Vanguard reports 4.99% Acadia Realty Trust (AKR) stake in amended filing
Rhea-AI Filing Summary
Vanguard Capital Management filed an amended beneficial ownership report for Acadia Realty Trust common stock. Vanguard reports beneficial ownership of 7,120,289 shares, representing 4.99% of the class. Vanguard has sole voting power over 1,121,782 shares and sole dispositive power over 7,120,289 shares, with no shared voting or dispositive power. The position reflects securities held by Vanguard Capital Management LLC and certain affiliated entities and funds over which they exercise voting and/or dispositive power, and no other single person has an interest in more than 5% of the reported securities.
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Key Figures
Beneficially owned shares: 7,120,289 shares
Percent of class: 4.99 %
Sole voting power: 1,121,782 shares
+3 more
6 metrics
Beneficially owned shares
7,120,289 shares
Acadia Realty Trust common stock beneficially owned by Vanguard Capital Management
Percent of class
4.99 %
Percentage of Acadia Realty Trust common stock class held by Vanguard
Sole voting power
1,121,782 shares
Shares of Acadia Realty Trust over which Vanguard has sole voting power
Shared voting power
0 shares
Shares of Acadia Realty Trust over which Vanguard has shared voting power
Sole dispositive power
7,120,289 shares
Shares of Acadia Realty Trust over which Vanguard has sole dispositive power
Shared dispositive power
0 shares
Shares of Acadia Realty Trust over which Vanguard has shared dispositive power
Key Terms
beneficially owned, sole voting power, dispositive power, percent of class, +1 more
5 terms
beneficially owned financial
"this reflects the securities beneficially owned, or deemed to be beneficially owned, by Vanguard"
Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.
sole voting power financial
"Sole Voting Power 1,121,782.00"
Sole voting power is the exclusive right to cast votes attached to a shareholder’s stock without needing approval from anyone else. Like holding the only remote control for a TV, it lets that holder decide corporate matters such as board members, mergers, and policy changes, making it important to investors because it concentrates control and can strongly influence a company’s strategy and the value of its shares.
dispositive power financial
"Sole Dispositive Power 7,120,289.00"
Dispositive power is the authority to decide the final outcome of an asset, legal claim, contract, or corporate action — in effect the power to dispose of or resolve something. For investors it matters because whoever holds that authority can determine who gets paid, who controls an asset or vote, and how risks and returns are allocated; think of it like holding the key that lets you lock in the winner or loser in a deal.
percent of class financial
"Percent of class: 4.99 %"
Percent of class is the portion of a specific category of securities—such as a company’s common shares, preferred shares, or a bond series—that takes part in or approves a corporate action (vote, consent, tender, etc.). Investors watch this number because it reveals how much support or opposition exists within that particular shareholder group; like counting how many members of a club back a proposal, it can determine whether a plan passes or how influence is distributed.
Investment Company Act of 1940 regulatory
"investment companies registered under the Investment Company Act of 1940"
A U.S. federal law that sets the rulebook for pooled investment vehicles such as mutual funds, exchange-traded funds and similar money managers, requiring them to register with regulators, disclose holdings and fees, limit conflicts of interest, and follow governance standards. It matters to investors because these protections and transparency rules act like a referee and scoreboard, helping people compare funds, trust that managers follow fair practices, and spot hidden costs or risks.
AI-generated analysis. How Rhea-AI works. Not financial advice.
FAQ
What percentage of Acadia Realty Trust (AKR) does Vanguard Capital Management report owning?
Vanguard Capital Management reports beneficial ownership of 4.99% of Acadia Realty Trust’s common stock. This percentage keeps its holdings at or below the 5% regulatory threshold for Schedule 13G reporting of passive ownership stakes.
Does any other person hold more than 5% indirect interest in Vanguard’s Acadia Realty Trust (AKR) position?
No. Vanguard states that no one other person’s interest exceeds 5% of the securities reported. Dividends and sale proceeds may be directed to Vanguard-managed funds and accounts, but no single underlying holder crosses the 5% level.
Which Vanguard entities are included in the Acadia Realty Trust (AKR) ownership reported?
The filing covers securities beneficially owned or deemed owned by Vanguard Capital Management LLC and affiliates including Vanguard Asset Management Limited, Vanguard Fiduciary Trust Company, Vanguard Global Advisers, LLC and Vanguard Investments Australia Ltd.
What type of Acadia Realty Trust (AKR) security is reported by Vanguard Capital Management?
Vanguard reports holdings in Acadia Realty Trust common stock. The filing identifies the security as common shares with CUSIP 004239109, and all ownership figures and percentages relate to this class of equity.