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Sage Investment Counsel’s Arbor Realty Trust ABR Stock Holding History

Sage Investment Counsel’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
Q2 		– Sell
-37,100
Closed -$436K – 123
2025
Q1 		$436K Hold
37,100
– – 0.55% 52
2024
Q4 		$514K Buy
+37,100
New +$546K 0.67% 42

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VCM
Valiant Capital Management San Francisco, California $1.74B AUM 64.05% 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
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sage Investment Counsel's ABR Position: Q2 2025 in Review

Sage Investment Counsel sold out of Arbor Realty Trust (ABR) in Q2 2025, closing a stake of 37,100 shares — an estimated $436K sold.

Sage Investment Counsel first reported a position in ABR in Q4 2024 and held it in 2 quarters. The position peaked at $514K in Q4 2024. 308 funds tracked by Wall St. Rank hold ABR as of Q2 2025.

  • Sage Investment Counsel reported no remaining Arbor Realty Trust position as of Q2 2025 after selling out during the quarter.
  • Sage Investment Counsel sold 37,100 Arbor Realty Trust shares in Q2 2025, an estimated $436K.
  • Sage Investment Counsel first reported a position in Arbor Realty Trust in Q4 2024 and held it in 2 quarters.
  • Sage Investment Counsel's Arbor Realty Trust position peaked at $514K in Q4 2024.
  • 308 funds tracked by Wall St. Rank held Arbor Realty Trust as of Q2 2025.

Based on Sage Investment Counsel's 13F filing for Q2 2025, filed 22 Jul 2025.