USA Financial Formulas reported no remaining Acadia Realty Trust position as of Q2 2025 after selling out during the quarter.
  • USA Financial Formulas sold 899 Acadia Realty Trust shares in Q2 2025, an estimated $18.8K.
  • USA Financial Formulas first reported a position in Acadia Realty Trust in Q3 2021 and held it in 4 quarters.
  • USA Financial Formulas's Acadia Realty Trust position peaked at $93.9K in Q4 2024.
  • 231 funds tracked by Wall St. Rank held Acadia Realty Trust as of Q2 2025.

Based on USA Financial Formulas's 13F filing for Q2 2025, filed 18 Jul 2025.