ARLNYSEReal Estate Operators (No Developers) & LessorsFiscal year ends December 31
AMERICAN REALTY INVESTORS INC
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-K/A on Aug 19, 2026
$15.73−0.83 (-5.01%)
Close on Oct 19, 2026
- Market cap
- $254.07M
- P/E (TTM)
- 30.3
- Dividend yield
- 0.00%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
3.4%
1M of 16M shares
Institutional holders
41
3 new, 3 sold out
Net institutional buying
0M
In Q2 2026
Insider trades, 12 months
0 buys · 0 sales
Open-market trades only
Shares held by institutions
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of ARL | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 177,786 | 1.10% | $3.96M | +84,967 | 0.00% |
| Wealth Alliance Advisory Group, LLC | 174,266 | 1.08% | $3.88M | – | 0.56% |
| Caldwell Sutter Capital, Inc. | 69,222 | 0.43% | $1.54M | −1,497 | 0.58% |
| Geode Capital Management, LLC | 33,229 | 0.21% | $740.11K | +6,137 | 0.00% |
| State Street Corp | 18,384 | 0.11% | $409.41K | +500 | 0.00% |
| Vanguard Capital Management LLC | 16,505 | 0.10% | $367.57K | +3,200 | 0.00% |
| Renaissance Technologies LLC | 14,699 | 0.09% | $327.35K | −100 | 0.00% |
| Northern Trust Corp | 12,898 | 0.08% | $287.24K | −6,673 | 0.00% |
| Vanguard Portfolio Management LLC | 8,841 | 0.05% | $196.89K | +1,367 | 0.00% |
| Vanguard Fiduciary Trust Co | 8,474 | 0.05% | $188.72K | −4,889 | 0.00% |
| New York State Common Retirement Fund | 2,786 | 0.02% | $62.04K | – | 0.00% |
| Morgan Stanley | 2,568 | 0.02% | $57.19K | +897 | 0.00% |
| Russell Investments Group, Ltd. | 1,480 | 0.01% | $32.96K | +1,103 | 0.00% |
| Wells Fargo & Company/Mn | 1,148 | 0.01% | $25.57K | +647 | 0.00% |
| Tower Research Capital LLC (TRC) | 1,084 | 0.01% | $24.14K | +214 | 0.00% |
| Rhumbline Advisers | 1,016 | 0.01% | $22.62K | −173 | 0.00% |
| Royal Bank of Canada | 904 | 0.01% | $20.00K | +325 | 0.00% |
| FMR LLC | 866 | 0.01% | $19.28K | +156 | 0.00% |
| Citigroup Inc | 624 | 0.00% | $13.90K | +563 | 0.00% |
| JPMorgan Chase & Co | 611 | 0.00% | $14.32K | +18 | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 41 | 1M | 3.4% | 3 / 14 | 11 / 3 | 0M | 0M |
| Q1 2026 | 42 | 0M | 2.9% | 7 / 10 | 13 / 3 | 0M | 0M |
| Q4 2025 | 39 | 0M | 3.0% | 2 / 12 | 15 / 1 | 0M | 0M |
| Q3 2025 | 38 | 0M | 3.0% | 4 / 10 | 15 / 3 | 0M | 0M |
| Q2 2025 | 37 | 0M | 3.0% | 4 / 9 | 15 / 4 | 0M | 0M |
| Q1 2025 | 37 | 1M | 3.3% | 2 / 9 | 17 / 2 | 0M | 0M |
| Q4 2024 | 37 | 1M | 3.2% | 3 / 16 | 7 / 1 | 0M | 0M |
| Q3 2024 | 35 | 0M | 3.0% | 4 / 15 | 7 / 0 | 0M | 0M |
| Q2 2024 | 32 | 0M | 2.9% | 5 / 8 | 12 / 2 | 0M | 0M |
| Q1 2024 | 29 | 1M | 3.4% | 1 / 10 | 14 / 0 | 0M | 0M |
| Q4 2023 | 28 | 0M | 2.3% | 0 / 14 | 7 / 5 | 0M | 0M |
| Q3 2023 | 33 | 0M | 2.1% | 2 / 12 | 13 / 1 | 0M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of ARL | Value | % of fund | As of |
|---|---|---|---|---|---|
| iShares Russell 2000 ETF | 29,354 | 0.18% | $653.71K | 0.00% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 14,686 | 0.09% | $223.52K | 0.00% | Jul 31, 2026 |
| iShares Russell 2000 Value ETF | 13,845 | 0.09% | $308.33K | 0.00% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 13,305 | 0.08% | $296.30K | 0.00% | Jun 30, 2026 |
