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Livermore
Livermore
ZHEN

CWM Advisors, LLC

SEC CIK
0001670139
Latest filing
Aug 12, 2026

AKR holding history

Acadia Realty Trust in every 13F filed by CWM Advisors, LLC, 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)
38,440
Value
$803.8K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of AKR by CWM Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202638,440$803.8K<0.1%+6,351+19.8%AddedHolders
Q1 202632,089$613.5K<0.1%+4,125+14.8%AddedHolders
Q4 202527,964$574.4K0.1%+450+1.6%AddedHolders
Q3 202527,514$554.4K0.1%+2,247+8.9%AddedHolders
Q2 202525,267$469.2K0.1%+6,013+31.2%AddedHolders
Q1 202519,254$403.4K<0.1%+640+3.4%AddedHolders
Q4 202418,614$449.7K0.1%−1,239−6.2%ReducedHolders
Q3 202419,853$466.1K<0.1%−2,515−11.2%ReducedHolders
Q2 202422,368$400.8K<0.1%−1,536−6.4%ReducedHolders
Q1 202423,904$406.6K<0.1%−6,333−20.9%ReducedHolders
Q4 202330,237$513.7K0.1%+5,871+24.1%AddedHolders
Q3 202324,366$349.7K<0.1%−909−3.6%ReducedHolders
Q2 202325,275$363.7K<0.1%+2,606+11.5%AddedHolders
Q1 202322,669$316.2K<0.1%+6,186+37.5%AddedHolders
Q4 202216,483$236.5K<0.1%−30.0%ReducedHolders
Q3 202216,486$208.0K<0.1%+2,891+21.3%AddedHolders
Q2 202213,595$212.0K<0.1%+2,758+25.4%AddedHolders
Q1 202210,837$235.0K<0.1%−523−4.6%ReducedHolders
Q4 202111,360$248.0K<0.1%−124−1.1%ReducedHolders
Q3 202111,484$234.0K<0.1%−8,382−42.2%ReducedHolders
Q2 202119,866$436.0K0.1%+602+3.1%AddedHolders
Q1 202119,264$365.0K0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.