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Acadia Realty Trust

204 hedge funds and large institutions have $2.82B invested in Acadia Realty Trust in 2024 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 82 increasing their positions, 65 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

343% more call options, than puts

Call options by funds: $31K | Put options by funds: $7K

182% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 11

38% more capital invested

Capital invested by funds: $2.04B → $2.82B (+$784M)

26% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 65

10% more funds holding

Funds holding: 185204 (+19)

3.89% more ownership

Funds ownership: 110.29%114.19% (+3.9%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
204
Holders Change
+19
Holders Change %
+10.27%
% of All Funds
2.93%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
31
Increased
82
Reduced
65
Closed
11
Calls
$31K
Puts
$7K
Net Calls
+$24K
Net Calls Change
+$24K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$450M +$10M +469,848 +3%
Cohen & Steers
2
Cohen & Steers
New York
$444M +$1.14M +53,644 +0.3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$391M +$8.14M +382,023 +2%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$225M +$152M +7,124,403 +290%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$208M -$4.66M -218,505 -2%
State Street
6
State Street
Massachusetts
$141M -$2.63M -123,372 -2%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$141M -$8.05M -377,429 -6%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$62M +$1.36M +63,672 +2%
AllianceBernstein
9
AllianceBernstein
Tennessee
$60.3M -$5.92M -277,613 -10%
Charles Schwab
10
Charles Schwab
California
$45.3M +$1.77M +83,180 +5%
Legal & General Group
11
Legal & General Group
United Kingdom
$41.3M -$1.41M -66,203 -4%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$34.4M -$63.6K -2,981 -0.2%
Goldman Sachs
13
Goldman Sachs
New York
$33.7M -$16.7M -785,642 -35%
Morgan Stanley
14
Morgan Stanley
New York
$31.2M +$2.78M +130,511 +11%
Northern Trust
15
Northern Trust
Illinois
$26.8M +$403K +18,915 +2%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$24.8M -$2.62M -122,763 -10%
Schroder Investment Management Group
17
Schroder Investment Management Group
United Kingdom
$24.1M +$15.3M +717,749 +218%
Invesco
18
Invesco
Georgia
$20.5M +$5.61M +263,230 +43%
AAMU
19
APG Asset Management US
New York
$19.8M -$3.15M -147,551 -15%
JP Morgan Chase
20
JP Morgan Chase
New York
$19.3M -$4.34M -203,763 -20%
Hudson Bay Capital Management
21
Hudson Bay Capital Management
Connecticut
$19.3M +$8.13M +381,197 +87%
Barclays
22
Barclays
United Kingdom
$18.2M +$1.75M +81,853 +12%
Marshall Wace
23
Marshall Wace
United Kingdom
$18.1M +$16.4M +769,140 New
Fisher Asset Management
24
Fisher Asset Management
Washington
$17.7M
UBS AM
25
UBS AM
Illinois
$15.4M +$11.1M +520,319 +381%

AKR Hedge Fund Activity: Q3 2024 in Review

204 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Acadia Realty Trust (AKR) for Q3 2024, worth a combined $2.82B — up 38% from $2.04B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new AKR positions and 11 closed out — a net gain of 20 holders — while 82 added to existing stakes and 65 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $152M. The largest seller was Goldman Sachs, cutting an estimated $16.7M.

  • 204 institutional investors held Acadia Realty Trust (AKR) as of Q3 2024, up from 185 in Q2 2024.
  • Funds reported $2.82B of Acadia Realty Trust stock for Q3 2024, up 38% quarter-over-quarter.
  • 31 funds opened new Acadia Realty Trust positions in Q3 2024 and 11 closed out, a net change of +20 holders.
  • The largest Acadia Realty Trust buyer in Q3 2024 was Fidelity Investments, an estimated $152M added.
  • The largest Acadia Realty Trust seller in Q3 2024 was Goldman Sachs, an estimated $16.7M sold.

Based on aggregated 13F filings for Q3 2024.