Concurrent Investment Advisors’s Arbor Realty Trust ABR Stock Holding History

Concurrent Investment 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
2026 Q2	$466K	Sell	86,019 -109,339	-56%	-$711K	﹤0.01%	1446
2026 Q1	$1.51M	Buy	195,358 +115,138	+144%	+$898K	0.02%	713
2025 Q4	$623K	Sell	80,220 -35,480	-31%	-$348K	0.01%	1050
2025 Q3	$1.41M	Buy	115,700 +58,560	+102%	+$681K	0.02%	556
2025 Q2	$611K	Buy	57,140 +38,752	+211%	+$408K	0.01%	774
2025 Q1	$216K	Buy	18,388 +781	+4%	+$10.1K	0.01%	1091
2024 Q4	$244K	Buy	17,607 +110	+0.6%	+$1.62K	0.01%	913
2024 Q3	$272K	Buy	17,497 +3,715	+27%	+$51.6K	0.01%	818
2024 Q2	$198K	Buy	+13,782	New	+$184K	0.01%	877

Other funds holding ABR

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Concurrent Investment Advisors's ABR Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its Arbor Realty Trust (ABR) stake by 56% in Q2 2026, selling an estimated $711K and leaving 86,019 shares worth $466K. The position accounts for ﹤0.01% of the portfolio, ranked #1446.

Concurrent Investment Advisors first reported a position in ABR in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.51M in Q1 2026. 297 funds tracked by Wall St. Rank hold ABR as of Q2 2026.

Concurrent Investment Advisors held 86,019 shares of Arbor Realty Trust worth $466K as of Q2 2026.
Concurrent Investment Advisors sold 109,339 Arbor Realty Trust shares in Q2 2026, an estimated $711K.
Arbor Realty Trust made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1446 holding.
Concurrent Investment Advisors first reported a position in Arbor Realty Trust in Q2 2024 and has held it in 9 quarters since.
Concurrent Investment Advisors's Arbor Realty Trust position peaked at $1.51M in Q1 2026.
297 funds tracked by Wall St. Rank held Arbor Realty Trust as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.