$AXR

$20.59 -$0.34 (1.62%) Close

$AXR Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 5.3M shares outstanding

Who owns AXR?

By type of holder

Institutions 41.8% Insiders 12.0% Everyone else 46.2%

Concentration Top 10 holders own 52.4%

James H. Dahl 19.0% · Robotti Robert 9.9%

Institutional ownership

41.8%

-1.6 pts vs last qtr

Institutional holders

0 vs last qtr

Net shares bought

−85.9K

by institutions in Q2 2026

New / sold out

6 / 6

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

O'Shaughnessy Asset Management, LLC NEW +13.1K
Ritholtz Wealth Management NEW +11.7K

Biggest sellers in Q2 2026

Gate City Capital Management, LLC −32.8K
Millennium Management LLC SOLD OUT −16.6K

Who is planning to sell?

Notices of proposed sale, last 12 months

$93.1K

1 notice from 1 person

Shares covered

4.0K

0.08% of the company

Arranged in advance

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

Uleau Adrienne Officer $93.1K

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2017–FY2026

−33.2%

−4.39% a year

Each share's claim on the business

+49.8%

grew without buying or selling a share

Spent on buybacks vs paid in stock

$27M vs $2.41M

over 10 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years61% 3–5 years10% 1–3 years22% Under 1 year8%

Quarterly turnover

3.7%

of institutional shares changed hands

Top 10 managers, median time held

5 years

Super Investors

Investment managers reporting AXR on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
RR Robotti Robert	521.8K	9.90%	Unchanged	≤2021	2.1%
Shares held by quarter Peak holding543.1K (Q3'24) Change over 8 quarters−21.3K Share of the company9.900% Robotti Robert's full portfolio →
DF Dimensional Fund Advisors LP	197.3K	3.74%	+3.8K (+2.0%)	≤2021	0.0%
Shares held by quarter Peak holding197.6K (Q1'25) Change over 8 quarters+16.1K Share of the company3.740% Dimensional Fund Advisors LP's full portfolio →

Robotti Robert

521.8K

% of company

9.90%

Change vs last qtr

Unchanged

Held since

≤2021

Dimensional Fund Advisors LP

197.3K

% of company

3.74%

Change vs last qtr

+3.8K (+2.0%)

Held since

≤2021

28 more super investors behind a free account

See every manager holding AMREP Corp, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting AXR on Form N-PORT; together they hold 9.7% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
VT Vanguard Total Stock Market Index Fund Vanguard Index Funds	$2.74M	108.5K	2.06%	0.00%	June 30, 2026
OS Omni Small-Cap Value Fund Bridgeway Funds, Inc.	$1.46M	52.0K	0.99%	0.12%	March 31, 2026

Vanguard Total Stock Market Index Fund

Vanguard Index Funds

Position value

$2.74M

% of company

2.06%

% of the fund

0.00%

As of

June 30, 2026

Omni Small-Cap Value Fund

Bridgeway Funds, Inc.

Position value

$1.46M

% of company

0.99%

% of the fund

0.12%

As of

March 31, 2026

23 more funds behind a free account

See every fund holding AMREP Corp and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
JH James H. Dahl 5%+ holder 13D · 18.8%	998.7K	18.95%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company18.950% Disclosed stake13D · 18.8% View the 13D/G filing →
RE Rainey E. Lancaster 5%+ holder 13D · 3.3%	173.8K	3.30%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company3.300% Disclosed stake13D · 3.3% View the 13D/G filing →

James H. Dahl

5%+ holder13D · 18.8%

998.7K

% of company

18.95%

Change vs last qtr

—

Held since

—

Rainey E. Lancaster

5%+ holder13D · 3.3%

173.8K

% of company

3.30%

Change vs last qtr

—

Held since

—

3 more holders behind a free account

See every insider and 5%+ holder of AMREP Corp.

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