Institutional Ownership Acadia Realty Trust (AKR)
This table provides information about the institutional ownership of Acadia Realty Trust (AKR). We have compiled data on the 241 institutions that hold shares in the stock, with a total of 126 Million shares, which have been reported (via 13F filing form) to have a value of $2.35 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
136
shares
|
$2,569
0.0% of portfolio
|
Q3 2023
Reduced 21.39%
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
110
shares
|
$2,077
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jul 16, 2025 Q2 2025 |
97
shares
|
$1,832
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
South State Corp
|
May 12, 2025 Q1 2025 |
73
shares
|
$1,378
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
70
shares
|
$1,322
0.0% of portfolio
|
Q1 2023
Added 11.11%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
49
shares
|
$925
0.0% of portfolio
|
Q2 2025
Reduced 43.02%
|
|
|
Riggs Asset Managment Co. Inc.
|
Apr 29, 2025 Q1 2025 |
46
shares
|
$868
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
40
shares
|
$755
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
40
shares
|
$755
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
36
shares
|
$680
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
33
shares
|
$623
0.0% of portfolio
|
Q1 2025
Reduced 15.38%
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
11
shares
|
$207
0.0% of portfolio
|
Q2 2025
Reduced 15.38%
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
7
shares
|
$132
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
6
shares
|
$113
0.0% of portfolio
|
Q1 2025
Reduced 88.0%
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
5
shares
|
$94
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|