Skip to main content

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

AKR holding history

Acadia Realty Trust in every 13F filed by Creative Planning, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AKR overviewAll 13F holders of AKRFull Q2 2026 holdings

Shares (Q2 2026)
31,960
Value
$668.3K
% of portfolio
<0.1%
Quarters held
5
Since Q1 2023
Holdings of AKR by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202631,960$668.3K<0.1%+9,192+40.4%AddedHolders
Q1 202622,768$435.3K<0.1%+10,653+87.9%AddedHolders
Q4 202512,115$248.8K<0.1%+1,457+13.7%AddedHolders
Q3 202510,658$214.8K<0.1%+10,658NewHolders
Q2 20230$00.0%−35−100.0%Sold outHolders
Q1 202335$489<0.1%+35NewHolders