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Wealthspire Advisors (Maryland)’s Acadia Realty Trust AKR Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-273
Closed -$7K – 505
2019
Q1 		$7K Hold
273
– – ﹤0.01% 1657
2018
Q4 		$6K Buy
273
+29
+12% +$798 ﹤0.01% 1636
2018
Q3 		$7K Buy
244
+33
+16% +$913 ﹤0.01% 1636
2018
Q2 		$6K Buy
211
+41
+24% +$1.03K ﹤0.01% 1697
2018
Q1 		$4K Buy
170
+48
+39% +$1.18K ﹤0.01% 1878
2017
Q4 		$3K Buy
122
+102
+510% +$2.92K ﹤0.01% 1963
2017
Q3 		$1K Buy
20
+16
+400% +$463 ﹤0.01% 2053
2017
Q2 		$0 Hold
4
– – ﹤0.01% 2184
2017
Q1 		$0 Sell
4
-22
-85% -$694 ﹤0.01% 1910
2016
Q4 		$1K Sell
26
-2
-7% -$67 ﹤0.01% 1612
2016
Q3 		$1K Hold
28
– – ﹤0.01% 1611
2016
Q2 		$1K Hold
28
– – ﹤0.01% 1580
2016
Q1 		$1K Sell
28
-2
-7% -$67 ﹤0.01% 1619
2015
Q4 		$1K Buy
+30
New +$979 ﹤0.01% 1585

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
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
HRES
Heitman Real Estate Securities Chicago, Illinois $1.39B AUM 6.59% 1-Year Est. Return
ACM
AEW Capital Management Boston, Massachusetts $1.38B AUM 4.64% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s AKR Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Acadia Realty Trust (AKR) in Q2 2019, closing a stake of 273 shares — an estimated $7K sold.

Wealthspire Advisors (Maryland) first reported a position in AKR in Q4 2015 and held it in 14 quarters. The position peaked at $7K in Q1 2019. 184 funds tracked by Wall St. Rank hold AKR as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Acadia Realty Trust position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 273 Acadia Realty Trust shares in Q2 2019, an estimated $7K.
  • Wealthspire Advisors (Maryland) first reported a position in Acadia Realty Trust in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s Acadia Realty Trust position peaked at $7K in Q1 2019.
  • 184 funds tracked by Wall St. Rank held Acadia Realty Trust as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.