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 Q2	$297	Sell	109 -72	-40%	-$227	﹤0.01%	4202
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

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 Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

RBF Capital San Francisco, California $2.41B AUM 39.41% 1-Year Est. Return

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

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

EverSource Wealth Advisors reduced its Clipper Realty (CLPR) stake by 40% in Q2 2026, selling an estimated $227 and leaving 109 shares worth $297. The position accounts for ﹤0.01% of the portfolio, ranked #4202.

EverSource Wealth Advisors first reported a position in CLPR in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.04K in Q3 2025. 66 funds tracked by Wall St. Rank hold CLPR as of Q2 2026.

EverSource Wealth Advisors held 109 shares of Clipper Realty worth $297 as of Q2 2026.
EverSource Wealth Advisors sold 72 Clipper Realty shares in Q2 2026, an estimated $227.
Clipper Realty made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #4202 holding.
EverSource Wealth Advisors first reported a position in Clipper Realty in Q3 2023 and has held it in 11 quarters since.
EverSource Wealth Advisors's Clipper Realty position peaked at $1.04K in Q3 2025.
66 funds tracked by Wall St. Rank held Clipper Realty as of Q2 2026.

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