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Acadia Realty Trust

166 hedge funds and large institutions have $1.67B invested in Acadia Realty Trust in 2021 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 47 increasing their positions, 72 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more capital invested

Capital invested by funds: $1.24B → $1.67B (+$429M)

22% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 18

2% more funds holding

Funds holding: 163166 (+3)

0.56% more ownership

Funds ownership: 101.44%102% (+0.56%)

35% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 72

97% less call options, than puts

Call options by funds: $41K | Put options by funds: $1.18M

Holders
166
Holders Change
+3
Holders Change %
+1.84%
% of All Funds
2.91%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
22
Increased
47
Reduced
72
Closed
18
Calls
$41K
Puts
$1.18M
Net Calls
-$1.14M
Net Calls Change
+$696K
Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
151
AssetMark Inc
California
$7K +$1.47K +84 +30%
BC
152
Bartlett & Co
Ohio
$6K
CMA
153
Cedar Mountain Advisors
Oregon
$6K
VCM
154
Versant Capital Management
Arizona
$6K +$5.13K +294 +1,050%
BCWM
155
Bartlett & Co Wealth Management
Ohio
$5.75K
PA
156
Parallel Advisors
California
$3K +$2.32K +133 New
MWP
157
Meridian Wealth Partners
Pennsylvania
$3K +$3.16K +181 New
PFGIA
158
Patriot Financial Group Insurance Agency
Massachusetts
$2K -$3.82K -219 -66%
SWM
159
Spire Wealth Management
Virginia
$2K +$2.16K +124 New
Nisa Investment Advisors
160
Nisa Investment Advisors
Missouri
$1.14K -$58.2K -3,339 -5%
AIG
161
American International Group
New York
$1.07K -$11.4K -652 -1%
BCA
162
Berman Capital Advisors
Georgia
$1K
EFSCE
163
Enterprise Financial Services Corp (EFSC)
Missouri
$1K
LC
164
Lindbrook Capital
California
$1K
OSAM
165
O'Shaughnessy Asset Management
Connecticut
$1K
EI
166
Ellevest Inc
New York
$1K +$209 +12 +26%
WBC
167
Westpac Banking Corp
Australia
-$6.46M -454,979 Closed
MMEA
168
MEAG MUNICH ERGO AssetManagement
Germany
-$5.04M -434,108 Closed
DG
169
DigitalBridge Group
Florida
-$2.3M -162,000 Closed
Canada Pension Plan Investment Board
170
Canada Pension Plan Investment Board
Ontario, Canada
-$1.8M -126,800 Closed
Balyasny Asset Management
171
Balyasny Asset Management
Illinois
-$1.19M -83,756 Closed
NCP
172
NexWave Capital Partners
New York
-$979K -69,000 Closed
FM
173
Forward Management
California
-$474K -33,370 Closed
MSA
174
Mason Street Advisors
Wisconsin
-$456K -32,170 Closed
WAM
175
Wolverine Asset Management
Illinois
-$432K -30,511 Closed

AKR Hedge Fund Activity: Q1 2021 in Review

166 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Acadia Realty Trust (AKR) for Q1 2021, worth a combined $1.67B — up 35% from $1.24B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new AKR positions and 18 closed out — a net gain of 4 holders — while 47 added to existing stakes and 72 trimmed.

The largest buyer was Centersquare Investment Management, opening a new position worth an estimated $60.6M. The largest seller was Wells Fargo, cutting an estimated $24.1M.

  • 166 institutional investors held Acadia Realty Trust (AKR) as of Q1 2021, up from 163 in Q4 2020.
  • Funds reported $1.67B of Acadia Realty Trust stock for Q1 2021, up 35% quarter-over-quarter.
  • 22 funds opened new Acadia Realty Trust positions in Q1 2021 and 18 closed out, a net change of +4 holders.
  • The largest Acadia Realty Trust buyer in Q1 2021 was Centersquare Investment Management, an estimated $60.6M added.
  • The largest Acadia Realty Trust seller in Q1 2021 was Wells Fargo, an estimated $24.1M sold.

Based on aggregated 13F filings for Q1 2021.