B. Riley Wealth Advisors
CLPR icon

B. Riley Wealth Advisors’s Clipper Realty CLPR Stock Holding History

B. Riley Wealth Advisors’s Portfolio CLPR Stock Details CLPR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-11,001
Closed -$30.7K – 1108
2026
Q2 		$30.7K Sell
11,001
-463
-4% -$1.46K ﹤0.01% 884
2026
Q1 		$35.3K Buy
11,464
+94
+0.8% +$317 ﹤0.01% 843
2025
Q4 		$43.4K Sell
11,370
-327
-3% -$1.22K ﹤0.01% 980
2025
Q3 		$44.4K Buy
+11,697
New +$46.5K ﹤0.01% 1009
2025
Q1 		– Sell
-10,442
Closed -$47.8K – 1336
2024
Q4 		$47.8K Buy
10,442
+100
+1% +$562 ﹤0.01% 1119
2024
Q3 		$59.4K Sell
10,342
-8,142
-44% -$36.4K ﹤0.01% 1232
2024
Q2 		$66.7K Sell
18,484
-3,838
-17% -$15.3K ﹤0.01% 1332
2024
Q1 		$116K Sell
22,322
-593
-3% -$2.93K ﹤0.01% 1342
2023
Q4 		$124K Buy
22,915
+593
+3% +$2.98K ﹤0.01% 1309
2023
Q3 		$116K Buy
22,322
+3,137
+16% +$18.8K ﹤0.01% 1342
2023
Q2 		$109K Buy
19,185
+2,375
+14% +$12.9K ﹤0.01% 1425
2023
Q1 		$97.9K Buy
16,810
+3,181
+23% +$21.1K ﹤0.01% 1386
2022
Q4 		$87.2K Buy
13,629
+3,490
+34% +$24.4K ﹤0.01% 1370
2022
Q3 		$71K Buy
+10,139
New +$84.8K ﹤0.01% 1362

Other funds holding CLPR

Amtrust Financial Services
Amtrust Financial Services New York $342M AUM 10.68% 1-Year Est. Return
Abel Hall LLC
Abel Hall LLC Baton Rouge, Louisiana $556M AUM 43.18% 1-Year Est. Return
Physician Wealth Advisors
Physician Wealth Advisors Midvale, Utah $869M AUM 17.6% 1-Year Est. Return
Ares Financial Consulting
Ares Financial Consulting Calabasas, California $145M AUM 16.02% 1-Year Est. Return
Essential Partners
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Fortitude Family Office
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

B. Riley Wealth Advisors's CLPR Position: Q3 2026 in Review

B. Riley Wealth Advisors sold out of Clipper Realty (CLPR) in Q3 2026, closing a stake of 11,001 shares — an estimated $30.7K sold.

B. Riley Wealth Advisors first reported a position in CLPR in Q3 2022 and held it in 14 quarters. The position peaked at $124K in Q4 2023. 8 funds tracked by Wall St. Rank hold CLPR as of Q3 2026.

  • B. Riley Wealth Advisors reported no remaining Clipper Realty position as of Q3 2026 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 11,001 Clipper Realty shares in Q3 2026, an estimated $30.7K.
  • B. Riley Wealth Advisors first reported a position in Clipper Realty in Q3 2022 and held it in 14 quarters.
  • B. Riley Wealth Advisors's Clipper Realty position peaked at $124K in Q4 2023.
  • 8 funds tracked by Wall St. Rank held Clipper Realty as of Q3 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.