Caldwell Sutter Capital’s Transcontinental Realty Investors TCI Stock Holding History

Caldwell Sutter Capital’s Portfolio TCI Stock Details TCI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$187K	Hold	4,200	–	–	0.07%	228
2026 Q2	$193K	Hold	4,200	–	–	0.07%	229
2026 Q1	$146K	Hold	4,200	–	–	0.06%	255
2025 Q4	$246K	Hold	4,200	–	–	0.1%	185
2025 Q3	$194K	Hold	4,200	–	–	0.08%	214
2025 Q2	$179K	Hold	4,200	–	–	0.08%	221
2025 Q1	$117K	Hold	4,200	–	–	0.06%	258
2024 Q4	$125K	Hold	4,200	–	–	0.06%	253
2024 Q3	$121K	Sell	4,200 -300	-7%	-$8.78K	0.06%	259
2024 Q2	$125K	Hold	4,500	–	–	0.06%	247
2024 Q1	$169K	Hold	4,500	–	–	0.08%	221
2023 Q4	$156K	Sell	4,500 -500	-10%	-$15.4K	0.08%	223
2023 Q3	$153K	Hold	5,000	–	–	0.08%	211
2023 Q2	$183K	Hold	5,000	–	–	0.1%	189
2023 Q1	$212K	Buy	5,000 +300	+6%	+$13.4K	0.15%	115
2022 Q4	$208K	Buy	+4,700	New	+$196K	0.18%	99

Other funds holding TCI

TCW Group Los Angeles, California $13B AUM 38.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

RhumbLine Advisers Boston, Massachusetts $134B AUM 35.21% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13B AUM 35.88% 1-Year Est. Return

Caldwell Sutter Capital's TCI Position: Q3 2026 in Review

Caldwell Sutter Capital held its Transcontinental Realty Investors (TCI) position steady in Q3 2026 at 4,200 shares worth $187K. The position accounts for 0.07% of the portfolio, ranked #228.

Caldwell Sutter Capital first reported a position in TCI in Q4 2022 and has held it in 16 quarters since. The position peaked at $246K in Q4 2025. 28 funds tracked by Wall St. Rank hold TCI as of Q3 2026.

Caldwell Sutter Capital held 4,200 shares of Transcontinental Realty Investors worth $187K as of Q3 2026.
Caldwell Sutter Capital left its Transcontinental Realty Investors share count unchanged in Q3 2026.
Transcontinental Realty Investors made up 0.07% of Caldwell Sutter Capital's portfolio in Q3 2026, its #228 holding.
Caldwell Sutter Capital first reported a position in Transcontinental Realty Investors in Q4 2022 and has held it in 16 quarters since.
Caldwell Sutter Capital's Transcontinental Realty Investors position peaked at $246K in Q4 2025.
28 funds tracked by Wall St. Rank held Transcontinental Realty Investors as of Q3 2026.

Based on Caldwell Sutter Capital's 13F filing for Q3 2026, filed 9 Nov 2026.