ARL · American Realty Investors Inc · Holdings

$16.08 +0.33 (+2.10%) At close · Sep 11

Russell 2000 member Rebalance outlook locked

Market Cap

$259.72M

16.15M

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →

Quarter:

Holders: 40

Total Value: $12,276,752

Total Shares: 551,270

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 40 13F filers · Δ vs Mar 31, 2026

Top Holder

32.3%

−4.4 pts

Top 5

85.8%

+4.8 pts

Top 10

96.9%

+1.4 pts

HHI

2,272

Moderately concentrated+225

Quarterly Activity

vs Mar 31, 2026

New

Increased

Decreased

Sold Out

Unchanged

Holder count: -2

Institutional value: +67.3%

Shares held: +16.1%

Top Buyers

vs Mar 31, 2026

Institution	Added	Now Holds
Mega BlackRock, Inc.	+84,967	177,786
Mega GEODE CAPITAL MANAGEMENT, LLC	+6,137	33,229
Mega VANGUARD CAPITAL MANAGEMENT LLC	+3,200	16,505
Mega VANGUARD PORTFOLIO MANAGEMENT LLC	+1,367	8,841
Mega Russell Investments Group, Ltd.	+1,103	1,480

Top Sellers

vs Mar 31, 2026

Institution	Sold	Now Holds
Mega NORTHERN TRUST CORP	−6,673	12,898
Mega VANGUARD FIDUCIARY TRUST CO	−4,889	8,474
Small CALDWELL SUTTER CAPITAL, INC.	−1,497	69,222
Mega RHUMBLINE ADVISERS	−173	1,016
Mega UBS Group AG	−124	604

Top New Positions

vs Mar 31, 2026

Institution	Acquired	Value (USD)	Open
Mid Quarry LP	46	$1,024
Mid Arax Advisory Partners	34	$757

Top Sold-Out Positions

vs Mar 31, 2026

Institution	Previously Held	Last Value (USD)
Mega Invesco Ltd.	10,075	$155,658
Large CWM, LLC	60	$927
Mid Optiver Holding B.V.	16	$247
Small Essential Partners LLC	11	$169

Filter: New 2 Increased 14 Reduced 11 Sold out 4 Unchanged 13

Showing 40 of 40

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

BlackRock, Inc.

$3,959,291

32.25%

177,786

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BLACKROCK FINANCIAL MANAGEMENT INC/DE	737	$16,412	0.4%	Sole
BlackRock Investment Management, LLC	4,539	$101,083	2.6%	Sole
BLACKROCK ADVISORS LLC	4,254	$94,736	2.4%	Sole
BlackRock Fund Advisors	47,499	$1,057,802	26.7%	Sole
BlackRock Institutional Trust Company, N.A.	35,256	$785,151	19.8%	Sole
BlackRock Japan Co. Ltd	85,501	$1,904,107	48.1%	Sole

Wealth Alliance Advisory Group, LLC

$3,880,903

31.61%

174,266

CALDWELL SUTTER CAPITAL, INC.

$1,541,573

12.56%

69,222

GEODE CAPITAL MANAGEMENT, LLC

$740,009

6.03%

33,229

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC	5,034	$112,107	15.1%	Defined
Held directly	28,195	$627,902	84.9%	Defined

STATE STREET CORP

$409,411

3.33%

18,384

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
STATE STREET GLOBAL ADVISORS EUROPE LIMITED joint	18,384	$409,411	100.0%	Defined

VANGUARD CAPITAL MANAGEMENT LLC

$367,566

2.99%

16,505

RENAISSANCE TECHNOLOGIES LLC

$327,346

2.67%

14,699

NORTHERN TRUST CORP

$287,237

2.34%

12,898

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
NORTHERN TRUST CO joint	12,691	$282,628	98.4%	Defined
DWS INVESTMENT MANAGEMENT AMERICAS, INC joint	207	$4,609	1.6%	Other

