OakChart

American Realty Investors Inc

ARLReal Estate·Real Estate Services·USA·Small·NYSE·Nov 11 • 12:37 PM ET

23.00+1.33 (6.14%)
2026-11-11 18:42 CET
Market cap
350.01 USD m
Revenue, TTM
51.05 USD m
Net income, TTM
8.35 USD m
Free cash flow, TTM
3.25 USD m
EPS diluted, TTM
0.52
P/E
44.49
Compare

Price

ARL against its 20, 50 and 200-day averages
2050200
15.0020.0025.0068K137KMay 26Jun 26Jul 26Aug 26Sep 26Oct 26Nov 26ARLclose 23.0020-day 18.5650-day 17.08200-day 16.1723.0052w high52w low

5.9% under the 52-week high of 24.44 on 30 Jun 2026. 52-week low 12.42 on 12 May 2026. Last 15 sessions, 41.8% high to low

Profile

ARL
52-week range, 88% of the way up
12.4224.44

American Realty Investors, Inc. engages in the acquisition, financing, operation, and sale of real estate and real estate assets. Its projects include office buildings and residential apartments. The company was founded in November 1999 and is headquartered in Dallas, TX.

IndexRUT
IPOOct 02, 1969
Beta0.76
ATR, 14d0.80
Rel volume0.05
Short float1.79%
Insider own91.90%
Inst own3.45%

Snapshot

6 groups

Valuation

IndexRUT
Market Cap371.49M
Enterprise Value690.81M
Income8.35M
Sales51.05M
Book/sh38.19
Cash/sh5.91
Dividend Est.-
Dividend TTM-
Dividend Ex-Date-
Dividend Gr. 3/5Y- -
Payout0.00%
Employees-
IPOOct 02, 1969

Ratios

P/E44.49
Forward P/E-
PEG-
P/S7.28
P/B0.60
P/C3.89
P/FCF114.31
EV/EBITDA149.53
EV/Sales13.53
Quick Ratio10.84
Current Ratio10.84
Debt/Eq0.35
LT Debt/Eq0.30
Option/ShortNo / Yes

Earnings

EPS (ttm)0.52
EPS next Y-
EPS next Q-
EPS this Y-
EPS next Y-
EPS next 5Y-
EPS past 3/5Y-65.22% 11.55%
Sales past 3/5Y10.03% -3.26%
EPS Y/Y TTM170.59%
Sales Y/Y TTM6.77%
EPS Q/Q-135.71%
Sales Q/Q5.81%
Earnings-
EPS/Sales Surpr.- -

Ownership

Insider Own91.90%
Insider Trans0.00%
Inst Own3.45%
Inst Trans0.64%
ROA0.77%
ROE1.36%
ROIC1.03%
Gross Margin-5.73%
Oper. Margin-18.30%
Profit Margin16.36%
SMA2023.90%
SMA5034.69%
SMA20042.26%
Trades-

Technical

Shs Outstand16.15M
Shs Float1.31M
Short Float1.79%
Short Ratio5.47
Short Interest0.02M
52W High24.44 -5.89%
52W Low12.42 85.19%
Volatility4.17% 3.18%
ATR (14)0.80
RSI (14)72.75
Beta0.76
Rel Volume0.05
Avg Volume4.28K
Volume111

Performance

Perf Week7.18%
Perf Month31.35%
Perf Quarter50.72%
Perf Half Y76.52%
Perf YTD43.21%
Perf Year38.81%
Perf 3Y81.82%
Perf 5Y89.30%
Perf 10Y203.03%
Recom-
Target Price-
Prev Close21.67
Price23.00
Change %6.14%

