Position in RMR
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$62,329
+$10,675 QoQ
Shares Held
3,036
-9.1% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#83
of 163 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in RMR Over Time
Shares Held
Position Value (USD)
Position in Real Estate Services
Real Estate · as of Jun 30, 2026CALDWELL SUTTER CAPITAL, INC. holds $3,668,135 across 6 Real Estate Services names. RMR ranks #5 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEN |
New England Realty Associates Limited Partnership
|
29,019 | $1,703,125 | |
| 2 | ARL |
American Realty Investors Inc
|
69,222 | $1,541,573 | |
| 3 | TCI |
Transcontinental Realty Investors Inc
|
4,200 | $193,158 | |
| 4 | FRPH |
Frp Holdings, Inc.
|
5,932 | $148,240 | |
| 5 | RMR |
Rmr Group Inc.
This page
|
3,036 | $62,329 | |
| 6 | CSGP |
Costar Group, Inc.
|
696 | $19,710 |
All Filings in RMR
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $62,329 | 3,036 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $51,654 | 3,339 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $49,751 | 3,339 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $58,908 | 3,745 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $69,487 | 4,250 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $71,378 | 4,287 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $88,483 | 4,287 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $108,804 | 4,287 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $96,886 | 4,287 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $102,888 | 4,287 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $129,603 | 4,591 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $112,571 | 4,591 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $111,146 | 4,797 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $125,873 | 4,797 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $135,515 | 4,797 | Shares | Sole | 2023-02-10 | |
| No filing history on record for this holder in this stock. | ||||||