AWM
ARR

AE Wealth Management’s Armour Residential REIT ARR Stock Holding History

AE Wealth Management’s Portfolio ARR Stock Details ARR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-13,920
Closed -$263K – 2151
2024
Q4 		$263K Buy
+13,920
New +$267K ﹤0.01% 1155
2023
Q3 		– Sell
-4,277
Closed -$114K – 1948
2023
Q2 		$114K Buy
4,277
+871
+26% +$22.2K ﹤0.01% 1795
2023
Q1 		$89.4K Buy
+3,406
New +$96.3K ﹤0.01% 1797
2022
Q3 		– Sell
-2,542
Closed -$89K – 1750
2022
Q2 		$89K Buy
+2,542
New +$94.3K ﹤0.01% 1651

Other funds holding ARR

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

AE Wealth Management's ARR Position: Q1 2025 in Review

AE Wealth Management sold out of Armour Residential REIT (ARR) in Q1 2025, closing a stake of 13,920 shares — an estimated $263K sold.

AE Wealth Management first reported a position in ARR in Q2 2022 and held it in 4 quarters. The position peaked at $263K in Q4 2024. 191 funds tracked by Wall St. Rank hold ARR as of Q1 2025.

  • AE Wealth Management reported no remaining Armour Residential REIT position as of Q1 2025 after selling out during the quarter.
  • AE Wealth Management sold 13,920 Armour Residential REIT shares in Q1 2025, an estimated $263K.
  • AE Wealth Management first reported a position in Armour Residential REIT in Q2 2022 and held it in 4 quarters.
  • AE Wealth Management's Armour Residential REIT position peaked at $263K in Q4 2024.
  • 191 funds tracked by Wall St. Rank held Armour Residential REIT as of Q1 2025.

Based on AE Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.