American Realty Investors Ownership | Who Owns American Realty Investors?
American Realty Investors Ownership Summary
American Realty Investors is owned by 2.99% institutional investors, 91.93% insiders, and 5.09% retail investors. Wealth alliance advisory group is the largest institutional shareholder, holding 1.03% 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
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | American Realty Investors | 2.99% | 91.93% | 5.09% |
| Sector | Real Estate Stocks | 69.85% | 9.10% | 21.05% |
| Industry | Real Estate Development Stocks | 28.29% | 36.02% | 35.69% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Wealth alliance advisory group | 166.77K | 1.03% | $2.35M |
| Blackrock | 95.04K | 0.59% | $1.35M |
| Blackrock funding, inc. /de | 94.10K | 0.58% | $1.33M |
| Caldwell sutter capital | 73.42K | 0.45% | $1.04M |
| Geode capital management | 34.63K | 0.21% | $508.42K |
| Vanguard group | 23.50K | 0.15% | $345.05K |
| State street | 19.93K | 0.12% | $282.94K |
| Northern trust | 19.53K | 0.12% | $277.27K |
| Renaissance | 16.50K | 0.10% | $242.21K |
| Royal bank of canada | 6.73K | 0.04% | $98.00K |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Caldwell sutter capital | 73.42K | 0.47% | $1.04M |
| Wealth alliance advisory group | 166.77K | 0.45% | $2.35M |
| Renaissance | 16.50K | 0.00% | $242.21K |
| Harbor capital advisors | 717.00 | 0.00% | $10.00K |
| Tower research capital llc (trc) | 659.00 | 0.00% | $9.67K |
| New york state common retirement fund | 2.79K | 0.00% | $41.00K |
| Ameritas investment partners | 112.00 | 0.00% | $1.64K |
| Gamma investing | 75.00 | 0.00% | $1.06K |
| Cwm | 69.00 | - | $1.00K |
| Jacobs levy equity management | - | - | - |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Jpmorgan chase | 5.60K | - | 2.81K |
| Ubs group | 3.79K | - | 2.66K |
| Geode capital management | 34.63K | - | 2.03K |
| Wealth alliance advisory group | 166.77K | 0.45% | 1.77K |
| Raymond james financial | 653.00 | - | 653.00 |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Pfg investments | - | - | -37.30K |
| Jacobs levy equity management | - | - | -10.47K |
| Caldwell sutter capital | 73.42K | 0.47% | -4.08K |
| Blackrock funding, inc. /de | 94.10K | - | -3.02K |
| Royal bank of canada | 6.73K | - | -1.44K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Raymond james financial | 653.00 | - | 653.00 | $9.22K |
| Eversource wealth advisors | 5.00 | - | 5.00 | $71.00 |
| Nisa investment advisors | 3.00 | - | 3.00 | $43.00 |
Sold Out
| Holder | Change |
|---|---|
| True wealth design | -1.00 |
| Lam group | -10.00 |
| Capital performance advisors llp | -19.00 |
| Russell investments group | -52.00 |
| Srs capital advisors | -151.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2025 | 36 | -2.70% | 482,400 | -10.18% | 2 | 27.01% | 12 | 9.09% | 15 | -11.76% |
| Mar 31, 2025 | 37 | - | 537,055 | 4.46% | 3 | 32.82% | 11 | -42.11% | 17 | 142.86% |
| Dec 31, 2024 | 37 | 5.71% | 514,118 | 7.29% | 3 | 36.16% | 19 | - | 7 | - |
| Sep 30, 2024 | 35 | 12.90% | 479,188 | 3.50% | 2 | 36.11% | 19 | 58.33% | 7 | -41.67% |
| Jun 30, 2024 | 31 | 6.90% | 462,997 | -13.49% | 2 | 26.11% | 12 | 20.00% | 12 | -20.00% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Russell 2000 ETF | 29.35K | 0.18% | -525.00 |
| Fidelity Small Cap Index | 14.92K | 0.09% | - |
| iShares Russell 2000 Value ETF | 12.99K | 0.08% | 10.00 |
| Vanguard Institutional Extnd Mkt Idx Tr | 10.10K | 0.06% | -4.60K |
| UBC Russell 3000 Index Trust - C | 9.89K | 0.06% | 7.85K |
| Fidelity Extended Market Index | 7.80K | 0.05% | -20.00 |
| Vanguard Russell 2000 ETF | 6.82K | 0.04% | -435.00 |
| RBC Microcap Value I | 5.34K | 0.03% | -1.16K |
| State St Russell Sm Cap® Indx SL Cl I | 5.20K | 0.03% | - |
| Schwab Small Cap Index | 3.28K | 0.02% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Jun 08, 2023 | Phillips Bradford A. | - | Buy | $1.87K |
| Jun 05, 2023 | Phillips Bradford A. | - | Buy | $499.93 |
| Jun 06, 2023 | Phillips Bradford A. | - | Buy | $9.26K |
| May 26, 2023 | Phillips Bradford A. | - | Buy | $5.37K |
| May 24, 2023 | Phillips Bradford A. | - | Buy | $5.25K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2023 Q2 | 14 | - |
| 2022 Q4 | 3 | - |
| 2022 Q3 | 5 | - |
| 2020 Q3 | - | - |
| 2018 Q1 | - | - |
ARL Ownership FAQ
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