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American Realty Investors Inc. 13F holders

40 funds reported a position in American Realty Investors Inc. in their 13F for the quarter ended 30 June 2026, together 551,270 shares worth $12.3 million. Against the quarter before, 2 opened a position, 14 added, 11 trimmed and 3 sold out; together they bought a net 76,388 shares. The largest holders: BlackRock, Inc., Wealth Alliance Advisory Group, LLC and Caldwell Sutter Capital, Inc.

Funds holding40-2 on Q1 2026
Shares they held551,270worth $12.3 million
Net bought on the quarter76,388 sharesabout $1.7 million at the funds' values
Funds buying to selling16 to 14opened or added, to cut or sold
Opened 2Added 14Held 13Trimmed 11Sold out 3
Opened: 2 fundsAdded: 14 fundsHeld: 13 fundsTrimmed: 11 fundsSold out: 3 funds

What each fund did in ARL against its 13F for the quarter before; a change under 0.1% of a holding counts as held

Q3 2024: 35 funds, 481,986 shares35Q3 2024Q4 2024: 37 funds, 514,118 shares37Q4 2024Q1 2025: 37 funds, 537,055 shares37Q1 2025Q2 2025: 37 funds, 482,859 shares37Q2 2025Q3 2025: 38 funds, 488,044 shares38Q3 2025Q4 2025: 39 funds, 481,138 shares39Q4 2025Q1 2026: 42 funds, 474,942 shares42Q1 2026Q2 2026: 40 funds, 551,270 shares40Q2 2026

Funds reporting a position in ARL in their 13F, each quarter; hover a bar for the shares they held

Filed so far for the quarter to 30 September 2026

3,405 funds have filed their 13F for the quarter so far; the rest are due by 16 November 2026. Of those, 10 reported a position in American Realty Investors Inc.: 3 opened one, 2 added, 1 trimmed and 0 sold out, a net 217 shares bought.

The largest moves in the name among the funds that have filed, against each fund's previous 13F.

The well-known funds

Of the 44 funds followed here, 3 reported a position in American Realty Investors Inc. in a 13F for the quarter ended 30 June 2026. The largest: Geode Capital Management, 33,229 shares worth $740,112, 0.0% of its reported book. In the quarter, 2 funds added or opened a position and 1 trimmed or sold out; together they bought a net 6,193 shares, about $137,918 at the funds' own value per share on 30 June 2026. A change under 0.1% of a holding counts as held.

FundSharesValueOf its bookChange on the quarterStatusQuarter endedFiling
Geode Capital Management33,229$740,1120.0%+6,137added30 June 202613F
Renaissance Technologies14,699$327,3470.0%-100trimmed30 June 202613F
FMR LLC866$19,2810.0%+156added30 June 202613F
Value is what the fund reported.
Read moreChange is shares against the fund's previous 13F; a fund with one filing read shows no change. 13Fs cover long US positions of managers above $100 million and are filed up to 45 days after the quarter.

The largest holders

FundSharesShare of allValueOf its bookChange in sharesFiling
BlackRock, Inc.177,78632.25%$4.0 million0.00%+84,96713F
Wealth Alliance Advisory Group, LLC174,26631.61%$3.9 million0.56%no change13F
Caldwell Sutter Capital, Inc.69,22212.56%$1.5 million0.58%-1,49713F
Geode Capital Management, LLC33,2296.03%$740,1120.00%+6,13713F
State Street Corp.18,3843.33%$409,4120.00%+50013F
Vanguard Capital Management LLC16,5052.99%$367,5660.00%+3,20013F
Renaissance Technologies LLC14,6992.67%$327,3470.00%-10013F
Northern Trust Corp.12,8982.34%$287,2380.00%-6,67313F
Vanguard Portfolio Management LLC8,8411.60%$196,8890.00%+1,36713F
Vanguard Fiduciary Trust Co.8,4741.54%$188,7160.00%-4,88913F
New York State Common Retirement Fund2,7860.51%$62,0440.00%no change13F
Morgan Stanley2,5680.47%$57,1900.00%+89713F
Russell Investments Group, Ltd.1,4800.27%$32,9590.00%+1,10313F
Wells Fargo & Company1,1480.21%$25,5650.00%+64713F
Tower Research Capital LLC (TRC)1,0840.20%$24,1410.00%+21413F
Rhumbline Advisers1,0160.18%$22,6190.00%-17313F
Royal Bank of Canada9040.16%$20,0000.00%+32513F
FMR LLC8660.16%$19,2810.00%+15613F
JPMorgan Chase & Co.6110.11%$14,3220.00%+1813F
Citigroup Inc.6240.11%$13,8960.00%+56313F
Mirae Asset Global ETFS Holdings Ltd.6100.11%$13,5850.00%no change13F
UBS Group AG6040.11%$13,4520.00%-12413F
UBS AM, a distinct business unit of UBS Asset Management Americas LLC3640.07%$8,1060.00%no change13F
BNP Paribas Financial Markets3630.07%$8,0840.00%-1313F
Harbour Investments, Inc.3510.06%$7,8170.00%no change13F
Vanguard Global Advisers, LLC3140.06%$6,9930.00%no change13F
Osaic Holdings, Inc.2910.05%$6,4800.00%no change13F
Barclays PLC2310.04%$5,1440.00%-7413F
Legal & General Group Plc1460.03%$3,3170.00%no change13F
Advisors Asset Management, Inc.1410.03%$3,1400.00%no change13F
Gamma Investing LLC1260.02%$2,8060.00%-3113F
Ameritas Investment Partners, Inc.1120.02%$2,4940.00%no change13F
Assetmark, Inc.580.01%$1,2920.00%-5813F
Quarry LP460.01%$1,0240.00%new13F
Sterling Capital Management LLC440.01%$9800.00%no change13F
Arax Advisory Partners340.01%$7570.00%new13F
California State Teachers Retirement System190.00%$4230.00%-5313F
SBI Securities Co., Ltd.110.00%$2450.00%+113F
Lam Group, Inc.100.00%$2230.00%no change13F
EverSource Wealth Advisors, LLC40.00%$890.00%no change13F
Essential Partners LLC00.00%$00.00%sold out13F
Invesco Ltd.00.00%$00.00%sold out13F
Optiver Holding B.V.00.00%$00.00%sold out13F
The 43 largest of the 40 funds that reported a position in ARL in their 13F for the quarter ended 30 June 2026, by the value each reported.
Read moreShare of all is the fund's part of all the shares the funds reported. Change is shares against the fund's 13F for the quarter before. A 13F lists a manager's long positions in US-listed shares at the quarter's end. What is a 13F?

Schedule 13D and 13G filed on the name, last twelve months

None in the last twelve months: no holder crossed 5%, changed materially, or filed an annual 13G in the window.

Fails to deliver

Settlement dateShares failedPriceFile
31 August 202678$15.00SEC
24 August 20263$15.21SEC
20 August 2026585$15.64SEC
Shares that failed to deliver at settlement, per day, from the SEC's half-month files, which arrive about two weeks after the period.
Read moreLargest in the window: 585 on 20 August 2026. A fail is an operational fact about settlement, not a position.