Kovitz Investment Group Partners
ABR icon

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

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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
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

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.