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Acadia Realty Trust

183 hedge funds and large institutions have $1.84B invested in Acadia Realty Trust in 2024 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 85 increasing their positions, 45 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 45

80% more call options, than puts

Call options by funds: $9K | Put options by funds: $5K

65% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 17

7% more capital invested

Capital invested by funds: $1.73B → $1.84B (+$116M)

6% more funds holding

Funds holding: 173183 (+10)

1.33% less ownership

Funds ownership: 106.6%105.27% (-1.3%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
183
Holders Change
+10
Holders Change %
+5.78%
% of All Funds
2.64%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
28
Increased
85
Reduced
45
Closed
17
Calls
$9K
Puts
$5K
Net Calls
+$4K
Net Calls Change
-$31K
Name Holding Trade Value Shares
Change
Change in
Stake
MPWT
151
MassMutual Private Wealth & Trust
Connecticut
$21.5K
CIBC Private Wealth Group
152
CIBC Private Wealth Group
Georgia
$17.6K +$17.5K +1,043 New
Fifth Third Bancorp
153
Fifth Third Bancorp
Ohio
$13.6K
VCM
154
Versant Capital Management
Arizona
$12.9K
HNB
155
Huntington National Bank
Ohio
$11.4K +$4.72K +281 +72%
FFA
156
Farther Finance Advisors
California
$9.83K -$84 -5 -0.9%
AssetMark Inc
157
AssetMark Inc
California
$9.44K -$151 -9 -2%
EWA
158
EverSource Wealth Advisors
Alabama
$8.59K
Russell Investments Group
159
Russell Investments Group
United Kingdom
$8.3K -$656 -39 -7%
BCWM
160
Bartlett & Co Wealth Management
Ohio
$8.04K
FGA
161
Fortis Group Advisors
New Jersey
$7.66K -$7.57K -450 -50%
PS
162
Principal Securities
Iowa
$7.66K +$7.57K +450 New
Northwestern Mutual Wealth Management
163
Northwestern Mutual Wealth Management
Wisconsin
$6.21K
CMA
164
Cedar Mountain Advisors
Oregon
$5.68K +$67 +4 +1%
UB
165
UMB Bank
Missouri
$4.54K +$1.01K +60 +29%
FFO
166
Fortitude Family Office
Arizona
$3.38K
QL
167
Quarry LP
New York
$2.84K +$2.81K +167 New
Osaic Holdings
168
Osaic Holdings
Arizona
$2.81K +$2K +119 +259%
SAM
169
Smartleaf Asset Management
Massachusetts
$2.5K +$2.52K +150 New
BIA
170
Bell Investment Advisors
California
$2.31K
Bessemer Group
171
Bessemer Group
New Jersey
$2K
MFT
172
Moisand Fitzgerald Tamayo
Florida
$1.65K
FMII
173
Farmers & Merchants Investments Inc
Nebraska
$1.19K
VNA
174
Valley National Advisers
Pennsylvania
$1K
AF
175
Allworth Financial
California
$817

AKR Hedge Fund Activity: Q1 2024 in Review

183 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Acadia Realty Trust (AKR) for Q1 2024, worth a combined $1.84B — up 6.7% from $1.73B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new AKR positions and 17 closed out — a net gain of 11 holders — while 85 added to existing stakes and 45 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $69.3M. The largest seller was Morgan Stanley, cutting an estimated $32.3M.

  • 183 institutional investors held Acadia Realty Trust (AKR) as of Q1 2024, up from 173 in Q4 2023.
  • Funds reported $1.84B of Acadia Realty Trust stock for Q1 2024, up 6.7% quarter-over-quarter.
  • 28 funds opened new Acadia Realty Trust positions in Q1 2024 and 17 closed out, a net change of +11 holders.
  • The largest Acadia Realty Trust buyer in Q1 2024 was Wellington Management Group, an estimated $69.3M added.
  • The largest Acadia Realty Trust seller in Q1 2024 was Morgan Stanley, an estimated $32.3M sold.

Based on aggregated 13F filings for Q1 2024.