Skip to content
Disclosery

AKR ACADIA RLTY TR

Follow

COM SH BEN INT (common), issuer CIK 899629

221 managers (228 13F filers) reported a position in AKR shares at 2025-12-31, 161,988,261 shares in all. 31 filers opened a position and 21 filers sold out during the quarter.

Managers
221
13F filers
228
New
31
Added
91
Reduced
68
Sold out
21
Shares held by filers
161,988,261

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
BlackRock, Inc.in group BlackRock, Inc.23,080,388$474M0.01%+228,32513F-HRTimelineGroup
VANGUARD GROUP INCgroup of 2 filers holding19,923,560$409M-27,442Timeline
FMR LLCin group FMR LLC19,655,148$404M0.02%+3,18713F-HRTimelineGroup
COHEN & STEERS, INC.in group COHEN & STEERS, INC.18,652,398$383M0.69%-90,93713F-HRTimelineGroup
PRICE T ROWE ASSOCIATES INC /MD/9,832,078$202M0.02%-444,12513F-HRTimeline
STATE STREET CORPin group STATE STREET CORP7,462,657$155M0.01%+12,98713F-HRTimelineGroup
MASSACHUSETTS FINANCIAL SERVICES CO /MA/in group MASSACHUSETTS FINANCIAL SERVI…5,572,852$114M0.04%+2,370,55313F-HRTimelineGroup
Engineers Gate Manager LP3,755,928$77.1M0.91%+717,82613F-HRTimeline
GEODE CAPITAL MANAGEMENT, LLCin group GEODE CAPITAL MANAGEMENT, LLC3,392,747$69.7M<0.01%+10,64813F-HRTimelineGroup
Alyeska Investment Group, L.P.in group Alyeska Investment Group, L.P.3,351,880$68.8M0.19%+442,20913F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC2,648,973$54.4M0.01%+424,64413F-HR/ATimelineGroup
ALLIANCEBERNSTEIN L.P.2,435,550$50M0.02%-52,63613F-HRTimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co2,393,361$49.2M0.01%+73,95213F-HRTimelineGroup
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…2,060,857$42.3M0.01%new13F-HRTimelineGroup
Heitman Real Estate Securities LLCin group Heitman Real Estate Securitie…2,032,412$41.7M2.94%+246,25013F-HRTimelineGroup
Hudson Bay Capital Management LPin group Hudson Bay Capital Management…1,888,022$38.8M0.22%-64,49113F-HRTimelineGroup
Legal & General Group Plcin group Legal & General Group Plc1,884,310$38.7M0.01%+226,12413F-HRTimelineGroup
Qube Research & Technologies Ltd1,862,396$38.3M0.05%+682,20713F-HRTimeline
DIMENSIONAL FUND ADVISORS LPin group DIMENSIONAL FUND ADVISORS LP1,800,240$37M0.01%+24,95313F-HRTimelineGroup
RUSH ISLAND MANAGEMENT, LP1,718,816$35.3M2.21%013F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP1,528,146$31.4M<0.01%-81,43913F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,271,873$26.1M<0.01%+167,38913F-HR/ATimelineGroup
NOMURA ASSET MANAGEMENT CO LTDgroup of 2 filers holding1,261,806$25.9M+1,072,306Timeline
Universal- Beteiligungs- und Serviceges…in group Universal- Beteiligungs- und …1,244,623$25.8M0.04%-51,05513F-HRTimelineGroup
SG Americas Securities, LLC1,254,292$25.8M0.03%+1,246,41613F-HRTimeline
SCHRODER INVESTMENT MANAGEMENT GROUP1,192,668$24.6M0.02%+305,09313F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp1,193,362$24.5M<0.01%-14,26213F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding988,794$20.3M+596,848Timeline
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC781,964$16.1M0.02%+611,34413F-HRTimelineGroup
Nuveen, LLCin group TIAA759,060$15.6M<0.01%-182,57513F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO703,341$14.4M<0.01%-77,10413F-HRTimelineGroup
