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Acadia Realty Trust

163 hedge funds and large institutions have $1.24B invested in Acadia Realty Trust in 2020 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 52 increasing their positions, 71 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more capital invested

Capital invested by funds: $920M → $1.24B (+$320M)

0.18% less ownership

Funds ownership: 101.62%101.44% (-0.18%)

7% less funds holding

Funds holding: 175163 (-12)

27% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 71

38% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 26

100% less call options, than puts

Call options by funds: $5K | Put options by funds: $1.84M

Holders
163
Holders Change
-12
Holders Change %
-6.86%
% of All Funds
2.88%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
52
Reduced
71
Closed
26
Calls
$5K
Puts
$1.84M
Net Calls
-$1.84M
Net Calls Change
-$1.95M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$244M +$20.8M +1,652,452 +11%
Vanguard Group
2
Vanguard Group
Pennsylvania
$182M +$374K +29,782 +0.2%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$98.2M +$8.91M +709,035 +11%
Goldman Sachs
4
Goldman Sachs
New York
$65.2M +$26.6M +2,119,676 +86%
State Street
5
State Street
Massachusetts
$63.9M +$1.61M +127,811 +3%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$54.2M -$34.2M -2,722,442 -42%
WMSA
7
Weiss Multi-Strategy Advisers
New York
$33.3M +$9.16M +728,922 +45%
Northern Trust
8
Northern Trust
Illinois
$28.9M -$236K -18,784 -0.9%
ACM
9
AEW Capital Management
Massachusetts
$28.5M +$249K +19,800 +1%
Cohen & Steers
10
Cohen & Steers
New York
$27.8M
Legal & General Group
11
Legal & General Group
United Kingdom
$24.8M +$1.46M +116,261 +7%
Wells Fargo
12
Wells Fargo
California
$21.7M -$2.64M -210,185 -12%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$21.5M -$693K -55,142 -4%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$20.7M -$183K -14,601 -1%
CIMLRA
15
CBRE Investment Management Listed Real Assets
Pennsylvania
$20.6M -$6.37M -506,903 -26%
HRES
16
Heitman Real Estate Securities
Illinois
$16.8M -$288K -22,894 -2%
VOYA Investment Management
17
VOYA Investment Management
Georgia
$16.6M -$2.61M -207,608 -15%
RGREA
18
Ranger Global Real Estate Advisors
Colorado
$16M
Charles Schwab
19
Charles Schwab
California
$15.9M +$372K +29,617 +3%
Norges Bank
20
Norges Bank
Norway
$15.9M +$1.51M +120,345 +12%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$15.8M -$2.35M -187,025 -14%
JP Morgan Chase
22
JP Morgan Chase
New York
$13.6M -$6.39M -508,807 -35%
Principal Financial Group
23
Principal Financial Group
Iowa
$8.42M -$296K -23,589 -4%
D.E. Shaw & Co
24
D.E. Shaw & Co
New York
$7.5M -$1.33M -106,044 -17%
Arrowstreet Capital
25
Arrowstreet Capital
Massachusetts
$7.37M +$1.6M +127,210 +32%

AKR Hedge Fund Activity: Q4 2020 in Review

163 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Acadia Realty Trust (AKR) for Q4 2020, worth a combined $1.24B — up 35% from $920M a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of AKR and 16 opened new positions — a net loss of 10 holders — while 71 trimmed existing stakes and 52 added.

The largest buyer was Goldman Sachs, adding an estimated $26.6M. The largest seller was Fidelity Investments, cutting an estimated $34.2M.

  • 163 institutional investors held Acadia Realty Trust (AKR) as of Q4 2020, down from 175 in Q3 2020.
  • Funds reported $1.24B of Acadia Realty Trust stock for Q4 2020, up 35% quarter-over-quarter.
  • 16 funds opened new Acadia Realty Trust positions in Q4 2020 and 26 closed out, a net change of -10 holders.
  • The largest Acadia Realty Trust buyer in Q4 2020 was Goldman Sachs, an estimated $26.6M added.
  • The largest Acadia Realty Trust seller in Q4 2020 was Fidelity Investments, an estimated $34.2M sold.

Based on aggregated 13F filings for Q4 2020.