BRWA
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B. Riley Wealth Advisors’s Arbor Realty Trust ABR Stock Holding History

B. Riley Wealth 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
2024
Q4 		– Sell
-23,228
Closed -$354K – 1138
2024
Q3 		$354K Buy
23,228
+7,156
+45% +$99.4K 0.01% 878
2024
Q2 		$231K Buy
16,072
+243
+2% +$3.25K 0.01% 1152
2024
Q1 		$240K Sell
15,829
-6,037
-28% -$80.9K 0.01% 1162
2023
Q4 		$332K Buy
21,866
+6,037
+38% +$83K 0.01% 1006
2023
Q3 		$240K Sell
15,829
-41,141
-72% -$651K 0.01% 1162
2023
Q2 		$844K Buy
56,970
+41,276
+263% +$511K 0.02% 622
2023
Q1 		$180K Buy
15,694
+771
+5% +$10.7K ﹤0.01% 1319
2022
Q4 		$197K Buy
14,923
+207
+1% +$2.81K 0.01% 1276
2022
Q3 		$170K Sell
14,716
-4,762
-24% -$70.1K 0.01% 1258
2022
Q2 		$256K Buy
19,478
+1,504
+8% +$24.1K 0.01% 946
2022
Q1 		$307K Buy
17,974
+2,303
+15% +$40.4K 0.01% 995
2021
Q4 		$288K Sell
15,671
-4,088
-21% -$76.7K 0.01% 1096
2021
Q3 		$367K Buy
19,759
+158
+0.8% +$2.86K 0.01% 933
2021
Q2 		$350K Buy
19,601
+20
+0.1% +$352 0.01% 942
2021
Q1 		$312K Buy
19,581
+5,229
+36% +$80.8K 0.01% 971
2020
Q4 		$204K Buy
14,352
+1,047
+8% +$13.6K 0.01% 918
2020
Q3 		$153K Buy
13,305
+1,175
+10% +$12.3K 0.01% 865
2020
Q2 		$113K Buy
12,130
+381
+3% +$2.93K 0.01% 811
2020
Q1 		$58K Sell
11,749
-5,306
-31% -$64.9K ﹤0.01% 753
2019
Q4 		$245K Buy
17,055
+158
+0.9% +$2.25K 0.02% 687
2019
Q3 		$222K Hold
16,897
– – 0.02% 699
2019
Q2 		$205K Buy
16,897
+1,440
+9% +$18.7K 0.02% 709
2019
Q1 		$201K Sell
15,457
-986
-6% -$12K 0.03% 658
2018
Q4 		$166K Buy
16,443
+242
+1% +$2.81K 0.02% 592
2018
Q3 		$186K Buy
+16,201
New +$187K 0.02% 656
2014
Q3 		– Sell
-4,000
Closed -$27.8K – 674
2014
Q2 		$27.8K Buy
+4,000
New +$28.3K 0.01% 1311

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 $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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 $15.3B AUM 25.06% 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
CLG
Cooperman Leon G $3.55B AUM 41.85% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

B. Riley Wealth Advisors's ABR Position: Q4 2024 in Review

B. Riley Wealth Advisors sold out of Arbor Realty Trust (ABR) in Q4 2024, closing a stake of 23,228 shares — an estimated $354K sold.

B. Riley Wealth Advisors first reported a position in ABR in Q2 2014 and held it in 26 quarters. The position peaked at $844K in Q2 2023. 334 funds tracked by Wall St. Rank hold ABR as of Q4 2024.

  • B. Riley Wealth Advisors reported no remaining Arbor Realty Trust position as of Q4 2024 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 23,228 Arbor Realty Trust shares in Q4 2024, an estimated $354K.
  • B. Riley Wealth Advisors first reported a position in Arbor Realty Trust in Q2 2014 and held it in 26 quarters.
  • B. Riley Wealth Advisors's Arbor Realty Trust position peaked at $844K in Q2 2023.
  • 334 funds tracked by Wall St. Rank held Arbor Realty Trust as of Q4 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2024, filed 25 Feb 2025.