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Acadia Realty Trust

181 hedge funds and large institutions have $1.07B invested in Acadia Realty Trust in 2020 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 77 increasing their positions, 61 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 61

2.97% less ownership

Funds ownership: 102.5%99.53% (-3%)

8% less funds holding

Funds holding: 196181 (-15)

39% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 33

54% less capital invested

Capital invested by funds: $2.32B → $1.07B (-$1.25B)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
181
Holders Change
-15
Holders Change %
-7.65%
% of All Funds
3.99%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
20
Increased
77
Reduced
61
Closed
33
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$192M -$9.95M -440,820 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$172M +$13.4M +591,561 +4%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$126M -$7.25M -320,947 -3%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$81.6M +$762K +33,742 +0.5%
State Street
5
State Street
Massachusetts
$59.5M +$9.74M +431,243 +10%
Goldman Sachs
6
Goldman Sachs
New York
$36M -$8.01M -354,635 -11%
Northern Trust
7
Northern Trust
Illinois
$26.6M +$634K +28,067 +1%
Wells Fargo
8
Wells Fargo
California
$21.7M +$2.74M +121,556 +7%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$19.3M +$1.72M +76,113 +5%
Charles Schwab
10
Charles Schwab
California
$18.5M +$2.36M +104,310 +7%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$16.7M +$679K +30,085 +2%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$16.6M -$929K -41,146 -3%
Legal & General Group
13
Legal & General Group
United Kingdom
$16.5M +$4.64M +205,303 +18%
HRES
14
Heitman Real Estate Securities
Illinois
$14.4M -$4.65M -205,780 -15%
RGREA
15
Ranger Global Real Estate Advisors
Colorado
$14.4M +$8.66M +383,373 +49%
Invesco
16
Invesco
Georgia
$13.8M +$2.69M +119,003 +12%
ACM
17
AEW Capital Management
Massachusetts
$13.5M -$1.37M -60,642 -5%
Norges Bank
18
Norges Bank
Norway
$12.4M -$298K -13,192 -1%
N
19
Nuveen
North Carolina
$11.7M -$11M -486,761 -34%
JP Morgan Chase
20
JP Morgan Chase
New York
$9.84M +$7.98M +353,167 +80%
Principal Financial Group
21
Principal Financial Group
Iowa
$8.17M -$616K -27,278 -4%
Morgan Stanley
22
Morgan Stanley
New York
$7.7M -$3.25M -143,828 -19%
Balyasny Asset Management
23
Balyasny Asset Management
Illinois
$7.65M +$10.2M +451,061 +272%
Citadel Advisors
24
Citadel Advisors
Florida
$6.58M +$3.01M +133,394 +34%
State of Wisconsin Investment Board
25
State of Wisconsin Investment Board
Wisconsin
$5.89M +$688K +30,467 +7%

AKR Hedge Fund Activity: Q1 2020 in Review

181 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Acadia Realty Trust (AKR) for Q1 2020, worth a combined $1.07B — down 54% from $2.32B a quarter earlier.

Sellers outnumbered buyers: 33 funds closed out of AKR and 20 opened new positions — a net loss of 13 holders — while 61 trimmed existing stakes and 77 added.

The largest buyer was Vanguard Group, adding an estimated $13.4M. The largest seller was Third Avenue Management, exiting entirely with an estimated $22.6M sold.

  • 181 institutional investors held Acadia Realty Trust (AKR) as of Q1 2020, down from 196 in Q4 2019.
  • Funds reported $1.07B of Acadia Realty Trust stock for Q1 2020, down 54% quarter-over-quarter.
  • 20 funds opened new Acadia Realty Trust positions in Q1 2020 and 33 closed out, a net change of -13 holders.
  • The largest Acadia Realty Trust buyer in Q1 2020 was Vanguard Group, an estimated $13.4M added.
  • The largest Acadia Realty Trust seller in Q1 2020 was Third Avenue Management, an estimated $22.6M sold.

Based on aggregated 13F filings for Q1 2020.