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

Kassira 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
Q2 		$976K Buy
180,135
+1,446
+0.8% +$9.4K 0.78% 34
2026
Q1 		$1.38M Buy
178,689
+49,616
+38% +$387K 1.27% 24
2025
Q4 		$1M Sell
129,073
-2,954
-2% -$29K 0.95% 32
2025
Q3 		$1.61M Buy
+132,027
New +$1.54M 1.55% 23

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

Kassira Wealth Management's ABR Position: Q2 2026 in Review

Kassira Wealth Management increased its Arbor Realty Trust (ABR) stake by 0.81% in Q2 2026, buying an estimated $9.4K and bringing the position to 180,135 shares worth $976K. The position accounts for 0.78% of the portfolio, ranked #34.

Kassira Wealth Management first reported a position in ABR in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.61M in Q3 2025. 297 funds tracked by Wall St. Rank hold ABR as of Q2 2026.

  • Kassira Wealth Management held 180,135 shares of Arbor Realty Trust worth $976K as of Q2 2026.
  • Kassira Wealth Management bought 1,446 Arbor Realty Trust shares in Q2 2026, an estimated $9.4K.
  • Arbor Realty Trust made up 0.78% of Kassira Wealth Management's portfolio in Q2 2026, its #34 holding.
  • Kassira Wealth Management first reported a position in Arbor Realty Trust in Q3 2025 and has held it in 4 quarters since.
  • Kassira Wealth Management's Arbor Realty Trust position peaked at $1.61M in Q3 2025.
  • 297 funds tracked by Wall St. Rank held Arbor Realty Trust as of Q2 2026.

Based on Kassira Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.