“Interest expense for Investment Management decreased $1.4 million for the year ended December 31, 2025 compared to the prior year primarily due to lower average outstanding borrowings in 2025.”10-K · Feb 13, 2026 ↗
Acadia Realty Trust
AKR
Market read
Acadia Realty Trust's current read is isolated; its market group is not confirming.
No new filing conclusion is available. 0 of 1 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 5 directly disclosed connections are confirming.
- AKR's market-adjusted activity becomes unusual and at least one connected name confirms.
Invalidation: The isolated read changes if AKR's group or a disclosed connection begins moving with it.
Research brief
The story so far
No new filing conclusion is available. 0 of 1 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 5 directly disclosed connections are confirming.
No thresholded supportive filing evidence is available yet.
No thresholded adverse filing evidence is available yet.
- AKR's market-adjusted activity becomes unusual and at least one connected name confirms.
Company research
Understand the business, not just the ticker
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
- Which operating variable is changing?
- Is that change durable, cyclical or one-off?
- What evidence would disprove the current interpretation?
- Latest annual revenue changed +14.2% year over year.
- Operating cash flow covered net income at 9.88x in the latest annual period.
- Operating margin changed -6.2 percentage points in the latest annual period.
- Net margin changed -1.9 percentage points in the latest annual period.
- Diluted shares increased 18.8% in the latest annual period.
- P/E is 532% above the available filing-peer median; determine whether growth and quality justify the difference.
Price as of Sep 9, 2026
20.10Reported annual revenue and per-share history. This is accounting history, not a forecast.
What management says matters
Persistent and emerging business drivers
“Equity in (losses) earnings of unconsolidated affiliates for Investment Management decreased $20.3 million for the year ended December 31, 2025 compared to the prior year due to the loss on sale on Eden Square in 2025 and the impairment charge on the 650 Bald…”10-K · Feb 13, 2026 ↗
Valuation discipline
Descriptive valuation snapshot
Price/sales 6.3× · EV/sales 10.7×. Comparisons use only industry-matched filing peers.
Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.
Price action
How the market is pricing the story
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 10 Sept, 15:35 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
No sourced recent-development timeline yet
Jodie has not returned a relevant primary source or news item for AKR. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Reported financial figures are not available yet
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Filing analysis
No comparable filing assessment is available yet
Jodie has not yet found a suitable current-versus-prior filing comparison for AKR. This does not mean the latest filing was neutral or immaterial.
Business ecosystem
The relationships behind AKR
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
LULUlululemon athletica inc.partnerFeb 13, 2026 ▾
“32 The following table sets forth more specific information with respect to each of our REIT Portfolio operating properties at December 31, 2025: Property (a) Key Tenants Year Acquired Acadia's Interest Gross Leasable Area (GLA) Economic Occupancy Leased Occu…”
METRYFiling-linked namepartnerFeb 13, 2026 ▾
“32 The following table sets forth more specific information with respect to each of our REIT Portfolio operating properties at December 31, 2025: Property (a) Key Tenants Year Acquired Acadia's Interest Gross Leasable Area (GLA) Economic Occupancy Leased Occu…”
ACIAlbertsons Companies, Inc.investeeFeb 13, 2026 ▾
“Realized and unrealized holding losses on investments and other for our REIT Portfolio decreased $3.3 million for the year ended December 31, 2025 compared to the prior year period primarily due to a change in the mark-to-market adjustment on the investment i…”
Filing peers
Companies whose filings use similar operating language.
Open the three relationships above to see Jodie’s filing proof. Pro unlocks 5 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →
What is moving around it
Live connections
AKR is currently a Leader in the organic co-movement group Retail REITs. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.
This group is retained as the last observed read for AKR; it is not active in the latest market snapshot.
Context history
Theme membership history
No durable theme membership has been observed for this name yet.