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Kula Investments’s Arbor Realty Trust ABR Stock Holding History

Kula 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
2023
Q1 		$310K Buy
26,958
+1,723
+7% +$23.9K 0.08% 451
2022
Q4 		$457K Buy
+25,235
New +$343K 0.13% 238

Other funds holding ABR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
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
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
CLG
Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 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

Kula Investments's ABR Position: Q1 2023 in Review

Kula Investments increased its Arbor Realty Trust (ABR) stake by 6.8% in Q1 2023, buying an estimated $23.9K and bringing the position to 26,958 shares worth $310K. The position accounts for 0.08% of the portfolio, ranked #451.

Kula Investments first reported a position in ABR in Q4 2022 and has held it in 2 quarters since. The position peaked at $457K in Q4 2022. 288 funds tracked by Wall St. Rank hold ABR as of Q1 2023.

  • Kula Investments held 26,958 shares of Arbor Realty Trust worth $310K as of Q1 2023.
  • Kula Investments bought 1,723 Arbor Realty Trust shares in Q1 2023, an estimated $23.9K.
  • Arbor Realty Trust made up 0.08% of Kula Investments's portfolio in Q1 2023, its #451 holding.
  • Kula Investments first reported a position in Arbor Realty Trust in Q4 2022 and has held it in 2 quarters since.
  • Kula Investments's Arbor Realty Trust position peaked at $457K in Q4 2022.
  • 288 funds tracked by Wall St. Rank held Arbor Realty Trust as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.