Hilltop National Bank’s Chatham Lodging CLDT Stock Holding History

Hilltop National Bank’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	$26.5K	Hold	2,000	–	–	0.01%	567
2026 Q1	$15.7K	Hold	2,000	–	–	﹤0.01%	621
2025 Q4	$13.6K	Hold	2,000	–	–	﹤0.01%	621
2025 Q3	$13.4K	Hold	2,000	–	–	﹤0.01%	615
2025 Q2	$13.9K	Buy	+2,000	New	+$14K	﹤0.01%	601
2024 Q4	$17.9K	Hold	2,000	–	–	0.01%	574
2024 Q3	$17K	Hold	2,000	–	–	0.01%	603
2024 Q2	$17K	Hold	2,000	–	–	0.01%	585
2024 Q1	$20.2K	Buy	+2,000	New	+$20.9K	0.01%	558

Other funds holding CLDT

Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

Pensionfund DSM Netherlands Sittard, Netherlands $194M AUM 19.57% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

Pensionfund Sabic Sittard, Netherlands $93.5M AUM 26.49% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Ares Financial Consulting Calabasas, California $139M AUM

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return