Acadia Realty Trust filed a Form 8-K on November 3, 2026, disclosing the filing of a new automatic shelf registration statement on Form S-3 and an amendment to its at-the-market equity offering sales agreement, with up to $199,062,233.91 in common shares remaining available for issuance.

Key Highlights

  • New shelf registration: Acadia Realty Trust filed an automatic shelf registration statement on Form S-3 on November 3, 2026, to replace its prior shelf (No. 333-275356) filed November 7, 2023, which will expire November 7, 2026.
  • ATM program capacity: The at-the-market equity offering program carries an aggregate sale price of up to $500,000,000 in common shares of beneficial interest.
  • Remaining availability: As of the date of Amendment No. 1, common shares having an aggregate gross sales price of up to $199,062,233.91 remain available under the program.
  • Amendment No. 1: The company and Acadia Realty Limited Partnership entered Amendment No. 1 to the ATM Equity Offering Sales Agreement, originally dated February 14, 2025, on November 3, 2026.
  • New party added: Amendment No. 1 added Citizens JMP Securities, LLC as an additional sales agent and forward purchaser under the sales agreement.
  • Legality opinion: Venable LLP delivered a legality opinion with respect to the ATM shares in connection with the prospectus supplement filing.

Acadia Realty Renews Shelf Registration and Amends ATM Sales Agreement

According to the filing, Acadia Realty Trust (NYSE:AKR) filed a new automatic shelf registration statement on Form S-3 on November 3, 2026, described as the "2026 Shelf Registration Statement," to replace the company's existing shelf registration statement that was filed on November 7, 2023, and is set to expire on November 7, 2026, "pursuant to Rule 415(a)(5) under the Securities Act of 1933, as amended." The company disclosed that the new shelf became effective automatically upon filing with the SEC on the same date.

In connection with the new shelf, the company disclosed that it filed a prospectus supplement to continue the offering of common shares of beneficial interest under its existing at-the-market equity offering program. The program, which carries a total aggregate sale price of up to $500,000,000, had $199,062,233.91 remaining in available issuance capacity as of the date of Amendment No. 1, according to the filing.

The filing further disclosed that Amendment No. 1 to the ATM Equity Offering Sales Agreement was entered into to reflect the new shelf registration statement, to add Citizens JMP Securities, LLC as an additional sales agent and forward purchaser, and "to make certain other amendments to the Sales Agreement." The sales agents named in the agreement include BofA Securities, Inc., Barclays Capital Inc., Goldman Sachs & Co. LLC, Jefferies LLC, J.P. Morgan Securities LLC, TD Securities (USA) LLC, Truist Securities, Inc., and Wells Fargo Securities, LLC. The filing was signed by John Gottfried, Executive Vice President and Chief Financial Officer.

What Was Disclosed

Acadia Realty Trust disclosed the filing of a replacement automatic shelf registration statement and an amendment to its at-the-market equity offering sales agreement, with $199,062,233.91 in common shares remaining available for issuance under the existing program as of November 3, 2026.