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Disciplined Investments’s Arbor Realty Trust ABR Stock Holding History

Disciplined Investments’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
Q4 		– Sell
-10,000
Closed -$122K – 131
2025
Q3 		$122K Hold
10,000
– – 0.05% 126
2025
Q2 		$107K Hold
10,000
– – 0.05% 123
2025
Q1 		$118K Hold
10,000
– – 0.05% 124
2024
Q4 		$139K Hold
10,000
– – 0.07% 122
2024
Q3 		$156K Buy
+10,000
New +$139K 0.08% 115

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 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
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Disciplined Investments's ABR Position: Q4 2025 in Review

Disciplined Investments sold out of Arbor Realty Trust (ABR) in Q4 2025, closing a stake of 10,000 shares — an estimated $122K sold.

Disciplined Investments first reported a position in ABR in Q3 2024 and held it in 5 quarters. The position peaked at $156K in Q3 2024. 308 funds tracked by Wall St. Rank hold ABR as of Q4 2025.

  • Disciplined Investments reported no remaining Arbor Realty Trust position as of Q4 2025 after selling out during the quarter.
  • Disciplined Investments sold 10,000 Arbor Realty Trust shares in Q4 2025, an estimated $122K.
  • Disciplined Investments first reported a position in Arbor Realty Trust in Q3 2024 and held it in 5 quarters.
  • Disciplined Investments's Arbor Realty Trust position peaked at $156K in Q3 2024.
  • 308 funds tracked by Wall St. Rank held Arbor Realty Trust as of Q4 2025.

Based on Disciplined Investments's 13F filing for Q4 2025, filed 5 Feb 2026.