Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in ARL held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | Wealth Alliance Advisory Group, LLC | 174K | $2.7M | 0.0% | 1.079% | 0.43% |
| 2 | BlackRock, Inc. | 93K | $1.4M | -0.9% | 0.575% | 0.00% |
| 3 | CALDWELL SUTTER CAPITAL, INC. | 71K | $1.1M | -1.6% | 0.438% | 0.44% |
| 4 | GEODE CAPITAL MANAGEMENT, LLC | 27K | $419K | -16.3% | 0.168% | 0.00% |
| 5 | NORTHERN TRUST CORP | 20K | $302K | +1.1% | 0.121% | 0.00% |
| 6 | STATE STREET CORP | 18K | $276K | 0.0% | 0.111% | 0.00% |
| 7 | RENAISSANCE TECHNOLOGIES LLC | 15K | $229K | -3.3% | 0.092% | 0.00% |
| 8 | VANGUARD FIDUCIARY TRUST CO | 13K | $206K | β | 0.083% | 0.00% |
| 9 | VANGUARD CAPITAL MANAGEMENT LLC | 13K | $206K | β | 0.082% | 0.00% |
| 10 | Invesco Ltd. | 10K | $156K | -0.5% | 0.062% | 0.00% |
| 11 | VANGUARD PORTFOLIO MANAGEMENT LLC | 7K | $115K | β | 0.046% | 0.00% |
| 12 | NEW YORK STATE COMMON RETIREMENT FUND | 3K | $43K | 0.0% | 0.017% | 0.00% |
| 13 | MORGAN STANLEY | 2K | $26K | -32.1% | 0.010% | 0.00% |
| 14 | RHUMBLINE ADVISERS | 1K | $18K | +0.9% | 0.007% | 0.00% |
| 15 | Tower Research Capital LLC (TRC) | 870 | $13K | +36.4% | 0.005% | 0.00% |
| 16 | UBS Group AG | 728 | $11K | +75.8% | 0.005% | 0.00% |
| 17 | FMR LLC | 710 | $11K | -8.3% | 0.004% | 0.00% |
| 18 | EverSource Wealth Advisors, LLC | 2K | $10K | +38050.0% | 0.009% | 0.00% |
| 19 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 610 | $9K | 0.0% | 0.004% | 0.00% |
| 20 | ROYAL BANK OF CANADA | 579 | $9K | +19.4% | 0.004% | 0.00% |
| 21 | WELLS FARGO & COMPANY/MN | 501 | $8K | -66.3% | 0.003% | 0.00% |
| 22 | Russell Investments Group, Ltd. | 377 | $6K | +106.0% | 0.002% | 0.00% |
| 23 | BNP PARIBAS ARBITRAGE, SA | 376 | $6K | +0.3% | 0.002% | 0.00% |
| 24 | UBS ASSET MANAGEMENT AMERICAS INC | 364 | $6K | β | 0.002% | 0.00% |
| 25 | HARBOUR INVESTMENTS, INC. | 351 | $5K | β | 0.002% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in ARL β a direct measure of their conviction.
Filings activity in ARL during Q1 2026, grouped by how each filer changed its position.
Institutions that opened a new ARL position in Q1 2026
Institutions that fully closed their ARL position in Q1 2026
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 39 | +8.3% | 3.05% | 0.16 pp | $7M | 5.0% |
| Q4 2025 | 36 | +0.0% | 3.21% | 0.16 pp | $8M | 5.0% |
| Q3 2025 | 36 | +0.0% | 3.37% | +0.58 pp | $8M | +21% |
| Q2 2025 | 36 | 5.3% | 2.79% | +0.37 pp | $7M | +15% |
| Q1 2025 | 38 | +0.0% | 2.42% | 0.68 pp | $6M | 22% |
| Q4 2024 | 38 | +5.6% | 3.10% | 0.35 pp | $7M | 10% |
| Q3 2024 | 36 | +9.1% | 3.45% | +0.74 pp | $8M | +27% |
| Q2 2024 | 33 | β | 2.71% | β | $7M | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying ARL stock.
Based on Q1 2026 13F filings, institutional ownership of American Realty Investors, Inc. stands at 3.0%, held across 39 reporting institutions.
Wealth Alliance Advisory Group, LLC is the largest reported institutional holder of ARL, with approximately 174,266 shares worth $0.00B as of Q1 2026.
Yes β 1 widely-followed marquee investor appear among the top 25 institutional holders of ARL, including RENAISSANCE TECHNOLOGIES LLC.
Our composite Smart Money Score for ARL is 53 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
7 institutions opened new positions in ARL during Q1 2026, while 4 fully exited. 9 added to existing positions and 23 trimmed.
ARL institutional ownership fell by 0.16 percentage points quarter-over-quarter, with a net change of +3 holders.
The top 10 institutions account for 95.6% of all reported 13F value in ARL, and the top 25 account for 99.6%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
American Realty Investors, Inc. (ARL) Institutional Ownership