APG Asset Management US Inc.in group APG Asset Management N.V.694,831$14.3M0.11%-143,81113F-HRTimelineGroup
Brookfield Corp /ON/in group Brookfield Corp /ON/686,601$14.1M0.02%new13F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/680,348$14M<0.01%+277,76013F-HRTimelineGroup
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding624,562$12.8M-11,111Timeline
TWO SIGMA INVESTMENTS, LPgroup of 2 filers holding617,309$12.7MnewTimeline
Invesco Ltd.in group Invesco Ltd.542,710$11.1M<0.01%-12,40713F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC489,669$10.1M<0.01%+64,29213F-HRTimelineGroup
NAN FUNG TRINITY (HK) LTD458,100$9.41M0.75%013F-HRTimeline
Public Sector Pension Investment Board453,499$9.31M0.03%-57,58013F-HRTimeline
RHUMBLINE ADVISERS372,757$7.66M0.01%-10,96513F-HRTimeline
Fisher Asset Management, LLC363,019$7.46M<0.01%+813F-HRTimeline
CANADA LIFE ASSURANCE Coin group CANADA LIFE ASSURANCE Co328,241$6.74M0.01%-3,99713F-HRTimelineGroup
State of New Jersey Common Pension Fund…in group State of New Jersey Common Pe…317,792$6.53M0.02%+13,85913F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC298,746$5.84M<0.01%-16,47913F-HRTimelineGroup
VOYA INVESTMENT MANAGEMENT LLCin group VOYA INVESTMENT MANAGEMENT LLC271,713$5.58M0.01%-37,87413F-HRTimelineGroup
Swiss National Bank258,300$5.31M<0.01%+4,40013F-HRTimeline
FJ Capital Management LLC247,622$5.09M0.56%+42,41313F-HRTimeline
Susquehanna Portfolio Strategies, LLCin group SUSQUEHANNA INTERNATIONAL GRO…231,612$4.76M0.07%+95,38213F-HRTimelineGroup
Sumitomo Mitsui Trust Group, Inc.in group Sumitomo Mitsui Trust Group, …224,887$4.62M<0.01%-31,33113F-HRTimelineGroup
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC217,339$4.46M<0.01%+39,21213F-HR/ATimelineGroup
ExodusPoint Capital Management, LP215,616$4.43M0.05%new13F-HRTimeline
EASTERLY INVESTMENT PARTNERS LLC210,290$4.32M0.27%-292,53713F-HRTimeline
Asset Management One Co., Ltd.184,808$3.87M0.01%+3,36713F-HRTimeline
LMR Partners LLPin group LMR Partners LLP185,000$3.8M0.04%new13F-HRTimelineGroup
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O…180,428$3.71M0.01%-5,79113F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…172,453$3.54M<0.01%-7,98213F-HRTimelineGroup
NEW YORK STATE TEACHERS RETIREMENT SYST…171,941$3.53M0.01%-1,25913F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\166,046$3.41M<0.01%+43713F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN156,283$3.21M<0.01%+47,04713F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC150,952$3.1M<0.01%+26,67913F-HRTimelineGroup
State of Alaska, Department of Revenue138,790$2.85M0.03%+1,90413F-HRTimeline
Allianz Asset Management GmbHin group Allianz SE128,042$2.63M<0.01%+3,06313F-HRTimelineGroup
DekaBank Deutsche Girozentrale136,073$2.6M<0.01%013F-HRTimeline
CALIFORNIA STATE TEACHERS RETIREMENT SY…125,846$2.58M<0.01%+12,20513F-HRTimeline
STRS OHIO125,200$2.57M0.01%+101,20013F-HRTimeline
Advisors Asset Management, Inc.121,244$2.49M0.04%+5,43513F-HR/ATimeline
GW&K Investment Management, LLC120,467$2.47M0.02%-5,11313F-HRTimeline
Zurcher Kantonalbank (Zurich Cantonalba…115,833$2.38M0.01%-22,03113F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…107,745$2.21M<0.01%-7,01313F-HRTimelineGroup
