Kestra Investment Management’s Arbor Realty Trust ABR Stock Holding History

Kestra Investment 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	$354K	Sell	65,271 -79,408	-55%	-$516K	0.01%	386
2026 Q1	$1.12M	Sell	144,679 -46,087	-24%	-$359K	0.02%	194
2025 Q4	$1.48M	Sell	190,766 -21,294	-10%	-$209K	0.04%	153
2025 Q3	$2.59M	Sell	212,060 -13,063	-6%	-$152K	0.07%	107
2025 Q2	$2.41M	Buy	225,123 +62,462	+38%	+$658K	0.07%	99
2025 Q1	$1.91M	Buy	162,661 +782	+0.5%	+$10.1K	0.06%	103
2024 Q4	$2.24M	Buy	161,879 +44,747	+38%	+$659K	0.09%	76
2024 Q3	$1.82M	Buy	+117,132	New	+$1.63M	0.08%	82

Other funds holding ABR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Kestra Investment Management's ABR Position: Q2 2026 in Review

Kestra Investment Management reduced its Arbor Realty Trust (ABR) stake by 55% in Q2 2026, selling an estimated $516K and leaving 65,271 shares worth $354K. The position accounts for 0.01% of the portfolio, ranked #386.

Kestra Investment Management first reported a position in ABR in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.59M in Q3 2025. 299 funds tracked by Wall St. Rank hold ABR as of Q2 2026.

Kestra Investment Management held 65,271 shares of Arbor Realty Trust worth $354K as of Q2 2026.
Kestra Investment Management sold 79,408 Arbor Realty Trust shares in Q2 2026, an estimated $516K.
Arbor Realty Trust made up 0.01% of Kestra Investment Management's portfolio in Q2 2026, its #386 holding.
Kestra Investment Management first reported a position in Arbor Realty Trust in Q3 2024 and has held it in 8 quarters since.
Kestra Investment Management's Arbor Realty Trust position peaked at $2.59M in Q3 2025.
299 funds tracked by Wall St. Rank held Arbor Realty Trust as of Q2 2026.

Based on Kestra Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.