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Clearstead Advisors’s Arbor Realty Trust ABR Stock Holding History

Clearstead Advisors’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
Q4 		– Sell
-10,910
Closed -$133K – 2737
2025
Q3 		$133K Buy
10,910
+271
+3% +$3.15K ﹤0.01% 975
2025
Q2 		$114K Buy
10,639
+315
+3% +$3.32K ﹤0.01% 1029
2025
Q1 		$121K Buy
10,324
+344
+3% +$4.45K ﹤0.01% 941
2024
Q4 		$138K Sell
9,980
-2,788
-22% -$41.1K ﹤0.01% 941
2024
Q3 		$199K Buy
12,768
+294
+2% +$4.08K ﹤0.01% 864
2024
Q2 		$179K Buy
12,474
+6,334
+103% +$84.7K ﹤0.01% 850
2024
Q1 		$83.9K Hold
6,140
– – ﹤0.01% 641
2023
Q4 		$93.2K Sell
6,140
-6,140
-50% -$84.5K 0.01% 599
2023
Q3 		$186K Buy
+12,280
New +$194K 0.01% 581

Other funds holding ABR

BlackRock
BlackRock New York $5.7T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $50.9B AUM 42.89% 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 $761B AUM 31.28% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $93.4B AUM 35.1% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return