NYSE · Real Estate

ARBOR REALTY TRUST INC ABR

Arbor Realty Trust, Inc. invests in a diversified portfolio of structured finance assets in the multifamily, single-family rental, and commercial real estate markets in the United States. It operates in two segments, Structured Business and Agency Business. The company invests in bridge and mezzanine loans, including junior participating interests in first mortgages, and preferred and direct equity, as well as real estate-related joint ventures, real estate-related notes, and various mortgage-related securities.

Real Estate Investment Trusts

Company profile

Business mix

  • It operates in two segments, Structured Business and Agency Business.
  • It also offers bridge financing products to borrowers who seek short-term capital to be used in an acquisition of property.
  • In addition, the company provides financing by making preferred equity investments in entities that directly or indirectly own real property that are subordinate to a first mortgage loan.
  • Further, it underwrites, originates, sells, and services financing loans underwritten using similar guidelines of existing agency loans sold to the government-sponsored enterprises; and long-term permanent fixed rate loans on SFR properties.

Current key questions

  • Can occupancy, rents, tenant demand, and property quality support cash flow in reit - mortgage?
  • How do interest rates, refinancing needs, cap rates, and development spending affect value?
  • Does portfolio recycling or capital allocation improve long-term net asset value?
Holders 2 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 13.17 FCF N/A Buyback -2.47%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Coatue Management Philippe Laffont 0.1% $32.4M 2026-03-31
Miller Value Partners Bill Miller 1.2% $4.7M 2026-03-31

Recent trading changes over the last 4 quarters

Net buyers 2 Last 4 13F filing periods
Net reducers 0 Last 4 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $37.0M Estimated from net added shares
Reduction amount $0 Estimated from net reduced shares
Net share change / base shares New +4,800,885 / 0
Coatue Management Philippe Laffont 1 filing periods
13F 2026-03-31 Filed 2026-05-15
New Shares - 13F value change +$32.4M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 0 Last 4 periods +4,196,885 (New) Total shares 4,196,885 Value $32.4M
Miller Value Partners Bill Miller 1 filing periods
13F 2026-03-31 Filed 2026-05-15
New Shares - 13F value change +$4.7M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 0 Last 4 periods +604,000 (New) Total shares 604,000 Value $4.7M

Recent mentions

No public mentions.