American Realty Investors
ARLInstitutional ownership · Q2 2024
Latest quarter (Q2 2026)
Institutional holders
31
+3 (+10.7%) vs Q1 2024
Reported value
$6.6M
-31.4% vs Q1 2024
Shares held
463.0K
-72.2K shares
Quarter
Q2 2024
Period ended Jun 30, 2024
31 institutional managers reported holding 462,966 shares worth $6,574,174 on Form 13F for Q2 2024, against 28 in Q1 2024. Share positions on CUSIP 029174109 only; option legs and principal-amount lines are not counted.
Top 25 institutional holders · Q2 2024
| # | Manager | Shares | Value | % of portfolio | Change | Position page |
|---|---|---|---|---|---|---|
| 1 | Wealth Alliance Advisory Group LLC | 150,000 | $2.1M | 0.48% | — | Position |
| 2 | BlackRock Inc | 95,040 | $1.3M | < 0.01% | -940 | Position |
| 3 | CALDWELL SUTTER CAPITAL INC | 80,782 | $1.1M | 0.57% | — | Position |
| 4 | GEODE CAPITAL MANAGEMENT LLC | 33,354 | $473.7K | < 0.01% | +2.5K | Position |
| 5 | VANGUARD GROUP INC | 22,221 | $315.5K | < 0.01% | +245 | Position |
| 6 | STATE STREET CORPORATION | 19,925 | $282.9K | < 0.01% | +450 | Position |
| 7 | NORTHERN TRUST CORPORATION | 19,526 | $277.3K | < 0.01% | -849 | Position |
| 8 | RENAISSANCE TECHNOLOGIES LLC | 17,299 | $245.6K | < 0.01% | -600 | Position |
| 9 | ROYAL BANK OF CANADA | 8,140 | $116.0K | < 0.01% | +43 | Position |
| 10 | Bank of America Corporation | 3,297 | $46.8K | < 0.01% | +580 | Position |
| 11 | NEW YORK STATE COMMON RETIREMENT FUND | 2,786 | $39.6K | < 0.01% | — | Position |
| 12 | RHUMBLINE ADVISERS | 1,720 | $24.4K | < 0.01% | -213 | Position |
| 13 | MORGAN STANLEY | 1,579 | $22.4K | < 0.01% | -843 | Position |
| 14 | Tower Research Capital LLC TRC | 1,509 | $21.4K | < 0.01% | +974 | Position |
| 15 | JPMorgan Chase & Co | 1,320 | $18.7K | < 0.01% | -1.7K | Position |
| 16 | Corebridge Financial Inc | 802 | $11.4K | < 0.01% | — | Position |
| 17 | UBS Group AG | 770 | $10.9K | < 0.01% | -1.0K | Position |
| 18 | WELLS FARGO & COMPANY MN | 656 | $9.3K | < 0.01% | +128 | Position |
| 19 | Barclays PLC | 551 | $7.8K | < 0.01% | -517 | Position |
| 20 | Citigroup Inc | 385 | $5.5K | < 0.01% | +83 | Position |
| 21 | BNP PARIBAS FINANCIAL MARKETS | 357 | $5.1K | < 0.01% | -3.1K | Position |
| 22 | FMR LLC | 336 | $4.8K | < 0.01% | -75 | Position |
| 23 | SRS Capital Advisors Inc | 151 | $2.1K | < 0.01% | New | Position |
| 24 | Legal & General Group Plc | 146 | $2.0K | < 0.01% | — | Position |
| 25 | Ameritas Investment Partners Inc | 112 | $1.6K | < 0.01% | — | Position |
Values as reported on each manager's Q2 2024 Form 13F. Change is in shares against the manager's prior-quarter filing.
