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Strategic Wealth Investment Group’s Arbor Realty Trust ABR Stock Holding History

Strategic Wealth Investment 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
Q1 		– Sell
-47,874
Closed -$663K – 49
2024
Q4 		$663K Sell
47,874
-14,119
-23% -$208K 0.07% 84
2024
Q3 		$960K Sell
61,993
-373,232
-86% -$5.18M 0.1% 78
2024
Q2 		$6.18M Buy
+435,225
New +$5.82M 0.78% 49
2023
Q4 		$6.69M Buy
440,770
+20,347
+5% +$280K 1.01% 33
2023
Q3 		$6.38M Buy
420,423
+3,191
+0.8% +$50.5K 1.16% 29
2023
Q2 		$6.18M Buy
417,232
+96,853
+30% +$1.2M 0.98% 32
2023
Q1 		$3.68M Buy
320,379
+52,622
+20% +$730K 0.68% 41
2022
Q4 		$3.79M Buy
267,757
+74,752
+39% +$1.02M 0.88% 35
2022
Q3 		$2.22M Buy
193,005
+26,809
+16% +$395K 0.64% 42
2022
Q2 		$2.18M Sell
166,196
-160,863
-49% -$2.58M 0.55% 53
2022
Q1 		$5.58M Buy
327,059
+4,919
+2% +$86.4K 1.33% 17
2021
Q4 		$5.9M Sell
322,140
-3,471
-1% -$65.1K 1.53% 14
2021
Q3 		$6.04M Buy
325,611
+10,928
+3% +$198K 1.81% 12
2021
Q2 		$5.61M Buy
314,683
+46,127
+17% +$811K 1.99% 12
2021
Q1 		$4.27M Buy
268,556
+32,664
+14% +$505K 2.05% 11
2020
Q4 		$3.35M Sell
235,892
-13,073
-5% -$170K 1.96% 11
2020
Q3 		$2.86M Buy
248,965
+38,335
+18% +$402K 2.15% 11
2020
Q2 		$1.95M Buy
210,630
+52,055
+33% +$401K 1.91% 11
2020
Q1 		$777K Buy
158,575
+22,505
+17% +$275K 1.27% 23
2019
Q4 		$1.95M Buy
+136,070
New +$1.93M 2.03% 16

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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CLG
Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return

Strategic Wealth Investment Group's ABR Position: Q1 2025 in Review

Strategic Wealth Investment Group sold out of Arbor Realty Trust (ABR) in Q1 2025, closing a stake of 47,874 shares — an estimated $663K sold.

Strategic Wealth Investment Group first reported a position in ABR in Q4 2019 and held it in 20 quarters. The position peaked at $6.69M in Q4 2023. 331 funds tracked by Wall St. Rank hold ABR as of Q1 2025.

  • Strategic Wealth Investment Group reported no remaining Arbor Realty Trust position as of Q1 2025 after selling out during the quarter.
  • Strategic Wealth Investment Group sold 47,874 Arbor Realty Trust shares in Q1 2025, an estimated $663K.
  • Strategic Wealth Investment Group first reported a position in Arbor Realty Trust in Q4 2019 and held it in 20 quarters.
  • Strategic Wealth Investment Group's Arbor Realty Trust position peaked at $6.69M in Q4 2023.
  • 331 funds tracked by Wall St. Rank held Arbor Realty Trust as of Q1 2025.

Based on Strategic Wealth Investment Group's 13F filing for Q1 2025, filed 14 Apr 2025.