BARTLETT & CO. WEALTH MANAGEMENT LLC
Position in AKR — Acadia Realty Trust
CIK 2010186
CINCINNATI, OH
Position in AKR
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$9,785
+$837 QoQ
Shares Held
468
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#212
of 256 holders
Holding Since
Mar 2020
25 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 Jun 30, 2026BARTLETT & CO. WEALTH MANAGEMENT LLC holds $1,265,406 across 10 REIT - Retail names. AKR ranks #7 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MAC |
Macerich Co
|
20,000 | $503,800 | |
| 2 | NNN |
Nnn REIT, Inc.
|
7,200 | $335,016 | |
| 3 | BRX |
Brixmor Property Group Inc.
|
7,800 | $245,934 | |
| 4 | O |
Realty Income Corp
|
1,381 | $85,566 | |
| 5 | FRT |
Federal Realty Investment Trust
|
527 | $65,052 | |
| 6 | SPG |
Simon Property Group Inc.
|
51 | $11,406 | |
| 7 | AKR |
Acadia Realty Trust
This page
|
468 | $9,785 | |
| 8 | KRG |
Kite Realty Group Trust
|
225 | $6,385 |
All Filings in AKR
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,785 | 468 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $8,948 | 468 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $9,612 | 468 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $9,430 | 468 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $8,690 | 468 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $9,804 | 468 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $11,306 | 468 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $10,988 | 468 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $8,386 | 468 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $7,960 | 468 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $7,951 | 468 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $6,715 | 468 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $6,734 | 468 | Shares | Sole | 2024-02-14 | |
| 2023-03-31 | $6,528 | 468 | Shares | Sole | 2024-02-14 | |
| 2022-12-31 | $6,715 | 468 | Shares | Sole | 2024-02-14 | |
| 2022-09-30 | $5,906 | 468 | Shares | Sole | 2024-02-14 | |
| 2022-06-30 | $7,310 | 468 | Shares | Sole | 2024-02-14 | |
| 2022-03-31 | $10,141 | 468 | Shares | Sole | 2024-02-14 | |
| 2021-09-30 | $9,551 | 468 | Shares | Sole | 2024-02-14 | |
| 2021-06-30 | $10,277 | 468 | Shares | Sole | 2024-02-14 | |
| 2021-03-31 | $5,709 | 301 | Shares | Sole | 2024-02-14 | |
| 2020-12-31 | $4,271 | 301 | Shares | Sole | 2024-02-13 | |
| 2020-09-30 | $3,160 | 301 | Shares | Sole | 2024-02-13 | |
| 2020-06-30 | $3,906 | 301 | Shares | Sole | 2024-02-13 | |
| 2020-03-31 | $3,729 | 301 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||