Position in CCI
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$517,690
+$3,893 QoQ
Shares Held
6,836
+8.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#518
of 925 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CCI Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026CALDWELL SUTTER CAPITAL, INC. holds $1,458,809 across 6 REIT - Specialty names. CCI ranks #2 (35.5% of the industry book) .
All Filings in CCI
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $517,690 | 6,836 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $513,797 | 6,319 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $329,529 | 3,708 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $391,363 | 4,056 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $411,228 | 4,003 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $412,229 | 3,955 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $361,406 | 3,982 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $517,226 | 4,360 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $420,012 | 4,299 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $433,268 | 4,094 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $438,528 | 3,807 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $348,793 | 3,790 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $369,279 | 3,241 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $171,449 | 1,281 | Shares | Sole | 2023-04-25 | |
| No filing history on record for this holder in this stock. | ||||||