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Integrated Wealth Concepts’s Arbor Realty Trust ABR Stock Holding History

Integrated Wealth Concepts’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 		$81.7K Buy
15,073
+758
+5% +$4.93K ﹤0.01% 2975
2026
Q1 		$110K Buy
+14,315
New +$112K ﹤0.01% 2166
2025
Q4 		– Sell
-11,945
Closed -$146K – 1605
2025
Q3 		$146K Buy
11,945
+175
+1% +$2.04K ﹤0.01% 1886
2025
Q2 		$126K Buy
11,770
+966
+9% +$10.2K ﹤0.01% 1813
2025
Q1 		$127K Sell
10,804
-1,006
-9% -$13K ﹤0.01% 1662
2024
Q4 		$164K Buy
11,810
+1,272
+12% +$18.7K ﹤0.01% 1631
2024
Q3 		$164K Sell
10,538
-2,506
-19% -$34.8K ﹤0.01% 1577
2024
Q2 		$187K Sell
13,044
-5,472
-30% -$73.1K ﹤0.01% 1536
2024
Q1 		$245K Buy
18,516
+7,149
+63% +$95.8K ﹤0.01% 1426
2023
Q4 		$173K Sell
11,367
-20
-0.2% -$275 ﹤0.01% 1486
2023
Q3 		$173K Buy
+11,387
New +$180K ﹤0.01% 1438

Other funds holding ABR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Coatue Management
Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Integrated Wealth Concepts's ABR Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Arbor Realty Trust (ABR) stake by 5.3% in Q2 2026, buying an estimated $4.93K and bringing the position to 15,073 shares worth $81.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2975.

Integrated Wealth Concepts first reported a position in ABR in Q3 2023 and has held it in 11 quarters since. The position peaked at $245K in Q1 2024. 297 funds tracked by Wall St. Rank hold ABR as of Q2 2026.

  • Integrated Wealth Concepts held 15,073 shares of Arbor Realty Trust worth $81.7K as of Q2 2026.
  • Integrated Wealth Concepts bought 758 Arbor Realty Trust shares in Q2 2026, an estimated $4.93K.
  • Arbor Realty Trust made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2975 holding.
  • Integrated Wealth Concepts first reported a position in Arbor Realty Trust in Q3 2023 and has held it in 11 quarters since.
  • Integrated Wealth Concepts's Arbor Realty Trust position peaked at $245K in Q1 2024.
  • 297 funds tracked by Wall St. Rank held Arbor Realty Trust as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.