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True Wealth Design’s American Realty Investors ARL Stock Holding History

True Wealth Design’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
2025
Q2 		– Sell
-1
Closed -$11 – 2584
2025
Q1 		$11 Buy
+1
New +$14 ﹤0.01% 2626

Other funds holding ARL

WAAG
Wealth Alliance Advisory Group Wichita, Kansas $691M AUM 24.37% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

True Wealth Design's ARL Position: Q2 2025 in Review

True Wealth Design sold out of American Realty Investors (ARL) in Q2 2025, closing a stake of 1 share — an estimated $11 sold.

True Wealth Design first reported a position in ARL in Q1 2025 and held it in 1 quarter. The position peaked at $11 in Q1 2025. 37 funds tracked by Wall St. Rank hold ARL as of Q2 2025.

  • True Wealth Design reported no remaining American Realty Investors position as of Q2 2025 after selling out during the quarter.
  • True Wealth Design sold 1 American Realty Investors share in Q2 2025, an estimated $11.
  • True Wealth Design first reported a position in American Realty Investors in Q1 2025 and held it in 1 quarter.
  • True Wealth Design's American Realty Investors position peaked at $11 in Q1 2025.
  • 37 funds tracked by Wall St. Rank held American Realty Investors as of Q2 2025.

Based on True Wealth Design's 13F filing for Q2 2025, filed 6 Aug 2025.