Form 13-F position report

AMER REALTY INVESTORS INC(NEW)

Reported by JPMorgan Chase & Co

Company profile Manager portfolio Source filing
ARL CUSIP 029174109 Manager CIK 0000019617
Latest reported change

Reported 611 shares, up 18 (3.0%) from the prior quarter.

Reported value 58.1%; share count 3.0% vs. the prior quarter.

Added
% of reported 13F value < 0.01% This manager · Q2 2026
Shares 611 Quarter-end amount reported
Reported value $14,322 Fair value at quarter end
Consecutive quarters held 33 Through Q2 2026

Reported position value by quarter

Reported position value by quarter

Each bar is a Form 13-F quarter-end snapshot. It does not show trades made within the quarter.

Manager history

Quarterly position history

How this manager's reported quarter-end position changed over time.

20 quarters
Quarter Activity Shares Change % of reported 13F Reported value Filed
Q2 2026 Added 611 +18 (3.0%) < 0.01% $14,322 2026-08-12
Q1 2026 Reduced 593 -1,015 (-63.1%) < 0.01% $9,061 2026-05-13
Q4 2025 Reduced 1,608 -331 (-17.1%) < 0.01% $25,824 2026-02-11
Q3 2025 Added 1,939 +227 (13.3%) < 0.01% $32,439 2025-11-07
Q2 2025 Reduced 1,712 -1,409 (-45.1%) < 0.01% $24,173 2025-08-12
Q1 2025 Reduced 3,121 -2,482 (-44.3%) < 0.01% $34,175 2025-05-12
Q4 2024 Added 5,603 +2,805 (100.3%) < 0.01% $82,252 2025-02-12
Q3 2024 Added 2,798 +1,478 (112.0%) < 0.01% $49,077 2024-11-08
Q2 2024 Reduced 1,320 -1,659 (-55.7%) < 0.01% $18,743 2024-08-12
Q1 2024 Added 2,979 +1,134 (61.5%) < 0.01% $53,383 2024-05-10
Q4 2023 Added 1,845 +863 (87.9%) < 0.01% $32,121 2024-02-12
Q3 2023 Reduced 982 -285 (-22.5%) < 0.01% $14,357 2023-11-14
Q2 2023 Added 1,267 +112 (9.7%) < 0.01% $27,595 2023-08-11
Q1 2023 Added 1,155 +130 (12.7%) < 0.01% $30,000 2023-05-11
Q4 2022 Added 1,025 +225 (28.1%) < 0.01% $27,000 2023-02-13
Q3 2022 Reduced 800 -1 (-0.1%) < 0.01% $13,000 2022-11-14
Q2 2022 Added 801 +799 (39950.0%) < 0.01% $11,000 2022-08-11
Q1 2022 Unchanged 2 0 (0.0%) 0 $0 2022-05-11
Q4 2021 Unchanged 2 0 (0.0%) 0 $0 2022-02-10
Q3 2021 Reduced 2 -999 (-99.8%) 0 $0 2021-11-12
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Institutional context

Who else reported the position

43 managers reported AMER REALTY INVESTORS INC(NEW) for Q2 2026.

Manager Activity Shares Change % of reported 13F Reported value Tenure
BlackRock Inc Added 177,786 +84,967 < 0.01% $3,959,295 8 qtrs
Wealth Alliance Advisory Group LLC Unchanged 174,266 0 0.56% $3,880,904 10 qtrs
CALDWELL SUTTER CAPITAL INC Reduced 69,222 -1,497 0.58% $1,541,574 15 qtrs
GEODE CAPITAL MANAGEMENT LLC Added 33,229 +6,137 < 0.01% $740,112 29 qtrs
STATE STREET CORPORATION Added 18,384 +500 < 0.01% $409,412 17 qtrs
VANGUARD CAPITAL MANAGEMENT LLC Added 16,505 +3,200 < 0.01% $367,566 2 qtrs
RENAISSANCE TECHNOLOGIES LLC Reduced 14,699 -100 < 0.01% $327,347 49 qtrs
NORTHERN TRUST CORPORATION Reduced 12,898 -6,673 < 0.01% $287,238 17 qtrs
VANGUARD PORTFOLIO MANAGEMENT LLC Added 8,841 +1,367 < 0.01% $196,889 2 qtrs
VANGUARD FIDUCIARY TRUST CO Reduced 8,474 -4,889 < 0.01% $188,716 2 qtrs
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Filing details and methodology As reported
Report period
June 30, 2026
Filed
August 12, 2026
Filing type
13F-HR
Position type
COMMON

Voting authority reported

Sole
54
Shared
0
None
557

“None” means the manager reported no voting authority for those shares on non-routine matters. It does not disclose why and is not evidence of securities lending.

Form 13-F is a delayed quarter-end snapshot of disclosed long Section 13(f) securities. It can be filed up to 45 days after quarter end, excludes short positions and most non-U.S. securities, and does not reveal intra-quarter trading. For options, reported shares and value describe the underlying-share exposure; strike, expiry, premium, and written positions are not disclosed.