| Vanguard Russell 2000 Index Fund | 6,730 | 0.04% | $100.95K | 0.00% | May 31, 2026 |
| iShares Micro-Cap ETF | 4,234 | 0.03% | $94.29K | 0.01% | Jun 30, 2026 |
| Schwab Small-Cap Index Fund | 3,539 | 0.02% | $53.86K | 0.00% | Jul 31, 2026 |
| Fidelity Extended Market Index Fund | 3,276 | 0.02% | $49.14K | 0.00% | May 31, 2026 |
| Master Small Cap Index Series | 2,920 | 0.02% | $65.03K | 0.00% | Jun 30, 2026 |
| Ultra-Small Company Market Fund | 2,363 | 0.01% | $52.62K | 0.04% | Jun 30, 2026 |
| Fidelity Total Market Index Fund | 2,358 | 0.01% | $35.37K | 0.00% | May 31, 2026 |
| Nuveen Small Cap Blend Index Fund | 2,110 | 0.01% | $32.11K | 0.00% | Jul 31, 2026 |
| Fidelity Series Total Market Index Fund | 1,977 | 0.01% | $29.66K | 0.00% | May 31, 2026 |
| EQ/2000 Managed Volatility Portfolio | 1,937 | 0.01% | $43.14K | 0.00% | Jun 30, 2026 |
| Fidelity Small Cap Value Index Fund | 1,886 | 0.01% | $42.00K | 0.00% | Jun 30, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Bradford A. Phillips Director | Jun 13, 2023 | Other | −10,600 | – | – | 0 |
| Bradford A. Phillips Director | Jun 8, 2023 | Buy | +95 | $19.72 | $1.87K | 10,600 |
| Bradford A. Phillips Director | Jun 6, 2023 | Buy | +500 | $18.51 | $9.26K | 10,505 |
| Bradford A. Phillips Director | Jun 5, 2023 | Buy | +25 | $20.00 | $500 | 10,005 |
| Bradford A. Phillips Director | May 26, 2023 | Buy | +300 | $17.89 | $5.37K | 9,980 |
| Bradford A. Phillips Director | May 24, 2023 | Buy | +300 | $17.49 | $5.25K | 9,680 |
| Bradford A. Phillips Director | May 19, 2023 | Buy | +100 | $16.73 | $1.67K | 9,380 |
| Bradford A. Phillips Director | May 17, 2023 | Buy | +500 | $16.77 | $8.39K | 9,280 |
| Bradford A. Phillips Director | May 15, 2023 | Buy | +250 | $17.50 | $4.38K | 8,780 |
| Bradford A. Phillips Director | May 12, 2023 | Buy | +97 | $17.50 | $1.70K | 8,627 |
| Bradford A. Phillips Director | May 10, 2023 | Buy | +150 | $17.82 | $2.67K | 8,530 |
| Bradford A. Phillips Director | May 10, 2023 | Buy | +150 | $17.82 | $2.67K | 8,530 |
| Bradford A. Phillips Director | May 2, 2023 | Buy | +565 | $17.98 | $10.16K | 8,380 |
| Bradford A. Phillips Director | May 1, 2023 | Buy | +500 | $18.35 | $9.18K | 7,815 |
| Bradford A. Phillips Director | Apr 24, 2023 | Buy | +1,000 | $18.01 | $18.01K | 7,315 |
| Bradford A. Phillips Director | Apr 19, 2023 | Buy | +2,000 | $20.00 | $40.00K | 6,315 |
| Bradford A. Phillips Director | Oct 18, 2022 | Buy | +1,000 | $15.90 | $15.90K | 4,315 |
| Bradford A. Phillips Director | Oct 14, 2022 | Buy | +940 | $15.94 | $14.98K | 3,315 |
| Bradford A. Phillips Director | Oct 3, 2022 | Buy | +466 | $15.90 | $7.41K | 2,375 |
| Bradford A. Phillips Director | Sep 30, 2022 | Buy | +335 | $15.90 | $5.33K | 1,909 |
| Bradford A. Phillips Director | Sep 26, 2022 | Buy | +1 | $14.80 | $15 | 1,574 |
| Bradford A. Phillips Director | Sep 22, 2022 | Buy | +158 | $14.32 | $2.26K | 1,573 |
| Bradford A. Phillips Director | Sep 21, 2022 | Buy | +43 | $14.00 | $602 | 43 |
| Bradford A. Phillips Director | Sep 21, 2022 | Buy | +1,372 | $14.76 | $20.25K | 1,415 |
| Advisors Inc Realty 10% owner | Jan 12, 2018 | Other | +482,716 | $7.90 | $3.81M | 4,471,687 |
| Realty Advisors, LLC 10% owner | May 5, 2017 | Buy | +5,743 | $6.65 | $38.19K | 7,921,508 |
