Welcome to our dedicated page for ARBOR REALTY TRUST SEC filings (Ticker: ABR), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Arbor Realty Trust, Inc. filings document the public-company disclosures of a Maryland real estate investment trust and commercial real estate lender. Its Form 8-K reports include earnings releases, Regulation FD investor presentations, dividend announcements, share repurchase activity, senior note financing and commercial real estate mortgage loan securitization agreements tied to its loan and investment portfolio.
The filing record also covers capital structure and governance matters, including common stock, Series D, Series E and Series F cumulative redeemable preferred stock, executive appointments, board changes and related employment or compensation arrangements. Proxy materials describe director elections, executive compensation, equity awards and shareholder voting matters for the company’s REIT governance framework.
ARBOR REALTY TRUST INC (ABR) director William C. Green reported multiple equity transactions. On August 31, 2026, he purchased Arb or common stock in three open-market trades totaling 25,951 shares at prices between $5.07 and $5.10 per share, all held as direct ownership.
On August 28, 2026, he also acquired 2,198 fully vested Restricted Stock Units, representing an equal number of underlying ABR common shares, bringing his reported RSU balance to 67,153 units. According to a footnote, these RSUs were received in lieu of dividend equivalents on existing RSUs and are deferred until his board service ends or upon a change in control under a pre-established deferral election.
ARBOR REALTY TRUST INC (symbol: ABR) is the issuer of record for a Form 4 filing submitted to the SEC.
ARBOR REALTY TRUST INC (ABR) reported that director Kenneth J. Bacon received a grant of 379 Restricted Stock Units (RSUs)36,224 RSUs. Mr. Bacon has elected to defer both the dividend equivalents and receipt of the common stock issuable upon RSU conversion until January 1, 2027, or earlier upon a change in control or the end of his board service, under a pre-established deferral election.
Arbor Realty Trust, Inc. completed a commercial real estate mortgage loan securitization through its subsidiary Arbor Realty Commercial Real Estate Notes 2026-FL2, LLC. The vehicle issued $730.1 million of investment grade-rated notes and $94.9 million of below investment grade-rated notes, backed by a portfolio of real estate-related assets and cash with a face value of $825 million, primarily first-lien mortgage bridge loans.
Consolidated subsidiaries of Arbor purchased all of the Class E, F, G and Income Notes, retaining approximately $112.4 million of subordinate interests and complying with Regulation RR risk-retention requirements through majority-owned affiliates. Arbor intends to own the collateral portfolio until maturity and will treat the securitization as on-balance-sheet financing. The Offered Notes bear an initial weighted average interest rate of about 1.76% plus Term SOFR, pay interest monthly from August 20, 2026 to the stated maturity in April 2044, and currently have an expected weighted average life between 2.84 and 4.37 years.
The securitization includes a reinvestment period of roughly 2.5 years, during which principal and certain sale proceeds may be reinvested in qualifying collateral, and about $56.7 million of initial capacity to acquire additional assets for up to 180 days. Arbor plans to use proceeds to repay borrowings under existing credit facilities, cover transaction expenses, and fund future loans and investments. The structure provides multiple note classes with a defined payment priority, optional clean-up and majority-directed redemptions, and non-recourse treatment to the Issuer beyond the pledged collateral.
Natalone John reported reported sale transactions in this Form 4 filing.
Arbor Realty Trust EVP and director John Natalone reported transactions for The KFT 2018 NY Trust, disposing of 375,000 Partnership Common Units and 375,000 shares of Special Voting Preferred Stock on August 5, 2026, with 327,335 of each security remaining in that trust.
Footnotes state that CEO Ivan Kaufman purchased these securities from the trust, an estate-planning vehicle, for a total fair value of approximately $1.9 million, or $5.17 per share. These vehicles were created for Mr. Kaufman’s immediate family; Mr. Natalone has voting and investment power over them but disclaims beneficial ownership.
Arbor Realty Trust Inc reports that COB, CEO and President Ivan Kaufman purchased 375,000 Partnership Common Units and 375,000 shares of Special Voting Preferred Stock on August 5, 2026, in an estate-planning transaction from a trust, at a fair value of approximately $1.9 million, or $5.17 per share. He also reports indirect holdings of Special Voting Preferred Stock through IK Main LLC and Arbor Commercial Mortgage, LLC, and disclaims beneficial ownership of shares held by Arbor Commercial Mortgage, LLC except to the extent of his pecuniary interest.
