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

AllSquare 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	$19.5K	Hold	1,600	–	–	0.01%	325
2025 Q2	$17.1K	Hold	1,600	–	–	0.01%	331
2025 Q1	$18.8K	Hold	1,600	–	–	0.01%	323
2024 Q4	$22.2K	Hold	1,600	–	–	0.01%	296
2024 Q3	$24.9K	Hold	1,600	–	–	0.01%	287
2024 Q2	$23K	Hold	1,600	–	–	0.01%	283
2024 Q1	$21.2K	Buy	1,600 +800	+100%	+$10.7K	0.01%	293
2023 Q4	$12.1K	Hold	800	–	–	0.01%	353
2023 Q3	$12.1K	Hold	800	–	–	0.01%	351
2023 Q2	$10.1K	Hold	800	–	–	0.01%	373
2023 Q1	$9.19K	Hold	800	–	–	0.01%	382
2022 Q4	$10.6K	Hold	800	–	–	0.01%	357
2022 Q3	$9K	Buy	+800	New	+$11.8K	0.01%	361

Other funds holding ABR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

AllSquare Wealth Management held its Arbor Realty Trust (ABR) position steady in Q3 2025 at 1,600 shares worth $19.5K. The position accounts for 0.01% of the portfolio, ranked #325.

AllSquare Wealth Management first reported a position in ABR in Q3 2022 and has held it in 13 quarters since. The position peaked at $24.9K in Q3 2024. 310 funds tracked by Wall St. Rank hold ABR as of Q3 2025.

AllSquare Wealth Management held 1,600 shares of Arbor Realty Trust worth $19.5K as of Q3 2025.
AllSquare Wealth Management left its Arbor Realty Trust share count unchanged in Q3 2025.
Arbor Realty Trust made up 0.01% of AllSquare Wealth Management's portfolio in Q3 2025, its #325 holding.
AllSquare Wealth Management first reported a position in Arbor Realty Trust in Q3 2022 and has held it in 13 quarters since.
AllSquare Wealth Management's Arbor Realty Trust position peaked at $24.9K in Q3 2024.
310 funds tracked by Wall St. Rank held Arbor Realty Trust as of Q3 2025.

Based on AllSquare Wealth Management's 13F filing for Q3 2025, filed 12 Jan 2026.