AKR β€” ACADIA RLTY TR

Ownership history in Abound Wealth Management  Β·  7 quarters on record

AI Ownership Summary

Abound Wealth Management reported ACADIA RLTY TR (AKR) in 7 quarterly 13F filings from 2024 Q3 through 2026 Q1. The latest visible filing shows AKR at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this AKR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Abound Wealth Management's position in ACADIA RLTY TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

AKR was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Abound Wealth Management held AKR β€” position size vs. price
% of Fund (quarterly)    AKR price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 11 β€” 0% 0.00% $211 2026-04-10 $20.73
2025 Q4 UNCHANGED 11 β€” 0% 0.00% $226 2026-01-12 $20.69
2025 Q3 UNCHANGED 11 β€” 0% 0.00% $222 2025-10-10 $18.61
2025 Q2 REDUCED 11 -2 -15.4% 0.00% $205 2025-07-14 $18.11
2025 Q1 UNCHANGED 13 β€” 0% 0.00% $273 2025-04-17 $19.12
2024 Q4 UNCHANGED 13 β€” 0% 0.00% $315 2025-01-13 $21.34
2024 Q3 INITIATED 13 β€” β€” 0.00% $306 2024-11-04 $23.00

FAQ About Abound Wealth Management and AKR

These are the practical questions this page is built to answer before you even open the full history table.

How long has Abound Wealth Management reported owning AKR?

Abound Wealth Management reported AKR across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported AKR position in Abound Wealth Management's portfolio?

The largest reported portfolio weight for AKR was 0.00% in 2024 Q3.

What is the latest reported AKR position on this page?

The most recent filing on this page is 2026 Q1, when Abound Wealth Management reported 11 shares, equal to 0.00% of portfolio, with an estimated market value of $211.

What does the chart on this AKR ownership page compare?

The chart compares Abound Wealth Management's quarterly AKR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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