AKR at a glance
ACADIA REALTY TRUST (AKR, SEC CIK 899629) filed its latest 10-K annual report on February 13, 2026, a 10-Q quarterly report on July 29, 2026, an 8-K current report on July 28, 2026 and Form 4 insider filings as recently as May 13, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), ACADIA REALTY TRUST (AKR) reported revenue of $410.8 million (up 14.2% from FY2024) and net income of $16.9 million. Diluted EPS was $0.10.
- As of June 30, 2026, 31 institutional investment managers tracked by SignalX reported holding ACADIA REALTY TRUST (AKR) shares worth $2.5 billion in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Livingston Reginald on May 6, 2026 of 25,000 shares at $22.12 per share.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $410.8M
- +14.2% vs prior year
- Insiders · 90 days
- 0 buys · 0 sells
- No open-market trades
- 13F holders
- 31 funds
- $2.5B · +1 vs prior quarter
- Latest 8-K
- Jul 28, 2026
- Item 2.02
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Business Overview
- Core business model: Acquisition, development, and management of retail properties in supply-constrained, densely populated markets with high household incomes
- Emphasis on development activities with significant risk factors including construction delays, cost overruns, financing challenges, and regulatory approvals
- Strategic focus on private equity-type investments and joint ventures in operating retailers, exposing the company to retail operational risks alongside real estate risks
- Outstanding indebtedness $1.873B as of 12/31/2025, with $370.6M variable-rate debt and 80.2% fixed or effectively fixed interest rate debt
- New disclosure of significant reliance on third-party cloud vendors for network and data security, with risks from service interruptions or cyber events
Risk Factors
- Debt maturity concentration $94.4M on 840 N. Michigan due Dec 2026 with 6.50% effective interest rate
- Real estate impairment charges $37.2M in 2025 vs $1.7M in 2024, pro-rata share $8.9M reflect increased asset risk
- Limited liquidity with $38.8M cash on hand vs $450.5M net cash used in investing activities in 2025
- Potential limited financing options despite $2.4B unencumbered property value across 142 properties
- $295.5M unsettled forward equity contracts under ATM program expose to market price volatility
Management Discussion & Analysis
- Revenue growth: REIT Portfolio NOI $157.6M in 2025 vs $140.3M in 2024, up 12.3% YoY ($17.3M increase)
- Same-Property NOI +5.7% YoY to $139.1M from $131.6M; Same-Property Revenues $193.3M vs $186.9M; Operating Expenses $54.1M vs $55.3M
- Funds from Operations (FFO) $162.9M in 2025 vs $130.2M in 2024, up 25.1%
- Best performing segment: REIT Portfolio NOI +12.3% YoY to $157.6M; Worst: Operating expenses slightly decreased but no specific worst segment detailed
- Capital allocation: $107.3M dividends/distributions; $415.9M acquisitions/investments including increase in Renaissance Portfolio ownership; $28.5M mezzanine & preferred equity loans; $65.8M development capex; $44.1M tenant improvement commitments
- Forward outlook: 26 properties under development/redevelopment with estimated completion cost $102.7M-$133.6M through 2028; risks include inflation, high interest rates, tariffs affecting development costs
AI summary of the AKR 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Risk Factors
- No risk-factors section provided; supplied text covers Items 2–6 and signatures
- New credit agreement dated April 17, 2026, indicating changed financing arrangements
- No officer or trustee adopted, terminated, or modified Rule 10b5-1 trading arrangements during the quarter
- No defaults upon senior securities reported
- No unregistered equity sales or proceeds reported
AI summary of the AKR 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 2.02: Results of Operations and Financial Condition
- Q2 and first-half 2026 consolidated results released for periods ended June 30, 2026
- Supplemental materials cover financial results, operations, and portfolio performance
Item EX-99.1: Item EX-99.1
- Q2 FFO As Adjusted rose to $0.31 per share from $0.28, indicating stronger recurring REIT operating performance
- Same-property NOI increased 8.7%, led by 15.6% street-retail growth and 91% new-lease cash spreads
Item 8.01: Other Events
- $196M expected net proceeds from 9M-share forward offering at $21.80 per share
- Potential dilution of existing shareholders from 9M shares, increasing to 10.35M if the option is fully exercised
Item 2.02: Results of Operations and Financial Condition
- Revised Q1 2026 supplemental report corrects project portfolio data on page 22
- REIT pre-stabilized assets corrected to $337.937 million from $1.032 billion
Item 5.07: Submission of Matters to a Vote of Security Holders
- 95.57% shareholder participation, providing strong voting coverage for the annual meeting
