BRWA
CLPR

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
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 		$44.5K Buy
+11,697
New +$46.5K ﹤0.01% 1009
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

CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
APW
Allied Private Wealth Boca Raton, Florida $156M AUM
AFC
Ares Financial Consulting Calabasas, California $139M AUM
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

B. Riley Wealth Advisors's CLPR Position: Q2 2026 in Review

B. Riley Wealth Advisors reduced its Clipper Realty (CLPR) stake by 4% in Q2 2026, selling an estimated $1.46K and leaving 11,001 shares worth $30.7K. The position accounts for ﹤0.01% of the portfolio, ranked #884.

B. Riley Wealth Advisors first reported a position in CLPR in Q3 2022 and has held it in 14 quarters since. The position peaked at $124K in Q4 2023. 6 funds tracked by Wall St. Rank hold CLPR as of Q2 2026.

  • B. Riley Wealth Advisors held 11,001 shares of Clipper Realty worth $30.7K as of Q2 2026.
  • B. Riley Wealth Advisors sold 463 Clipper Realty shares in Q2 2026, an estimated $1.46K.
  • Clipper Realty made up ﹤0.01% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #884 holding.
  • B. Riley Wealth Advisors first reported a position in Clipper Realty in Q3 2022 and has held it in 14 quarters since.
  • B. Riley Wealth Advisors's Clipper Realty position peaked at $124K in Q4 2023.
  • 6 funds tracked by Wall St. Rank held Clipper Realty as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.