TrueMark Investments’s Arbor Realty Trust ABR Stock Holding History

TrueMark 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
2025 Q1	–	Sell	-142,085	Closed	-$1.97M	–	201
2024 Q4	$1.97M	Sell	142,085 -166,695	-54%	-$2.46M	0.63%	60
2024 Q3	$4.8M	Buy	308,780 +107,207	+53%	+$1.49M	1.54%	6
2024 Q2	$2.89M	Buy	+201,573	New	+$2.69M	0.99%	37

Other funds holding ABR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

TrueMark Investments's ABR Position: Q1 2025 in Review

TrueMark Investments sold out of Arbor Realty Trust (ABR) in Q1 2025, closing a stake of 142,085 shares — an estimated $1.97M sold.

TrueMark Investments first reported a position in ABR in Q2 2024 and held it in 3 quarters. The position peaked at $4.8M in Q3 2024. 331 funds tracked by Wall St. Rank hold ABR as of Q1 2025.

TrueMark Investments reported no remaining Arbor Realty Trust position as of Q1 2025 after selling out during the quarter.
TrueMark Investments sold 142,085 Arbor Realty Trust shares in Q1 2025, an estimated $1.97M.
TrueMark Investments first reported a position in Arbor Realty Trust in Q2 2024 and held it in 3 quarters.
TrueMark Investments's Arbor Realty Trust position peaked at $4.8M in Q3 2024.
331 funds tracked by Wall St. Rank held Arbor Realty Trust as of Q1 2025.

Based on TrueMark Investments's 13F filing for Q1 2025, filed 22 Apr 2025.