Position in AKR
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$10,682,495
-$3,291,849 QoQ
Shares Held
558,708
-17.9% QoQ
Ownership
0.418%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 58%
Shared 0%
None 42%
Common Shares in AKR Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Mar 31, 2026BANK OF AMERICA CORP /DE/ holds $3,628,397,555 across 26 REIT - Retail names. AKR ranks #18 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
8,503,133 | $1,586,089,395 | |
| 2 | O |
Realty Income Corp
|
17,332,135 | $1,060,380,014 | |
| 3 | KIM |
Kimco Realty Corp
|
8,753,550 | $196,692,265 | |
| 4 | KRG |
Kite Realty Group Trust
|
5,952,067 | $146,123,242 | |
| 5 | ADC |
Agree Realty Corp
|
1,526,561 | $115,072,165 | |
| 6 | BRX |
Brixmor Property Group Inc.
|
2,631,594 | $75,789,905 | |
| 7 | NTST |
NETSTREIT Corp.
|
3,433,461 | $64,652,070 | |
| 8 | REG |
Regency Centers Corp
|
719,536 | $54,440,091 |
All Filings in AKR
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $10,682,495 | 558,708 | Shares | Defined | 2026-05-18 | |
| 2025-12-31 | $13,974,344 | 680,348 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $8,112,145 | 402,588 | Shares | Defined | 2026-02-03 | |
| 2025-06-30 | $8,726,244 | 469,911 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $7,041,482 | 336,109 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $6,792,607 | 281,151 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $77,812 | 3,314 | Shares | Defined | 2025-03-18 | |
| 2024-06-30 | $4,551,158 | 253,971 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $95,392 | 5,608 | Shares | Defined | 2025-03-18 | |
| 2023-12-31 | $2,667,410 | 156,999 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $1,828,647 | 127,432 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $1,546,779 | 107,490 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $1,872,729 | 134,246 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $2,284,562 | 159,203 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $1,812,304 | 143,606 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $5,095,177 | 326,196 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $6,524,725 | 301,095 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $5,885,890 | 269,624 | Shares | Defined | 2022-02-08 | |
| 2021-09-30 | $4,245,970 | 208,034 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $5,357,535 | 243,968 | Shares | Defined | 2021-09-13 | |
| 2021-03-31 | $7,955,351 | 419,365 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $3,712,144 | 261,603 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $2,524,009 | 240,382 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $4,834,799 | 372,481 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $4,177,557 | 337,172 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||