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Advocate Investing Services’s Arbor Realty Trust ABR Stock Holding History

Advocate Investing Services’s Portfolio ABR Stock Details ABR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.17K Hold
400
– – ﹤0.01% 383
2026
Q1 		$3.08K Hold
400
– – ﹤0.01% 339
2025
Q4 		$3.1K Buy
+400
New +$3.92K ﹤0.01% 314

Other funds holding ABR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Coatue Management
Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Advocate Investing Services's ABR Position: Q2 2026 in Review

Advocate Investing Services held its Arbor Realty Trust (ABR) position steady in Q2 2026 at 400 shares worth $2.17K. The position accounts for ﹤0.01% of the portfolio, ranked #383.

Advocate Investing Services first reported a position in ABR in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.1K in Q4 2025. 297 funds tracked by Wall St. Rank hold ABR as of Q2 2026.

  • Advocate Investing Services held 400 shares of Arbor Realty Trust worth $2.17K as of Q2 2026.
  • Advocate Investing Services left its Arbor Realty Trust share count unchanged in Q2 2026.
  • Arbor Realty Trust made up ﹤0.01% of Advocate Investing Services's portfolio in Q2 2026, its #383 holding.
  • Advocate Investing Services first reported a position in Arbor Realty Trust in Q4 2025 and has held it in 3 quarters since.
  • Advocate Investing Services's Arbor Realty Trust position peaked at $3.1K in Q4 2025.
  • 297 funds tracked by Wall St. Rank held Arbor Realty Trust as of Q2 2026.

Based on Advocate Investing Services's 13F filing for Q2 2026, filed 29 Jul 2026.