ADLRF (Alaris Equity Partnersome Trust) Institutional Ownership: 6.31% (As of Jul. 06, 2026)


ADLRF Alaris Equity Partners Income Trust ADLRF
84 GF Score
Price $16.70
GF Value $13.46
Valuation Modestly Overvalued
! 11 Warning Signs
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What is Alaris Equity Partnersome Trust Institutional Ownership?

Alaris Equity Partnersome Trust ADLRF 84 Institutional Ownership is 6.31% as of Jul. 06, 2026. GuruFocus rates ADLRF with a GF Score™ of 84/100 and a GF Value™ of $13.46 (Modestly Overvalued). The stock has 11 warning signs investors should review.

Institutional ownership is the percentage of shares that are owned by institutions out of the total shares outstanding. As of today, Alaris Equity Partnersome Trust's institutional ownership is 6.31%.

Insider Ownership is the percentage of shares that are owned by company insiders relative to the total shares outstanding. As of today, Alaris Equity Partnersome Trust's Insider Ownership is 0.00%.

Float Percentage Of Total Shares Outstanding is the percentage of float shares relative to the total shares outstanding. As of today, Alaris Equity Partnersome Trust's Float Percentage Of Total Shares Outstanding is 0.00%.

Alaris Equity Partnersome Trust Institutional Ownership Historical Data

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The historical data trend for Alaris Equity Partnersome Trust's Institutional Ownership can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Alaris Equity Partnersome Trust Institutional Ownership Chart

Alaris Equity Partnersome Trust Historical Data

The historical data trend for Alaris Equity Partnersome Trust can be seen below:

2025-09-30 2025-10-31 2025-11-30 2025-12-31 2026-01-31 2026-02-28 2026-03-31 2026-04-30 2026-05-31 2026-06-30
Institutional Ownership 5.95 5.48 5.48 5.67 5.60 5.50 5.83 5.59 5.84 5.85
ADLRF
84GF Score
Alaris Equity Partners Income Trust ADLRF
Institutional Ownership is just one metric. See GF Score™, valuation, warning signs, and more.
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Alaris Equity Partnersome Trust Institutional Ownership Calculation

The percentage of shares that are owned by institutions out of the total shares outstanding.

What does a Institutional Ownership of 6.31% mean?
Alaris Equity Partnersome Trust (ADLRF) has a Institutional Ownership of 6.31% as of Jul. 06, 2026. Institutional ownership equals the percent of shares owned by financial institutions relative to total shares. View historical data on Alaris Equity Partnersome Trust and its competitors.
Is Alaris Equity Partnersome Trust's Institutional Ownership too high?
Alaris Equity Partnersome Trust's current Institutional Ownership is 6.31%. Overall, Alaris Equity Partnersome Trust has a GF Score™ of 84/100 and is considered Modestly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Alaris Equity Partnersome Trust's Institutional Ownership compare to BLK and BX?
Alaris Equity Partnersome Trust's Institutional Ownership of 6.31% can be compared against companies in the Asset Management industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Institutional Ownership for an Asset Management company?
A good Institutional Ownership depends on the Asset Management industry context. However, Institutional Ownership should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Institutional Ownership mean?
A high Institutional Ownership can signal that a stock is expensive relative to its fundamentals. Institutional ownership equals the percent of shares owned by financial institutions relative to total shares. View historical data on Alaris Equity Partnersome Trust and its competitors. Alaris Equity Partnersome Trust's current Institutional Ownership is 6.31%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Alaris Equity Partnersome Trust stock overvalued right now?
Based on GuruFocus' analysis, Alaris Equity Partnersome Trust (ADLRF) is currently considered Modestly Overvalued. The stock's GF Value™ is $13.46, compared to a current price of $16.70 — trading 24.1% above its estimated fair value. The current Institutional Ownership is 6.31%. Alaris Equity Partnersome Trust's overall GF Score™ is 84/100 with 11 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Institutional Ownership calculated?
Institutional Ownership is calculated from a company's financial statements. For Alaris Equity Partnersome Trust (ADLRF), the current Institutional Ownership is 6.31% as of Jul. 06, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is Alaris Equity Partnersome Trust (ADLRF) Overvalued in 2026?

Based on GuruFocus' analysis, Alaris Equity Partnersome Trust stock appears to be overvalued. The current stock price of $16.70 is trading 24.1% above its estimated GF Value™ of $13.46. GuruFocus considers Alaris Equity Partnersome Trust to be Modestly Overvalued.

Key valuation signals for ADLRF:

  • Institutional Ownership: 6.31%
  • GF Value™: $13.46 vs. price of $16.70 (24.1% above fair value)
  • GF Score™: 84/100 with 11 warning signs

No single metric tells the full story. See the ADLRF stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.

Alaris Equity Partnersome Trust Business Description

Other Exchanges AD.UN:Canada
Address 333 - 24th Avenue SW, Suite 250, Calgary, AB, CAN, T2S 3E6
Alaris Equity Partners Income Trust is an open-ended trust. The Trust, through its subsidiaries, indirectly provides alternative financing to private companies (Partners) in exchange for distributions with the principal objective of generating stable and predictable cash flows for payment of distributions to unitholders of the Trust. Distributions from the Partners are adjusted each year based on the percentage change of a top-line financial performance measure, such as gross margin and same-store sales, and rank in priority to the owner's common equity position.
84GF Score

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Institutional Ownership is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

$16.70
Price
$13.46
GF Value