Sheaff Brock Investment Advisors’s Arbor Realty Trust ABR Stock Holding History

Sheaff Brock 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 Q1	$129K	Buy	+10,938	New	+$142K	0.01%	427
2024 Q3	–	Sell	-10,238	Closed	-$147K	–	457
2024 Q2	$147K	Sell	10,238 -1,700	-14%	-$22.7K	0.01%	415
2024 Q1	$158K	Hold	11,938	–	–	0.01%	457
2023 Q4	$181K	Hold	11,938	–	–	0.01%	426
2023 Q3	$181K	Sell	11,938 -7,090	-37%	-$112K	0.02%	401
2023 Q2	$282K	Hold	19,028	–	–	0.02%	363
2023 Q1	$219K	Buy	19,028 +590	+3%	+$8.18K	0.02%	414
2022 Q4	$243K	Hold	18,438	–	–	0.02%	384
2022 Q3	$212K	Buy	18,438 +6,500	+54%	+$95.7K	0.02%	404
2022 Q2	$157K	Hold	11,938	–	–	0.01%	452
2022 Q1	$203K	Sell	11,938 -745	-6%	-$13.1K	0.01%	478
2021 Q4	$232K	Buy	+12,683	New	+$238K	0.02%	452

Other funds holding ABR

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

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

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

CLG

Cooperman Leon G $3.55B AUM 41.85% 1-Year Est. Return

Sheaff Brock Investment Advisors's ABR Position: Q1 2025 in Review

Sheaff Brock Investment Advisors opened a new position in Arbor Realty Trust (ABR) in Q1 2025: 10,938 shares worth $129K. The stake represents 0.01% of the portfolio and ranks #427 among its holdings. This is a return to the name: Sheaff Brock Investment Advisors previously reported a position in ABR as recently as Q2 2024.

Sheaff Brock Investment Advisors first reported a position in ABR in Q4 2021 and has held it in 12 quarters since. The position peaked at $282K in Q2 2023. 331 funds tracked by Wall St. Rank hold ABR as of Q1 2025.

Sheaff Brock Investment Advisors held 10,938 shares of Arbor Realty Trust worth $129K as of Q1 2025.
Arbor Realty Trust was a new Sheaff Brock Investment Advisors position in Q1 2025.
Arbor Realty Trust made up 0.01% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #427 holding.
Sheaff Brock Investment Advisors first reported a position in Arbor Realty Trust in Q4 2021 and has held it in 12 quarters since.
Sheaff Brock Investment Advisors's Arbor Realty Trust position peaked at $282K in Q2 2023.
331 funds tracked by Wall St. Rank held Arbor Realty Trust as of Q1 2025.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.