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Whittier Trust’s Acadia Realty Trust AKR Stock Holding History

Whittier Trust’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
-668
Closed -$13.4K – 1354
2025
Q3 		$13.4K Buy
+668
New +$12.9K ﹤0.01% 1077
2018
Q2 		– Sell
-28
Closed -$1K – 1267
2018
Q1 		$1K Buy
+28
New +$687 ﹤0.01% 1245

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
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 $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

Whittier Trust's AKR Position: Q4 2025 in Review

Whittier Trust sold out of Acadia Realty Trust (AKR) in Q4 2025, closing a stake of 668 shares — an estimated $13.4K sold.

Whittier Trust first reported a position in AKR in Q1 2018 and held it in 2 quarters. The position peaked at $13.4K in Q3 2025. 227 funds tracked by Wall St. Rank hold AKR as of Q4 2025.

  • Whittier Trust reported no remaining Acadia Realty Trust position as of Q4 2025 after selling out during the quarter.
  • Whittier Trust sold 668 Acadia Realty Trust shares in Q4 2025, an estimated $13.4K.
  • Whittier Trust first reported a position in Acadia Realty Trust in Q1 2018 and held it in 2 quarters.
  • Whittier Trust's Acadia Realty Trust position peaked at $13.4K in Q3 2025.
  • 227 funds tracked by Wall St. Rank held Acadia Realty Trust as of Q4 2025.

Based on Whittier Trust's 13F filing for Q4 2025, filed 26 Jan 2026.