13F holders by quarter
| Quarter | Holders | Shares | Value |
|---|---|---|---|
| Q2 2026 | 40 -2 | 551.3K | $12.3M |
| Q1 2026 | 42 +5 | 474.9K | $7.3M |
| Q4 2025 | 37 +1 | 481.0K | $7.7M |
| Q3 2025 | 36 +1 | 486.0K | $8.1M |
| Q2 2025 | 35 | 482.4K | $6.8M |
| Q1 2025 | 35 | 536.9K | $5.9M |
| Q4 2024 | 35 +2 | 514.0K | $7.5M |
| Q3 2024 | 33 +2 | 479.1K | $8.4M |
| Q2 2024 | 31 +3 | 463.0K | $6.6M |
| Q1 2024 | 28 | 535.2K | $9.6M |
| Q4 2023 | 28 -4 | 362.4K | $6.3M |
| Q3 2023 | 32 | 344.1K | $5.0M |
| Q2 2023 | 32 | 358.6K | $7.8M |
| Q1 2023 | 32 +1 | 357.2K | $9.4M |
| Q4 2022 | 31 +7 | 452.1K | $11.6M |
| Q3 2022 | 24 | 169.5K | $2.7M |
| Q2 2022 | 24 +13 | 177.1K | $2.5M |
| Q1 2022 | 11 -1 | 112.4K | $1.7M |
| Q4 2021 | 12 -3 | 131.0K | $1.7M |
| Q3 2021 | 15 | 129.3K | $1.7M |
Q3 2021–Q2 2026, as reported on Form 13F. Earlier quarters are in the ownership explorer below.
Across other SEC filings
Fund holders · N-PORT
52 funds| Fund | Value | % of fund | As of |
|---|---|---|---|
| iShares Russell 2000 ETF IWM | $653.7K | < 0.01% | Jun 2026 |
| iShares Russell 2000 Value ETF IWN | $308.3K | < 0.01% | Jun 2026 |
| VANGUARD EXTENDED MARKET INDEX FUND | $296.3K | < 0.01% | Jun 2026 |
| Fidelity Small Cap Index Fund | $223.5K | < 0.01% | Jul 2026 |
| VANGUARD RUSSELL 2000 INDEX FUND VTWO | $114.0K | < 0.01% | Aug 2026 |
| Fidelity Extended Market Index Fund | $107.0K | < 0.01% | Aug 2026 |
| iShares Micro-Cap ETF IWC | $94.3K | < 0.01% | Jun 2026 |
| Master Small Cap Index Series | $65.0K | < 0.01% | Jun 2026 |
| Schwab Small-Cap Index Fund | $53.9K | < 0.01% | Jul 2026 |
| Ultra-Small Company Market Fund | $52.6K | 0.04% | Jun 2026 |
52 funds reported holding $2,420,170 in total on their latest public Form N-PORT reports, the most recent dated August 2026.
Annual & quarterly reports
-
10-K/A · FY2025 Filed 2026-08-19Business · Risk Factors · Management's Discussion and Analysis
5%+ holders · 13D/G
1 filer| Filer | % of class | Filed |
|---|---|---|
| Phillips Bradford A 13D | 0.4% | 2025-04-18 |
Latest Schedule 13D or 13G from each filer naming this CUSIP; stakes a filer has reported closed are left out.
Insiders · Form 4
No open-market purchases or sales by American Realty Investors insiders in the last 12 months.
Latest filings
- Bradford A. Phillips 2023-08-16 Gift/Other
- Bradford A. Phillips 2023-06-13 Buy
- Bradford A. Phillips 2023-06-08 Buy
- Bradford A. Phillips 2023-06-01 Buy
- Bradford A. Phillips 2023-05-26 Buy
Ownership explorer
Loading ownership explorer…
Security Details
| CUSIP | 029174109 |
|---|---|
| ISIN | AU000000ARL4 |
| FIGI | BBG001SFRR04 |
| Symbol | ARL |
| Type | Common stock |
| Class | COM as filed on 13F |
| Exchange | NYSE |
| Company | American Realty Investors |
Identifier History
| Type | Value | From | To |
|---|---|---|---|
| FIGI | BBG001SFRR04 | 2026-02-07 | Current |
| CUSIP | 029174109 | 2000-09-30 | Current |
Listing History
| Symbol | Exchange | From | To |
|---|---|---|---|
| ARL | NYSE | 2004-06-30 | Current |