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AE Wealth Management’s Arbor Realty Trust ABR Stock Holding History

AE Wealth Management’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
2025
Q3 		– Sell
-11,807
Closed -$126K – 2279
2025
Q2 		$126K Sell
11,807
-491
-4% -$5.17K ﹤0.01% 1424
2025
Q1 		$144K Sell
12,298
-3,525
-22% -$45.6K ﹤0.01% 1356
2024
Q4 		$219K Sell
15,823
-753
-5% -$11.1K ﹤0.01% 1236
2024
Q3 		$258K Buy
16,576
+6,358
+62% +$88.3K ﹤0.01% 1082
2024
Q2 		$147K Buy
+10,218
New +$137K ﹤0.01% 1185
2024
Q1 		– Sell
-51,950
Closed -$715K – 1148
2023
Q4 		$715K Buy
51,950
+18,235
+54% +$251K ﹤0.01% 1284
2023
Q3 		$512K Sell
33,715
-5,227
-13% -$82.7K ﹤0.01% 1371
2023
Q2 		$577K Buy
38,942
+5,900
+18% +$73K ﹤0.01% 1316
2023
Q1 		$380K Sell
33,042
-3,708
-10% -$51.4K ﹤0.01% 1456
2022
Q4 		$485K Buy
36,750
+7,765
+27% +$105K ﹤0.01% 1330
2022
Q3 		$333K Sell
28,985
-2,276
-7% -$33.5K ﹤0.01% 1426
2022
Q2 		$410K Sell
31,261
-52,202
-63% -$838K ﹤0.01% 1304
2022
Q1 		$1.42M Buy
83,463
+68,984
+476% +$1.21M 0.01% 802
2021
Q4 		$265K Buy
14,479
+1,413
+11% +$26.5K ﹤0.01% 1492
2021
Q3 		$242K Buy
13,066
+803
+7% +$14.5K ﹤0.01% 1455
2021
Q2 		$219K Buy
+12,263
New +$216K ﹤0.01% 1467
2020
Q1 		– Sell
-21,262
Closed -$305K – 1107
2019
Q4 		$305K Buy
21,262
+5,165
+32% +$73.4K 0.01% 896
2019
Q3 		$211K Buy
+16,097
New +$201K 0.01% 906

Other funds holding ABR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

AE Wealth Management's ABR Position: Q3 2025 in Review

AE Wealth Management sold out of Arbor Realty Trust (ABR) in Q3 2025, closing a stake of 11,807 shares — an estimated $126K sold.

AE Wealth Management first reported a position in ABR in Q3 2019 and held it in 18 quarters. The position peaked at $1.42M in Q1 2022. 310 funds tracked by Wall St. Rank hold ABR as of Q3 2025.

  • AE Wealth Management reported no remaining Arbor Realty Trust position as of Q3 2025 after selling out during the quarter.
  • AE Wealth Management sold 11,807 Arbor Realty Trust shares in Q3 2025, an estimated $126K.
  • AE Wealth Management first reported a position in Arbor Realty Trust in Q3 2019 and held it in 18 quarters.
  • AE Wealth Management's Arbor Realty Trust position peaked at $1.42M in Q1 2022.
  • 310 funds tracked by Wall St. Rank held Arbor Realty Trust as of Q3 2025.

Based on AE Wealth Management's 13F filing for Q3 2025, filed 3 Nov 2025.