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Morling Financial Advisors’s Arbor Realty Trust ABR Stock Holding History

Morling Financial Advisors’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
-13,663
Closed -$189K – 122
2024
Q4 		$189K Buy
13,663
+381
+3% +$5.61K 0.07% 71
2024
Q3 		$207K Buy
+13,282
New +$184K 0.08% 67
2022
Q3 		– Sell
-11,905
Closed -$156K – 69
2022
Q2 		$156K Sell
11,905
-11,259
-49% -$181K 0.2% 51
2022
Q1 		$395K Buy
23,164
+11,584
+100% +$203K 0.5% 31
2021
Q4 		$212K Buy
+11,580
New +$217K 0.2% 46

Other funds holding ABR

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Invesco
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

Morling Financial Advisors's ABR Position: Q1 2025 in Review

Morling Financial Advisors sold out of Arbor Realty Trust (ABR) in Q1 2025, closing a stake of 13,663 shares — an estimated $189K sold.

Morling Financial Advisors first reported a position in ABR in Q4 2021 and held it in 5 quarters. The position peaked at $395K in Q1 2022. 331 funds tracked by Wall St. Rank hold ABR as of Q1 2025.

  • Morling Financial Advisors reported no remaining Arbor Realty Trust position as of Q1 2025 after selling out during the quarter.
  • Morling Financial Advisors sold 13,663 Arbor Realty Trust shares in Q1 2025, an estimated $189K.
  • Morling Financial Advisors first reported a position in Arbor Realty Trust in Q4 2021 and held it in 5 quarters.
  • Morling Financial Advisors's Arbor Realty Trust position peaked at $395K in Q1 2022.
  • 331 funds tracked by Wall St. Rank held Arbor Realty Trust as of Q1 2025.

Based on Morling Financial Advisors's 13F filing for Q1 2025, filed 6 May 2025.