Arbor Realty Trust presents an update on its multifamily-focused mortgage REIT platform, built on two complementary engines: a $12.1B structured loan portfolio and a $36.7B GSE servicing portfolio as of June 30, 2026. Servicing generates prepayment-protected annual revenue of about $128M on loans with a 6-year weighted average remaining life, plus roughly $55M of earnings on ~$1.7B of cash and escrow balances.
The loan book is concentrated in bridge lending on multifamily and single-family rental properties, with a weighted average loan-to-value of 77% and average loan size of $24.7M. Combined non-performing assets were 8.5% of the total portfolio in 2Q26, and management outlines a visible path to resolve approximately $1.1B of non-performing assets and reduce REO from $545M to about $300M by year-end 2026.
Arbor highlights an enterprise value of $13.5B, a $2.6B pool of high-quality unencumbered assets and diversified funding across CRE CLOs, unsecured notes, preferred equity and warehouse lines. Distributable earnings were 246,184 (000s) in 2025 and 68,714 (000s) in the first half of 2026, producing an average distributable ROE of 8.6% over that period.
Vanguard Capital Management reported a passive ownership position in Arbor Realty Trust Inc common stock on a Schedule 13G. Vanguard and certain affiliates beneficially owned 9,777,693 shares, representing 5.08% of the class.
Vanguard had sole voting power over 1,467,640 shares and sole dispositive power over 9,777,693 shares, with no shared voting or dispositive power. The position reflects securities held by Vanguard funds and managed accounts where Vanguard entities exercise voting and/or dispositive authority. Vanguard states that no other single person’s interest in these securities exceeds 5% of the class.
Arbor Realty Trust, Inc. reported a net loss attributable to common stockholders of $37.3 million for the quarter ended June 30, 2026, compared with income of $24.0 million a year earlier. Diluted EPS was $(0.20), versus $0.12 in the prior-year quarter.
Net interest income declined to $53.1 million, while other revenue was roughly stable. Results were pressured by higher provision for credit losses of $38.2 million, increased loss‑sharing provisions, and $13.7 million of REO impairment. For the first half, net loss attributable to common stockholders was $36.7 million (EPS $(0.19)) versus income of $54.4 million last year.
Loans and investments, net, were $11.92 billion, with unpaid principal in the Structured portfolio of $12.11 billion, 93% in bridge loans and 72% backed by multifamily assets. The allowance for credit losses on loans rose to $163.4 million. Non-performing loans totaled $427.5 million of carrying value across 19 loans. The company modified $865.7 million of loans to borrowers experiencing financial difficulty, representing 7% of the Structured portfolio. Common dividends were reduced to $0.17 per share in the quarter, from $0.30 a year earlier, while 7.67 million common shares were repurchased year to date for $51.6 million.
Arbor Realty Trust reported a GAAP net loss attributable to common stockholders of $37.3 million, or $(0.20) per diluted share, for the quarter ended June 30, 2026, versus net income of $24.0 million, or $0.12 per share, a year earlier. Distributable earnings were $21.7 million, or $0.10 per diluted share, compared with $52.1 million, or $0.25 per share, in the prior-year quarter. Results reflected a $38.2 million CECL loan-loss provision, a $12.9 million provision for loss-sharing obligations, $13.6 million of real estate owned impairments and nineteen non-performing loans totaling $428.8 million of unpaid principal balance.
The fee-based servicing portfolio totaled $36.70 billion and the structured loan portfolio had $12.11 billion of unpaid principal balance at quarter end. The board declared a quarterly common dividend of $0.17 per share, compared with $0.30 in the prior-year quarter. Arbor undertook significant capital actions, including redeeming in full a $787.0 million legacy CLO, issuing $375.0 million of 6.25% convertible senior notes due 2029, redeeming $270.0 million of 4.50% senior notes due 2026 and repurchasing $114.3 million of common stock at $5.42 per share plus an additional $20.8 million at $5.85 per share.