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Halpern Financial’s Arbor Realty Trust ABR Stock Holding History

Halpern Financial’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
Q3 		$52.8K Hold
3,509
– – 0.01% 92
2024
Q2 		$50.4K Hold
3,509
– – 0.01% 93
2024
Q1 		$45.6K Hold
3,509
– – 0.01% 94
2023
Q4 		$51.5K Buy
3,509
+3,009
+602% +$41.4K 0.02% 91
2023
Q3 		$7.59K Hold
500
– – ﹤0.01% 168
2023
Q2 		$7.41K Hold
500
– – ﹤0.01% 183
2023
Q1 		$5.75K Buy
500
+230
+85% +$3.19K ﹤0.01% 148
2022
Q4 		$3.56K Hold
270
– – ﹤0.01% 164
2022
Q3 		$3.1K Buy
+270
New +$3.97K ﹤0.01% 176

Other funds holding ABR

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
CLG
Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Halpern Financial's ABR Position: Q3 2024 in Review

Halpern Financial held its Arbor Realty Trust (ABR) position steady in Q3 2024 at 3,509 shares worth $52.8K. The position accounts for 0.01% of the portfolio, ranked #92.

Halpern Financial first reported a position in ABR in Q3 2022 and has held it in 9 quarters since. 319 funds tracked by Wall St. Rank hold ABR as of Q3 2024.

  • Halpern Financial held 3,509 shares of Arbor Realty Trust worth $52.8K as of Q3 2024.
  • Halpern Financial left its Arbor Realty Trust share count unchanged in Q3 2024.
  • Arbor Realty Trust made up 0.01% of Halpern Financial's portfolio in Q3 2024, its #92 holding.
  • Halpern Financial first reported a position in Arbor Realty Trust in Q3 2022 and has held it in 9 quarters since.
  • 319 funds tracked by Wall St. Rank held Arbor Realty Trust as of Q3 2024.

Based on Halpern Financial's 13F filing for Q3 2024, filed 4 Oct 2024.