Acadia Realty Trust (AKR) Ownership

25.22 ↑0.22 (0.88%)

As of December 31, 1969, 7:00pm EST.

Institutions
Mutual Funds

Institutional Ownership

Cohen & Steers Inc is the biggest individual institutional holder of Acadia Realty Trust (AKR), owning a total of 18.8 million shares. Combined, the top 36 institutional holders of AKR own 101.83% of the company with a total of 118.6 million shares.

In the latest ownership report on June 30th 2024, the top 36 institutional holders increased their combined ownership of AKR by 7.5 million shares. 16 institutions bought 8,056,841 total additional shares and increased their ownership by an average of 38.75%. However 5 institutions sold 573,866 total shares and decreased their ownership by an average of 2.66%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Acadia Realty Trust increased by a net total of 7,482,975 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Cohen & Steers Inc	15.743%	2.011%	18,837,542	371,410	2024-06-30
BlackRock Inc	15.632%	0.413%	18,703,926	76,879	2024-06-30
Vanguard Group Inc	13.586%	-2.560%	16,255,797	-427,025	2024-06-30
T. Rowe Price Associates, Inc.	7.601%	2.783%	9,094,495	246,249	2024-06-30
Wellington Management Company LLP	5.333%	54.244%	6,380,558	2,243,902	2024-06-30
State Street Corp	5.099%	0.377%	6,100,885	22,931	2024-06-30
AllianceBernstein L.P.	2.379%	2.216%	2,846,394	61,700	2024-06-30
Geode Capital Management, LLC	2.154%	3.328%	2,577,823	83,027	2024-06-30
FMR Inc	2.051%	291.587%	2,454,368	1,827,594	2024-06-30
Morgan Stanley - Brokerage Accounts	2.001%	15.880%	2,394,180	328,090	2024-06-30
Goldman Sachs Group Inc	1.856%	-2.530%	2,220,439	-57,641	2024-06-30
Charles Schwab Investment Management Inc	1.544%	2.023%	1,847,421	36,633	2024-06-30
Legal & General Group PLC	1.533%	-1.045%	1,834,057	-19,367	2024-06-30
Dimensional Fund Advisors, Inc.	1.228%	5.395%	1,469,739	75,233	2024-06-30
Bank of New York Mellon Corp	0.984%	0.748%	1,176,907	8,739	2024-06-30
Ranger Global Real Estate Advisors, LLC	0.939%	234.096%	1,123,229	787,030	2024-06-30
Northern Trust Corp	0.936%	-2.422%	1,120,395	-27,813	2024-06-30
JPMorgan Chase & Co	0.859%	4.954%	1,027,771	48,516	2024-06-30
Apg Investments Us Inc	0.836%	0.000%	1,000,000	1,000,000	2024-06-30
Prudential Financial Inc	0.709%	-4.721%	848,075	-42,020	2024-06-30
Easterly Investment Partners.	0.796%	0.000%	838,908	838,908	2024-06-30

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Cohen & Steers Inc	15.743%	2.011%	18,837,542	371,410	2024-06-30
BlackRock Inc	15.632%	0.413%	18,703,926	76,879	2024-06-30
Vanguard Group Inc	13.586%	-2.560%	16,255,797	-427,025	2024-06-30
T. Rowe Price Associates, Inc.	7.601%	2.783%	9,094,495	246,249	2024-06-30
Wellington Management Company LLP	5.333%	54.244%	6,380,558	2,243,902	2024-06-30
State Street Corp	5.099%	0.377%	6,100,885	22,931	2024-06-30
State Street Corporation	5.770%	-2.451%	6,077,954	-152,704	2024-03-31
AllianceBernstein L.P.	2.379%	2.216%	2,846,394	61,700	2024-06-30
Geode Capital Management, LLC	2.154%	3.328%	2,577,823	83,027	2024-06-30
FMR Inc	2.051%	291.587%	2,454,368	1,827,594	2024-06-30
Morgan Stanley - Brokerage Accounts	2.001%	15.880%	2,394,180	328,090	2024-06-30
Goldman Sachs Group Inc	1.856%	-2.530%	2,220,439	-57,641	2024-06-30
Weiss Multi-Strategy Advisers Llc	1.833%	-10.926%	1,891,694	-232,026	2023-12-31
Charles Schwab Investment Management Inc	1.544%	2.023%	1,847,421	36,633	2024-06-30
Legal & General Group PLC	1.533%	-1.045%	1,834,057	-19,367	2024-06-30
Dimensional Fund Advisors, Inc.	1.228%	5.395%	1,469,739	75,233	2024-06-30
Bank of New York Mellon Corp	0.984%	0.748%	1,176,907	8,739	2024-06-30
Ranger Global Real Estate Advisors, LLC	0.939%	234.096%	1,123,229	787,030	2024-06-30
Northern Trust Corp	0.936%	-2.422%	1,120,395	-27,813	2024-06-30
Nuveen Asset Management, LLC	1.025%	7.251%	1,079,215	72,962	2024-03-31
JPMorgan Chase & Co	0.859%	4.954%	1,027,771	48,516	2024-06-30
Point72 Asset Management, L.P.	0.989%	150.080%	1,018,907	611,474	2023-09-30
Apg Investments Us Inc	0.836%	0.000%	1,000,000	1,000,000	2024-06-30
CenterSquare Investment Management LLC	0.961%	-72.926%	982,704	-2,647,010	2023-09-30
Citadel Advisors Llc	0.868%	16.896%	893,618	129,160	2023-09-30
NORGES BANK	0.938%	4.437%	892,812	37,930	2022-12-31
Prudential Financial Inc	0.709%	-4.721%	848,075	-42,020	2024-06-30
Easterly Investment Partners.	0.796%	0.000%	838,908	838,908	2024-06-30
CBRE Investment Management Listed Real Assets LLC	0.763%	54.050%	803,962	282,077	2024-03-31
Balyasny Asset Management LLC	0.753%	3,453.200%	777,369	755,491	2023-12-31
Fisher Asset Management, LLC	0.731%	-1.121%	754,291	-8,552	2024-03-31
Ameriprise Financial Inc	0.756%	-11.212%	727,465	-91,862	2022-09-30
Millennium Management LLC	0.746%	1,052.630%	711,045	649,356	2023-06-30
Renaissance Technologies Corp	0.680%	46.352%	646,001	204,600	2022-09-30
Principal Financial Group Inc	0.610%	-0.878%	580,040	-5,139	2022-12-31
Walleye Trading Advisors, LLC	0.608%	14.139%	579,178	71,746	2022-12-31

