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Optimum Investment Advisors’s Arbor Realty Trust ABR Stock Holding History

Optimum Investment Advisors’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
2025
Q3 		$26.9K Hold
2,200
– – 0.01% 411
2025
Q2 		$23.5K Hold
2,200
– – 0.01% 422
2025
Q1 		$25.9K Hold
2,200
– – 0.01% 411
2024
Q4 		$30.5K Hold
2,200
– – 0.01% 387
2024
Q3 		$34.2K Sell
2,200
-23,400
-91% -$325K 0.01% 385
2024
Q2 		$367K Sell
25,600
-6,000
-19% -$80.2K 0.16% 123
2024
Q1 		$419K Sell
31,600
-1,000
-3% -$13.4K 0.19% 110
2023
Q4 		$495K Buy
32,600
+1,400
+4% +$19.3K 0.25% 94
2023
Q3 		$474K Buy
31,200
+250
+0.8% +$3.96K 0.24% 100
2023
Q2 		$459K Sell
30,950
-50
-0.2% -$619 0.22% 106
2023
Q1 		$356K Buy
31,000
+11,700
+61% +$162K 0.19% 126
2022
Q4 		$255K Hold
19,300
– – 0.14% 160
2022
Q3 		$222K Buy
19,300
+700
+4% +$10.3K 0.12% 175
2022
Q2 		$244K Sell
18,600
-17,800
-49% -$286K 0.12% 168
2022
Q1 		$621K Buy
36,400
+3,400
+10% +$59.7K 0.26% 85
2021
Q4 		$605K Buy
33,000
+3,000
+10% +$56.3K 0.24% 95
2021
Q3 		$556K Sell
30,000
-4,600
-13% -$83.1K 0.23% 99
2021
Q2 		$617K Buy
34,600
+19,700
+132% +$347K 0.19% 111
2021
Q1 		$237K Buy
+14,900
New +$230K 0.07% 233

Other funds holding ABR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Optimum Investment Advisors's ABR Position: Q3 2025 in Review

Optimum Investment Advisors held its Arbor Realty Trust (ABR) position steady in Q3 2025 at 2,200 shares worth $26.9K. The position accounts for 0.01% of the portfolio, ranked #411.

Optimum Investment Advisors first reported a position in ABR in Q1 2021 and has held it in 19 quarters since. The position peaked at $621K in Q1 2022. 310 funds tracked by Wall St. Rank hold ABR as of Q3 2025.

  • Optimum Investment Advisors held 2,200 shares of Arbor Realty Trust worth $26.9K as of Q3 2025.
  • Optimum Investment Advisors left its Arbor Realty Trust share count unchanged in Q3 2025.
  • Arbor Realty Trust made up 0.01% of Optimum Investment Advisors's portfolio in Q3 2025, its #411 holding.
  • Optimum Investment Advisors first reported a position in Arbor Realty Trust in Q1 2021 and has held it in 19 quarters since.
  • Optimum Investment Advisors's Arbor Realty Trust position peaked at $621K in Q1 2022.
  • 310 funds tracked by Wall St. Rank held Arbor Realty Trust as of Q3 2025.

Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.