AWM
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Avior Wealth Management’s Arbor Realty Trust ABR Stock Holding History

Avior Wealth Management’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
2025
Q1 		– Sell
-11,976
Closed -$166K – 746
2024
Q4 		$166K Buy
11,976
+442
+4% +$6.51K 0.01% 753
2024
Q3 		$179K Buy
11,534
+4,862
+73% +$67.5K 0.01% 724
2024
Q2 		$95.7K Buy
6,672
+190
+3% +$2.54K ﹤0.01% 874
2024
Q1 		$85.9K Sell
6,482
-2,457
-27% -$32.9K ﹤0.01% 1026
2023
Q4 		$136K Buy
8,939
+761
+9% +$10.5K 0.01% 569
2023
Q3 		$124K Buy
8,178
+1,194
+17% +$18.9K 0.01% 591
2023
Q2 		$104K Buy
6,984
+1,903
+37% +$23.6K 0.01% 619
2023
Q1 		$58.4K Buy
5,081
+634
+14% +$8.79K ﹤0.01% 736
2022
Q4 		$58.7K Buy
4,447
+524
+13% +$7.12K ﹤0.01% 601
2022
Q3 		$45K Buy
3,923
+104
+3% +$1.53K ﹤0.01% 618
2022
Q2 		$50K Buy
3,819
+87
+2% +$1.4K 0.01% 564
2022
Q1 		$63K Sell
3,732
-172
-4% -$3.02K 0.01% 560
2021
Q4 		$71K Buy
3,904
+1,057
+37% +$19.8K 0.01% 539
2021
Q3 		$52K Buy
2,847
+764
+37% +$13.8K ﹤0.01% 555
2021
Q2 		$37K Buy
2,083
+553
+36% +$9.73K ﹤0.01% 562
2021
Q1 		$24K Sell
1,530
-150
-9% -$2.32K ﹤0.01% 621
2020
Q4 		$23K Buy
+1,680
New +$21.8K ﹤0.01% 597

Other funds holding ABR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
CLG
Cooperman Leon G $3.55B AUM 41.85% 1-Year Est. Return

Avior Wealth Management's ABR Position: Q1 2025 in Review

Avior Wealth Management sold out of Arbor Realty Trust (ABR) in Q1 2025, closing a stake of 11,976 shares — an estimated $166K sold.

Avior Wealth Management first reported a position in ABR in Q4 2020 and held it in 17 quarters. The position peaked at $179K in Q3 2024. 331 funds tracked by Wall St. Rank hold ABR as of Q1 2025.

  • Avior Wealth Management reported no remaining Arbor Realty Trust position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 11,976 Arbor Realty Trust shares in Q1 2025, an estimated $166K.
  • Avior Wealth Management first reported a position in Arbor Realty Trust in Q4 2020 and held it in 17 quarters.
  • Avior Wealth Management's Arbor Realty Trust position peaked at $179K in Q3 2024.
  • 331 funds tracked by Wall St. Rank held Arbor Realty Trust as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.