CPG
CLPR

Cornerstone Planning Group’s Clipper Realty CLPR Stock Holding History

Cornerstone Planning Group’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 		– Sell
-372
Closed -$1.19K – 1883
2026
Q1 		$1.19K Sell
372
-1,139
-75% -$3.85K ﹤0.01% 1414
2025
Q4 		$5.41K Buy
1,511
+333
+28% +$1.24K ﹤0.01% 963
2025
Q3 		$4.55K Hold
1,178
– – ﹤0.01% 978
2025
Q2 		$4.22K Hold
1,178
– – ﹤0.01% 765
2025
Q1 		$4.29K Hold
1,178
– – ﹤0.01% 774
2024
Q4 		$4.79K Hold
1,178
– – ﹤0.01% 593
2024
Q3 		$7.45K Hold
1,178
– – ﹤0.01% 477
2024
Q2 		$5.03K Buy
+1,178
New +$4.71K ﹤0.01% 573

Other funds holding CLPR

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
AFG
American Financial Group Cincinnati, Ohio $284M AUM 12.01% 1-Year Est. Return
AFS
Amtrust Financial Services New York $336M AUM 16.35% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.41B AUM 39.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Cornerstone Planning Group's CLPR Position: Q2 2026 in Review

Cornerstone Planning Group sold out of Clipper Realty (CLPR) in Q2 2026, closing a stake of 372 shares — an estimated $1.19K sold.

Cornerstone Planning Group first reported a position in CLPR in Q2 2024 and held it in 8 quarters. The position peaked at $7.45K in Q3 2024. 67 funds tracked by Wall St. Rank hold CLPR as of Q2 2026.

  • Cornerstone Planning Group reported no remaining Clipper Realty position as of Q2 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 372 Clipper Realty shares in Q2 2026, an estimated $1.19K.
  • Cornerstone Planning Group first reported a position in Clipper Realty in Q2 2024 and held it in 8 quarters.
  • Cornerstone Planning Group's Clipper Realty position peaked at $7.45K in Q3 2024.
  • 67 funds tracked by Wall St. Rank held Clipper Realty as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.