American Realty Investors Ownership | Who Owns American Realty Investors?


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American Realty Investors Ownership Summary


American Realty Investors is owned by 1.76% institutional investors, 91.90% insiders, and 6.34% retail investors. Wealth alliance advisory group is the largest institutional shareholder, holding 1.08% of ARL shares. iShares Russell 2000 ETF is the top mutual fund, with 0.18% of its assets in American Realty Investors shares.

ARL Ownership Benchmark


TypeName% Inst% Insiders% Retail
StockAmerican Realty Investors1.76%91.90%6.34%
SectorReal Estate Stocks 48.67%9.84%41.50%
IndustryReal Estate Development Stocks 16.10%57.11%26.79%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Wealth alliance advisory group174.27K1.08%$2.69M
Blackrock95.04K0.59%$1.35M
Blackrock funding, inc. /de92.82K0.57%$1.43M
Caldwell sutter capital70.72K0.44%$1.09M
Geode capital management27.09K0.17%$418.64K
Vanguard group26.02K0.16%$417.82K
Northern trust19.57K0.12%$302.37K
State street17.88K0.11%$276.31K
Renaissance14.80K0.09%$228.65K
Vanguard fiduciary trust13.36K0.08%$206.46K

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Caldwell sutter capital70.72K0.44%$1.09M
Wealth alliance advisory group174.27K0.43%$2.69M
Renaissance14.80K0.00%$228.65K
Tower research capital llc (trc)870.000.00%$13.44K
Eversource wealth advisors1.53K0.00%$9.52K
Harbour investments351.000.00%$5.42K
New york state common retirement fund2.79K0.00%$43.04K
Lam group10.000.00%$155.00
Ameritas investment partners112.000.00%$1.73K
Gamma investing157.000.00%$2.43K

Top Buyers

HolderShares% AssetsChange
Vanguard fiduciary trust13.36K0.00%13.36K
Eversource wealth advisors1.53K0.00%1.52K
Bank of america corp /de/3.30K-580.00
Ubs asset management americas364.00-364.00
Harbour investments351.000.00%351.00

Top Sellers

HolderShares% AssetsChange
Pfg investments---37.30K
Jacobs levy equity management---10.47K
Geode capital management27.09K--5.27K
Barclays305.00--1.77K
Caldwell sutter capital70.72K0.44%-1.11K

New Positions

HolderShares% AssetsChangeValue
Vanguard fiduciary trust13.36K0.00%13.36K$206.46K
Ubs asset management americas364.00-364.00$5.62K
Harbour investments351.000.00%351.00$5.42K
Vanguard global advisers314.00-314.00$4.85K
Lam group10.000.00%10.00$155.00

Sold Out

HolderChange
True wealth design-1.00
Srs capital advisors-4.00
Nisa investment advisors-16.00
Capital performance advisors llp-19.00
Amalgamated bank-42.00

Institutional Ownership Trends


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Mar 31, 202617-54.05%284,377-40.88%119.85%9-30.77%3-80.00%
Dec 31, 202526-29.73%444,559-8.54%230.39%9-40.00%10-28.57%
Sep 30, 2025375.71%486,0941.37%334.14%1525.00%14-6.67%
Jun 30, 202536-2.70%482,400-10.18%227.01%129.09%15-11.76%
Mar 31, 202537-537,0554.46%332.82%11-42.11%17142.86%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
iShares Russell 2000 ETF29.60K0.18%235.00
Vanguard Institutional Extnd Mkt Idx Tr13.30K0.08%-
Fidelity Small Cap Index13.16K0.08%-53.00
iShares Russell 2000 Value ETF12.50K0.08%70.00
UBC Russell 3000 Index Trust - C9.89K0.06%-
Russell 2000 Equity Index Fund B7.23K0.04%-4.00
Vanguard Russell 2000 ETF6.66K0.04%123.00
RBC Microcap Value I5.34K0.03%-1.16K
State St Russell Sm Cap® Indx SL Cl I5.20K0.03%-
State St Russell Sm Cap® Idx SL Cl I5.20K0.03%-

Recent Insider Transactions


DateNameRoleActivityValue
Jun 08, 2023Phillips Bradford A.-Buy$1.87K
Jun 05, 2023Phillips Bradford A.-Buy$499.93
Jun 06, 2023Phillips Bradford A.-Buy$9.26K
May 26, 2023Phillips Bradford A.-Buy$5.37K
May 24, 2023Phillips Bradford A.-Buy$5.25K

Insider Transactions Trends


DateBuySell
2023 Q214-
2022 Q43-
2022 Q35-
2020 Q3--
2018 Q1--

ARL Ownership FAQ


Who Owns American Realty Investors?

American Realty Investors shareholders are primarily institutional investors at 1.76%, followed by 91.90% insiders and 6.34% retail investors. The average institutional ownership in American Realty Investors's industry, Real Estate Development Stocks , is 16.10%, which American Realty Investors falls below.

Who owns the most shares of American Realty Investors?

American Realty Investors’s largest shareholders are Wealth alliance advisory group (174.27K shares, 1.08%), Blackrock (95.04K shares, 0.59%), and Blackrock funding, inc. /de (92.82K shares, 0.57%). Together, they hold 2.24% of American Realty Investors’s total shares outstanding.

Does Blackrock own American Realty Investors?

Yes, BlackRock owns 0.59% of American Realty Investors, totaling 95.04K shares as of Jun 2024. This represents 0% of BlackRock's total assets, with a market value of 1.35M$. In the last quarter, BlackRock decreased its holdings by -940 shares, a -0.98% change.

Who is American Realty Investors’s biggest shareholder by percentage of total assets invested?

Caldwell sutter capital is American Realty Investors’s biggest shareholder by percentage of total assets invested, with 0.44% of its assets in 70.72K American Realty Investors shares, valued at 1.09M$.

Who is the top mutual fund holder of American Realty Investors shares?

iShares Russell 2000 ETF is the top mutual fund holder of American Realty Investors shares, with 0.18% of its total shares outstanding invested in 29.6K American Realty Investors shares.

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