CALDWELL SUTTER CAPITAL, INC. RMR — RMR

Ownership history in CALDWELL SUTTER CAPITAL, INC.  ·  14 quarters on record

AI Ownership Summary

CALDWELL SUTTER CAPITAL, INC. reported RMR (RMR) in 14 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.07% in 2023 Q4. The latest visible filing shows RMR at 0.02% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this RMR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CALDWELL SUTTER CAPITAL, INC.'s position in RMR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

RMR was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.07% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

RMR stock page CALDWELL SUTTER CAPITAL, INC. fund profile CALDWELL SUTTER CAPITAL, INC. full holdings
How CALDWELL SUTTER CAPITAL, INC. held RMR — position size vs. price
% of Fund (quarterly)    RMR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 3,339 — 0% 0.02% $52K 2026-05-06 $19.62
2025 Q4 REDUCED 10.8% +6.8% ❌ 3,339 -406 -10.8% 0.02% $50K 2026-01-30 $14.75
2025 Q3 REDUCED 11.9% -2.0% ✅ 3,745 -505 -11.9% 0.03% $59K 2025-10-29 $13.71
2025 Q2 REDUCED — — — 4,250 -37 -0.9% 0.03% $69K 2025-07-11 $15.85
2025 Q1 UNCHANGED — — — 4,287 — 0% 0.03% $71K 2025-04-16 $13.03
2024 Q4 UNCHANGED — — — 4,287 — 0% 0.04% $88K 2025-01-21 $16.54
2024 Q3 UNCHANGED — — — 4,287 — 0% 0.05% $109K 2024-10-25 $20.53
2024 Q2 UNCHANGED — — — 4,287 — 0% 0.05% $97K 2024-07-23 $20.99
2024 Q1 REDUCED 6.6% -4.5% ✅ 4,287 -304 -6.6% 0.05% $103K 2024-04-19 $18.45
2023 Q4 UNCHANGED — — — 4,591 — 0% 0.07% $130K 2024-01-19 $20.59
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding RMR

As of 2026 Q1 — sorted by position size

Garner Asset Management Corp 3Y 7Y 2.17% Aviance Capital Partners, LLC 3Y 7Y 0.16% Linden Thomas Advisory Services, LLC 3Y 0.07% CWA Asset Management Group, LLC 3Y 7Y 0.05% Inspire Investing, LLC 3Y 7Y 0.04% DGS Capital Management, LLC 3Y 0.03% HARBOR CAPITAL ADVISORS, INC. 3Y 0.02% Covestor Ltd 3Y 0.01% RITHOLTZ WEALTH MANAGEMENT 3Y 7Y 0.01% Sterling Capital Management LLC 3Y 7Y 0.0%

FAQ About CALDWELL SUTTER CAPITAL, INC. and RMR

These are the practical questions this page is built to answer before you even open the full history table.

How long has CALDWELL SUTTER CAPITAL, INC. reported owning RMR?

CALDWELL SUTTER CAPITAL, INC. reported RMR across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported RMR position in CALDWELL SUTTER CAPITAL, INC.'s portfolio?

The largest reported portfolio weight for RMR was 0.07% in 2023 Q4.

What is the latest reported RMR position on this page?

The most recent filing on this page is 2026 Q1, when CALDWELL SUTTER CAPITAL, INC. reported 3,339 shares, equal to 0.02% of portfolio, with an estimated market value of $52K.

What does the chart on this RMR ownership page compare?

The chart compares CALDWELL SUTTER CAPITAL, INC.'s quarterly RMR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did CALDWELL SUTTER CAPITAL, INC. time their RMR position?

Based on 13F filing dates vs. subsequent RMR price moves, CALDWELL SUTTER CAPITAL, INC. correctly timed 1 out of 6 reported position changes (17%). The annualised alpha on RMR relative to SPY over the holding period was -18.5%.

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