Clearstead Trust’s Armour Residential REIT ARR Stock Holding History

Clearstead Trust’s Portfolio ARR Stock Details ARR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-73	Closed	-$1.09K	–	1045
2025 Q3	$1.09K	Hold	73	–	–	﹤0.01%	1193
2025 Q2	$1.23K	Buy	+73	New	+$1.17K	﹤0.01%	1087

Other funds holding ARR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Clearstead Trust's ARR Position: Q4 2025 in Review

Clearstead Trust sold out of Armour Residential REIT (ARR) in Q4 2025, closing a stake of 73 shares — an estimated $1.09K sold.

Clearstead Trust first reported a position in ARR in Q2 2025 and held it in 2 quarters. The position peaked at $1.23K in Q2 2025. 222 funds tracked by Wall St. Rank hold ARR as of Q4 2025.

Clearstead Trust reported no remaining Armour Residential REIT position as of Q4 2025 after selling out during the quarter.
Clearstead Trust sold 73 Armour Residential REIT shares in Q4 2025, an estimated $1.09K.
Clearstead Trust first reported a position in Armour Residential REIT in Q2 2025 and held it in 2 quarters.
Clearstead Trust's Armour Residential REIT position peaked at $1.23K in Q2 2025.
222 funds tracked by Wall St. Rank held Armour Residential REIT as of Q4 2025.

Based on Clearstead Trust's 13F filing for Q4 2025, filed 9 Feb 2026.