Mitsubishi UFJ Asset Management Co., Lt…in group Mitsubishi UFJ Trust & Bankin…103,265$2.13M<0.01%+3,35413F-HRTimelineGroup
MARSHALL WACE, LLPin group MARSHALL WACE, LLP100,156$2.06M<0.01%-170,56413F-HRTimelineGroup
Burkehill Global Management, LP100,000$2.05M0.14%013F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC87,696$1.8M<0.01%-60,18213F-HRTimelineGroup
Amundiin group Amundi87,095$1.79M<0.01%-2,60813F-HRTimelineGroup
AlphaQuest LLC86,348$1.77M0.1%+66,09913F-HRTimeline
MetLife Investment Management, LLCin group MetLife Investment Management…77,406$1.59M0.01%-5,08313F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding76,370$1.57M+2,917Timeline
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCH…75,292$1.55M0.01%-92513F-HRTimeline
Illinois Municipal Retirement Fund72,659$1.49M0.02%+1,83913F-HRTimeline
MACQUARIE GROUP LTDin group MACQUARIE GROUP LTD67,165$1.38M0.01%-1,336,95713F-HRTimelineGroup
NATIXIS ADVISORS, LLCin group Natixis Investment Managers65,727$1.35M<0.01%+14,18313F-HRTimelineGroup
Mirae Asset Global Investments Co., Ltd.group of 2 filers holding65,150$1.34M+935Timeline
JANUS HENDERSON GROUP PLCin group Janus Henderson63,854$1.31M<0.01%+11,20013F-HRTimelineGroup
Louisiana State Employees Retirement Sy…60,000$1.23M0.02%-20013F-HRTimeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …56,615$1.16M<0.01%-5,52113F-HRTimelineGroup
Resona Asset Management Co.,Ltd.in group Resona Asset Management Co.,L…55,439$1.16M0.01%-3,06013F-HRTimelineGroup
OVERSEA-CHINESE BANKING Corp Ltdin group OVERSEA-CHINESE BANKING Corp …54,649$1.12M0.03%new13F-HR/ATimelineGroup
VICTORY CAPITAL MANAGEMENT INC53,892$1.11M<0.01%+5913F-HRTimeline
Quantbot Technologies LP51,013$1.05M0.03%new13F-HRTimeline
INTECH INVESTMENT MANAGEMENT LLC50,399$1.04M0.01%+14313F-HRTimeline
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.49,948$1.03M<0.01%+2,38713F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC49,511$1.02M<0.01%+3,95013F-HRTimelineGroup
Aberdeen Group plcin group Aberdeen Group plc47,227$970K<0.01%+2,63513F-HRTimelineGroup
State of Tennessee, Department of Treas…46,894$938K<0.01%-7,02213F-HRTimeline
NEW YORK STATE COMMON RETIREMENT FUND42,747$878K<0.01%013F-HRTimeline
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC41,804$859K<0.01%+29,11813F-HRTimelineGroup
AMALGAMATED BANK38,098$783K0.01%+56813F-HRTimeline
Inspire Investing, LLCgroup of 2 filers holding37,865$778K+82Timeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS37,189$764K<0.01%-39,67513F-HRTimelineGroup
Handelsbanken Fonder AB37,032$761K<0.01%013F-HRTimeline
ARIZONA STATE RETIREMENT SYSTEM36,386$747K<0.01%-2,36613F-HRTimeline
Odyssean, LLC36,159$743K0.53%13F-HRTimeline
YOUSIF CAPITAL MANAGEMENT, LLC35,398$738K0.01%-5,04113F-HRTimeline
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP35,279$725K<0.01%+3,15713F-HRTimelineGroup
Police & Firemen's Retirement System of…34,799$715K0.01%-1,82213F-HRTimeline
CAPTRUST FINANCIAL ADVISORS34,520$709K<0.01%+62413F-HRTimeline
Schonfeld Strategic Advisors LLC34,226$703K<0.01%-397,21613F-HRTimeline
NISA INVESTMENT ADVISORS, LLC33,508$696K<0.01%-5,59013F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO33,388$686K<0.01%+1,29913F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC32,589$669K<0.01%+8,93413F-HRTimelineGroup