Peers

Mkt cap
TickerCompanyMkt cap
FRPHFRP Holdings Inc359.97M
STHOStar Holdings94.12M
CHCIComstock Holding Co Inc167.30M
MLPMaui Land & Pineapple Co Inc301.66M
NXDTNexPoint Diversified Real Estate Trust168.88M
BRTBRT Apartments Corp236.47M
FPHFive Point Holdings LLC487.02M
BHMBluerock Homes Trust Inc87.20M
CTOCTO Realty Growth Inc784.90M
FORForestar Group Inc1.17B

Held by

AUM
TickerCompanyAUM
IWMiShares Russell 2000 Index FundAUM: 77.38B
IWNiShares Russell 2000 Value ETFAUM: 14.10B
VXFVanguard Extended Market Index ETFAUM: 30.47B
VTWOVanguard Russell 2000 Index ETFAUM: 16.75B
IWCiShares Micro-Cap ETFAUM: 1.22B
BUSMEA Bridgeway Ultra-Small Company Market ETFAUM: 111.21M
VTWVVanguard Russell 2000 Value Index ETFAUM: 1.29B
RSSLGlobal X Russell 2000 ETFAUM: 1.43B
ITWOProShares Russell 2000 High Income ETFAUM: 178.20M
URTYProShares UltraPro Russell2000 3x SharesAUM: 277.82M

News

latest 14 of 206
  • American Realty Investors, Inc. reports Earnings for Quarter Ended June 30, 2026 (Business Wire)
  • ARL: Q2 Earnings Snapshot (Associated Press)
  • American Realty Investors, Inc. reports Earnings for Quarter Ended March 31, 2026 (Business Wire)
  • ARL: Q1 Earnings Snapshot (Associated Press)
  • American Realty Investors, Inc. Reports Earnings for Quarter Ended December 31, 2025 (Business Wire)
  • Loading…
  • ARL: Q4 Earnings Snapshot (Associated Press Finance)
  • Aurum Lake Mining Enters into an Option Agreement with Lipari Mining Ltd. (TMX Newsfile) +8.36%
  • ARL: Q3 Earnings Snapshot (Associated Press Finance)
  • American Realty Investors, Inc. Reports Earnings for Quarter Ended September 30, 2025 (Business Wire)
  • ARL: Q2 Earnings Snapshot (Associated Press Finance)
  • American Realty Investors, Inc. reports Earnings for Quarter Ended June 30, 2025 (Business Wire)
  • American Realty Investors, Inc. Reports Earnings for Quarter Ended March 31, 2025 (Business Wire)
  • ARL: Q1 Earnings Snapshot (Associated Press Finance)

Quarterly earnings

actual against estimate
PeriodReportedEPS actEPS estEPS repSales actSales estAnalysts
2026Q12026-05-07---0.03012.34--
2025Q42026-03-12--0.60013.01--
2025Q32025-11-06--0.01012.84--
2025Q22025-08-07--0.18012.16--
2025Q12025-05-08--0.18012.01--
2024Q42025-03-20---0.01012.04--
2024Q32024-11-07---1.08011.61--
2024Q22024-08-08--0.07011.77--
2024Q12024-05-09--0.11011.90--
2023Q42024-03-21---0.13014.05--
2023Q32023-11-09--0.18012.53--
2023Q22023-08-10--0.01012.24--
2023Q12023-05-11--0.18011.69--
2022Q42023-03-24--2.69013.31--
2022Q32022-11-10--18.7208.32--
2022Q22022-08-12--1.0108.13--

Annual earnings

PeriodEPS actEPS estEPS repSales actSales est
2010FY-9.750-4.320-8.480157.03166.23
2012FY-1.169--0.700119.52-

Estimate revisions

last 14 periods
PeriodTypeDateEstimatesUpDownMeanLowHigh
No estimate revisions.

