Allied Private Wealth’s Arbor Realty Trust ABR Stock Holding History

Allied Private Wealth’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	$55.9K	Buy	+11,365	New	+$73.9K	0.04%	230

Other funds holding ABR

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Kerr Financial Planning Fresno, California $89.6M AUM 72.71% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Abound Wealth Management Franklin, Tennessee $504M AUM 23.73% 1-Year Est. Return