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Capital Advisors Ltd’s Arbor Realty Trust ABR Stock Holding History

Capital Advisors Ltd’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
-13
Closed – – 1332
2026
Q1 		$0 Buy
+13
New +$101 ﹤0.01% 1327
2025
Q2 		– Sell
-50
Closed -$1K – 1305
2025
Q1 		$1K Sell
50
-36
-42% -$466 ﹤0.01% 1111
2024
Q4 		$1K Hold
86
– – ﹤0.01% 1132
2024
Q3 		$1K Hold
86
– – ﹤0.01% 1126
2024
Q2 		$1K Buy
86
+14
+19% +$187 ﹤0.01% 1105
2024
Q1 		$1K Hold
72
– – ﹤0.01% 1102
2023
Q4 		$1K Hold
72
– – ﹤0.01% 1074
2023
Q3 		$1K Hold
72
– – ﹤0.01% 1068
2023
Q2 		$1K Buy
+72
New +$891 ﹤0.01% 1072
2023
Q1 		– Sell
-30
Closed – – 1169
2022
Q4 		$0 Buy
+30
New +$408 ﹤0.01% 1169

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

Capital Advisors Ltd's ABR Position: Q2 2026 in Review

Capital Advisors Ltd sold out of Arbor Realty Trust (ABR) in Q2 2026, closing a stake of 13 shares.

Capital Advisors Ltd first reported a position in ABR in Q4 2022 and held it in 10 quarters. The position peaked at $1K in Q1 2025. 297 funds tracked by Wall St. Rank hold ABR as of Q2 2026.

  • Capital Advisors Ltd reported no remaining Arbor Realty Trust position as of Q2 2026 after selling out during the quarter.
  • Capital Advisors Ltd sold 13 Arbor Realty Trust shares in Q2 2026.
  • Capital Advisors Ltd first reported a position in Arbor Realty Trust in Q4 2022 and held it in 10 quarters.
  • Capital Advisors Ltd's Arbor Realty Trust position peaked at $1K in Q1 2025.
  • 297 funds tracked by Wall St. Rank held Arbor Realty Trust as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.