AOWM
ABR icon

Asset One Wealth Management’s Arbor Realty Trust ABR Stock Holding History

Asset One 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
2026
Q2 		– Sell
-15,422
Closed -$126K – 348
2026
Q1 		$126K Sell
15,422
-10,000
-39% -$78K 0.01% 334
2025
Q4 		$190K Buy
+25,422
New +$249K 0.03% 272

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

Asset One Wealth Management's ABR Position: Q2 2026 in Review

Asset One Wealth Management sold out of Arbor Realty Trust (ABR) in Q2 2026, closing a stake of 15,422 shares — an estimated $126K sold.

Asset One Wealth Management first reported a position in ABR in Q4 2025 and held it in 2 quarters. The position peaked at $190K in Q4 2025. 297 funds tracked by Wall St. Rank hold ABR as of Q2 2026.

  • Asset One Wealth Management reported no remaining Arbor Realty Trust position as of Q2 2026 after selling out during the quarter.
  • Asset One Wealth Management sold 15,422 Arbor Realty Trust shares in Q2 2026, an estimated $126K.
  • Asset One Wealth Management first reported a position in Arbor Realty Trust in Q4 2025 and held it in 2 quarters.
  • Asset One Wealth Management's Arbor Realty Trust position peaked at $190K in Q4 2025.
  • 297 funds tracked by Wall St. Rank held Arbor Realty Trust as of Q2 2026.

Based on Asset One Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.