Estimate history

EPS, annual-0.61510.812-0.9980.5630.20723.1150.246-0.910.9720.517
Period201720182019202020212022202320242025TTM
EPS, quarterly0.072-1.081-0.010.1840.1750.0080.606-0.034-0.063
PeriodQ2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26Q2 '26
Sales, annual126.221120.95658.98859.02642.03937.54450.547.31850.01451.05
Period201720182019202020212022202320242025TTM
Sales, quarterly11.77311.60712.03912.00812.1612.83513.01112.34112.866
PeriodQ2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26Q2 '26
Shares, annual15.51415.9316.15216.15216.15216.15216.15216.15216.15216.152
Period201720182019202020212022202320242025MRQ
Shares, quarterly16.15216.15216.15216.15216.15216.15216.15216.15216.152
PeriodQ2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26Q2 '26

Income statement, annual

Currency USD, millions
MetricTTM2025FY2024FY2023FY2022FY2021FY2020FY2019FY2018FY
Total Revenue51.0550.0147.3250.5037.5442.0459.0358.99120.96
Total Expenses60.4056.4453.9661.7446.8162.6659.1459.38107.07
Operating Income-9.34-6.43-6.64-11.24-9.27-20.62-0.11-0.3913.88
Unusual Expense0.280.280.001.712.811.450.005.220.00
Net Income Before Taxes12.3021.21-17.056.71573.425.3811.12-21.74183.90
Income Taxes2.352.67-3.611.4698.11-1.07-0.150.001.21
Consolidated Net Income9.9518.54-13.445.25475.326.4511.27-21.74182.69
Net Income From Continuing Operations8.3515.70-14.703.97373.353.359.03-15.96173.70
Net Income8.3515.70-14.703.97373.353.359.03-15.96172.80
EPS (Recurring)0.530.98-0.910.3223.240.270.56-0.7710.81
EPS (Basic, Before Extraordinaries)0.520.97-0.910.2523.110.210.56-1.0010.81
EPS (Diluted)0.520.97-0.910.2523.110.210.56-1.0010.81
Non-Operating Income (Expense)30.2634.74-2.5729.16611.6956.5346.2423.73236.08
Other After Tax Adjustments0.000.000.000.000.000.000.000.000.00
Price To Earnings Ratio41.9141.91-5.791.2861.0519.31-1.12
Price To Sales Ratio7.055.195.015.5711.044.862.964.651.59
Gross Margin-5.730.06-0.52-2.432.04-11.1217.7918.1421.99
Operating Margin-18.30-12.85-14.03-22.26-24.68-49.04-0.19-0.6611.48
Net Margin16.3631.40-31.077.86994.437.9615.30-27.05142.86
Shares Outstanding16.1516.1516.1516.1516.1516.1516.1516.1515.93
Market Capitalization350.01350.01237.11281.21414.30204.32174.37274.03193.08

Income statement, quarterly

Currency USD, millions
Metric2026Q22026Q12025Q42025Q32025Q22025Q12024Q42024Q3
Total Revenue12.8712.3413.0112.8412.1612.0112.0411.61
Total Expenses15.4114.5316.0414.4113.1712.8213.8213.67
Operating Income-2.55-2.19-3.03-1.57-1.01-0.81-1.78-2.06
Unusual Expense0.000.000.280.000.000.000.000.00
Net Income Before Taxes-1.32-0.9512.861.711.535.11-0.27-21.66
Income Taxes-0.07-0.431.471.39-1.331.15-0.06-4.64
Consolidated Net Income-1.25-0.5211.390.322.863.96-0.22-17.02
Net Income From Continuing Operations-1.01-0.559.780.132.832.96-0.16-17.46
Net Income-1.01-0.559.780.132.832.96-0.16-17.46
EPS (Recurring)-0.06-0.030.620.010.180.25-0.09-1.05
EPS (Basic, Before Extraordinaries)-0.06-0.030.610.010.170.18-0.01-1.08
EPS (Diluted)-0.06-0.030.610.010.170.18-0.01-1.08
Non-Operating Income (Expense)4.044.2117.714.974.327.743.39-17.47
Other After Tax Adjustments0.000.000.000.000.000.000.000.00
Price To Earnings Ratio41.9115.8945.04----74.89
Price To Sales Ratio7.054.965.195.514.773.735.015.74
Gross Margin-8.17-5.71-10.111.144.285.650.51-4.08
Operating Margin-19.81-17.75-23.29-12.26-8.33-6.77-14.82-17.77
Net Margin-7.85-4.4675.181.0123.2524.69-1.34-150.43
Shares Outstanding16.1516.1516.1516.1516.1516.1516.1516.15
Market Capitalization350.01249.55259.40270.22228.07176.86237.11283.31

