American Realty Investors Inc (ARL) Ownership

13.45 ↑0.35 (2.67%)

As of December 31, 1969, 7:00pm EST.

Institutions
Mutual Funds

Institutional Ownership

Wealth Alliance Advisory Group, LLC is the biggest individual institutional holder of American Realty Investors Inc (ARL), owning a total of 165 thousand shares. Combined, the top 38 institutional holders of ARL own 4.73% of the company with a total of 764 thousand shares.

In the latest ownership report on March 31st 2025, the top 38 institutional holders increased their combined ownership of ARL by 27 thousand shares. 4 institutions bought 27,463 total additional shares and increased their ownership by an average of 415.65%. However 1 institutions sold 376 total shares and decreased their ownership by an average of 0.48%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of American Realty Investors increased by a net total of 27,087 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Wealth Alliance Advisory Group, LLC	1.022%	10.000%	165,000	15,000	2025-03-31
CALDWELL SUTTER CAPITAL INC	0.480%	-0.483%	77,501	-376	2025-03-31
PFG Investments, LLC	0.231%	38.148%	37,300	10,300	2025-03-31
Rhumbline Advisers	0.018%	44.946%	2,825	876	2025-03-31
GAMMA Investing LLC	0.009%	1,569.510%	1,369	1,287	2025-03-31

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Wealth Alliance Advisory Group, LLC	1.022%	10.000%	165,000	15,000	2025-03-31
International Assets Investment Management, LLC	1.000%	0.000%	161,500	161,500	2022-12-31
BlackRock Inc	0.609%	-1.934%	98,305	-1,939	2024-12-31
CALDWELL SUTTER CAPITAL INC	0.480%	-0.483%	77,501	-376	2025-03-31
PFG Investments, LLC	0.231%	38.148%	37,300	10,300	2025-03-31
Geode Capital Management, LLC	0.214%	6.221%	34,629	2,028	2024-12-31
Northern Trust Corp	0.153%	20.438%	24,632	4,180	2024-12-31
Vanguard Group Inc	0.146%	0.949%	23,505	221	2024-12-31
State Street Corp	0.122%	0.000%	19,725	0	2024-12-31
State Street Corporation	0.121%	-11.377%	19,475	-2,500	2024-03-31
Renaissance Technologies Corp	0.102%	-3.509%	16,499	-600	2024-12-31
Acadian Asset Management LLC	0.089%	0.000%	14,373	14,373	2023-06-30
Jacobs Levy Equity Management, Inc.	0.065%	-22.795%	10,469	-3,091	2024-03-31
Bridgeway Capital Management, LLC	0.064%	0.000%	10,363	0	2023-06-30
Royal Bank of Canada	0.042%	-17.658%	6,729	-1,443	2024-12-31
JPMorgan Chase & Co	0.035%	0.125%	5,603	7	2024-12-31
Morgan Stanley - Brokerage Accounts	0.026%	7.280%	4,200	285	2024-12-31
Bank of America Corp	0.026%	10.098%	4,154	381	2024-12-31
BNP Paribas Arbitrage, SA	0.026%	-14.638%	4,152	-712	2024-12-31
UBS Group AG	0.024%	234.894%	3,791	2,659	2024-12-31
Rhumbline Advisers	0.018%	44.946%	2,825	876	2025-03-31
New York State Common Retirement Fund	0.017%	0.000%	2,786	0	2024-12-31
Allspring Global Investments Holdings, LLC	0.017%	21.624%	2,756	490	2023-09-30
Barclays PLC	0.014%	14.286%	2,248	281	2024-12-31
Deutsche Bank AG	0.012%	164.622%	1,855	1,154	2023-09-30
Tower Research Capital LLC	0.009%	182.056%	1,509	974	2024-06-30
GAMMA Investing LLC	0.009%	1,569.510%	1,369	1,287	2025-03-31
Citigroup Inc	0.008%	7.895%	1,230	90	2024-12-31
Wells Fargo & Co	0.005%	27.883%	876	191	2024-12-31
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	0.005%	17,360.000%	873	868	2024-09-30
Corebridge Financial Inc	0.005%	-0.499%	798	-4	2024-09-30
American International Group Inc	0.005%	-0.809%	736	-6	2024-03-31
Amalgamated Financial Corp	0.004%	-5.311%	624	-35	2023-03-31
California State Teachers Retirement Sys	0.003%	-6.868%	556	-41	2023-03-31
FMR Inc	0.002%	103.896%	314	160	2023-12-31
Legal & General Group PLC	0.001%	-50.000%	146	-146	2022-09-30
Sandy Spring Bank	0.001%	0.000%	144	0	2022-12-31
Ameritas Investment Partners, Inc	0.001%	0.000%	112	112	2022-06-30

Mutual Fund Ownership

NT Ext Eq Mkt Indx Fd DC Lending Tier 5 is the biggest individual fund holder of American Realty Investors Inc (ARL), owning a total of 2.6 million shares. Combined, the top 41 mutual fund holders of ARL own 17.62% of the company with a total of 2.8 million shares.

