Avantax Advisory Services’s Arbor Realty Trust ABR Stock Holding History

Avantax Advisory Services’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	$189K	Sell	17,710 -12,147	-41%	-$128K	﹤0.01%	2220
2025 Q1	$351K	Sell	29,857 -18,959	-39%	-$245K	﹤0.01%	1726
2024 Q4	$676K	Sell	48,816 -166	-0.3%	-$2.44K	﹤0.01%	1258
2024 Q3	$762K	Buy	48,982 +15,134	+45%	+$210K	0.01%	1162
2024 Q2	$486K	Buy	33,848 +527	+2%	+$7.04K	﹤0.01%	1378
2024 Q1	$442K	Buy	33,321 +2,568	+8%	+$34.4K	﹤0.01%	1104
2023 Q4	$467K	Buy	30,753 +1,833	+6%	+$25.2K	﹤0.01%	1030
2023 Q3	$439K	Buy	28,920 +5,279	+22%	+$83.5K	﹤0.01%	999
2023 Q2	$350K	Buy	23,641 +7,114	+43%	+$88.1K	﹤0.01%	1100
2023 Q1	$190K	Sell	16,527 -260	-2%	-$3.61K	﹤0.01%	1385
2022 Q4	$221K	Buy	16,787 +158	+1%	+$2.15K	﹤0.01%	1263
2022 Q3	$191K	Buy	16,629 +2,243	+16%	+$33K	﹤0.01%	1224
2022 Q2	$189K	Buy	+14,386	New	+$231K	﹤0.01%	1213
2021 Q3	–	Sell	-10,329	Closed	-$184K	–	1176
2021 Q2	$184K	Sell	10,329 -700	-6%	-$12.3K	﹤0.01%	1085
2021 Q1	$175K	Buy	+11,029	New	+$170K	﹤0.01%	974
2020 Q4	–	Sell	-59,483	Closed	-$683K	–	933
2020 Q3	$683K	Buy	+59,483	New	+$624K	0.01%	685

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

VCM

Valiant Capital Management San Francisco, California $1.74B AUM 64.05% 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

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

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

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

Avantax Advisory Services's ABR Position: Q2 2025 in Review

Avantax Advisory Services reduced its Arbor Realty Trust (ABR) stake by 41% in Q2 2025, selling an estimated $128K and leaving 17,710 shares worth $189K. The position accounts for ﹤0.01% of the portfolio, ranked #2220.

Avantax Advisory Services first reported a position in ABR in Q3 2020 and has held it in 16 quarters since. The position peaked at $762K in Q3 2024. 308 funds tracked by Wall St. Rank hold ABR as of Q2 2025.

Avantax Advisory Services held 17,710 shares of Arbor Realty Trust worth $189K as of Q2 2025.
Avantax Advisory Services sold 12,147 Arbor Realty Trust shares in Q2 2025, an estimated $128K.
Arbor Realty Trust made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #2220 holding.
Avantax Advisory Services first reported a position in Arbor Realty Trust in Q3 2020 and has held it in 16 quarters since.
Avantax Advisory Services's Arbor Realty Trust position peaked at $762K in Q3 2024.
308 funds tracked by Wall St. Rank held Arbor Realty Trust as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.