Position in ABR
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$70
-$30 QoQ
Shares Held
13
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#292
of 295 holders
Holding Since
Dec 2023
11 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, 2026Abound Wealth Management holds $6,236 across 8 REIT - Mortgage names. ABR ranks #7 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STWD |
Starwood Property Trust, Inc.
|
250 | $4,095 | |
| 2 | ACR |
ACRES Commercial Realty Corp.
|
85 | $1,512 | |
| 3 | IVR |
Invesco Mortgage Capital Inc.
|
21 | $165 | |
| 4 | TWO-PC |
Two Harbors Investment Corp.
|
12 | $148 | |
| 5 | ADAM |
Adamas Trust, Inc.
|
15 | $140 | |
| 6 | BXMT |
Blackstone Mortgage Trust, Inc.
|
5 | $84 | |
| 7 | ABR |
Arbor Realty Trust Inc
This page
|
13 | $70 | |
| 8 | NLY |
Annaly Capital Management Inc
|
1 | $22 |
All Filings in ABR
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $70 | 13 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $100 | 13 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $85 | 11 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $1,660 | 136 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $117 | 11 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $129 | 11 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $193 | 14 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $6,146 | 395 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $1,291 | 90 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,285 | 97 | Shares | Sole | 2024-08-08 | |
| 2023-12-31 | $1,366 | 90 | Shares | Sole | 2024-08-08 | |
| No filing history on record for this holder in this stock. | ||||||