Acadia Realty Trust (AKR)
Owns street and open-air retail while managing institutional real estate ventures.
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Owns and redevelops street and open-air retail properties in supply-constrained U.S. corridors, earning primarily tenant rent and expense recoveries. An investment-management platform adds fees and co-investment returns from opportunistic retail ventures, while Structured Financing holds selected real estate-backed loans.
Owns, acquires, and redevelops street and open-air retail across major U.S. metropolitan areas. The REIT Portfolio concentrates on supply-constrained corridors in New York, Chicago, Washington, Boston, Dallas, Los Angeles, and South Florida, alongside select suburban shopping centers. Tenant rents and expense recoveries provide most operating income.
Investment Management pursues opportunistic and value-add retail investments with institutional partners through funds and joint ventures, earning fees and potential performance incentives while retaining equity interests. Structured Financing selectively holds first mortgages and other real estate-backed notes.
In-house leasing, property management, construction, finance, and legal teams coordinate re-tenanting and redevelopment. Results depend on retail demand, lease renewals, capital access, REIT compliance, and shared control with institutional partners.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Aug 18, 2026 | Keybanc | Upgrade | ||
| Aug 17, 2026 | KeyBanc | Upgrade | Target: — | Target: $25 |
| Jun 9, 2026 | Truist Financial | Target | Target: $23 | Target: $24 |
| Sep 12, 2025 | Citigroup | Upgrade | ||
| Apr 10, 2025 | Truist Securities | Upgrade |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $33.0M · Total debt $1.78B · Total assets $4.62B · Shareholders' equity $2.34B
- Revenue
- $95.4M
- Operating income
- $18.7M
- Net income
- $11.0M
HistoryDividendAnnual yieldUpcoming
| Institutions | ≈ 121.97% | 167.51M shares | |
|---|---|---|---|
| 258 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail | |||
| Insiders | 0.19% | 257.5K shares | |
| 6 holders · as of May 13, 2026 | |||
| Adds to | 122.16% | ||
137.33M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.
These groups come from separate filings that can overlap, so they add to 122.16%; nothing is left for Other.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
BlackRock, Inc.Institution | 17.71% | 24.32M | as of Jun 30, 2026 |
Cohen & Steers, Inc.Institution | 14.67% | 20.15M | as of Jun 30, 2026 |
FMR LLCInstitution | 14.49% | 19.90M | as of Jun 30, 2026 |
Vanguard Portfolio Management LLCInstitution | 9.81% | 13.48M | as of Jun 30, 2026 |
Price T Rowe Associates Inc /MD/Institution | 7.36% | 10.10M | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| May 6, 2026 | Reginald Livingston | officer: EVP and CIO | −25,000 | $22.12 |
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Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Acadia Realty Trust | $19.45 | +0.49% | $2.66B | 56.1 | 61.7 | 6.6 | −7.2% |
| Federal Realty | $110.82 | +0.17% | $9.56B | 22.0 | 35.1 | 7.2 | +7.7% |
| Urban Edge Properties | $20.08 | +0.40% | $2.52B | 37.4 | 45.2 | 5.1 | +7.7% |
| Kimco Realty | $22.55 | +0.02% | $15.19B | 25.3 | 26.4 | 6.9 | +4.9% |
| Regency Centers | $73.30 | +0.52% | $13.32B | 20.7 | 29.0 | 7.7 | +5.7% |
| Brixmor Property Group | $27.93 | −0.59% | $8.62B | 20.1 | 27.9 | 6.1 | +4.3% |
| Kite Realty Group | $25.15 | −0.20% | $5.05B | 15.6 | 75.9 | 6.2 | −8.5% |
| InvenTrust Properties | $30.80 | −0.00% | $2.40B | 153.5 | — | 7.6 | +13.3% |
| Median | 22.0 | 32.0 | 6.9 | +5.7% |