Position in AKR
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,939,035
-$551,316 QoQ
Shares Held
101,414
-16.4% QoQ
Ownership
0.076%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
17 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AKR Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Mar 31, 2026Advisors Asset Management, Inc. holds $4,788,461 across 6 REIT - Retail names. AKR ranks #1 (40.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AKR |
Acadia Realty Trust
This page
|
101,414 | $1,939,035 | |
| 2 | SPG |
Simon Property Group Inc.
|
7,553 | $1,408,861 | |
| 3 | ADC |
Agree Realty Corp
|
8,817 | $664,625 | |
| 4 | KIM |
Kimco Realty Corp
|
17,411 | $391,225 | |
| 5 | GTY |
Getty Realty Corp /Md/
|
6,890 | $219,102 | |
| 6 | EPRT |
Essential Properties Realty Trust, Inc.
|
5,455 | $165,613 |
All Filings in AKR
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,939,035 | 101,414 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,490,351 | 121,244 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $2,333,551 | 115,809 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $2,147,211 | 115,628 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $2,384,780 | 113,832 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,978,372 | 123,277 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $2,747,723 | 117,024 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $2,252,848 | 125,717 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $2,077,516 | 122,135 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $2,290,608 | 134,821 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,898,404 | 132,293 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,494,012 | 103,823 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,355,953 | 97,201 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $782,548 | 54,533 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $595,323 | 47,173 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $458,650 | 29,363 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $311,332 | 14,367 | Shares | Sole | 2022-05-17 | |
| No filing history on record for this holder in this stock. | ||||||