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WR Wealth Planners’s Arbor Realty Trust ABR Stock Holding History

WR Wealth Planners’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
2024
Q4 		$3.81K Buy
275
+8
+3% +$118 ﹤0.01% 748
2024
Q3 		$4.16K Buy
267
+8
+3% +$111 ﹤0.01% 772
2024
Q2 		$3.72K Buy
259
+8
+3% +$107 ﹤0.01% 768
2024
Q1 		$3.33K Buy
+251
New +$3.37K ﹤0.01% 792

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
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
CLG
Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WR Wealth Planners's ABR Position: Q4 2024 in Review

WR Wealth Planners increased its Arbor Realty Trust (ABR) stake by 3% in Q4 2024, buying an estimated $118 and bringing the position to 275 shares worth $3.81K. The position accounts for ﹤0.01% of the portfolio, ranked #748.

WR Wealth Planners first reported a position in ABR in Q1 2024 and has held it in 4 quarters since. The position peaked at $4.16K in Q3 2024. 334 funds tracked by Wall St. Rank hold ABR as of Q4 2024.

  • WR Wealth Planners held 275 shares of Arbor Realty Trust worth $3.81K as of Q4 2024.
  • WR Wealth Planners bought 8 Arbor Realty Trust shares in Q4 2024, an estimated $118.
  • Arbor Realty Trust made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #748 holding.
  • WR Wealth Planners first reported a position in Arbor Realty Trust in Q1 2024 and has held it in 4 quarters since.
  • WR Wealth Planners's Arbor Realty Trust position peaked at $4.16K in Q3 2024.
  • 334 funds tracked by Wall St. Rank held Arbor Realty Trust as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.