Caldwell Sutter Capital’s American Realty Investors ARL Stock Holding History

Caldwell Sutter Capital’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 Q1	$1.09M	Sell	70,719 -1,113	-2%	-$18.5K	0.44%	61
2025 Q4	$1.15M	Sell	71,832 -1,588	-2%	-$25.1K	0.49%	49
2025 Q3	$1.23M	Hold	73,420	–	–	0.52%	46
2025 Q2	$1.04M	Sell	73,420 -4,081	-5%	-$53.3K	0.47%	54
2025 Q1	$849K	Sell	77,501 -376	-0.5%	-$5.26K	0.4%	67
2024 Q4	$1.14M	Sell	77,877 -1,000	-1%	-$15.3K	0.53%	48
2024 Q3	$1.38M	Sell	78,877 -1,905	-2%	-$32.5K	0.64%	43
2024 Q2	$1.15M	Hold	80,782	–	–	0.57%	44
2024 Q1	$1.45M	Sell	80,782 -2,142	-3%	-$43.9K	0.7%	40
2023 Q4	$1.44M	Hold	82,924	–	–	0.73%	35
2023 Q3	$1.21M	Sell	82,924 -1,000	-1%	-$18.8K	0.67%	36
2023 Q2	$1.83M	Sell	83,924 -883	-1%	-$16.9K	0.96%	21
2023 Q1	$2.23M	Sell	84,807 -1,396	-2%	-$35.6K	1.63%	15
2022 Q4	$2.21M	Buy	+86,203	New	+$1.73M	1.95%	12

Other funds holding ARL

WAAG

Wealth Alliance Advisory Group Wichita, Kansas $691M AUM 24.37% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

VFT

Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Caldwell Sutter Capital's ARL Position: Q1 2026 in Review

Caldwell Sutter Capital reduced its American Realty Investors (ARL) stake by 1.5% in Q1 2026, selling an estimated $18.5K and leaving 70,719 shares worth $1.09M. The position accounts for 0.44% of the portfolio, ranked #61.

Caldwell Sutter Capital first reported a position in ARL in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.23M in Q1 2023. 42 funds tracked by Wall St. Rank hold ARL as of Q1 2026.

Caldwell Sutter Capital held 70,719 shares of American Realty Investors worth $1.09M as of Q1 2026.
Caldwell Sutter Capital sold 1,113 American Realty Investors shares in Q1 2026, an estimated $18.5K.
American Realty Investors made up 0.44% of Caldwell Sutter Capital's portfolio in Q1 2026, its #61 holding.
Caldwell Sutter Capital first reported a position in American Realty Investors in Q4 2022 and has held it in 14 quarters since.
Caldwell Sutter Capital's American Realty Investors position peaked at $2.23M in Q1 2023.
42 funds tracked by Wall St. Rank held American Realty Investors as of Q1 2026.

Based on Caldwell Sutter Capital's 13F filing for Q1 2026, filed 6 May 2026.