Balance sheet, annual

Currency USD, millions
Metric2025FY2024FY2023FY2022FY2021FY2020FY2019FY2018FY2017FY
Cash & Short Term Investments104.38120.28169.51342.1288.7387.0283.31106.6188.54
Short Term Receivables364.62235.89240.68247.79237.21259.96229.08171.68122.62
Investments602.43557.39501.59493.82296.20374.81379.82381.04988.12
Investment in Unconsolidated Affiliates1.2710.2510.0628.2361.6260.4267.6676.006.40
Net Property, Plant & Equipment0.000.000.000.000.000.000.000.000.00
Deferred Tax Assets0.98--------
Other Intangible Assets23.65109.00101.6585.5286.8183.5570.7790.8191.04
Total Assets1,097.331,032.801,023.481,197.48770.57865.76830.64826.151,296.72
Total Debt214.37185.40182.68317.22372.84480.60473.12445.541,011.80
Long Term Debt211.56171.06159.38195.31275.80421.75473.12376.071,011.80
Provision for Risks Charges0.000.000.000.000.000.000.000.000.00
Other Liabilities63.2345.1324.2968.0960.8754.7661.0159.48119.04
Total Liabilities277.60230.53206.97385.31433.72535.36534.12505.021,130.84
Preferred Stock - Carrying Value1.801.801.801.801.801.803.600.012.21
Common Equity615.60600.02615.20611.69238.34234.99235.90258.32109.87
Total Shareholders Equity617.40601.82617.00613.49240.14236.79239.50258.32112.07
Accumulated Minority Interest202.32200.45199.51198.6896.7193.6157.0262.8053.81
Total Equity819.73802.27816.51812.17336.85330.41296.52321.13165.88
Total Liabilities & Stockholders Equity1,097.331,032.801,023.481,197.48770.57865.76830.64826.151,296.72
Book Value Per Share38.1137.1538.0937.8714.7614.5514.6016.227.08
Tangible Book Value Per Share38.1137.1538.0937.8714.7614.5514.6016.227.08
Full-Time Employees00000000-
Price to Book Ratio0.570.390.460.730.860.751.140.751.79
Return on Assets1.47-1.430.3637.940.411.06-1.9316.36-0.68
Return on Equity2.58-2.410.6487.471.403.79-6.4193.79-7.21
Return on Invested Capital1.89-1.900.5146.160.651.37-2.2427.38-0.75
Quick Ratio3.61110.0015.824.643.155.2639.870.14123.09
Current Ratio3.61110.0015.824.643.155.2639.870.14123.09

