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SHP Wealth Management’s Arbor Realty Trust ABR Stock Holding History

SHP Wealth 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 		– Sell
-1,082
Closed -$8.34K – 1983
2026
Q1 		$8.34K Buy
1,082
+41
+4% +$320 ﹤0.01% 951
2025
Q4 		$8.08K Buy
+1,041
New +$10.2K ﹤0.01% 888

Other funds holding ABR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Coatue Management
Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SHP Wealth Management's ABR Position: Q2 2026 in Review

SHP Wealth Management sold out of Arbor Realty Trust (ABR) in Q2 2026, closing a stake of 1,082 shares — an estimated $8.34K sold.

SHP Wealth Management first reported a position in ABR in Q4 2025 and held it in 2 quarters. The position peaked at $8.34K in Q1 2026. 299 funds tracked by Wall St. Rank hold ABR as of Q2 2026.

  • SHP Wealth Management reported no remaining Arbor Realty Trust position as of Q2 2026 after selling out during the quarter.
  • SHP Wealth Management sold 1,082 Arbor Realty Trust shares in Q2 2026, an estimated $8.34K.
  • SHP Wealth Management first reported a position in Arbor Realty Trust in Q4 2025 and held it in 2 quarters.
  • SHP Wealth Management's Arbor Realty Trust position peaked at $8.34K in Q1 2026.
  • 299 funds tracked by Wall St. Rank held Arbor Realty Trust as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.