ACADIA REALTY TRUST(AKR)Stock Analysis
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Rank #316 of 2,879 stocksTOP 25%
Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
AKR Stock Analysis & AI Quality Score
AI stock analysis and institutional research for ACADIA REALTY TRUST (AKR), a Real Estate sector company. 13F Pro's AI-powered ranking engine scores AKR at 70.3/100 on a 32-signal composite quality model, placing it at rank #316 of 2,879 stocks — the top 25% of the AI-ranked universe. AKR scores in the top quartile across earnings quality (99.6), free cash flow (90.7), revenue growth (87.8). Areas of concern include revenue scale (32.6), which score below median versus the broader universe. Shareholder dilution risk is elevated at 34.9/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q1 2026), ACADIA REALTY TRUST reports quarterly revenue of $103.0M, net income of $139.1M, free cash flow of $31.4M. Top institutional holders of AKR by reported 13-F value include BlackRock,, FMR, VANGUARD PORTFOLIO MANAGEMENT, based on the most recent SEC filings. AKR trades on the NYSE exchange and files with the SEC under CIK 899629. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate AKR daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for ACADIA REALTY TRUST directly from SEC EDGAR. ACADIA REALTY TRUST's 13F Pro composite quality score has ranged between 41 and 70 since 2026, currently 70.3 — an improving long-term trajectory across 8 quarterly and live scoring snapshots.
What's Driving AKR's Business? Latest 10-Q Breakdown
AI-extracted from ACADIA REALTY TRUST's 10-Q filed 2026-04-29 — Q1 2026 (three months ended March 31, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.
Acadia Realty Trust delivered $30.5M net income to shareholders in Q1 2026, driven by $142.1M gain on disposition of Investment Management properties and $78.7M in REIT Portfolio acquisitions.
Biggest Revenue Drivers
Total revenue: $103.0M-1% YoY
Decrease due to non-recurring $8.4M termination income in prior year Q1, partially offset by REIT acquisitions and lease-up activity.
Largest Expense Items
Increased due to acquisitions and development activity.
Higher compensation expenses, legal expenses, transaction costs, and accelerated compensation cost from change in expected service period.
Relatively flat, with increases at Investment Management offset by better control at REIT properties.
Decrease primarily due to property dispositions and transitions to joint ventures.
Watch Items from the Filing
- $235.9M of consolidated debt matures in remainder of 2026, with extension options on only $134.2M; additional $153.8M matures in 2027 with $96.3M in extension options available. Refinancing risk in rising rate environment.
- Investment Management platform experienced significant transition with $608.8M in dispositions and recapitalizations in Q1 2026, reducing consolidated properties; future profitability dependent on fee income from joint venture partnerships.
- Three reportable segments: REIT Portfolio ($5.1M net income), Investment Management ($35.9M, driven by gains), and Structured Financing ($4.8M interest income); heavy reliance on Investment Management gains for quarterly profitability.
- Operating Partnership controls 96% of Acadia Realty Limited Partnership; limited partners hold 2.3M Common OP Units, 188 Series A Preferred Units, and 6.2M LTIP Units with conversion/exchange rights, creating ongoing dilution.
- Consolidated variable-rate debt of $298.8M (18.6% of total) exposed to SOFR increases; 100 basis point rise would increase annual interest expense by $3.0M despite $1.05B of hedges in place.
AI-extracted and verified against SEC EDGAR filing text. Not investment advice.
Revenue
Q1 2026
$103.0M
Net Income
Q1 2026
$139.1M
Free Cash Flow
Q1 2026
$31.4M
ROIC
Q1 2026
4.1%
D/E Ratio
Q1 2026
0.70
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · Pro+Revenue
+11.6% YoYNet Income
Operating Income
+122.6% YoYEPS (Diluted)
-253.8% YoYTotal Assets
+1.0% YoYTotal Debt
-1.1% YoYOp. Cash Flow
+26.9% YoY| Metric | FY 2022 | FY 2021 | FY 2019 | FY 2018 | FY 2017 | FY 2014 |
|---|---|---|---|---|---|---|
| Revenue | $326.3M +11.6% | $292.5M +1.0% | $289.6M +11.5% | $259.7M +4.5% | $248.6M | — |
| Net Income | — | — | — | — | — | $71.1M |
| Operating Income | $68.2M +122.6% | $30.7M -58.1% | $73.1M +123.6% | $32.7M -50.6% | $66.2M +30.0% | $50.9M |
| EPS (Diluted) | $-0.40 -253.8% | $0.26 | — | — | — | $1.18 |
| Total Assets | $4.30B +1.0% | $4.26B -1.1% | $4.31B +8.8% | $3.96B -0.0% | $3.96B +44.9% | $2.73B |
| Total Debt | $1.79B -1.1% | $1.81B +6.1% | $1.71B +10.2% | $1.55B +8.9% | $1.42B +42.0% | $1.00B |
| Operating Cash Flow | $133.2M +26.9% | $105.0M -20.1% | $131.4M +36.7% | $96.1M -16.2% | $114.7M +38.9% | $82.5M |
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Top Institutional Holders of AKR
BlackRock, Inc.
$443.0M23,166,880 shFMR LLC
$374.9M19,607,806 shVANGUARD PORTFOLIO MANAGEMENT LLC
$250.8M13,116,679 shSTATE STREET CORP
$142.5M7,375,754 shVANGUARD CAPITAL MANAGEMENT LLC
$112.3M5,872,669 shMASSACHUSETTS FINANCIAL SERVICES CO /MA/
$104.9M5,215,758 shWELLINGTON MANAGEMENT GROUP LLP
$71.6M3,746,157 shGEODE CAPITAL MANAGEMENT, LLC
$66.9M3,499,360 shGOLDMAN SACHS GROUP INC
$58.6M3,063,022 shNuveen, LLC
$57.7M3,016,976 sh
| Fund | Value | Shares |
|---|---|---|
| BlackRock, Inc. | $443.0M | 23,166,880 |
| FMR LLC | $374.9M | 19,607,806 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $250.8M | 13,116,679 |
| STATE STREET CORP | $142.5M | 7,375,754 |
| VANGUARD CAPITAL MANAGEMENT LLC | $112.3M | 5,872,669 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $104.9M | 5,215,758 |
| WELLINGTON MANAGEMENT GROUP LLP | $71.6M | 3,746,157 |
| GEODE CAPITAL MANAGEMENT, LLC | $66.9M | 3,499,360 |
| GOLDMAN SACHS GROUP INC | $58.6M | 3,063,022 |
| Nuveen, LLC | $57.7M | 3,016,976 |
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Popular Research
Is AKR a good stock to buy?
13F Pro's AI-powered analysis of ACADIA REALTY TRUST (AKR) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Real Estate sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for AKR are available on the AKR stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.
Which hedge funds own AKR?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling AKR. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of ACADIA REALTY TRUST's investment landscape.