Cornerstone Planning Group
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Cornerstone Planning Group’s Chatham Lodging CLDT Stock Holding History

Cornerstone Planning Group’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
Q3 		– Sell
-74
Closed -$998 – 440
2026
Q2 		$998 Buy
74
+1
+1% +$10 ﹤0.01% 1502
2026
Q1 		$652 Buy
+73
New +$543 ﹤0.01% 1577

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State of Alaska Department of Revenue
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Pensionfund Sabic
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Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
GAMMA Investing
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Hilltop National Bank
Hilltop National Bank Casper, Wyoming $465M AUM 31.11% 1-Year Est. Return
Farther Finance Advisors
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IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Cornerstone Planning Group's CLDT Position: Q3 2026 in Review

Cornerstone Planning Group sold out of Chatham Lodging (CLDT) in Q3 2026, closing a stake of 74 shares — an estimated $998 sold.

Cornerstone Planning Group first reported a position in CLDT in Q1 2026 and held it in 2 quarters. The position peaked at $998 in Q2 2026. 19 funds tracked by Wall St. Rank hold CLDT as of Q3 2026.

  • Cornerstone Planning Group reported no remaining Chatham Lodging position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 74 Chatham Lodging shares in Q3 2026, an estimated $998.
  • Cornerstone Planning Group first reported a position in Chatham Lodging in Q1 2026 and held it in 2 quarters.
  • Cornerstone Planning Group's Chatham Lodging position peaked at $998 in Q2 2026.
  • 19 funds tracked by Wall St. Rank held Chatham Lodging as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.