Creative Planning

Position in ABR — Arbor Realty Trust Inc

CIK 1540235 OVERLAND PARK, KS

Position in ABR

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$343,405

+$1,336 QoQ

Shares Held

63,359

+42.8% QoQ

Ownership

0.034%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#106

of 297 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Creative Planning holds $16,867,120 across 24 REIT - Mortgage names. ABR ranks #11 (2.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AGNC	AGNC Investment Corp.	381,039	$4,153,324
2	NLY	Annaly Capital Management Inc	147,873	$3,306,440
3	STWD	Starwood Property Trust, Inc.	146,168	$2,394,231
4	RITM	Rithm Capital Corp.	144,795	$1,359,624
5	ORC	Orchid Island Capital, Inc.	138,622	$966,194
6	ARR	Armour Residential REIT, Inc.	33,115	$577,856
7	RC	Ready Capital Corp	287,241	$502,671
8	DX	Dynex Capital Inc	33,859	$443,891

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$343,405	63,359	+42.8%	Shares	Sole	2026-08-13
2026-03-31	$342,069	44,367	+107.2%	Shares	Sole	2026-05-12
2025-12-31	$166,164	21,413	-11.8%	Shares	Sole	2026-02-17
2025-09-30	$296,275	24,265	+2.7%	Shares	Defined	2025-11-14
2025-06-30	$252,787	23,625	-21.9%	Shares	Sole	2025-08-08
2025-03-31	$355,508	30,256	-10.6%	Shares	Sole	2025-05-15
2024-12-31	$468,905	33,856	-13.6%	Shares	Sole	2025-02-14
2024-09-30	$609,625	39,179	+12.0%	Shares	Sole	2024-10-11
2024-06-30	$502,178	34,995	+9.0%	Shares	Sole	2024-08-15
2024-03-31	$425,232	32,093	-4.0%	Shares	Sole	2024-05-13
2023-12-31	$507,376	33,424	-23.4%	Shares	Sole	2024-02-14
2023-09-30	$662,758	43,660	-15.6%	Shares	Sole	2023-11-16
2023-06-30	$766,683	51,733	+26.7%	Shares	Sole	2023-07-21
2023-03-31	$469,309	40,845	+10.2%	Shares	Sole	2023-05-15
2022-12-31	$488,847	37,062	+13.5%	Shares	Sole	2023-02-10
2022-09-30	$375,383	32,642	+1.7%	Shares	Sole	2022-11-03
2022-06-30	$420,922	32,107	-10.2%	Shares	Sole	2022-08-15
2022-03-31	$609,912	35,751	+50.3%	Shares	Sole	2022-05-16
2021-12-31	$435,667	23,781	+48.7%	Shares	Sole	2022-02-11
2021-09-30	$296,294	15,990	+5.3%	Shares	Sole	2021-11-10
2021-06-30	$270,561	15,183	-82.0%	Shares	Sole	2021-08-04
2021-03-31	$1,343,327	84,486	+1.2%	Shares	Sole	2021-04-30
2020-12-31	$1,183,803	83,484	+47.1%	Shares	Sole	2021-01-29
2020-09-30	$650,830	56,742	+271.7%	Shares	Sole	2020-11-05
2020-06-30	$141,067	15,267	-89.7%	Shares	Sole	2020-07-23
2020-03-31	$727,258	148,420	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.