Mutual Fund Ownership

Cohen & Steers Real Estate Opportunities is the biggest individual fund holder of Acadia Realty Trust (AKR), owning a total of 9.9 million shares. Combined, the top 31 mutual fund holders of AKR own 63.32% of the company with a total of 73 million shares.

In the latest ownership report on October 31st 2024, the top 31 fund holders increased their combined ownership of AKR by 8 thousand shares. 3 funds bought 14,265 total additional shares and increased their ownership by an average of 0.31%. However 1 funds sold 6,118 total shares and decreased their ownership by an average of 0.22%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding Acadia Realty Trust increased by a net total of 8,147 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
iShares Core S&P Small-Cap ETF	5.624%	0.094%	6,729,354	6,300	2024-10-31
iShares Russell 2000 ETF	2.274%	-0.224%	2,720,849	-6,118	2024-10-31
iShares S&P Small-Cap 600 Value ETF	0.904%	0.086%	1,081,871	925	2024-10-31
iShares Russell 2000 Value ETF	0.830%	0.000%	993,288	0	2024-10-31
SPDR® Portfolio S&P 600™ Sm Cap ETF	0.780%	0.760%	933,464	7,040	2024-10-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Cohen & Steers Real Estate Opportunities	8.293%	0.000%	9,922,814	0	2024-09-30
Cohen & Steers Real Estate Securities A	8.293%	0.000%	9,922,814	0	2024-09-30
iShares Core S&P Small-Cap ETF	5.624%	0.094%	6,729,354	6,300	2024-10-31
T. Rowe Price Real Assets Tr I-Z	3.621%	0.196%	4,333,150	8,455	2024-09-30
Vanguard Real Estate Index Investor	3.404%	-1.327%	4,073,299	-54,783	2024-09-30
Vanguard Total Stock Mkt Idx Inv	2.827%	7.011%	3,382,481	221,605	2024-09-30
T. Rowe Price Real Assets	2.608%	-2.935%	3,120,039	-94,356	2024-09-30
Vanguard Instl Ttl Stck Mkt Idx Tr	3.085%	0.975%	2,940,892	28,388	2023-03-31
iShares Russell 2000 ETF	2.274%	-0.224%	2,720,849	-6,118	2024-10-31
Fidelity Small Cap Value Fund	2.240%	27.425%	2,680,000	576,800	2024-08-31
Vanguard Small Cap Index	2.201%	1.035%	2,633,836	26,990	2024-09-30
Vanguard Small Cap Value Index Inv	1.491%	1.920%	1,783,523	33,590	2024-09-30
Vanguard Institutional Extnd Mkt Idx Tr	1.334%	1.319%	1,596,288	20,786	2024-09-30
Fidelity VIP Mid Cap Initial	1.139%	0.000%	1,362,300	0	2024-09-30
Vanguard Extended Market Index Investor	1.358%	-0.015%	1,294,147	-190	2023-08-31
Ranger Global - Global Real Estate Comp	0.906%	-18.548%	1,084,264	-246,899	2024-06-30
iShares S&P Small-Cap 600 Value ETF	0.904%	0.086%	1,081,871	925	2024-10-31
Fidelity Small Cap Index	0.883%	-2.638%	1,056,009	-28,614	2024-08-31
iShares Russell 2000 Value ETF	0.830%	0.000%	993,288	0	2024-10-31
SPDR® Portfolio S&P 600™ Sm Cap ETF	0.780%	0.760%	933,464	7,040	2024-10-31
Fidelity® Small Cap Index	0.961%	2.637%	916,455	23,548	2023-10-31
Undrly L&G Heitman Property	0.759%	-1.979%	907,726	-18,329	2024-09-30
SPDR® Portfolio S&P 600 Sm Cap ETF	0.879%	-0.143%	906,428	-1,295	2024-05-30
T. Rowe Price Real Estate	0.944%	-16.212%	899,807	-174,101	2023-06-30
T. Rowe Price US Real Estate Equity	0.944%	-16.212%	899,807	-174,101	2023-06-30
SPDR® S&P 600 Small Cap Value ETF	0.910%	0.000%	875,618	0	2023-02-28
CREF Stock R1	0.902%	0.000%	859,890	0	2023-11-30
Easterly Global Real Estate A	0.796%	-3.272%	838,908	-28,374	2024-06-30
Vanguard Tax-Managed Small Cap Adm	0.656%	4.337%	784,430	32,603	2024-09-30
Goldman Sachs Small Cap Value A	0.703%	-12.452%	740,570	-105,335	2024-06-30
BlackRock Advantage Small Cap Core Instl	0.774%	-0.672%	734,871	-4,971	2022-11-30