Position in AKR
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$1,127,620
-$2,082,431 QoQ
Shares Held
58,976
-62.3% QoQ
Ownership
0.044%
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 98%
Shared 0%
None 2%
Common Shares in AKR Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Mar 31, 2026WELLS FARGO & COMPANY/MN holds $705,650,836 across 26 REIT - Retail names. AKR ranks #22 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
5,118,129 | $313,127,131 | |
| 2 | SPG |
Simon Property Group Inc.
|
665,938 | $124,217,412 | |
| 3 | FRT |
Federal Realty Investment Trust
|
864,495 | $91,818,012 | |
| 4 | KIM |
Kimco Realty Corp
|
2,395,550 | $53,828,006 | |
| 5 | ADC |
Agree Realty Corp
|
370,565 | $27,933,189 | |
| 6 | REG |
Regency Centers Corp
|
214,751 | $16,248,059 | |
| 7 | EPRT |
Essential Properties Realty Trust, Inc.
|
387,913 | $11,777,037 | |
| 8 | GTY |
Getty Realty Corp /Md/
|
335,775 | $10,677,644 |
All Filings in AKR
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,127,620 | 58,976 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $3,210,051 | 156,283 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $2,201,105 | 109,236 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $1,721,160 | 92,685 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $1,646,962 | 78,614 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $1,851,766 | 76,646 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $1,290,413 | 54,958 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $932,681 | 52,047 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $702,476 | 41,298 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $606,559 | 35,701 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $428,403 | 29,854 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $753,026 | 52,330 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $524,378 | 37,590 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $497,197 | 34,648 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $450,141 | 35,669 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $600,930 | 38,472 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $2,721,361 | 125,582 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $3,447,675 | 157,933 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $3,516,599 | 172,298 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $1,992,671 | 90,741 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $2,793,008 | 147,233 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $21,716,459 | 1,530,406 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $18,276,205 | 1,740,591 | Shares | Defined | 2020-11-05 | |
| 2020-06-30 | $25,370,863 | 1,954,612 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $21,661,099 | 1,748,273 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||