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Private Wealth Management Group’s Arbor Realty Trust ABR Stock Holding History

Private Wealth Management Group’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
Q2 		– Sell
-51
Closed -$600 – 1490
2025
Q1 		$600 Sell
51
-246
-83% -$3.18K ﹤0.01% 1364
2024
Q4 		$4.11K Hold
297
– – ﹤0.01% 822
2024
Q3 		$4.62K Buy
297
+246
+482% +$3.42K ﹤0.01% 766
2024
Q2 		$732 Sell
51
-52
-50% -$695 ﹤0.01% 1362
2024
Q1 		$1.36K Sell
103
-30
-23% -$402 ﹤0.01% 1139
2023
Q4 		$2.02K Buy
+133
New +$1.83K ﹤0.01% 978

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
VCM
Valiant Capital Management San Francisco, California $1.74B AUM 64.05% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Private Wealth Management Group's ABR Position: Q2 2025 in Review

Private Wealth Management Group sold out of Arbor Realty Trust (ABR) in Q2 2025, closing a stake of 51 shares — an estimated $600 sold.

Private Wealth Management Group first reported a position in ABR in Q4 2023 and held it in 6 quarters. The position peaked at $4.62K in Q3 2024. 308 funds tracked by Wall St. Rank hold ABR as of Q2 2025.

  • Private Wealth Management Group reported no remaining Arbor Realty Trust position as of Q2 2025 after selling out during the quarter.
  • Private Wealth Management Group sold 51 Arbor Realty Trust shares in Q2 2025, an estimated $600.
  • Private Wealth Management Group first reported a position in Arbor Realty Trust in Q4 2023 and held it in 6 quarters.
  • Private Wealth Management Group's Arbor Realty Trust position peaked at $4.62K in Q3 2024.
  • 308 funds tracked by Wall St. Rank held Arbor Realty Trust as of Q2 2025.

Based on Private Wealth Management Group's 13F filing for Q2 2025, filed 29 Jul 2025.