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West Financial Advisors’s Arbor Realty Trust ABR Stock Holding History

West Financial Advisors’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
Q1 		– Sell
-226
Closed -$1.75K – 195
2025
Q4 		$1.75K Buy
226
+7
+3% +$69 ﹤0.01% 202
2025
Q3 		$2.67K Buy
219
+6
+3% +$70 ﹤0.01% 161
2025
Q2 		$2.28K Buy
213
+6
+3% +$63 ﹤0.01% 180
2025
Q1 		$2.43K Buy
+207
New +$2.68K ﹤0.01% 175

Other funds holding ABR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

West Financial Advisors's ABR Position: Q1 2026 in Review

West Financial Advisors sold out of Arbor Realty Trust (ABR) in Q1 2026, closing a stake of 226 shares — an estimated $1.75K sold.

West Financial Advisors first reported a position in ABR in Q1 2025 and held it in 4 quarters. The position peaked at $2.67K in Q3 2025. 310 funds tracked by Wall St. Rank hold ABR as of Q1 2026.

  • West Financial Advisors reported no remaining Arbor Realty Trust position as of Q1 2026 after selling out during the quarter.
  • West Financial Advisors sold 226 Arbor Realty Trust shares in Q1 2026, an estimated $1.75K.
  • West Financial Advisors first reported a position in Arbor Realty Trust in Q1 2025 and held it in 4 quarters.
  • West Financial Advisors's Arbor Realty Trust position peaked at $2.67K in Q3 2025.
  • 310 funds tracked by Wall St. Rank held Arbor Realty Trust as of Q1 2026.

Based on West Financial Advisors's 13F filing for Q1 2026, filed 8 Apr 2026.