CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Position in AKR — Acadia Realty Trust
CIK 884546
SAN FRANCISCO, CA
Position in AKR
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$46,756,831
-$2,402,803 QoQ
Shares Held
2,445,441
+2.2% QoQ
Ownership
1.78%
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 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, 2026CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $3,405,276,704 across 26 REIT - Retail names. AKR ranks #16 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
4,272,265 | $796,905,590 | |
| 2 | O |
Realty Income Corp
|
12,188,656 | $745,701,974 | |
| 3 | KIM |
Kimco Realty Corp
|
10,906,924 | $245,078,582 | |
| 4 | REG |
Regency Centers Corp
|
2,652,808 | $200,711,453 | |
| 5 | BRX |
Brixmor Property Group Inc.
|
6,258,358 | $180,240,710 | |
| 6 | ADC |
Agree Realty Corp
|
2,109,853 | $159,040,719 | |
| 7 | FRT |
Federal Realty Investment Trust
|
1,491,186 | $158,378,865 | |
| 8 | NNN |
Nnn REIT, Inc.
|
2,977,152 | $125,129,698 |
All Filings in AKR
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $46,756,831 | 2,445,441 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $49,159,634 | 2,393,361 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $46,736,091 | 2,319,409 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $42,456,312 | 2,286,285 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $43,904,056 | 2,095,659 | Shares | Sole | 2025-09-15 | |
| 2024-12-31 | $51,958,109 | 2,150,584 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $45,330,511 | 1,930,601 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $33,105,784 | 1,847,421 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $30,801,503 | 1,810,788 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $28,593,983 | 1,682,989 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $23,361,699 | 1,627,993 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $22,460,660 | 1,560,852 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $21,120,844 | 1,514,039 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $20,927,351 | 1,458,352 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $17,630,707 | 1,397,045 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $21,111,992 | 1,351,600 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $27,621,362 | 1,274,636 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $27,005,281 | 1,237,072 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $24,928,202 | 1,221,372 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $25,896,549 | 1,179,260 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $22,173,160 | 1,168,854 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $15,882,129 | 1,119,248 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $11,441,125 | 1,089,631 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $13,988,481 | 1,077,695 | Shares | Sole | 2020-08-20 | |
| 2020-03-31 | $18,535,328 | 1,495,991 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||