Every material Form 8-K Acadia Realty Trust filed with the SEC in 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Acadia Realty Trust filed a new automatic shelf registration on Form S-3 to replace its 2023 shelf, which expires November 7, 2026, and amended its at-the-market equity offering program. The amendment adds Citizens JMP Securities as an additional sales agent and forward purchaser, and about $199 million remains available under the program. The filing describes routine capital-raising housekeeping, and it signals that the company can issue new common shares under the program, which would dilute existing holders if used.
New automatic shelf registration on Form S-3 filed November 3, 2026, replacing the 2023 shelf that expires November 7, 2026
Amendment No. 1 covers common shares with an aggregate sale price of up to $500 million under the at-the-market program
As of the amendment date, up to $199,062,233.91 in common shares remained available for issuance under the program
Citizens JMP Securities, LLC added as an additional sales agent and forward purchaser
Acadia Realty Trust reported third quarter 2026 results with a GAAP net loss of $0.03 per share, impacted by a non-cash impairment charge, while FFO As Adjusted rose to $0.31 per share. The company achieved 10.2% growth in same-property NOI for its REIT portfolio, driven largely by street retail, and completed $152 million in accretive acquisitions.
Third quarter 2026 GAAP net loss was $0.03 per share, and FFO As Adjusted was $0.31 per share.
REIT Portfolio same-property NOI increased 10.2% for the third quarter of 2026.
Completed approximately $152 million of street retail acquisitions during the third quarter.
Acadia Realty Trust appointed Tamara Fischer, a former executive chairperson of National Storage Affiliates Trust, as a trustee effective October 19, 2026, and placed her on the Nominating and Corporate Governance Committee. The filing describes her three decades of REIT industry experience but gives no financial results or changes to company guidance, so the appointment is a board-composition change rather than a direct financial event.
Tamara Fischer appointed trustee effective October 19, 2026, serving until the 2027 annual meeting of shareholders
Fischer also appointed to the Nominating and Corporate Governance Committee effective the same day
Previously CEO (January 2020 to March 2023) and Executive Chairperson (April 2023 to July 2026) of National Storage Affiliates Trust, which was acquired by Public Storage in July 2026
Trustee compensation follows the program described in the 2026 proxy statement filed March 31, 2026
Acadia Realty Trust reported second quarter 2026 results and raised its full-year 2026 guidance for net earnings, NAREIT FFO and FFO As Adjusted. Quarterly net earnings per share rose to $0.05 from $0.01, mainly due to a gain on sale of properties, while total revenues fell to $95.4 million from $100.6 million.
Q2 2026 FFO As Adjusted was $44.7 million, or $0.31 per share, versus $0.28 in Q2 2025
Full-year 2026 FFO As Adjusted guidance raised to $1.24-$1.26 per share from $1.22-$1.26
Q2 2026 total revenues were $95.4 million, down from $100.6 million a year earlier
Same-property NOI grew 8.7% in the REIT Portfolio for the quarter
Acadia Realty Trust reported first-quarter 2026 results and raised its full-year 2026 guidance for FFO As Adjusted to $1.22-$1.26 per share from $1.21-$1.25. Net income attributable to Acadia shareholders was $30.5 million, compared with $1.6 million a year earlier, though NAREIT FFO per share fell to $0.26 from $0.34. The company also corrected several figures in the supplemental report and reported that all eight trustee nominees were elected at its May 13 annual meeting.
Q1 2026 FFO As Adjusted per diluted share was $0.30, up from $0.27 in Q1 2025; NAREIT FFO per diluted share was $0.26, down from $0.34.
2026 guidance raised: FFO As Adjusted to $1.22-$1.26 from $1.21-$1.25; net earnings per share to $0.37-$0.39 from $0.24-$0.26.
Net income attributable to Acadia shareholders was $30.5 million, versus $1.6 million, with a $142.1 million consolidated gain on disposition of properties in the quarter.
At the May 13, 2026 annual meeting, all eight trustees were elected and the non-binding advisory vote on executive compensation received 117,956,235 votes for and 6,293,624 against.
Acadia Realty Trust reported first quarter 2026 GAAP net earnings of $0.22 per share, up from $0.01 a year earlier, driven mainly by gains on sale of $0.22 per share. Its NAREIT FFO fell to $36.9 million ($0.26 per share) from $44.6 million ($0.34), while FFO As Adjusted rose to $41.8 million ($0.30 per share) from $35.1 million ($0.27). The company raised its 2026 EPS guidance to $0.37-$0.39 from $0.24-$0.26 and its FFO As Adjusted guidance to $1.22-$1.26 from $1.21-$1.25.
GAAP net earnings of $0.22 per share vs. $0.01 in Q1 2025, mainly from gains on sale of $0.22 per share
NAREIT FFO of $36.9 million ($0.26 per share) vs. $44.6 million ($0.34) a year earlier
FFO As Adjusted of $41.8 million ($0.30 per share) vs. $35.1 million ($0.27); same-property NOI up 5.9%
2026 EPS guidance raised to $0.37-$0.39 from $0.24-$0.26; FFO As Adjusted guidance raised to $1.22-$1.26 from $1.21-$1.25
On April 17, 2026, Acadia Realty Trust and its operating partnership entered a Fourth Amended and Restated Credit Agreement with Bank of America as administrative agent. The facility extends the $525.0 million revolving credit facility to April 17, 2030 and restructures term loans, including a new $137.5 million term loan and an increase of an existing term loan to $512.5 million, with a maturity of April 17, 2031. The filing states the company's credit facilities now carry extended maturities and an accordion feature allowing capacity up to $2.0 billion, subject to customary conditions.
Revolving facility of $525.0 million extended from April 15, 2028 to April 17, 2030, with two six-month extension options
New Term Loan A-3 of $137.5 million maturing April 17, 2031; existing term loan increased from $400.0 million to $512.5 million with the same maturity
Term Loan A-2 of $250.0 million maturing May 29, 2030 carried over from the existing facility
Facility includes an accordion feature to increase capacity up to $2.0 billion at the Operating Partnership's option
Acadia Realty Trust reported fourth quarter 2025 revenue of $104.8 million, up from $93.3 million a year earlier, and FFO Before Special Items of $0.34 per share, up from $0.32. GAAP net earnings per share fell to $0.04 from $0.07, so the quarter's headline measures point in different directions. The company also gave initial 2026 FFO As Adjusted guidance of $1.21 to $1.25 per share, a new metric it will report beginning in 2026.
Q4 2025 total revenues were $104.8 million, versus $93.3 million in Q4 2024.
Q4 2025 FFO Before Special Items was $0.34 per share, versus $0.32; GAAP net earnings per share were $0.04, versus $0.07.
Full-year 2025 GAAP net earnings per share were $0.10, versus $0.19 in 2024; the filing cites a loss on change in control related to Georgetown Renaissance.
2026 FFO As Adjusted guidance is $1.21 to $1.25 per share, with REIT Portfolio same-property NOI growth of 5% to 9%.
Acadia Realty Trust said Senior Vice President and Chief Administrative Officer Joseph Napolitano will retire effective on or about April 1, 2026, and that his departure is not due to any disagreement with the company on operations, policies, practices, or accounting. The company does not plan to name a successor, and his responsibilities will be shifted to other members of management.
Joseph Napolitano notified the company of his retirement on February 3, 2026
Retirement effective on or about April 1, 2026
No disagreement with the company on operations, policies, practices, or accounting cited
No successor CAO planned; duties reallocated to other management members
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.
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