Cash flow, annual

Currency USD, millions
MetricTTM2025FY2024FY2023FY2022FY2021FY2020FY2019FY2018FY
Funds from Operations7.5811.4523.0642.22300.97-0.9217.567.8040.31
Extraordinary Item0.000.000.000.000.000.000.000.000.00
Changes in Working Capital-4.33-17.01-21.97-51.8737.93-3.17-5.98-41.93-212.64
Cash from Operating Activities3.25-5.551.09-9.64338.90-4.0911.58-34.14-172.33
Capital Expenditures0.000.000.000.000.000.000.000.00-3.69
Net Assets From Acquisitions0.000.000.000.000.000.000.000.000.00
Sale of Fixed Assets and Businesses0.000.000.000.000.000.000.000.000.00
Purchase or Sale of Investments-12.53-32.54-40.156.53-75.7694.27-1.29-10.21151.31
Purchase of Investments-135.20-165.33-117.03-115.97-298.63-29.45-50.52-58.59-108.73
Sale Or Maturity of Investments122.67132.7976.88122.50222.87123.7249.2348.38260.04
Other Uses-0.21-0.52-1.19-1.13-1.16-0.88-2.600.000.00
Other Sources0.000.000.000.000.000.000.000.000.00
Cash from Investing Activities-12.73-33.05-41.345.40-76.9393.39-3.89-10.21147.62
Cash Dividends Paid0.000.000.000.000.000.000.000.00-0.90
Change in Capital Stock-4.37-1.08-0.80-0.910.000.000.000.000.00
Repurchase of Common Pref Stock-4.37-1.08-0.80-0.910.000.000.000.000.00
Sale of Common Pref Stock0.000.000.000.000.000.000.000.000.00
Proceedsfrom Stock Options0.000.000.000.000.000.000.000.000.00
Issuance or Reduction of Debt, Net1.7328.632.46-137.66-111.02-99.50-3.9824.8443.69
Change in Long Term Debt1.7328.632.46-137.66-111.02-99.50-3.9824.8443.69
Issuance of Long Term Debt25.7763.7814.910.000.0019.4029.4399.56177.30
Reduction of Long Term Debt-24.04-35.15-12.45-137.66-111.02-118.90-33.41-74.72-133.62
Net Financing Active Other Cash Flow0.000.000.00-0.46-1.350.000.000.000.00
Other Financing Activities Uses-0.000.00-0.46-1.35-4.090.00-3.80-
Cash from Financing Activities-2.6427.551.66-139.02-112.38-103.58-3.9821.0442.78
Net Change in Cash-12.13-11.06-38.59-143.26149.59-14.293.71-23.3018.08
Free Cash Flow3.25-5.551.09-9.64338.90-4.0911.58-34.14-176.02
Preferred Dividends (Cash Flow)-----0.000.000.00-0.90
Price to Free Cash Flow110.68-217.73-1.22-15.10--

Balance sheet, quarterly

Currency USD, millions
Metric2026Q22026Q12025Q42025Q32025Q22025Q1
Cash & Short Term Investments95.52101.69104.38100.5092.26106.90
Short Term Receivables364.06360.12364.62347.02352.62235.67
Investments603.22601.66602.43612.11605.86582.23
Investment in Unconsolidated Affiliates1.271.271.2710.2210.1110.09
Net Property, Plant & Equipment0.000.000.000.000.000.00
Deferred Tax Assets0.980.980.981.810.00-
Other Intangible Assets25.0923.1723.6524.3525.45110.12
Total Assets1,090.141,088.891,097.331,096.021,086.291,045.00
Total Debt218.03215.44214.37227.03215.95201.69
Long Term Debt188.68186.04211.56227.03215.95201.69
Provision for Risks Charges0.000.000.000.000.000.00
Other Liabilities58.4558.1463.2360.6162.2737.75
Total Liabilities276.48273.57277.60287.64278.22239.44
Preferred Stock - Carrying Value1.801.801.801.801.801.80
Common Equity616.85617.72615.60605.97605.97603.11
Total Shareholders Equity618.65619.52617.40607.77607.77604.91
Accumulated Minority Interest195.01195.80202.32200.61200.30200.65
Total Equity813.65815.32819.73808.38808.07805.55
Total Liabilities & Stockholders Equity1,090.141,088.891,097.331,096.021,086.291,045.00
Book Value Per Share38.1938.2438.1137.5237.5237.34
Tangible Book Value Per Share38.1938.2438.1137.5237.5237.34
Full-Time Employees--0---
Price to Book Ratio0.570.410.430.450.380.29
Return on Assets0.771.141.470.54-1.12-1.31
Return on Equity1.361.992.580.95-1.93-2.20
Return on Invested Capital-0.13-0.071.180.020.340.37
Quick Ratio10.8411.0152.096.28105.35104.15
Current Ratio10.8411.0152.096.28105.35104.15

