Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Chatham Lodging CLDT Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio CLDT Stock Details CLDT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$272K Buy
34,550
+2,224
+7% +$16.6K ﹤0.01% 2459
2025
Q4 		$220K Sell
32,326
-3,719
-10% -$24.7K ﹤0.01% 2490
2025
Q3 		$242K Buy
36,045
+13,984
+63% +$100K ﹤0.01% 2292
2025
Q2 		$154K Buy
22,061
+21,622
+4,925% +$151K ﹤0.01% 2390
2025
Q1 		$3K Sell
439
-1,310
-75% -$10.8K ﹤0.01% 4605
2024
Q4 		$16K Buy
1,749
+1,451
+487% +$12.9K ﹤0.01% 3569
2024
Q3 		$3K Buy
298
+180
+153% +$1.52K ﹤0.01% 4248
2024
Q2 		$1K Buy
118
+89
+307% +$800 ﹤0.01% 4338
2024
Q1 		$0 Sell
29
-268
-90% -$2.79K ﹤0.01% 4357
2023
Q4 		$3K Buy
297
+255
+607% +$2.55K ﹤0.01% 3671
2023
Q3 		$0 Sell
42
-24
-36% -$229 ﹤0.01% 4215
2023
Q2 		$1K Hold
66
– – ﹤0.01% 3926
2023
Q1 		$1K Buy
66
+54
+450% +$660 ﹤0.01% 3788
2022
Q4 		$0 Buy
+12
New +$148 ﹤0.01% 3992
2022
Q2 		– Sell
-560
Closed -$8K – 3816
2022
Q1 		$8K Buy
560
+101
+22% +$1.39K ﹤0.01% 2598
2021
Q4 		$6K Buy
+459
New +$5.9K ﹤0.01% 2614

Other funds holding CLDT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
SC
Sculptor Capital New York $12.3B AUM 40.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Carson Wealth (CWM LLC)'s CLDT Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Chatham Lodging (CLDT) stake by 6.9% in Q1 2026, buying an estimated $16.6K and bringing the position to 34,550 shares worth $272K. The position accounts for ﹤0.01% of the portfolio, ranked #2459.

Carson Wealth (CWM LLC) first reported a position in CLDT in Q4 2021 and has held it in 16 quarters since. 172 funds tracked by Wall St. Rank hold CLDT as of Q1 2026.

  • Carson Wealth (CWM LLC) held 34,550 shares of Chatham Lodging worth $272K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 2,224 Chatham Lodging shares in Q1 2026, an estimated $16.6K.
  • Chatham Lodging made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2459 holding.
  • Carson Wealth (CWM LLC) first reported a position in Chatham Lodging in Q4 2021 and has held it in 16 quarters since.
  • 172 funds tracked by Wall St. Rank held Chatham Lodging as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.