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Atria Wealth Solutions’s Arbor Realty Trust ABR Stock Holding History

Atria Wealth Solutions’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
Q2 		$750K Sell
70,030
-79,895
-53% -$841K 0.02% 751
2025
Q1 		$1.76M Sell
149,925
-89,779
-37% -$1.16M 0.02% 679
2024
Q4 		$3.32M Buy
239,704
+51,883
+28% +$764K 0.04% 477
2024
Q3 		$2.92M Sell
187,821
-7,409
-4% -$103K 0.03% 502
2024
Q2 		$2.8M Sell
195,230
-14,637
-7% -$196K 0.03% 515
2024
Q1 		$2.78M Buy
209,867
+3,830
+2% +$51.3K 0.03% 519
2023
Q4 		$3.13M Sell
206,037
-6,572
-3% -$90.4K 0.04% 458
2023
Q3 		$3.23M Sell
212,609
-6,814
-3% -$108K 0.05% 415
2023
Q2 		$3.25M Buy
219,423
+3,653
+2% +$45.2K 0.04% 414
2023
Q1 		$2.48M Sell
215,770
-113,785
-35% -$1.58M 0.04% 469
2022
Q4 		$4.35M Sell
329,555
-3,938
-1% -$53.5K 0.07% 277
2022
Q3 		$3.84M Sell
333,493
-5,480
-2% -$80.6K 0.07% 291
2022
Q2 		$4.44M Sell
338,973
-2,367
-0.7% -$38K 0.08% 252
2022
Q1 		$5.82M Buy
+341,340
New +$5.99M 0.1% 223

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 $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VCM
Valiant Capital Management San Francisco, California $2.48B AUM 57.08% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Atria Wealth Solutions's ABR Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Arbor Realty Trust (ABR) stake by 53% in Q2 2025, selling an estimated $841K and leaving 70,030 shares worth $750K. The position accounts for 0.02% of the portfolio, ranked #751.

Atria Wealth Solutions first reported a position in ABR in Q1 2022 and has held it in 14 quarters since. The position peaked at $5.82M in Q1 2022. 308 funds tracked by Wall St. Rank hold ABR as of Q2 2025.

  • Atria Wealth Solutions held 70,030 shares of Arbor Realty Trust worth $750K as of Q2 2025.
  • Atria Wealth Solutions sold 79,895 Arbor Realty Trust shares in Q2 2025, an estimated $841K.
  • Arbor Realty Trust made up 0.02% of Atria Wealth Solutions's portfolio in Q2 2025, its #751 holding.
  • Atria Wealth Solutions first reported a position in Arbor Realty Trust in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's Arbor Realty Trust position peaked at $5.82M in Q1 2022.
  • 308 funds tracked by Wall St. Rank held Arbor Realty Trust as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.