- All eight trustees re-elected, though C. David Zoba received the largest opposition with 6,837,100 votes against
AI summaries of AKR 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for AKR
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Denien Mark A | A | May 13, 2026 | 5,436 | - |
| Wielansky Lee S | A | May 13, 2026 | 6,990 | - |
| McIntyre Kenneth A Jr | A | May 13, 2026 | 5,592 | - |
| Denien Mark A | A | May 13, 2026 | 5,592 | - |
| Zoba David C | A | May 13, 2026 | 5,592 | - |
| Livingston Reginald | Sell | May 6, 2026 | 25,000 | $22.12 |
| Livingston Reginald | C | May 6, 2026 | 25,000 | - |
| Livingston Reginald | C | May 6, 2026 | 25,000 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | $338.7M | $359.7M | $410.8M |
| Operating Income | $49.1M | $65.7M | $49.4M |
| Net Income | - | $21.6M | $16.9M |
| Op. Margin | 14.5% | 18.3% | 12.0% |
| Net Margin | - | 6.0% | 4.1% |
| Balance Sheet | |||
| Total Assets | $4.3B | $4.4B | $4.8B |
| Equity | $1.6B | $2.1B | $2.2B |
| ROE | - | 1.0% | 0.8% |
| Per Share | |||
| EPS | $0.20 | $0.19 | $0.10 |
| Cash Flow | |||
| Operating CF | $155.8M | $140.4M | $167.0M |
Source: XBRL data in ACADIA REALTY TRUST (AKR)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate AKR share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 31 | $2.49B |
| Q1 2026 | 30 | $2.12B |
| Q4 2025 | 26 | $2.29B |
| Q3 2025 | 26 | $2.27B |
| Q2 2025 | 30 | $1.95B |
| Q1 2025 | 27 | $1.49B |
| Q4 2024 | 23 | $1.54B |
| Q3 2024 | 17 | $744.4M |
- COHEN & STEERS, INC.+3.88M (+24%)
- Principal Financial Group+3.32M (+521%)
- BlackRock+1.15M (+5%)
- Vanguard Portfolio Management LLC+358.5K (+3%)
- Citadel Advisors LLC+306.0K (+44%)
- Prudential Financial−936.1K (-87%)
- Two Sigma Investments−324.1K (-32%)
- Goldman Sachs Group−263.6K (-9%)
- Millennium Management−228.0K (-79%)
- JPMorgan Chase & Co−166.3K (-23%)
- Soros Fund Management+228.7K
Source: 13F-HR filings on SEC EDGAR (aggregated from 210 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
AKR filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
8-K current reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| SC 13G | Aug 7, 2026 | - | - | |
| 10-Q | Jul 29, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Jul 28, 2026 | - | Analysis | - |
| 8-K | Jun 12, 2026 | - | Analysis | - |
| 8-K | May 13, 2026 | - | Analysis | |
| 4 | May 13, 2026 | - | - | |
| 4 | May 13, 2026 | - | - | |
| 4 | May 13, 2026 | - | - | |
| 4 | May 13, 2026 | - | - | |
| 4 | May 7, 2026 | - | - | |
| 10-Q | Apr 29, 2026 | Mar 31, 2026 | Analysis | |
| SC 13G | Apr 29, 2026 | - | - | |
| 8-K | Apr 28, 2026 | - | Analysis | - |
| 8-K | Apr 20, 2026 | - | - | - |
| SC 13G | Mar 5, 2026 | - | - | |
| 4 | Feb 20, 2026 | - | - | |
| 4 | Feb 20, 2026 | - | - | |
| 4 | Feb 20, 2026 | - | - | |
| 10-K | Feb 13, 2026 | Dec 31, 2025 | Analysis | |
| 8-K | Feb 10, 2026 | - | - | |
| 8-K | Feb 6, 2026 | - | - | |
| 4 | Jan 26, 2026 | - | - | |
| 4 | Jan 26, 2026 | - | - | |
| 4 | Jan 26, 2026 | - | - | |
| 4 | Jan 26, 2026 | - | - |
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AKR SEC filings: frequently asked questions
Which institutions hold AKR stock?
As of June 30, 2026, the largest ACADIA REALTY TRUST (AKR) holders among the 13F filers tracked by SignalX were BlackRock ($508.5 million), COHEN & STEERS, INC. ($421.3 million), FMR LLC (Fidelity) ($416.2 million), Vanguard Portfolio Management LLC ($281.8 million), T. Rowe Price Group ($211.3 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was AKR's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), ACADIA REALTY TRUST (AKR) reported revenue of $410.8 million (up 14.2% from FY2024) and net income of $16.9 million. Diluted EPS was $0.10. The figures come from the XBRL data in the 10-K.
What are the main risks in AKR's latest 10-K?
In the 10-K filed February 13, 2026, ACADIA REALTY TRUST (AKR) flagged: Debt maturity concentration $94.4M on 840 N. Michigan due Dec 2026 with 6.50% effective interest rate. Real estate impairment charges $37.2M in 2025 vs $1.7M in 2024, pro-rata share $8.9M reflect increased asset risk. (AI summary of the Risk Factors section.)
What did AKR report in its latest 8-K?
ACADIA REALTY TRUST (AKR) filed an 8-K on July 28, 2026 reporting Item 2.02 (Results of Operations and Financial Condition). Q2 and first-half 2026 consolidated results released for periods ended June 30, 2026.
What are the latest AKR SEC filings?
ACADIA REALTY TRUST (AKR) filed its latest 10-K annual report on February 13, 2026, a 10-Q quarterly report on July 29, 2026, an 8-K current report on July 28, 2026 and a Form 4 insider filing on May 13, 2026.
What is AKR's SEC CIK number?
ACADIA REALTY TRUST (AKR)'s SEC Central Index Key (CIK) is 899629. EDGAR lists every AKR filing under that number.
Ask anything about AKR
The research agent reads AKR's filings, financials, insider trades and 13F holders, then answers with sources.