Cerity Partners
CLPR

Cerity Partners’s Clipper Realty CLPR Stock Holding History

Cerity Partners’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
2025
Q4 		– Sell
-71,706
Closed -$272K – 2897
2025
Q3 		$272K Buy
71,706
+289
+0.4% +$1.15K ﹤0.01% 2341
2025
Q2 		$262K Sell
71,417
-1,724
-2% -$6.59K ﹤0.01% 2223
2025
Q1 		$281K Sell
73,141
-17,302
-19% -$72.6K ﹤0.01% 2052
2024
Q4 		$428K Buy
90,443
+63,968
+242% +$360K ﹤0.01% 1851
2024
Q3 		$151K Buy
+26,475
New +$119K ﹤0.01% 2370

Other funds holding CLPR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AFG
American Financial Group Cincinnati, Ohio $270M AUM 3.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AFS
Amtrust Financial Services New York $300M AUM 12.98% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Cerity Partners's CLPR Position: Q4 2025 in Review

Cerity Partners sold out of Clipper Realty (CLPR) in Q4 2025, closing a stake of 71,706 shares — an estimated $272K sold.

Cerity Partners first reported a position in CLPR in Q3 2024 and held it in 5 quarters. The position peaked at $428K in Q4 2024. 76 funds tracked by Wall St. Rank hold CLPR as of Q4 2025.

  • Cerity Partners reported no remaining Clipper Realty position as of Q4 2025 after selling out during the quarter.
  • Cerity Partners sold 71,706 Clipper Realty shares in Q4 2025, an estimated $272K.
  • Cerity Partners first reported a position in Clipper Realty in Q3 2024 and held it in 5 quarters.
  • Cerity Partners's Clipper Realty position peaked at $428K in Q4 2024.
  • 76 funds tracked by Wall St. Rank held Clipper Realty as of Q4 2025.

Based on Cerity Partners's 13F filing for Q4 2025, filed 11 Feb 2026.