American Realty Investors Inc (ARL) Ownership

14.01 ↓0.61 (-4.17%)

As of October 2, 2023, 2:36pm EST.

Institutions
Mutual Funds

Institutional Ownership

International Assets Investment Management, LLC is the biggest individual institutional holder of American Realty Investors Inc (ARL), owning a total of 162 thousand shares. Combined, the top 31 institutional holders of ARL own 3.22% of the company with a total of 521 thousand shares.

In the latest ownership report on June 30th 2023, the top 31 institutional holders increased their combined ownership of ARL by 48 thousand shares. 13 institutions bought 52,369 total additional shares and increased their ownership by an average of 25.91%. However 5 institutions sold 4,232 total shares and decreased their ownership by an average of 10.6%.

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 48,137 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
BlackRock Inc	0.623%	18.542%	100,558	15,729	2023-06-30
CALDWELL SUTTER CAPITAL INC	0.520%	-1.041%	83,924	-883	2023-06-30
Geode Capital Management, LLC	0.194%	21.535%	31,361	5,557	2023-06-30
State Street Corporation	0.127%	6.780%	20,475	1,300	2023-06-30
Renaissance Technologies Corp	0.126%	-6.850%	20,399	-1,500	2023-06-30
Vanguard Group Inc	0.116%	44.530%	18,786	5,788	2023-06-30
Northern Trust Corp	0.091%	-0.089%	14,674	-13	2023-06-30
Acadian Asset Management LLC	0.089%	0.000%	14,373	14,373	2023-06-30
Jacobs Levy Equity Management, Inc.	0.085%	20.724%	13,771	2,364	2023-06-30
Bridgeway Capital Management, LLC	0.064%	0.000%	10,363	0	2023-06-30
Royal Bank of Canada	0.041%	44.408%	6,663	2,049	2023-06-30
BNP Paribas Arbitrage, SA	0.037%	50.313%	6,011	2,012	2023-06-30
New York State Common Retirement Fund	0.017%	0.000%	2,786	0	2023-06-30
Allspring Global Investments Holdings, LLC	0.014%	-44.732%	2,266	-1,834	2023-06-30
Bank of America Corp	0.013%	35.665%	2,172	571	2023-06-30
Rhumbline Advisers	0.011%	0.000%	1,755	1,755	2023-06-30
Morgan Stanley - Brokerage Accounts	0.009%	31.560%	1,459	350	2023-06-30
JPMorgan Chase & Co	0.008%	9.697%	1,267	112	2023-06-30
UBS Group AG	0.007%	53.048%	1,180	409	2023-06-30
American International Group Inc	0.005%	-0.277%	719	-2	2023-06-30

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
International Assets Investment Management, LLC	1.000%	0.000%	161,500	161,500	2022-12-31
BlackRock Inc	0.623%	18.542%	100,558	15,729	2023-06-30
CALDWELL SUTTER CAPITAL INC	0.520%	-1.041%	83,924	-883	2023-06-30
Geode Capital Management, LLC	0.194%	21.535%	31,361	5,557	2023-06-30
State Street Corporation	0.127%	6.780%	20,475	1,300	2023-06-30
Renaissance Technologies Corp	0.126%	-6.850%	20,399	-1,500	2023-06-30
Vanguard Group Inc	0.116%	44.530%	18,786	5,788	2023-06-30
Northern Trust Corp	0.091%	-0.089%	14,674	-13	2023-06-30
Acadian Asset Management LLC	0.089%	0.000%	14,373	14,373	2023-06-30
Jacobs Levy Equity Management, Inc.	0.085%	20.724%	13,771	2,364	2023-06-30
Bridgeway Capital Management, LLC	0.064%	0.000%	10,363	0	2023-06-30
Royal Bank of Canada	0.041%	44.408%	6,663	2,049	2023-06-30
BNP Paribas Arbitrage, SA	0.037%	50.313%	6,011	2,012	2023-06-30
New York State Common Retirement Fund	0.017%	0.000%	2,786	0	2023-06-30
Allspring Global Investments Holdings, LLC	0.014%	-44.732%	2,266	-1,834	2023-06-30
Bank of America Corp	0.013%	35.665%	2,172	571	2023-06-30
Rhumbline Advisers	0.011%	0.000%	1,755	1,755	2023-06-30
Morgan Stanley - Brokerage Accounts	0.009%	31.560%	1,459	350	2023-06-30
JPMorgan Chase & Co	0.008%	9.697%	1,267	112	2023-06-30
UBS Group AG	0.007%	53.048%	1,180	409	2023-06-30
Deutsche Bank AG	0.006%	-21.065%	993	-265	2023-03-31
Barclays PLC	0.005%	97.008%	790	389	2023-03-31
American International Group Inc	0.005%	-0.277%	719	-2	2023-06-30
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
Tower Research Capital LLC	0.003%	-31.873%	451	-211	2022-12-31
FMR Inc	0.001%	157.333%	193	118	2022-09-30
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
Citigroup Inc	0.001%	0.000%	93	93	2022-06-30

Mutual Fund Ownership

iShares Russell 2000 ETF is the biggest individual fund holder of American Realty Investors Inc (ARL), owning a total of 31 thousand shares. Combined, the top 28 mutual fund holders of ARL own 1.14% of the company with a total of 185 thousand shares.

