Position in ABR
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$159,158
-$27,925 QoQ
Shares Held
29,365
+21.0% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#143
of 296 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ABR Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Jun 30, 2026Valmark Advisers, Inc. holds $159,158 across 1 REIT - Mortgage name. ABR ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABR |
Arbor Realty Trust Inc
This page
|
29,365 | $159,158 |
All Filings in ABR
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $159,158 | 29,365 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $187,083 | 24,265 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $137,856 | 17,765 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $170,512 | 13,965 | Shares | Sole | 2025-10-24 | |
| No filing history on record for this holder in this stock. | ||||||