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 Q2	$30.3K	Sell	2,290 -519	-18%	-$5.37K	﹤0.01%	2141
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 $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 Malvern, Pennsylvania $2.22T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

EverSource Wealth Advisors's CLDT Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Chatham Lodging (CLDT) stake by 18% in Q2 2026, selling an estimated $5.37K and leaving 2,290 shares worth $30.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2141.

EverSource Wealth Advisors first reported a position in CLDT in Q4 2021 and has held it in 14 quarters since. 182 funds tracked by Wall St. Rank hold CLDT as of Q2 2026.

EverSource Wealth Advisors held 2,290 shares of Chatham Lodging worth $30.3K as of Q2 2026.
EverSource Wealth Advisors sold 519 Chatham Lodging shares in Q2 2026, an estimated $5.37K.
Chatham Lodging made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2141 holding.
EverSource Wealth Advisors first reported a position in Chatham Lodging in Q4 2021 and has held it in 14 quarters since.
182 funds tracked by Wall St. Rank held Chatham Lodging as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.