In the latest ownership report on April 30th 2025, the top 41 fund holders increased their combined ownership of ARL by 45 shares. 1 funds bought 5 total additional shares and increased their ownership by an average of 0.02%. However 1 funds sold 50 total shares and decreased their ownership by an average of 0.35%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding American Realty Investors decreased by a net total of -45 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
iShares Russell 2000 ETF	0.194%	0.016%	31,334	5	2025-04-30
iShares Russell 2000 Value ETF	0.088%	-0.350%	14,249	-50	2025-04-30
iShares Micro-Cap ETF	0.021%	0.000%	3,434	0	2025-04-30

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
NT Ext Eq Mkt Indx Fd DC Lending Tier 5	16.203%	5,947,830.000%	2,617,090	2,617,046	2024-06-30
iShares Russell 2000 ETF	0.194%	0.016%	31,334	5	2025-04-30
Fidelity Small Cap Index	0.093%	0.000%	14,939	0	2025-02-28
Vanguard Institutional Extnd Mkt Idx Tr	0.091%	0.000%	14,699	0	2025-03-31
iShares Russell 2000 Value ETF	0.088%	-0.350%	14,249	-50	2025-04-30
Vanguard Extended Market Index Investor	0.088%	7.973%	14,206	1,049	2023-08-31
Fidelity® Small Cap Index	0.083%	0.000%	13,326	0	2023-10-31
Russell Inv Tax-Managed US Mid&Sm Cap S	0.049%	-72.343%	7,969	-20,845	2024-05-31
Fidelity Extended Market Index	0.049%	-3.970%	7,935	-328	2025-03-31
Fidelity® Extended Market Index	0.048%	0.000%	7,723	0	2023-11-30
Vanguard Russell 2000 ETF	0.041%	1.938%	6,576	125	2025-03-31
Bridgeway Ultra-Small Company	0.036%	-26.600%	5,872	-2,128	2023-09-30
RBC Microcap Value I	0.033%	-17.846%	5,340	-1,160	2025-03-31
State St Russell Sm Cap® Indx SL Cl I	0.032%	0.000%	5,200	0	2025-03-31
State St Russell Sm Cap® Indx NL Cl C	0.032%	0.000%	5,100	0	2023-09-30
BlackRock U.S. Equity Market F	0.031%	0.179%	5,044	9	2023-12-31
Fidelity® Total Market Index	0.030%	0.000%	4,842	0	2023-11-30
Spartan Extended Market Index Pool F	0.022%	1.552%	3,468	53	2025-02-28
iShares Micro-Cap ETF	0.021%	0.000%	3,434	0	2025-04-30
Schwab Small Cap Index	0.020%	0.000%	3,281	0	2025-03-31
Russell 3000 Screened Index Composite	0.020%	0.000%	3,200	0	2023-12-31
NT R2000 Value Index Fund - NL	0.018%	0.000%	2,971	0	2024-12-31
iShares Russell 2000 Small-Cap Idx Instl	0.018%	0.000%	2,920	0	2025-03-31
BlackRock Extended Mkt Composite	0.018%	0.911%	2,881	26	2023-09-30
Northern Trust Russell 2000 Value Index	0.018%	0.000%	2,850	0	2024-12-31
NT R2000 Value Index Fund - L	0.018%	0.000%	2,850	0	2024-12-31
NT R2000 Index Fund - NL	0.018%	-3.335%	2,841	-98	2025-03-31
Allspring Factor Enhanced Small Cap Eq	0.017%	0.000%	2,756	0	2023-10-31
Fidelity® Series Total Market Index	0.017%	-13.166%	2,737	-415	2023-03-31
Spartan Extended Market Index Pool E	0.017%	-22.261%	2,696	-772	2025-03-31
BlackRock Extended Equity Market K	0.015%	-0.040%	2,473	-1	2024-09-30
Fidelity Total Market Index	0.015%	0.000%	2,448	0	2025-03-31
Extended Equity Market Fund K	0.015%	0.328%	2,446	8	2025-03-31
Bridgeway Ultra-Small Company Market	0.015%	0.000%	2,363	0	2024-12-31
Fidelity Series Total Market Index	0.015%	0.000%	2,351	0	2024-06-30
State St Russell Sm/Mid Cp® Indx NL Cl C	0.015%	0.000%	2,334	0	2025-03-31
State St Russell Sm/Mid Cp® Indx SL Cl I	0.015%	0.000%	2,334	0	2025-03-31
NT R2000 Index Fund - DC - NL - 2	0.014%	-5.338%	2,270	-128	2025-03-31
Nuveen Small Cap Blend Idx R6	0.013%	0.000%	2,110	0	2025-02-28
UBC Russell 3000 Index Trust - C	0.013%	0.000%	2,035	0	2024-12-31
Russell 2000 Index Non-Lendable Fund E	0.013%	0.000%	2,019	0	2022-09-30