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True Wealth Design’s Arbor Realty Trust ABR Stock Holding History

True Wealth Design’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 		$656 Buy
+121
New +$786 ﹤0.01% 2112
2025
Q2 		– Sell
-19
Closed -$224 – 2566
2025
Q1 		$224 Buy
+19
New +$246 ﹤0.01% 1904

Other funds holding ABR

SWP
Significant Wealth Partners Cary, Illinois $92.4M AUM 9.22% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

True Wealth Design's ABR Position: Q2 2026 in Review

True Wealth Design opened a new position in Arbor Realty Trust (ABR) in Q2 2026: 121 shares worth $656. The stake represents ﹤0.01% of the portfolio and ranks #2112 among its holdings. This is a return to the name: True Wealth Design previously reported a position in ABR as recently as Q1 2025.

True Wealth Design first reported a position in ABR in Q1 2025 and has held it in 2 quarters since. 36 funds tracked by Wall St. Rank hold ABR as of Q2 2026.

  • True Wealth Design held 121 shares of Arbor Realty Trust worth $656 as of Q2 2026.
  • Arbor Realty Trust was a new True Wealth Design position in Q2 2026.
  • Arbor Realty Trust made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2112 holding.
  • True Wealth Design first reported a position in Arbor Realty Trust in Q1 2025 and has held it in 2 quarters since.
  • 36 funds tracked by Wall St. Rank held Arbor Realty Trust as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.