Edge Wealth Management’s Arbor Realty Trust ABR Stock Holding History

Edge Wealth Management’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 Q3	$77.3K	Hold	20,000	–	–	0.01%	88
2026 Q2	$108K	Hold	20,000	–	–	0.02%	87
2026 Q1	$154K	Hold	20,000	–	–	0.03%	83
2025 Q4	$155K	Hold	20,000	–	–	0.03%	80
2025 Q3	$244K	Hold	20,000	–	–	0.04%	77
2025 Q2	$214K	Hold	20,000	–	–	0.04%	76
2025 Q1	$235K	Hold	20,000	–	–	0.05%	67
2024 Q4	$277K	Hold	20,000	–	–	0.06%	61
2024 Q3	$311K	Hold	20,000	–	–	0.06%	60
2024 Q2	$287K	Hold	20,000	–	–	0.06%	61
2024 Q1	$265K	Hold	20,000	–	–	0.06%	64
2023 Q4	$304K	Hold	20,000	–	–	0.07%	57
2023 Q3	$304K	Hold	20,000	–	–	0.07%	55
2023 Q2	$296K	Hold	20,000	–	–	0.06%	60
2023 Q1	$229K	Hold	20,000	–	–	0.05%	61
2022 Q4	$263K	Hold	20,000	–	–	0.06%	67
2022 Q3	$232K	Hold	20,000	–	–	0.05%	66
2022 Q2	$262K	Hold	20,000	–	–	0.06%	66
2022 Q1	$341K	Hold	20,000	–	–	0.07%	64
2021 Q4	$366K	Hold	20,000	–	–	0.07%	75
2021 Q3	$371K	Hold	20,000	–	–	0.07%	74
2021 Q2	$358K	Hold	20,000	–	–	0.07%	79
2021 Q1	$318K	Hold	20,000	–	–	0.07%	82
2020 Q4	$284K	Hold	20,000	–	–	0.06%	83
2020 Q3	$229K	Hold	20,000	–	–	0.05%	102
2020 Q2	$185K	Hold	20,000	–	–	0.04%	142
2020 Q1	$97K	Buy	+20,000	New	+$245K	0.02%	176
2018 Q2	–	Sell	-49,836	Closed	-$440K	–	586
2018 Q1	$440K	Buy	49,836 +28,981	+139%	+$247K	0.12%	91
2017 Q4	$180K	Buy	+20,855	New	+$177K	0.05%	133

Other funds holding ABR

TCM

TT Capital Management Coto De Caza, California $137M AUM 2.64% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

PNFS

PW Nova Financial Services Newtown, Pennsylvania $491M AUM 22.36% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return

Newbridge Financial Services Group Boca Raton, Florida $868M AUM 42.47% 1-Year Est. Return

Edge Wealth Management's ABR Position: Q3 2026 in Review

Edge Wealth Management held its Arbor Realty Trust (ABR) position steady in Q3 2026 at 20,000 shares worth $77.3K. The position accounts for 0.01% of the portfolio, ranked #88.

Edge Wealth Management first reported a position in ABR in Q4 2017 and has held it in 29 quarters since. The position peaked at $440K in Q1 2018. 32 funds tracked by Wall St. Rank hold ABR as of Q3 2026.

Edge Wealth Management held 20,000 shares of Arbor Realty Trust worth $77.3K as of Q3 2026.
Edge Wealth Management left its Arbor Realty Trust share count unchanged in Q3 2026.
Arbor Realty Trust made up 0.01% of Edge Wealth Management's portfolio in Q3 2026, its #88 holding.
Edge Wealth Management first reported a position in Arbor Realty Trust in Q4 2017 and has held it in 29 quarters since.
Edge Wealth Management's Arbor Realty Trust position peaked at $440K in Q1 2018.
32 funds tracked by Wall St. Rank held Arbor Realty Trust as of Q3 2026.

Based on Edge Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.