In the latest ownership report on August 31st 2023, the top 28 fund holders increased their combined ownership of ARL by 3 thousand shares. 2 funds bought 1,109 total additional shares and increased their ownership by an average of 4.71%. However 3 funds sold 4,455 total shares and decreased their ownership by an average of 14.69%.

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 -3,346 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	0.190%	-0.342%	30,619	-105	2023-08-31
iShares Russell 2000 Value ETF	0.093%	-0.665%	14,939	-100	2023-08-31
Vanguard Extended Market Index Investor	0.088%	7.973%	14,206	1,049	2023-08-31
Russell Inv Tax-Managed US Mid&Sm Cap S	0.035%	-43.055%	5,621	-4,250	2023-08-31
State St Russell Sm Cap® Indx NL Cl C	0.032%	0.000%	5,100	0	2023-08-31
Vanguard Russell 2000 ETF	0.026%	1.449%	4,201	60	2023-08-31
iShares Micro-Cap ETF	0.021%	0.000%	3,360	0	2023-08-31
Schwab Small Cap Index	0.020%	0.000%	3,281	0	2023-08-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
iShares Russell 2000 ETF	0.190%	-0.342%	30,619	-105	2023-08-31
Bridgeway Ultra-Small Company Market	0.107%	0.000%	17,197	0	2022-09-30
iShares Russell 2000 Value ETF	0.093%	-0.665%	14,939	-100	2023-08-31
Vanguard Extended Market Index Investor	0.088%	7.973%	14,206	1,049	2023-08-31
Fidelity® Small Cap Index	0.081%	78.337%	13,065	5,739	2023-06-30
Fidelity® Extended Market Index	0.053%	0.000%	8,477	0	2023-07-31
Bridgeway Ultra-Small Company	0.050%	0.000%	8,000	0	2023-06-30
RBC Microcap Value I	0.039%	46.512%	6,300	2,000	2023-06-30
Russell Inv Tax-Managed US Mid&Sm Cap S	0.035%	-43.055%	5,621	-4,250	2023-08-31
State St Russell Sm Cap® Indx NL Cl C	0.032%	0.000%	5,100	0	2023-08-31
BlackRock U.S. Equity Market F	0.031%	1.878%	4,990	92	2023-06-30
Fidelity® Total Market Index	0.030%	0.000%	4,842	0	2023-07-31
Russell 3000 Screened Index Composite	0.030%	0.000%	4,800	4,800	2022-12-31
Vanguard Russell 2000 ETF	0.026%	1.449%	4,201	60	2023-08-31
Allspring Factor Enhanced Small Cap Eq	0.025%	0.000%	4,100	0	2023-03-31
NT R2000 Value Index Fund - NL	0.024%	0.000%	3,798	0	2023-06-30
NT R2000 Index Fund - NL	0.023%	0.133%	3,775	5	2023-06-30
iShares Micro-Cap ETF	0.021%	0.000%	3,360	0	2023-08-31
Schwab Small Cap Index	0.020%	0.000%	3,281	0	2023-08-31
State St Russell Sm/Mid Cp® Indx NL Cl C	0.019%	0.000%	3,134	0	2022-11-30
NT R2000 Index Fund - DC - NL - 2	0.019%	2.405%	2,981	70	2023-06-30
BlackRock Extended Mkt Composite	0.018%	-0.384%	2,855	-11	2023-06-30
Northern Trust Russell 2000 Value Index	0.017%	0.000%	2,773	0	2023-06-30
NT R2000 Value Index Fund - L	0.017%	0.000%	2,773	0	2023-06-30
Fidelity® Series Total Market Index	0.017%	-13.166%	2,737	-415	2023-03-31
BlackRock Extended Equity Market K	0.015%	-0.719%	2,486	-18	2022-12-31
iShares Russell 2000 Small-Cap Idx Instl	0.015%	0.000%	2,389	2,389	2022-11-30
Russell 2000 Index Non-Lendable Fund E	0.013%	0.000%	2,019	0	2022-09-30