Cash flow, quarterly

Currency USD, millions
Metric2026Q22026Q12025Q42025Q32025Q22025Q1
Funds from Operations1.352.830.832.574.953.11
Extraordinary Item0.000.000.000.000.000.00
Changes in Working Capital-3.75-1.95-4.035.41-7.87-10.52
Cash from Operating Activities-2.400.88-3.207.97-2.92-7.41
Capital Expenditures0.000.000.000.000.000.00
Net Assets From Acquisitions0.000.000.000.000.000.00
Sale of Fixed Assets and Businesses0.000.000.000.000.000.00
Purchase or Sale of Investments-0.66-4.4315.98-23.43-8.75-16.34
Purchase of Investments-21.86-18.69-41.22-53.42-27.97-42.71
Sale Or Maturity of Investments21.2014.2757.2130.0019.2226.37
Other Uses-0.02-0.01-0.07-0.10-0.05-0.29
Other Sources0.000.000.000.000.000.00
Cash from Investing Activities-0.68-4.4415.91-23.53-8.80-16.63
Cash Dividends Paid0.000.000.000.000.000.00
Preferred Dividends (Cash Flow)---0.00--
Change in Capital Stock-0.42-3.89-0.04-0.01-0.35-0.68
Repurchase of Common Pref Stock-0.42-3.89-0.04-0.01-0.35-0.68
Sale of Common Pref Stock0.000.000.000.000.000.00
Proceedsfrom Stock Options0.000.000.000.000.000.00
Issuance or Reduction of Debt, Net2.561.06-12.9611.0614.2416.28
Change in Long Term Debt2.561.06-12.9611.0614.2416.28
Issuance of Long Term Debt3.261.758.9011.8525.9017.13
Reduction of Long Term Debt-0.70-0.69-21.86-0.79-11.66-0.85
Net Financing Active Other Cash Flow0.000.000.000.000.000.00
Cash from Financing Activities2.13-2.83-13.0011.0513.8915.60
Net Change in Cash-0.94-6.39-0.29-4.512.18-8.44
Free Cash Flow-2.400.88-3.207.97-2.92-7.41
Price to Free Cash Flow110.6891.38----

Revenue breakdown

United States2024: 47.32M 2025: 50.01M
Commercial Segments2024: 12.97M 2025: 14.93M
Consolidation, Policy2024: 248.00K 2025: 954.00K
Residential2024: 34.10M 2025: 34.13M

Short interest

shares short against float, oldest to newest
SettlementOf floatShares shortFloatAvg volume
2026-10-301.79%0.0M1.3M5.71K
2026-10-152.14%0.0M1.3M7.70K
2026-09-302.28%0.0M1.3M10.15K
2026-09-152.43%0.0M1.3M13.50K
2026-08-312.37%0.0M1.3M14.32K
2026-08-142.25%0.0M1.3M15.44K
2026-07-312.29%0.0M1.3M14.64K
2026-07-152.93%0.0M1.3M11.92K
2026-06-305.83%0.1M1.3M9.13K
2026-06-151.81%0.0M1.3M5.05K
2026-05-291.77%0.0M1.3M4.04K
2026-05-152.50%0.0M1.3M3.04K
2026-04-302.53%0.0M1.3M2.88K
2026-04-151.93%0.0M1.3M2.79K
2026-03-312.03%0.0M1.3M2.76K
2026-03-131.91%0.0M1.3M2.53K
2026-02-271.80%0.0M1.3M2.11K
2026-02-131.92%0.0M1.3M1.90K
2026-01-301.98%0.0M1.3M1.83K
2026-01-151.67%0.0M1.3M1.66K

Option chain

expiry 2026-11-11
TypeStrikeBidAskLastIVOpen intVolumeDeltaThetaVega
No option chain for this symbol.

