Osaic Holdings’s American Realty Investors ARL Stock Holding History

Osaic Holdings’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	$6.48K	Hold	291	–	–	﹤0.01%	6815
2026 Q1	$4.5K	Buy	291 +219	+304%	+$3.64K	﹤0.01%	6735
2025 Q4	$1.16K	Hold	72	–	–	﹤0.01%	7232
2025 Q3	$1.1K	Hold	72	–	–	﹤0.01%	7321
2025 Q2	$1.02K	Buy	+72	New	+$941	﹤0.01%	7141
2022 Q3	–	Sell	-1	Closed	–	–	7239
2022 Q2	$0	Buy	+1	New	+$19	﹤0.01%	7314
2021 Q3	–	Sell	-302	Closed	-$3K	–	7164
2021 Q2	$3K	Hold	302	–	–	﹤0.01%	6568
2021 Q1	$3K	Hold	302	–	–	﹤0.01%	6338
2020 Q4	$3K	Hold	302	–	–	﹤0.01%	5917
2020 Q3	$3K	Hold	302	–	–	﹤0.01%	5697
2020 Q2	$3K	Hold	302	–	–	﹤0.01%	5627
2020 Q1	$3K	Buy	+302	New	+$3.9K	﹤0.01%	5512

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

Osaic Holdings's ARL Position: Q2 2026 in Review

Osaic Holdings held its American Realty Investors (ARL) position steady in Q2 2026 at 291 shares worth $6.48K. The position accounts for ﹤0.01% of the portfolio, ranked #6815.

Osaic Holdings first reported a position in ARL in Q1 2020 and has held it in 12 quarters since. 41 funds tracked by Wall St. Rank hold ARL as of Q2 2026.

Osaic Holdings held 291 shares of American Realty Investors worth $6.48K as of Q2 2026.
Osaic Holdings left its American Realty Investors share count unchanged in Q2 2026.
American Realty Investors made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #6815 holding.
Osaic Holdings first reported a position in American Realty Investors in Q1 2020 and has held it in 12 quarters since.
41 funds tracked by Wall St. Rank held American Realty Investors as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.