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EverSource Wealth Advisors’s American Realty Investors ARL Stock Holding History

EverSource Wealth Advisors’s Portfolio ARL Stock Details ARL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$62 Hold
4
– – ﹤0.01% 4311
2025
Q4 		$64 Hold
4
– – ﹤0.01% 4152
2025
Q3 		$67 Sell
4
-1
-20% -$15 ﹤0.01% 4231
2025
Q2 		$71 Buy
+5
New +$65 ﹤0.01% 4162

Other funds holding ARL

WAAG
Wealth Alliance Advisory Group Wichita, Kansas $632M AUM 18.54% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CSC
Caldwell Sutter Capital Sausalito, California $246M AUM 23.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

EverSource Wealth Advisors's ARL Position: Q1 2026 in Review

EverSource Wealth Advisors held its American Realty Investors (ARL) position steady in Q1 2026 at 4 shares worth $62. The position accounts for ﹤0.01% of the portfolio, ranked #4311.

EverSource Wealth Advisors first reported a position in ARL in Q2 2025 and has held it in 4 quarters since. The position peaked at $71 in Q2 2025. 42 funds tracked by Wall St. Rank hold ARL as of Q1 2026.

  • EverSource Wealth Advisors held 4 shares of American Realty Investors worth $62 as of Q1 2026.
  • EverSource Wealth Advisors left its American Realty Investors share count unchanged in Q1 2026.
  • American Realty Investors made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #4311 holding.
  • EverSource Wealth Advisors first reported a position in American Realty Investors in Q2 2025 and has held it in 4 quarters since.
  • EverSource Wealth Advisors's American Realty Investors position peaked at $71 in Q2 2025.
  • 42 funds tracked by Wall St. Rank held American Realty Investors as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.