SCHEDULE 13G: Blue Owl Capital Holdings Discloses 6.26% Stake in Arbor Realty Trust Preferred Stock
Beneficial Ownership Report
Blue Owl Capital Holdings LP has disclosed a 6.26% beneficial ownership stake in Arbor Realty Trust Inc.'s 6.25% Series E Cumulative Redeemable Preferred Stock as of December 31, 2024.
Summary
- Blue Owl Capital Holdings LP reported beneficial ownership of 360,000 shares of Arbor Realty Trust Inc.'s 6.25% Series E Cumulative Redeemable Preferred Stock, par value $0.01 per share.
- This ownership represents 6.26% of the outstanding shares of this specific class of securities.
- The percentage is calculated based on 5,750,000 shares of the 6.25% Series E Cumulative Redeemable Preferred Stock outstanding as of September 30, 2024, as reported by Arbor Realty Trust in its Quarterly Report on Form 10-Q filed on November 1, 2024.
- The event requiring this filing occurred on December 31, 2024.
- Blue Owl Capital Holdings LP, as the Reporting Person, certifies that the securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing the control of the issuer.
Sentiment
Score: 5
Explanation: The document is a neutral, factual disclosure of beneficial ownership, providing no explicit positive or negative implications regarding the issuer's performance or future outlook.
Future Outlook
NA
Industry Context
This filing reflects an institutional investment by Blue Owl Capital Holdings, an alternative asset manager, in the preferred stock of Arbor Realty Trust, a real estate investment trust (REIT). Such investments are common for income-focused investors seeking stable returns from the real estate sector, aligning with typical strategies for large asset managers.
Stakeholder Impact
- Shareholders of Arbor Realty Trust Inc., particularly holders of the 6.25% Series E Cumulative Redeemable Preferred Stock, are impacted by the disclosure of a significant institutional holder, which can influence market perception and liquidity for these specific preferred shares.
Key Dates
| Date | Description |
|---|---|
| 2024-09-30 | Date as of which 5,750,000 shares of 6.25% Series E Cumulative Redeemable Preferred Stock were reported outstanding by Arbor Realty Trust. |
| 2024-11-01 | Date Arbor Realty Trust filed its Quarterly Report on Form 10-Q with the SEC, reporting preferred stock outstanding shares. |
| 2024-12-31 | Date of event which requires the filing of this Schedule 13G statement (beneficial ownership snapshot date). |
| 2025-02-14 | Date the Schedule 13G statement was signed by Blue Owl Capital Holdings LP. |
Keywords
Blue Owl Capital Holdings, Arbor Realty Trust, Preferred Stock, Schedule 13G, Beneficial Ownership, SEC Filing, Investment, Real Estate Investment Trust, REIT
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