We are live on ! Find out more
AKR icon

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
BlackRock
1
BlackRock
New York
$313M +$579K +38,538 +0.2%
Cohen & Steers
2
Cohen & Steers
New York
$268M +$11.7M +776,121 +5%
Vanguard Group
3
Vanguard Group
Pennsylvania
$263M -$1.07M -71,388 -0.5%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$144M +$3.36M +223,215 +3%
State Street
5
State Street
Massachusetts
$107M +$1.48M +98,515 +2%
Morgan Stanley
6
Morgan Stanley
New York
$50.2M +$30.7M +2,042,229 +224%
Goldman Sachs
7
Goldman Sachs
New York
$40.1M -$4.08M -271,591 -10%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$38.1M +$1.54M +102,249 +5%
WMSA
9
Weiss Multi-Strategy Advisers
New York
$32.1M -$3.49M -232,026 -11%
Legal & General Group
10
Legal & General Group
United Kingdom
$31.2M +$1.26M +83,718 +5%
Charles Schwab
11
Charles Schwab
California
$28.6M +$827K +54,996 +3%
AllianceBernstein
12
AllianceBernstein
Tennessee
$25.9M +$16.7M +1,113,663 +269%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$23.1M +$253K +16,812 +1%
RGREA
14
Ranger Global Real Estate Advisors
Colorado
$22.8M -$1.98M -131,606 -9%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$19.6M +$1.04M +69,320 +6%
Northern Trust
16
Northern Trust
Illinois
$18.6M -$1.16M -77,317 -7%
N
17
Nuveen
North Carolina
$17.1M -$3.64M -242,318 -19%
Citadel Advisors
18
Citadel Advisors
Florida
$16.5M +$1.14M +75,718 +8%
Point72 Asset Management
19
Point72 Asset Management
Connecticut
$16M -$1.12M -74,330 -7%
SSA
20
Schonfeld Strategic Advisors
New York
$14.8M +$13.1M +870,339 New
Balyasny Asset Management
21
Balyasny Asset Management
Illinois
$13.2M +$11.4M +755,491 +3,453%
Fisher Asset Management
22
Fisher Asset Management
Washington
$13M -$186K -12,373 -2%
Invesco
23
Invesco
Georgia
$12.1M +$3.18M +211,518 +42%
Norges Bank
24
Norges Bank
Norway
$10.4M -$480K -31,908 -5%
Prudential Financial
25
Prudential Financial
New Jersey
$10M +$452K +30,085 +5%

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.