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Smallwood Wealth Investment Management’s Arbor Realty Trust ABR Stock Holding History

Smallwood Wealth Investment 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 		$8.67K Sell
1,600
-1,000
-38% -$6.5K ﹤0.01% 340
2026
Q1 		$20K Hold
2,600
– – 0.01% 260
2025
Q4 		$20.2K Hold
2,600
– – 0.01% 258
2025
Q3 		$31.7K Hold
2,600
– – 0.02% 226
2025
Q2 		$27.8K Hold
2,600
– – 0.02% 225
2025
Q1 		$30.6K Buy
+2,600
New +$33.6K 0.02% 200

Other funds holding ABR

C
Certuity North Palm Beach, Florida $2.03B AUM 88.59% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
SWP
Significant Wealth Partners Cary, Illinois $92.4M AUM 9.22% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

Smallwood Wealth Investment Management's ABR Position: Q2 2026 in Review

Smallwood Wealth Investment Management reduced its Arbor Realty Trust (ABR) stake by 38% in Q2 2026, selling an estimated $6.5K and leaving 1,600 shares worth $8.67K. The position accounts for ﹤0.01% of the portfolio, ranked #340.

Smallwood Wealth Investment Management first reported a position in ABR in Q1 2025 and has held it in 6 quarters since. The position peaked at $31.7K in Q3 2025. 78 funds tracked by Wall St. Rank hold ABR as of Q2 2026.

  • Smallwood Wealth Investment Management held 1,600 shares of Arbor Realty Trust worth $8.67K as of Q2 2026.
  • Smallwood Wealth Investment Management sold 1,000 Arbor Realty Trust shares in Q2 2026, an estimated $6.5K.
  • Arbor Realty Trust made up ﹤0.01% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #340 holding.
  • Smallwood Wealth Investment Management first reported a position in Arbor Realty Trust in Q1 2025 and has held it in 6 quarters since.
  • Smallwood Wealth Investment Management's Arbor Realty Trust position peaked at $31.7K in Q3 2025.
  • 78 funds tracked by Wall St. Rank held Arbor Realty Trust as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.