SWIM
ARR

Smallwood Wealth Investment Management’s Armour Residential REIT ARR Stock Holding History

Smallwood Wealth Investment Management’s Portfolio ARR Stock Details ARR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.75K Hold
100
– – ﹤0.01% 411
2026
Q1 		$1.67K Hold
100
– – ﹤0.01% 418
2025
Q4 		$1.77K Hold
100
– – ﹤0.01% 406
2025
Q3 		$1.49K Hold
100
– – ﹤0.01% 406
2025
Q2 		$1.68K Hold
100
– – ﹤0.01% 418
2025
Q1 		$1.71K Buy
+100
New +$1.86K ﹤0.01% 394

Other funds holding ARR

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 $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Smallwood Wealth Investment Management held its Armour Residential REIT (ARR) position steady in Q2 2026 at 100 shares worth $1.75K. The position accounts for ﹤0.01% of the portfolio, ranked #411.

Smallwood Wealth Investment Management first reported a position in ARR in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.77K in Q4 2025. 248 funds tracked by Wall St. Rank hold ARR as of Q2 2026.

  • Smallwood Wealth Investment Management held 100 shares of Armour Residential REIT worth $1.75K as of Q2 2026.
  • Smallwood Wealth Investment Management left its Armour Residential REIT share count unchanged in Q2 2026.
  • Armour Residential REIT made up ﹤0.01% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #411 holding.
  • Smallwood Wealth Investment Management first reported a position in Armour Residential REIT in Q1 2025 and has held it in 6 quarters since.
  • Smallwood Wealth Investment Management's Armour Residential REIT position peaked at $1.77K in Q4 2025.
  • 248 funds tracked by Wall St. Rank held Armour Residential REIT as of Q2 2026.

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