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Wipfli Financial Advisors’s Acadia Realty Trust AKR Stock Holding History

Wipfli Financial Advisors’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
2022
Q3 		$30K Buy
+2,398
New +$38.4K ﹤0.01% 1367

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Wipfli Financial Advisors's AKR Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Acadia Realty Trust (AKR) in Q3 2022: 2,398 shares worth $30K. The stake represents ﹤0.01% of the portfolio and ranks #1367 among its holdings.

174 funds tracked by Wall St. Rank hold AKR as of Q3 2022.

  • Wipfli Financial Advisors held 2,398 shares of Acadia Realty Trust worth $30K as of Q3 2022.
  • Acadia Realty Trust was a new Wipfli Financial Advisors position in Q3 2022.
  • Acadia Realty Trust made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1367 holding.
  • 174 funds tracked by Wall St. Rank held Acadia Realty Trust as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.