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

Wealthspire Advisors (New York)’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
Q4 		– Sell
-150
Closed -$3.02K – 1084
2025
Q3 		$3.02K Buy
+150
New +$2.89K ﹤0.01% 2481

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 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 $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
EGM
Engineers Gate Manager New York $8B AUM 17.32% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

Wealthspire Advisors (New York)'s AKR Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Acadia Realty Trust (AKR) in Q4 2025, closing a stake of 150 shares — an estimated $3.02K sold.

Wealthspire Advisors (New York) first reported a position in AKR in Q3 2025 and held it in 1 quarter. The position peaked at $3.02K in Q3 2025. 228 funds tracked by Wall St. Rank hold AKR as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Acadia Realty Trust position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 150 Acadia Realty Trust shares in Q4 2025, an estimated $3.02K.
  • Wealthspire Advisors (New York) first reported a position in Acadia Realty Trust in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Acadia Realty Trust position peaked at $3.02K in Q3 2025.
  • 228 funds tracked by Wall St. Rank held Acadia Realty Trust as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.