American Realty Investors Inc: which funds bought and sold

Institutions that bought and sold American Realty Investors shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 17 institutions that filed 13F reports for both quarters added to or opened positions in American Realty Investors, and 14 cut or closed them. Together they added a net 76K shares, +16.1% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 56 shares (+0.4%); index fund managers were net buyers of 84K shares (+43.8%). 3 opened a new position and 3 sold out entirely.

Bought, Q2 2026 17 institutions, 3 of them new holders Sold, Q2 2026 14 institutions, 3 of them sold out

Net change, all compared +76K shares (+16.1%)

Net change, active managers +56 shares (+0.4%), 1 bought, 1 sold

Buyers versus sellers

institutions compared, 44

17 bought 13 14 sold

Active managers and hedge funds 1 bought · 1 sold · +56

Index fund managers 5 bought · 3 sold · +84K

Other institutions 11 bought · 10 sold · −8,100

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
Blackrock, Inc. Index funds	+85K +91.5%	178K	$4M
Geode Capital Management, LLC Index funds	+6,137 +22.7%	33K	$740,112
Vanguard Capital Management LLC Index funds	+3,200 +24.1%	17K	$367,566
Vanguard Portfolio Management LLC Index funds	+1,367 +18.3%	8,841	$196,889
Russell Investments Group, Ltd.	+1,103 +292.6%	1,480	$32,959
Morgan Stanley	+897 +53.7%	2,568	$57,190
Wells Fargo & Company	+647 +129.1%	1,148	$25,565
Citigroup Inc	+563 +923.0%	624	$13,896
State Street Corp Index funds	+500 +2.8%	18K	$409,412
Royal Bank Of Canada	+325 +56.1%	904	$20,000
Tower Research Capital LLC (TRC)	+214 +24.6%	1,084	$24,141
FMR LLC Active manager	+156 +22.0%	866	$19,281
Quarry LP	+46 New position	46	$1,024
Arax Advisory Partners	+34 New position	34	$757
Jpmorgan Chase & Co	+18 +3.0%	611	$14,322
Integrated Wealth Concepts LLC	+4 New position	4	$89
Sbi Securities Co., Ltd.	+1 +10.0%	11	$245

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
FMR LLC Active manager	+156 +22.0%	866	$19,281

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
Invesco Ltd.	−10K Sold out	0	—
Northern Trust Corp Index funds	−6,673 −34.1%	13K	$287,238
Vanguard Fiduciary Trust Co Index funds	−4,889 −36.6%	8,474	$188,716
Caldwell Sutter Capital, Inc.	−1,497 −2.1%	69K	$1.5M
Rhumbline Advisers Index funds	−173 −14.6%	1,016	$22,619
UBS Group AG	−124 −17.0%	604	$13,452
Renaissance Technologies LLC Hedge fund	−100 −0.7%	15K	$327,347
Barclays PLC	−74 −24.3%	231	$5,144
Assetmark, Inc	−58 −50.0%	58	$1,292
California State Teachers Retirement System	−53 −73.6%	19	$423
Gamma Investing LLC	−31 −19.7%	126	$2,806
Optiver Holding B.V.	−16 Sold out	0	—
BNP Paribas Financial Markets	−13 −3.5%	363	$8,084
Essential Partners LLC	−11 Sold out	0	—

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Renaissance Technologies LLC Hedge fund	−100 −0.7%	15K	$327,347

New positions

largest by value

Institution	Shares	Value June 30, 2026
Quarry LP	46	$1,024
Arax Advisory Partners	34	$757
Integrated Wealth Concepts LLC	4	$89

Sold out

largest by value

Institution	Shares	Value March 31, 2026
Invesco Ltd.	10K	$155,659
Optiver Holding B.V.	16	$247
Essential Partners LLC	11	$170

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 41
Ten largest holders: 96.9%
Index fund managers: 50.3%
Active managers and hedge funds: 2.8%

Buying and selling by type of institution, March 31, 2026 to June 30, 2026
Type	Bought	Sold	New	Sold out	Net change in shares	Net %
Active managers and hedge funds	1	1	0	0	+56	+0.4%
Index fund managers	5	3	0	0	+84K	+43.8%
Other institutions	11	10	3	3	−8,100	−3.0%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

What these filings can and cannot tell you

Form 13F lists the long positions in US-listed shares held by investment managers with more than $100 million in such holdings. Managers file it up to 45 days after each quarter ends, so this page shows what funds held at the end of each quarter, not what they are doing now: a position may have changed since. Short positions, most derivatives and smaller managers are not included, and a cut can mean a fund lost clients or rebalanced rather than a view on American Realty Investors.

Only managers that filed a holdings report for both quarters are compared (44 here). 1 other holder is left out: first-time or late filers, firms that changed their SEC registration, and filings that withheld positions under confidential treatment, any of which would otherwise look like a new position or a sale. Figures are as reported by each manager in the SEC's quarterly 13F data sets; option positions are excluded.

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