VANGUARD PORTFOLIO MANAGEMENT LLC

$196,889

1.60%

8,841

VANGUARD FIDUCIARY TRUST CO

$188,715

1.54%

8,474

NEW YORK STATE COMMON RETIREMENT FUND

$62,044

0.51%

2,786

MORGAN STANLEY

$57,186

0.47%

2,568

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MORGAN STANLEY & CO INTERNATIONAL PLC	3	$66	0.1%	Defined
MORGAN STANLEY & CO. LLC	1,448	$32,246	56.4%	Defined
MORGAN STANLEY CAPITAL SERVICES, LLC	47	$1,046	1.8%	Defined
MORGAN STANLEY SMITH BARNEY LLC	1,056	$23,517	41.1%	Defined
PARAMETRIC PORTFOLIO ASSOCIATES LLC	14	$311	0.5%	Defined

Russell Investments Group, Ltd.

$32,958

0.27%

1,480

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Russell Investment Management, LLC	1,480	$32,958	100.0%	Defined

WELLS FARGO & COMPANY/MN

$25,565

0.21%

1,148

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
WELLS FARGO BANK N A	1,124	$25,031	97.9%	Defined
WELLS FARGO CLEARING SERVICES, LLC	24	$534	2.1%	Defined

Tower Research Capital LLC (TRC)

$24,140

0.20%

1,084

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Latour Trading LLC (Latour)	1,084	$24,140	100.0%	Defined

RHUMBLINE ADVISERS

$22,626

0.18%

1,016

ROYAL BANK OF CANADA

$20,131

0.16%

904

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RBC CMA LTD.	217	$4,832	24.0%	Defined
RBC Capital Markets, LLC	687	$15,299	76.0%	Defined

FMR LLC

$19,285

0.16%

866

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Fidelity Management & Research Co LLC	842	$18,751	97.2%	Defined
STRATEGIC ADVISERS LLC	24	$534	2.8%	Defined

CITIGROUP INC

$13,896

0.11%

624

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citigroup Financial Products Inc. joint	624	$13,896	100.0%	Defined

JPMORGAN CHASE & CO

$13,606

0.11%

611

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
JPMorgan Chase Bank, N.A.	557	$12,404	91.2%	Defined
J.P. Morgan Securities plc	54	$1,202	8.8%	Defined

MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.

$13,584

0.11%

610

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Global X Management CO LLC joint	610	$13,584	100.0%	Defined

UBS Group AG

$13,450

0.11%

604

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS Financial Services Inc	291	$6,480	48.2%	Defined
UBS AG	313	$6,970	51.8%	Defined

UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC

$8,106

0.07%

364

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS Group AG	364	$8,106	100.0%	Defined

BNP PARIBAS ARBITRAGE, SA

$8,084

0.07%

363

HARBOUR INVESTMENTS, INC.

$7,816

0.06%

351

Vanguard Global Advisers, LLC

$6,992

0.06%

314

OSAIC HOLDINGS, INC.

$6,480

0.05%

291

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
OSAIC WEALTH, INC.	291	$6,480	100.0%	Defined

BARCLAYS PLC

$5,143

0.04%

231

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BARCLAYS BANK PLC	207	$4,609	89.6%	Defined
BARCLAYS CAPITAL INC.	24	$534	10.4%	Defined

Legal & General Group Plc

$3,251

0.03%

146

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Legal & General Investment Management America Inc	146	$3,251	100.0%	Defined

Advisors Asset Management, Inc.

$3,140

0.03%

141

GAMMA Investing LLC

$2,806

0.02%

126

Ameritas Investment Partners, Inc.

$2,494

0.02%

112

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
EATON VANCE MANAGEMENT	112	$2,494	100.0%	Other

ASSETMARK, INC

$1,291

0.01%

Quarry LP

$1,024

0.01%

Sterling Capital Management LLC

$979

0.01%

Arax Advisory Partners

$757

0.01%

CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM

$423

0.00%

SBI Securities Co., Ltd.

$244

0.00%

LAM GROUP, INC.

$222

0.00%

EverSource Wealth Advisors, LLC

$89

0.00%

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Invesco Advisers, Inc. joint	165	$2,549	1.6%	Defined
Invesco Trust Co joint	9,910	$153,109	98.4%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Optiver VOF	16	$247	100.0%	Defined

Key facts CIK 1102238 CUSIP 029174109 13F (30d) 22 filings 22 filers Visit website Investor relations