Creative Planning
CLDT

Creative Planning’s Chatham Lodging CLDT Stock Holding History

Creative Planning’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
Q2 		$1.03M Buy
77,829
+18,416
+31% +$190K ﹤0.01% 2614
2026
Q1 		$468K Buy
59,413
+21,479
+57% +$160K ﹤0.01% 3082
2025
Q4 		$258K Buy
37,934
+2,109
+6% +$14K ﹤0.01% 3352
2025
Q3 		$240K Buy
35,825
+12,357
+53% +$88.4K ﹤0.01% 3321
2025
Q2 		$164K Buy
+23,468
New +$164K ﹤0.01% 3303
2024
Q4 		– Sell
-10,488
Closed -$89.4K – 3606
2024
Q3 		$89.4K Buy
+10,488
New +$88.8K ﹤0.01% 3035
2017
Q3 		– Sell
-3,625
Closed -$73K – 2206
2017
Q2 		$73K Buy
3,625
+2,750
+314% +$54.1K ﹤0.01% 2210
2017
Q1 		$17K Buy
875
+125
+17% +$2.51K ﹤0.01% 3214
2016
Q4 		$15K Buy
750
+550
+275% +$10.6K ﹤0.01% 3261
2016
Q3 		$4K Sell
200
-50
-20% -$1.08K ﹤0.01% 3956
2016
Q2 		$5K Buy
+250
New +$5.33K ﹤0.01% 3618
2016
Q1 		– Sell
-20
Closed – – 4346
2015
Q4 		$0 Sell
20
-1,150
-98% -$25.7K ﹤0.01% 4421
2015
Q3 		$25K Buy
+1,170
New +$29K ﹤0.01% 2551
2015
Q2 		– Sell
-1,022
Closed -$30K – 1429
2015
Q1 		$30K Sell
1,022
-989
-49% -$29.7K ﹤0.01% 2398
2014
Q4 		$58K Buy
2,011
+1,811
+906% +$47.6K ﹤0.01% 1900
2014
Q3 		$5K Buy
+200
New +$4.46K ﹤0.01% 3273

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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Creative Planning's CLDT Position: Q2 2026 in Review

Creative Planning increased its Chatham Lodging (CLDT) stake by 31% in Q2 2026, buying an estimated $190K and bringing the position to 77,829 shares worth $1.03M. The position accounts for ﹤0.01% of the portfolio, ranked #2614.

Creative Planning first reported a position in CLDT in Q3 2014 and has held it in 16 quarters since. 182 funds tracked by Wall St. Rank hold CLDT as of Q2 2026.

  • Creative Planning held 77,829 shares of Chatham Lodging worth $1.03M as of Q2 2026.
  • Creative Planning bought 18,416 Chatham Lodging shares in Q2 2026, an estimated $190K.
  • Chatham Lodging made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2614 holding.
  • Creative Planning first reported a position in Chatham Lodging in Q3 2014 and has held it in 16 quarters since.
  • 182 funds tracked by Wall St. Rank held Chatham Lodging as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.