EverSource Wealth Advisors’s Chatham Lodging CLDT Stock Holding History

EverSource Wealth Advisors’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	$22.1K	Sell	2,809 -43	-2%	-$320	﹤0.01%	2442
2025 Q4	$19.4K	Sell	2,852 -863	-23%	-$5.72K	﹤0.01%	2400
2025 Q3	$24.9K	Buy	3,715 +384	+12%	+$2.75K	﹤0.01%	2198
2025 Q2	$23.2K	Buy	3,331 +3,325	+55,417%	+$23.2K	﹤0.01%	2181
2025 Q1	$43	Buy	+6	New	+$50	﹤0.01%	3908
2024 Q2	–	Sell	-443	Closed	-$4.06K	–	3075
2024 Q1	$4.06K	Hold	443	–	–	﹤0.01%	2139
2023 Q4	$4.75K	Hold	443	–	–	﹤0.01%	1881
2023 Q3	$4.24K	Sell	443 -97	-18%	-$925	﹤0.01%	1766
2023 Q2	$5.05K	Buy	+540	New	+$5.34K	﹤0.01%	1729
2022 Q4	–	Sell	-134	Closed	-$1K	–	2326
2022 Q3	$1K	Sell	134 -358	-73%	-$4.3K	﹤0.01%	1791
2022 Q2	$5K	Sell	492 -10	-2%	-$126	﹤0.01%	1247
2022 Q1	$7K	Hold	502	–	–	﹤0.01%	1130
2021 Q4	$7K	Buy	+502	New	+$6.46K	﹤0.01%	1093

Other funds holding CLDT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

DSC

Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

EverSource Wealth Advisors's CLDT Position: Q1 2026 in Review

EverSource Wealth Advisors reduced its Chatham Lodging (CLDT) stake by 1.5% in Q1 2026, selling an estimated $320 and leaving 2,809 shares worth $22.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2442.

EverSource Wealth Advisors first reported a position in CLDT in Q4 2021 and has held it in 13 quarters since. The position peaked at $24.9K in Q3 2025. 172 funds tracked by Wall St. Rank hold CLDT as of Q1 2026.

EverSource Wealth Advisors held 2,809 shares of Chatham Lodging worth $22.1K as of Q1 2026.
EverSource Wealth Advisors sold 43 Chatham Lodging shares in Q1 2026, an estimated $320.
Chatham Lodging made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #2442 holding.
EverSource Wealth Advisors first reported a position in Chatham Lodging in Q4 2021 and has held it in 13 quarters since.
EverSource Wealth Advisors's Chatham Lodging position peaked at $24.9K in Q3 2025.
172 funds tracked by Wall St. Rank held Chatham Lodging as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.