Heritage Wealth Advisors’s Armour Residential REIT ARR Stock Holding History

Heritage Wealth Advisors’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
2026 Q1	$334	Hold	20	–	–	﹤0.01%	656
2025 Q4	$354	Hold	20	–	–	﹤0.01%	568
2025 Q3	$299	Hold	20	–	–	﹤0.01%	561
2025 Q2	$336	Hold	20	–	–	﹤0.01%	547
2025 Q1	$342	Hold	20	–	–	﹤0.01%	553
2024 Q4	$377	Hold	20	–	–	﹤0.01%	604
2024 Q3	$408	Hold	20	–	–	﹤0.01%	599
2024 Q2	$388	Hold	20	–	–	﹤0.01%	500
2024 Q1	$395	Hold	20	–	–	﹤0.01%	524
2023 Q4	$386	Sell	20 -1	-5%	-$18	﹤0.01%	529
2023 Q3	$438	Hold	21	–	–	﹤0.01%	488
2023 Q2	$549	Hold	21	–	–	﹤0.01%	526
2023 Q1	$541	Hold	21	–	–	﹤0.01%	545
2022 Q4	$580	Hold	21	–	–	﹤0.01%	533
2022 Q3	$502	Hold	21	–	–	﹤0.01%	507
2022 Q2	$1K	Hold	21	–	–	﹤0.01%	532
2022 Q1	$1K	Buy	21 +1	+5%	+$45	﹤0.01%	512
2021 Q4	$1K	Buy	+20	New	+$1.03K	﹤0.01%	521

Other funds holding ARR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

JAM

Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Heritage Wealth Advisors's ARR Position: Q1 2026 in Review

Heritage Wealth Advisors held its Armour Residential REIT (ARR) position steady in Q1 2026 at 20 shares worth $334. The position accounts for ﹤0.01% of the portfolio, ranked #656.

Heritage Wealth Advisors first reported a position in ARR in Q4 2021 and has held it in 18 quarters since. The position peaked at $1K in Q2 2022. 224 funds tracked by Wall St. Rank hold ARR as of Q1 2026.

Heritage Wealth Advisors held 20 shares of Armour Residential REIT worth $334 as of Q1 2026.
Heritage Wealth Advisors left its Armour Residential REIT share count unchanged in Q1 2026.
Armour Residential REIT made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q1 2026, its #656 holding.
Heritage Wealth Advisors first reported a position in Armour Residential REIT in Q4 2021 and has held it in 18 quarters since.
Heritage Wealth Advisors's Armour Residential REIT position peaked at $1K in Q2 2022.
224 funds tracked by Wall St. Rank held Armour Residential REIT as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.