NorthCrest Asset Manangement’s Arbor Realty Trust ABR Stock Holding History

NorthCrest Asset Manangement’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 Q3	$37.3K	Buy	+12,067	New	+$59.3K	﹤0.01%	993
2024 Q3	–	Sell	-12,324	Closed	-$177K	–	553
2024 Q2	$177K	Sell	12,324 -1,304	-10%	-$17.4K	0.01%	499
2024 Q1	$181K	Sell	13,628 -229	-2%	-$3.07K	0.01%	492
2023 Q4	$210K	Sell	13,857 -128	-0.9%	-$1.76K	0.01%	490
2023 Q3	$212K	Buy	+13,985	New	+$221K	0.01%	478

Other funds holding ABR

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

GWM

Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

DCM

Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return

NorthCrest Asset Manangement's ABR Position: Q3 2026 in Review

NorthCrest Asset Manangement opened a new position in Arbor Realty Trust (ABR) in Q3 2026: 12,067 shares worth $37.3K. The stake represents ﹤0.01% of the portfolio and ranks #993 among its holdings. This is a return to the name: NorthCrest Asset Manangement previously reported a position in ABR as recently as Q2 2024.

NorthCrest Asset Manangement first reported a position in ABR in Q3 2023 and has held it in 5 quarters since. The position peaked at $212K in Q3 2023. 12 funds tracked by Wall St. Rank hold ABR as of Q3 2026.

NorthCrest Asset Manangement held 12,067 shares of Arbor Realty Trust worth $37.3K as of Q3 2026.
Arbor Realty Trust was a new NorthCrest Asset Manangement position in Q3 2026.
Arbor Realty Trust made up ﹤0.01% of NorthCrest Asset Manangement's portfolio in Q3 2026, its #993 holding.
NorthCrest Asset Manangement first reported a position in Arbor Realty Trust in Q3 2023 and has held it in 5 quarters since.
NorthCrest Asset Manangement's Arbor Realty Trust position peaked at $212K in Q3 2023.
12 funds tracked by Wall St. Rank held Arbor Realty Trust as of Q3 2026.

Based on NorthCrest Asset Manangement's 13F filing for Q3 2026, filed 13 Oct 2026.