ABR
Arbor Realty Trust Inc
2 super-investors hold ABR worth a combined $8M. The largest position: Bill Miller at 1.2% of their portfolio. This quarter the cohort logged 1 buy and 0 sells on the name. Cohort Conviction Score: 31 — ranked #355 of 724 scored stocks.
Why super-investors own ABR
Interest in ABR within this cohort is minimal but marginally expanding: two managers hold a combined $8M, and the only move this quarter was Bill Miller initiating a new position worth roughly $5M, representing 1.2% of his portfolio — his highest conviction of the two. Joel Greenblatt holds a rounding-error stake of $4M at effectively 0.0% portfolio weight. The cohort count had sat at one owner for the prior eight quarters, so Miller's entry is the sole signal of rising attention, though the aggregate footprint remains too small to indicate broad super-investor conviction in the mortgage REIT.
AI-synthesized from 13F filings. Not investment advice.
Owners (2) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Bill Miller | 1.2% | — 1q | $5M | 604,000 |
| 2 | Joel Greenblatt | <0.1% | 36q | $4M | 493,652 |
Owners of ABR also hold
Recent activity (1)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Bill Miller | NEW | 1.2% | +100% | $5M | May 15, 2026 |
Long US equity 13F-HR filings only. CUSIP 038923108. Not investment advice.