Position in AKR
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$35,627,230
-$1,349,697 QoQ
Shares Held
1,863,349
+3.5% QoQ
Ownership
1.36%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 92%
Shared 7%
None 2%
Common Shares in AKR Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Mar 31, 2026DIMENSIONAL FUND ADVISORS LP holds $3,254,018,995 across 25 REIT - Retail names. AKR ranks #16 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
4,606,481 | $859,246,899 | |
| 2 | O |
Realty Income Corp
|
13,018,219 | $796,454,636 | |
| 3 | KIM |
Kimco Realty Corp
|
10,341,105 | $232,364,628 | |
| 4 | REG |
Regency Centers Corp
|
2,667,906 | $201,853,765 | |
| 5 | BRX |
Brixmor Property Group Inc.
|
4,790,090 | $137,954,591 | |
| 6 | FRT |
Federal Realty Investment Trust
|
1,284,001 | $136,373,742 | |
| 7 | ADC |
Agree Realty Corp
|
1,771,018 | $133,499,334 | |
| 8 | NNN |
Nnn REIT, Inc.
|
2,816,528 | $118,378,669 |
All Filings in AKR
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $35,627,230 | 1,863,349 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $36,976,927 | 1,800,240 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $35,772,031 | 1,775,287 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $32,892,037 | 1,771,246 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $34,801,866 | 1,661,187 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $38,073,114 | 1,575,874 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $34,439,476 | 1,466,758 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $26,337,721 | 1,469,739 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $23,720,545 | 1,394,506 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $23,124,882 | 1,361,088 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $19,290,357 | 1,344,276 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $19,460,861 | 1,352,388 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $18,771,968 | 1,345,661 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $19,388,668 | 1,351,127 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $16,455,822 | 1,303,948 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $21,279,560 | 1,362,328 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $29,371,387 | 1,355,394 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $29,832,113 | 1,366,565 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $28,151,635 | 1,379,306 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $30,163,223 | 1,373,553 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $26,722,697 | 1,408,682 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $20,681,385 | 1,457,462 | Shares | Defined | 2021-03-08 | |
| 2020-09-30 | $15,456,661 | 1,472,063 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $17,707,562 | 1,364,219 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $16,563,274 | 1,336,826 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||