EverSource Wealth Advisors’s Clipper Realty CLPR Stock Holding History

EverSource Wealth Advisors’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 Q1	$547	Buy	181 +21	+13%	+$71	﹤0.01%	4047
2025 Q4	$611	Sell	160 -114	-42%	-$426	﹤0.01%	3830
2025 Q3	$1.04K	Buy	274 +8	+3%	+$32	﹤0.01%	3753
2025 Q2	$976	Buy	266 +4	+2%	+$15	﹤0.01%	3743
2025 Q1	$1.01K	Buy	262 +121	+86%	+$508	﹤0.01%	3227
2024 Q4	$646	Hold	141	–	–	﹤0.01%	3104
2024 Q3	$804	Hold	141	–	–	﹤0.01%	2768
2024 Q2	$556	Buy	+141	New	+$563	﹤0.01%	2865
2024 Q1	–	Sell	-92	Closed	-$497	–	2911
2023 Q4	$497	Hold	92	–	–	﹤0.01%	2527
2023 Q3	$477	Buy	+92	New	+$550	﹤0.01%	2382

Other funds holding CLPR

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

AFG

American Financial Group Cincinnati, Ohio $270M AUM 3.25% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AFS

Amtrust Financial Services New York $300M AUM 12.98% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

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

EverSource Wealth Advisors increased its Clipper Realty (CLPR) stake by 13% in Q1 2026, buying an estimated $71 and bringing the position to 181 shares worth $547. The position accounts for ﹤0.01% of the portfolio, ranked #4047.

EverSource Wealth Advisors first reported a position in CLPR in Q3 2023 and has held it in 10 quarters since. The position peaked at $1.04K in Q3 2025. 76 funds tracked by Wall St. Rank hold CLPR as of Q1 2026.

EverSource Wealth Advisors held 181 shares of Clipper Realty worth $547 as of Q1 2026.
EverSource Wealth Advisors bought 21 Clipper Realty shares in Q1 2026, an estimated $71.
Clipper Realty made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #4047 holding.
EverSource Wealth Advisors first reported a position in Clipper Realty in Q3 2023 and has held it in 10 quarters since.
EverSource Wealth Advisors's Clipper Realty position peaked at $1.04K in Q3 2025.
76 funds tracked by Wall St. Rank held Clipper Realty as of Q1 2026.

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