Metis Global Partners, LLC30,999$637K0.02%+1,46813F-HRTimeline
TEACHERS RETIREMENT SYSTEM OF THE STATE…30,730$631K<0.01%013F-HRTimeline
OREGON PUBLIC EMPLOYEES RETIREMENT FUND30,012$616K0.01%+50013F-HRTimeline
Quantinno Capital Management LP29,961$615K<0.01%+6,71113F-HRTimeline
Sumitomo Mitsui DS Asset Management Com…in group SUMITOMO MITSUI FINANCIAL GRO…29,828$613K<0.01%+3,59113F-HRTimelineGroup
KLP KAPITALFORVALTNING AS28,700$594K<0.01%013F-HRTimeline
FIRST MANHATTAN CO. LLC.28,271$586K<0.01%013F-HRTimeline
UniSuper Management Pty Ltd26,700$548K<0.01%-11,00013F-HRTimeline
STATE BOARD OF ADMINISTRATION OF FLORID…26,691$548K<0.01%013F-HRTimeline
ProShare Advisors LLC25,661$527K<0.01%+80413F-HRTimeline
Avalon Trust Co24,000$493K0.03%013F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP23,632$485K<0.01%+2,12813F-HRTimelineGroup
Verition Fund Management LLC22,400$460K<0.01%-552,53113F-HRTimeline
IFM Investors Pty Ltd21,273$437K<0.01%013F-HRTimeline
NISSAY ASSET MANAGEMENT CORP /JAPAN20,503$421K<0.01%+76513F-HRTimeline
Pictet Asset Management Holding SAin group Pictet Asset Management Holdi…20,135$414K<0.01%+2,48213F-HRTimelineGroup
Vident Advisory, LLCin group Vident Advisory, LLC19,739$405K<0.01%-2,97113F-HRTimelineGroup
Maryland State Retirement & Pension Sys…19,389$398K0.01%+55413F-HRTimeline
New Age Alpha Advisors, LLC18,997$390K0.02%+13,24213F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC18,253$375K<0.01%-124,40313F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources16,580$341K<0.01%-2,94113F-HRTimelineGroup
PROFUND ADVISORS LLC16,049$330K0.01%new13F-HRTimeline
Brevan Howard Capital Management LPin group Brevan Howard Capital Managem…15,314$315K0.01%new13F-HRTimelineGroup
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLCin group MUTUAL OF AMERICA CAPITAL MAN…14,976$308K<0.01%+30013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA14,973$307K<0.01%-47,68513F-HRTimelineGroup
M&T Bank Corpin group M&T Bank Corp13,703$282K<0.01%new13F-HR/ATimelineGroup
FIRST CITIZENS BANK & TRUST CO12,694$261K0.01%new13F-HRTimeline
CIBC Asset Management Inc12,215$251K<0.01%new13F-HRTimeline
Neo Ivy Capital Management12,189$250K0.04%-88913F-HRTimeline
Creative Planningin group Creative Planning12,115$249K<0.01%+1,45713F-HRTimelineGroup
FOX RUN MANAGEMENT, L.L.C.11,168$229K0.04%+15613F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…11,032$227K0.01%013F-HRTimelineGroup
Federation des caisses Desjardins du Qu…10,549$217K<0.01%+2,27013F-HRTimeline
XPONANCE LLC10,422$214K<0.01%+7413F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV10,270$211K<0.01%new13F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.10,000$205K<0.01%new13F-HRTimelineGroup
Vanderbilt University9,861$203K0.03%new13F-HRTimeline
Ensign Peak Advisors, Inc9,502$195K<0.01%-25,20013F-HR/ATimeline
Virtus Investment Advisers, LLCin group Virtus Investment Advisers, L…7,901$162K0.04%new13F-HRTimelineGroup
BNP PARIBAS ASSET MANAGEMENT Holding S.…in group BNP PARIBAS ASSET MANAGEMENT …7,634$157K<0.01%+62113F-HRTimelineGroup
Sterling Capital Management LLC7,620$157K<0.01%-1,52313F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…6,711$138K<0.01%+9713F-HRTimelineGroup