| Realty Advisors, LLC 10% owner | Apr 6, 2017 | Buy | +5,719 | $6.65 | $38.03K | 7,915,765 |
| Realty Advisors, LLC 10% owner | Mar 6, 2017 | Buy | +5,696 | $6.65 | $37.88K | 7,910,046 |
| Realty Advisors, LLC 10% owner | Feb 6, 2017 | Buy | +5,672 | $6.65 | $37.72K | 7,904,350 |
| Realty Advisors, LLC 10% owner | Jan 5, 2017 | Buy | +5,648 | $6.65 | $37.56K | 7,898,678 |
| Realty Advisors, LLC 10% owner | Dec 5, 2016 | Buy | +5,625 | $6.65 | $37.41K | 7,893,030 |
| Realty Advisors, LLC 10% owner | Nov 4, 2016 | Buy | +5,602 | $6.65 | $37.25K | 7,887,405 |
| Realty Advisors, LLC 10% owner | Oct 5, 2016 | Buy | +5,578 | $6.65 | $37.09K | 7,881,803 |
| Realty Advisors, LLC 10% owner | Sep 6, 2016 | Buy | +5,555 | $6.65 | $36.94K | 7,876,225 |
| Realty Advisors, LLC 10% owner | Aug 5, 2016 | Buy | +5,532 | $6.65 | $36.79K | 7,870,670 |
| Realty Advisors, LLC 10% owner | Jul 5, 2016 | Buy | +5,509 | $6.65 | $36.63K | 7,865,138 |
| Realty Advisors, LLC 10% owner | Jun 3, 2016 | Buy | +5,486 | $6.65 | $36.48K | 7,859,629 |
| Realty Advisors, LLC 10% owner | May 5, 2016 | Buy | +5,464 | $6.65 | $36.34K | 7,854,143 |
| Realty Advisors, LLC 10% owner | Apr 5, 2016 | Buy | +5,441 | $6.65 | $36.18K | 7,848,679 |
| Realty Advisors, LLC 10% owner | Mar 4, 2016 | Buy | +5,418 | $6.65 | $36.03K | 7,843,238 |
| Realty Advisors, LLC 10% owner | Feb 5, 2016 | Buy | +5,396 | $6.65 | $35.88K | 7,837,820 |
| Realty Advisors, LLC 10% owner | Jan 5, 2016 | Buy | +5,373 | $6.65 | $35.73K | 7,832,424 |
| Realty Advisors, LLC 10% owner | Dec 4, 2015 | Buy | +5,351 | $6.65 | $35.58K | 7,827,051 |
| Realty Advisors, LLC 10% owner | Nov 5, 2015 | Buy | +5,329 | $6.65 | $35.44K | 7,821,700 |
| Realty Advisors, LLC 10% owner | Nov 5, 2015 | Buy | +5,329 | $6.85 | $36.50K | 7,821,700 |
| Realty Advisors, LLC 10% owner | Oct 6, 2015 | Buy | +5,307 | $6.65 | $35.29K | 7,816,371 |
| Realty Advisors, LLC 10% owner | Sep 4, 2015 | Buy | +5,285 | $6.65 | $35.15K | 7,811,064 |
| Realty Advisors, LLC 10% owner | Aug 5, 2015 | Buy | +5,263 | $6.25 | $32.89K | 7,805,779 |
| Realty Advisors, LLC 10% owner | Jul 6, 2015 | Buy | +5,241 | $6.25 | $32.76K | 7,800,516 |
| Advisors Inc Realty 10% owner | Jul 6, 2015 | Buy | +5,241 | $6.25 | $32.76K | 7,800,516 |
| Realty Advisors, LLC 10% owner | Jun 5, 2015 | Buy | +5,767 | $6.25 | $36.04K | 7,795,275 |
| Advisors Inc Realty 10% owner | Apr 9, 2015 | Conversion | +1,486,741 | $4.62 | $6.87M | 3,988,971 |
| Daniel J. Moos President | Dec 1, 2014 | Sale | −5,200 | $5.30 | $27.56K | 0 |
| Daniel J. Moos President | Dec 1, 2014 | Sale | +5,200 | $5.30 | $27.56K | 0 |
| Advisors Inc Realty 10% owner | Jul 17, 2014 | Conversion | +2,502,230 | $6.07 | $15.19M | 2,502,230 |
| Realty Advisors, LLC 10% owner | Aug 31, 2012 | Buy | +1,180,000 | $2.20 | $2.60M | 7,789,508 |
| Arcadian Energy, Inc. 10% owner | Aug 31, 2012 | Sale | −1,180,000 | $2.20 | $2.60M | 551,246 |
| Daniel J. Moos President | Jun 22, 2012 | Buy | +200 | $1.87 | $374 | 5,200 |
| Daniel J. Moos President | Jul 29, 2010 | Buy | +5,000 | $7.85 | $39.25K | 5,000 |
| Capital Management Inc Basic 10% owner | Nov 15, 2008 | Returned to company | −6,703,045 | $9.25 | $62.00M | 0 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.