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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
BlackRock
1
BlackRock
New York
$317M +$3.28M +195,353 +1%
Cohen & Steers
2
Cohen & Steers
New York
$314M +$45M +2,676,095 +17%
Vanguard Group
3
Vanguard Group
Pennsylvania
$284M +$20M +1,192,138 +8%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$151M +$6.53M +388,067 +5%
State Street
5
State Street
Massachusetts
$104M -$2.57M -152,704 -2%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$70.4M +$69.3M +4,124,005 +32,598%
AllianceBernstein
7
AllianceBernstein
Tennessee
$47.4M +$21.1M +1,257,475 +82%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$42.4M +$4.23M +251,601 +11%
Goldman Sachs
9
Goldman Sachs
New York
$38.8M -$1.37M -81,732 -3%
Legal & General Group
10
Legal & General Group
United Kingdom
$31.5M +$281K +16,740 +0.9%
Charles Schwab
11
Charles Schwab
California
$30.8M +$2.15M +127,799 +8%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$23.7M +$562K +33,418 +2%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$19.9M +$259K +15,396 +1%
Northern Trust
14
Northern Trust
Illinois
$19.5M +$883K +52,485 +5%
N
15
Nuveen
North Carolina
$18.5M +$1.23M +72,962 +7%
EIP
16
Easterly Investment Partners
Massachusetts
$18.1M +$17.9M +1,066,383 New
Morgan Stanley
17
Morgan Stanley
New York
$17.6M -$32.3M -1,919,289 -65%
JP Morgan Chase
18
JP Morgan Chase
New York
$16.7M +$8.71M +518,080 +112%
Prudential Financial
19
Prudential Financial
New Jersey
$15.1M +$5.06M +300,730 +51%
CIMLRA
20
CBRE Investment Management Listed Real Assets
Pennsylvania
$13.7M +$4.74M +282,077 +54%
Fisher Asset Management
21
Fisher Asset Management
Washington
$12.8M -$144K -8,552 -1%
RGREA
22
Ranger Global Real Estate Advisors
Colorado
$12.4M -$16.9M -1,003,352 -75%
Millennium Management
23
Millennium Management
New York
$11.9M +$10.8M +641,958 +1,160%
Fidelity Investments
24
Fidelity Investments
Massachusetts
$10.7M +$1.86M +110,665 +21%
Point72 Asset Management
25
Point72 Asset Management
Connecticut
$10.6M -$5.45M -324,335 -34%

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.