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JPWM
Jamison Private Wealth Management’s
Arbor Realty Trust
ABR
Stock Holding History
Jamison Private Wealth Management’s Portfolio
ABR Stock Details
ABR Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$110K
Buy
14,204
+196
+1%
+$1.53K
0.01%
213
2025
Q4
$109K
Sell
14,008
-1,100
-7%
-$10.8K
0.01%
209
2025
Q3
$184K
Buy
15,108
+1,086
+8%
+$12.6K
0.02%
208
2025
Q2
$150K
Buy
14,022
+201
+1%
+$2.12K
0.02%
197
2025
Q1
$162K
Sell
13,821
-25
-0.2%
-$324
0.02%
195
2024
Q4
$192K
Buy
13,846
+190
+1%
+$2.8K
0.03%
200
2024
Q3
$212K
Buy
13,656
+203
+2%
+$2.82K
0.03%
185
2024
Q2
$193K
Sell
13,453
-126
-0.9%
-$1.68K
0.03%
176
2024
Q1
$180K
Buy
13,579
+231
+2%
+$3.1K
0.03%
183
2023
Q4
$203K
Sell
13,348
-1,435
-10%
-$19.7K
0.04%
165
2023
Q3
$224K
Buy
+14,783
New
+$234K
0.05%
157
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1-Year Est. Return
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$1.61T AUM
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1-Year Est. Return
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$29.1B AUM
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1-Year Est. Return
Charles Schwab
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$654B AUM
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1-Year Est. Return
Goldman Sachs
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$871B AUM
31.28%
1-Year Est. Return
Invesco
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$1.02T AUM
30.18%
1-Year Est. Return
Mirae Asset Global ETFs Holdings
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$73.7B AUM
53.56%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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