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.6,000$123K<0.01%013F-HRTimelineGroup
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION…5,612$115K<0.01%013F-HRTimeline
GAMMA Investing LLC5,444$112K0.01%+80013F-HRTimeline
KBC Group NVin group KBC Group NV4,733$97K<0.01%013F-HRTimelineGroup
FIL Ltdin group FIL Ltd4,658$95.7K<0.01%-1,056,28913F-HRTimelineGroup
HANTZ FINANCIAL SERVICES, INC.4,509$93K<0.01%+1,88713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Covestor Ltd3,726$77K0.04%+3,72013F-HRTimeline
QUADRANT CAPITAL GROUP LLC3,512$72.1K<0.01%+7313F-HRTimeline
CWM, LLCin group CWM, LLC2,936$60K<0.01%+17413F-HRTimelineGroup
Pinnacle Wealth Planning Services, Inc.2,520$51.8K0.01%new13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…2,428$49.9K<0.01%-52813F-HR/ATimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…2,393$49.2K<0.01%-31113F-HRTimelineGroup
GF FUND MANAGEMENT CO. LTD.2,168$44.5K<0.01%-1113F-HRTimeline
DANSKE BANK A/S2,100$43.1K<0.01%+1,80013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1,957$40.2K<0.01%-8,32213F-HRTimelineGroup
Versant Capital Management, Inc1,816$37.3K<0.01%+65413F-HRTimeline
CANADA PENSION PLAN INVESTMENT BOARD1,800$37K<0.01%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,758$36.1K<0.01%-31013F-HRTimelineGroup
MassMutual Private Wealth & Trust, FSB1,621$33.3K<0.01%-10813F-HRTimeline
Smartleaf Asset Management LLC1,105$23K<0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…1,083$22.2K<0.01%+3913F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,074$22.1K<0.01%+3113F-HRTimelineGroup
Salomon & Ludwin, LLC887$18.4K<0.01%-12913F-HRTimeline
UMB Bank, n.a.884$18.2K<0.01%+30813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Farther Finance Advisors, LLC849$17.4K<0.01%+18713F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC795$17K<0.01%+11113F-HRTimelineGroup
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK811$16.7K<0.01%013F-HRTimelineGroup
Parkside Financial Bank & Trust801$16.5K<0.01%+12613F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\683$14K<0.01%+10513F-HRTimelineGroup
Global Retirement Partners, LLC535$11K<0.01%+53113F-HRTimeline
United Financial Planning Group LLC521$10.7K0.01%013F-HRTimeline
SIGNATUREFD, LLC482$9.9K<0.01%+25113F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC468$9.71K<0.01%013F-HRTimeline
Fortis Group Advisors, LLC450$9.24K<0.01%013F-HRTimeline
Sound Income Strategies, LLC410$8.63K<0.01%new13F-HRTimeline
Arax Advisory Partners402$8.26K<0.01%-51513F-HRTimeline
DV Trading LLC369$7.58K<0.01%13F-HRTimeline
Cedar Mountain Advisors, LLC357$7.34K<0.01%+313F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.277$6K<0.01%-513F-HRTimeline
SageView Advisory Group, LLC275$5.65K<0.01%new13F-HRTimeline
Allworth Financial LP201$4.13K<0.01%-4613F-HRTimeline
ROTHSCHILD INVESTMENT LLC190$3.9K<0.01%+1513F-HRTimeline
Ares Financial Consulting, LLC190$3.9K<0.01%13F-HRTimeline
Bell Investment Advisors, Inc136$2.79K<0.01%013F-HRTimeline
High Note Wealth, LLC118$2.42K<0.01%+1613F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC105$2.16K<0.01%-82313F-HRTimelineGroup
Moisand Fitzgerald Tamayo, LLC97$1.99K<0.01%013F-HRTimeline