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 Q2	$89	Hold	4	–	–	﹤0.01%	4318
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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

WAAG

Wealth Alliance Advisory Group Wichita, Kansas $691M AUM 24.37% 1-Year Est. Return

CSC

Caldwell Sutter Capital Sausalito, California $265M AUM 30.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

EverSource Wealth Advisors's ARL Position: Q2 2026 in Review

EverSource Wealth Advisors held its American Realty Investors (ARL) position steady in Q2 2026 at 4 shares worth $89. The position accounts for ﹤0.01% of the portfolio, ranked #4318.

EverSource Wealth Advisors first reported a position in ARL in Q2 2025 and has held it in 5 quarters since. 41 funds tracked by Wall St. Rank hold ARL as of Q2 2026.

EverSource Wealth Advisors held 4 shares of American Realty Investors worth $89 as of Q2 2026.
EverSource Wealth Advisors left its American Realty Investors share count unchanged in Q2 2026.
American Realty Investors made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #4318 holding.
EverSource Wealth Advisors first reported a position in American Realty Investors in Q2 2025 and has held it in 5 quarters since.
41 funds tracked by Wall St. Rank held American Realty Investors as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.