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 225 institutions that hold shares in the stock, with a total of 133 Million shares, which have been reported (via 13F filing form) to have a value of $2.68 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
231
shares
|
$4,659
0.0% of portfolio
|
Q3 2025
Reduced 10.12%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 17, 2025 Q3 2025 |
199
shares
|
$4,013
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
175
shares
|
$3,529
0.0% of portfolio
|
Q3 2025
Reduced 16.67%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
150
shares
|
$3,025
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 21, 2025 Q3 2025 |
136
shares
|
$2,743
0.0% of portfolio
|
Q3 2023
Reduced 21.39%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Nov 03, 2025 Q3 2025 |
102
shares
|
$2,057
0.0% of portfolio
|
Q3 2025
Reduced 44.26%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 23, 2025 Q3 2025 |
97
shares
|
$1,956
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Quent Capital, LLC
|
Oct 27, 2025 Q3 2025 |
87
shares
|
$1,754
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Oct 17, 2025 Q3 2025 |
70
shares
|
$1,411
0.0% of portfolio
|
Q1 2023
Added 11.11%
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
60
shares
|
$1,210
0.0% of portfolio
|
Q3 2025
Added 66.67%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
49
shares
|
$988
0.0% of portfolio
|
Q2 2025
Reduced 43.02%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
41
shares
|
$826
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
40
shares
|
$806
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
South State Corp
|
Nov 05, 2025 Q3 2025 |
35
shares
|
$705
0.0% of portfolio
|
Q2 2025
Reduced 52.05%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
30
shares
|
$605
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
15
shares
|
$302
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 10, 2025 Q3 2025 |
11
shares
|
$221
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Oct 10, 2025 Q3 2025 |
11
shares
|
$221
0.0% of portfolio
|
Q2 2025
Reduced 15.38%
|
|
|
Covestor LTD
Boston, MA |
Oct 30, 2025 Q3 2025 |
6
shares
|
$121
0.0% of portfolio
|
Q1 2025
Reduced 88.0%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
5
shares
|
$100
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
4
shares
|
$80
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|