Kovitz Investment Group Partners’s Arbor Realty Trust ABR Stock Holding History

Kovitz Investment Group Partners’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	-39,000	Closed	-$540K	–	1245
2024 Q4	$540K	Hold	39,000	–	–	﹤0.01%	873
2024 Q3	$607K	Hold	39,000	–	–	﹤0.01%	721
2024 Q2	$560K	Hold	39,000	–	–	﹤0.01%	635
2024 Q1	$517K	Buy	+39,000	New	+$523K	0.01%	499

Other funds holding ABR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Kovitz Investment Group Partners's ABR Position: Q1 2025 in Review

Kovitz Investment Group Partners sold out of Arbor Realty Trust (ABR) in Q1 2025, closing a stake of 39,000 shares — an estimated $540K sold.

Kovitz Investment Group Partners first reported a position in ABR in Q1 2024 and held it in 4 quarters. The position peaked at $607K in Q3 2024. 331 funds tracked by Wall St. Rank hold ABR as of Q1 2025.

Kovitz Investment Group Partners reported no remaining Arbor Realty Trust position as of Q1 2025 after selling out during the quarter.
Kovitz Investment Group Partners sold 39,000 Arbor Realty Trust shares in Q1 2025, an estimated $540K.
Kovitz Investment Group Partners first reported a position in Arbor Realty Trust in Q1 2024 and held it in 4 quarters.
Kovitz Investment Group Partners's Arbor Realty Trust position peaked at $607K in Q3 2024.
331 funds tracked by Wall St. Rank held Arbor Realty Trust as of Q1 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2025, filed 13 May 2025.