Exited position

Joel Greenblatt’s Acadia Rlty Tr (AKR) position

Reported position history, portfolio importance and verified filing changes from public SEC disclosures.

Gotham Asset ManagementVerified through Q2 2026
Relationship snapshot

At a glance

The full verified relationship, including prior ownership episodes and exits where supported.

First reportedQ4 2023Earliest verified positive filing snapshot
Latest statusExited positionBased on the latest supported relationship state
Peak shares11.20KHighest verified quarter-end share count
Quarters reported3Verified quarters with shares above zero
What happened?

Gotham Asset Management first reported Acadia Rlty Tr in Q4 2023. The reported position was increased across later filings. The latest verified relationship event shows that Gotham Asset Management sold the entire position in Q3 2025, and the stock is no longer reported in the latest verified portfolio.

Verified SEC history

Position over time

See the same verified relationship through reported shares, portfolio weight or reported value.

Metric

Gaps indicate periods that cannot be safely connected or where a verified corporate action changes the raw share scale. Stock price, when available, is market context and not a transaction price.

Key filing events

What changed

Latest filing plus the most meaningful reported changes. Unchanged quarters are collapsed by default.

Q3 2025
Sold the entire position−10.21K shares · No shares reported at quarter-end
Q2 2025
Bought 5.1% more+497 shares · 10.21K shares reported after the change
Filing context

Quarter-end price $18.57 · Estimated holding basis $20.83

Q1 2025
New position+9.72K shares · 9.72K shares reported
Filing context

Quarter-end price $20.95 · Estimated holding basis $20.95

Q1 2024
Sold the entire position−11.20K shares · No shares reported at quarter-end
Q4 2023
New position+11.20K shares · 11.20K shares reported
Filing context

Quarter-end price $16.99 · Estimated holding basis $16.99

Portfolio importance

How important was Acadia Rlty Tr in Gotham Asset Management’s reported portfolio?

Relative importance is measured only within the verified primary non-option reported portfolio for each quarter.

Last reported portfolio weight0.0%Q2 2025
Last reported rank#1585of 1655 reported positions
Peak portfolio weight0.0%Q4 2023
Best historical rank#1259Q4 2023
At peak importanceQ4 2023
AKR
0.0%
Largest holding
8.7%
Cross-investor discovery

Who else owns Acadia Rlty Tr?

Also reported by 1 other tracked investor in their latest verified filings.

George SorosSoros Fund Management
AKR0.1% of reported portfolio
Explore Acadia Rlty Tr across all tracked investors →
SEC evidence & methodology

SEC filing evidence

Market context and filing-derived values are kept separate from actual transaction prices, which 13F filings do not disclose.

Latest verified stock price$19.412026-09-16

Market context only; not an investor transaction price.

Latest verified investor filingQ2 2026 · filed 2026-08-14
Open SEC filing ↗

This tracker follows Gotham Asset Management, LLC’s Form 13F disclosures—not Joel Greenblatt’s personal brokerage account. The filing is firm-level rather than a personal stock list. Form 13F reports quarter-end U.S.-listed positions and certain options, but it does not reveal exact trade dates, execution prices, short positions or the purpose of an option position.