GeoWealth Management’s Arbor Realty Trust ABR Stock Holding History

GeoWealth 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	-12	Closed	-$166	–	1062
2024 Q4	$166	Sell	12 -48	-80%	-$707	﹤0.01%	1760
2024 Q3	$934	Buy	+60	New	+$833	﹤0.01%	1598

Other funds holding ABR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

CLG

Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return

GeoWealth Management's ABR Position: Q1 2025 in Review

GeoWealth Management sold out of Arbor Realty Trust (ABR) in Q1 2025, closing a stake of 12 shares — an estimated $166 sold.

GeoWealth Management first reported a position in ABR in Q3 2024 and held it in 2 quarters. The position peaked at $934 in Q3 2024. 331 funds tracked by Wall St. Rank hold ABR as of Q1 2025.

GeoWealth Management reported no remaining Arbor Realty Trust position as of Q1 2025 after selling out during the quarter.
GeoWealth Management sold 12 Arbor Realty Trust shares in Q1 2025, an estimated $166.
GeoWealth Management first reported a position in Arbor Realty Trust in Q3 2024 and held it in 2 quarters.
GeoWealth Management's Arbor Realty Trust position peaked at $934 in Q3 2024.
331 funds tracked by Wall St. Rank held Arbor Realty Trust as of Q1 2025.

Based on GeoWealth Management's 13F filing for Q1 2025, filed 9 May 2025.