Latest SEC filings

30
FiledFormDescriptionPeriodLink
2026-10-14DEF 14AProxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 19342026-11-11SEC
2026-08-1910-K/A2025-12-31SEC
2026-08-068-KCurrent report2026-08-06SEC
2026-08-0610-QQuarterly report pursuant to Section 13 or 15(d)2026-06-30SEC
2026-05-078-KCurrent report2026-05-07SEC
2026-05-0710-QQuarterly report pursuant to Section 13 or 15(d)2026-03-31SEC
2026-03-128-KCurrent report2026-03-12SEC
2026-03-1210-KAnnual report pursuant to Section 13 or 15(d)2025-12-31SEC
2026-01-214/A2026-01-12SEC
2026-01-21SCHEDULE 13D/ASEC
2026-01-20SCHEDULE 13D/ASEC
2026-01-144Statement of changes in beneficial ownership of securities2026-01-12SEC
2025-12-298-K/A2025-12-12SEC
2025-12-128-KCurrent report2025-12-12SEC
2025-11-07DEF 14AProxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 19342025-12-10SEC
2025-11-0610-QQuarterly report pursuant to Section 13 or 15(d)2025-09-30SEC
2025-11-068-KCurrent report2025-11-06SEC
2025-08-078-KCurrent report2025-08-07SEC
2025-08-0710-QQuarterly report pursuant to Section 13 or 15(d)2025-06-30SEC
2025-05-088-KCurrent report2025-05-08SEC
2025-05-0810-QQuarterly report pursuant to Section 13 or 15(d)2025-03-31SEC
2025-04-18SCHEDULE 13D/ASEC
2025-03-208-KCurrent report2025-03-20SEC
2025-03-2010-KAnnual report pursuant to Section 13 or 15(d)2024-12-31SEC
2024-12-168-KCurrent report2024-12-11SEC
2024-11-14DEF 14AProxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 19342024-12-11SEC
2024-11-078-KCurrent report2024-11-07SEC
2024-11-0710-QQuarterly report pursuant to Section 13 or 15(d)2024-09-30SEC
2024-11-018-KCurrent report2024-11-01SEC
2024-08-088-KCurrent report2024-08-08SEC

Insider activity by month

MonthBoughtBuysSoldSells
2026-110000
2026-100000
2026-090000
2026-080000
2026-070000
2026-060000
2026-050000
2026-040000
2026-030000
2026-020000
2026-010000
2025-120000
2025-110000

Institutional holders

Manager% owned
BlackRock, Inc.1.10%
Wealth Alliance Advisory Group, LLC1.08%
CALDWELL SUTTER CAPITAL, INC.0.43%
GEODE CAPITAL MANAGEMENT, LLC0.20%
STATE STREET CORP0.11%
VANGUARD CAPITAL MANAGEMENT LLC0.10%
RENAISSANCE TECHNOLOGIES LLC0.09%
NORTHERN TRUST CORP0.08%
VANGUARD PORTFOLIO MANAGEMENT LLC0.05%
VANGUARD FIDUCIARY TRUST CO0.05%

Funds

Fund% owned
Municipal Opportunities Fund14.86%
WisdomTree Emerging Markets SmallCap Dividend Fund0.58%
John Hancock Dynamic Municipal Bond ETF0.53%
Avantis Emerging Markets Value ETF0.24%
Avantis Emerging Markets Equity ETF0.23%
iShares Russell 2000 ETF0.18%
First Trust Emerging Markets Small Cap AlphaDEX Fund0.17%
Goldman Sachs Emerging Markets Equity Insights Fund0.14%
VOYA MULTI-MANAGER INTERNATIONAL SMALL CAP FUND0.10%
Fidelity Small Cap Index Fund0.09%

OakChart. ARL. Cached 15 minutes.

Some panels did not load: ratings, insider.