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Acadia Realty Trust

173 hedge funds and large institutions have $1.73B invested in Acadia Realty Trust in 2023 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 64 increasing their positions, 62 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,750% more call options, than puts

Call options by funds: $37K | Put options by funds: $2K

22% more capital invested

Capital invested by funds: $1.41B → $1.73B (+$317M)

3.53% more ownership

Funds ownership: 103.07%106.6% (+3.5%)

3% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 62

2% less funds holding

Funds holding: 176173 (-3)

15% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 20

Holders
173
Holders Change
-3
Holders Change %
-1.7%
% of All Funds
2.52%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
17
Increased
64
Reduced
62
Closed
20
Calls
$37K
Puts
$2K
Net Calls
+$35K
Net Calls Change
+$62K
Name Holding Trade Value Shares
Change
Change in
Stake
VCM
151
Versant Capital Management
Arizona
$12.9K
FFA
152
Farther Finance Advisors
California
$9.99K +$8.84K +588 New
AssetMark Inc
153
AssetMark Inc
California
$9.58K -$15 -1 -0.2%
Russell Investments Group
154
Russell Investments Group
United Kingdom
$8.95K +$6.99K +465 +750%
EWA
155
EverSource Wealth Advisors
Alabama
$8.44K -$1.59K -106 -18%
BCWM
156
Bartlett & Co Wealth Management
Ohio
$8.18K
BC
157
Bartlett & Co
Ohio
$8K
HNB
158
Huntington National Bank
Ohio
$6.66K +$1.08K +72 +23%
Northwestern Mutual Wealth Management
159
Northwestern Mutual Wealth Management
Wisconsin
$6.2K +$1.8K +120 +49%
CMA
160
Cedar Mountain Advisors
Oregon
$5.61K +$60 +4 +1%
UB
161
UMB Bank
Missouri
$3.52K
FFO
162
Fortitude Family Office
Arizona
$3.38K +$2.99K +199 New
BIA
163
Bell Investment Advisors
California
$2.31K
Bessemer Group
164
Bessemer Group
New Jersey
$2K
MFT
165
Moisand Fitzgerald Tamayo
Florida
$1.65K
FMII
166
Farmers & Merchants Investments Inc
Nebraska
$1.19K
VNA
167
Valley National Advisers
Pennsylvania
$1K +$902 +60 New
AF
168
Allworth Financial
California
$816
Osaic Holdings
169
Osaic Holdings
Arizona
$781 -$241 -16 -26%
LC
170
Lindbrook Capital
California
$544
AF
171
Advisornet Financial
Minnesota
$510 +$451 +30 New
GWS
172
Glassman Wealth Services
Virginia
$357 +$316 +21 New
CIM
173
Centersquare Investment Management
Pennsylvania
-$14.1M -982,704 Closed
GCP
174
GSA Capital Partners
United Kingdom
-$2.3M -160,065 Closed
ECM
175
ExodusPoint Capital Management
New York
-$1.63M -113,280 Closed

AKR Hedge Fund Activity: Q4 2023 in Review

173 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Acadia Realty Trust (AKR) for Q4 2023, worth a combined $1.73B — up 22% from $1.41B a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of AKR and 17 opened new positions — a net loss of 3 holders — while 62 trimmed existing stakes and 64 added.

The largest buyer was Morgan Stanley, adding an estimated $30.7M. The largest seller was Centersquare Investment Management, exiting entirely with an estimated $14.1M sold.

  • 173 institutional investors held Acadia Realty Trust (AKR) as of Q4 2023, down from 176 in Q3 2023.
  • Funds reported $1.73B of Acadia Realty Trust stock for Q4 2023, up 22% quarter-over-quarter.
  • 17 funds opened new Acadia Realty Trust positions in Q4 2023 and 20 closed out, a net change of -3 holders.
  • The largest Acadia Realty Trust buyer in Q4 2023 was Morgan Stanley, an estimated $30.7M added.
  • The largest Acadia Realty Trust seller in Q4 2023 was Centersquare Investment Management, an estimated $14.1M sold.

Based on aggregated 13F filings for Q4 2023.