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Acadia Realty Trust
AKR

167 hedge funds and large institutions have $2.61B invested in Acadia Realty Trust in 2017 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 60 increasing their positions, 66 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more capital invested

Capital invested by funds: $2.48B → $2.61B (+$125M)

3.55% more ownership

Funds ownership: 105.3% → 108.84% (+3.5%)

7% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 14

0% more funds holding

Funds holding: 167 → 167 (0)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

9% less repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 66

Holders
167
Holders Change
–
Holders Change %
0%
% of All Funds
4.16%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
15
Increased
60
Reduced
66
Closed
14
Calls
$10K
Puts
–
Net Calls
+$10K
Net Calls Change
+$10K

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$36.3M
2
Goldman Sachs
Goldman Sachs
New York
+$31.3M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$22.3M
4
Invesco
Invesco
Georgia
+$10.1M
5
Wells Fargo
Wells Fargo
California
+$6.91M

Top Sellers

Rank Fund Capital Flow
1
HRES
Heitman Real Estate Securities
Illinois
-$23M
2
ACI
AMP Capital Investors
Australia
-$15.4M
3
PFC
Phocas Financial Corp
California
-$9.74M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$8.43M
5
WBC
Westpac Banking Corp
Australia
-$5.62M
Name Holding Trade Value Shares
Change 		Change in
Stake
MERSOM
101
Municipal Employees' Retirement System of Michigan
Michigan
$910K +$341K +11,790 +59%
AG
102
Aperio Group
California
$897K +$370K +12,791 +69%
RA
103
RMR Advisors
Massachusetts
$859K +$434K +15,000 +100%
PL
104
Perpetual Ltd
Australia
$851K – – –
Nisa Investment Advisors
105
Nisa Investment Advisors
Missouri
$804K -$5.79K -200 -0.7%
ADEF
106
Adams Diversified Equity Fund
Maryland
$798K -$29K -1,000 -3%
Lazard Asset Management
107
Lazard Asset Management
New York
$790K +$208K +7,180 +35%
ProShare Advisors
108
ProShare Advisors
Maryland
$767K -$127K -4,380 -14%
TRSOTSOK
109
Teachers Retirement System of the State of Kentucky
Kentucky
$746K – – –
Zurich Cantonal Bank
110
Zurich Cantonal Bank
Switzerland
$685K +$54.9K +1,896 +9%
TD Asset Management
111
TD Asset Management
Ontario, Canada
$635K +$29K +1,000 +5%
Public Employees Retirement Association of Colorado
112
Public Employees Retirement Association of Colorado
Colorado
$616K – – –
MSA
113
Mason Street Advisors
Wisconsin
$606K +$8.48K +293 +1%
US Bancorp
114
US Bancorp
Minnesota
$560K -$4.98K -172 -0.9%
PIA
115
Piedmont Investment Advisors
North Carolina
$522K -$2.78K -96 -0.5%
CGH
116
Crossmark Global Holdings
Texas
$503K +$508K +17,562 New
PA
117
Profund Advisors
Maryland
$484K -$38.5K -1,331 -7%
GC
118
Guggenheim Capital
Illinois
$462K -$325K -11,229 -41%
Macquarie Group
119
Macquarie Group
Australia
$458K -$333K -11,500 -42%
UBS Group
120
UBS Group
Switzerland
$450K +$428K +14,779 +1,582%
JG
121
Jefferies Group
New York
$445K -$196K -6,756 -30%
Bank of Montreal
122
Bank of Montreal
Ontario, Canada
$437K +$72.4K +2,500 +20%
O
123
OppenheimerFunds
New York
$436K -$138K -4,774 -24%
Royal Bank of Canada
124
Royal Bank of Canada
Ontario, Canada
$424K +$237K +8,198 +124%
Verition Fund Management
125
Verition Fund Management
Connecticut
$402K +$407K +14,040 New
3 4
5
6 7

AKR Hedge Fund Activity: Q3 2017 in Review

167 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Acadia Realty Trust (AKR) for Q3 2017, worth a combined $2.61B — up 5.1% from $2.48B a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new AKR positions and 14 closed out — a net gain of 1 holder — while 60 added to existing stakes and 66 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $36.3M. The largest seller was Heitman Real Estate Securities, cutting an estimated $23M.

  • 167 institutional investors held Acadia Realty Trust (AKR) as of Q3 2017, unchanged from Q2 2017.
  • Funds reported $2.61B of Acadia Realty Trust stock for Q3 2017, up 5.1% quarter-over-quarter.
  • 15 funds opened new Acadia Realty Trust positions in Q3 2017 and 14 closed out, a net change of +1 holder.
  • The largest Acadia Realty Trust buyer in Q3 2017 was JP Morgan Chase, an estimated $36.3M added.
  • The largest Acadia Realty Trust seller in Q3 2017 was Heitman Real Estate Securities, an estimated $23M sold.

Based on aggregated 13F filings for Q3 2017.