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 Q2	$1.54M	Sell	69,222 -1,497	-2%	-$22.3K	0.58%	41
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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

WAAG

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Caldwell Sutter Capital's ARL Position: Q2 2026 in Review

Caldwell Sutter Capital reduced its American Realty Investors (ARL) stake by 2.1% in Q2 2026, selling an estimated $22.3K and leaving 69,222 shares worth $1.54M. The position accounts for 0.58% of the portfolio, ranked #41.

Caldwell Sutter Capital first reported a position in ARL in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.23M in Q1 2023. 40 funds tracked by Wall St. Rank hold ARL as of Q2 2026.

Caldwell Sutter Capital held 69,222 shares of American Realty Investors worth $1.54M as of Q2 2026.
Caldwell Sutter Capital sold 1,497 American Realty Investors shares in Q2 2026, an estimated $22.3K.
American Realty Investors made up 0.58% of Caldwell Sutter Capital's portfolio in Q2 2026, its #41 holding.
Caldwell Sutter Capital first reported a position in American Realty Investors in Q4 2022 and has held it in 15 quarters since.
Caldwell Sutter Capital's American Realty Investors position peaked at $2.23M in Q1 2023.
40 funds tracked by Wall St. Rank held American Realty Investors as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.