IWC
CLDT

Integrated Wealth Concepts’s Chatham Lodging CLDT Stock Holding History

Integrated Wealth Concepts’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 		$34.3K Buy
+2,596
New +$26.8K ﹤0.01% 3671

Other funds holding CLDT

BlackRock
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
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Integrated Wealth Concepts's CLDT Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Chatham Lodging (CLDT) in Q2 2026: 2,596 shares worth $34.3K. The stake represents ﹤0.01% of the portfolio and ranks #3671 among its holdings.

181 funds tracked by Wall St. Rank hold CLDT as of Q2 2026.

  • Integrated Wealth Concepts held 2,596 shares of Chatham Lodging worth $34.3K as of Q2 2026.
  • Chatham Lodging was a new Integrated Wealth Concepts position in Q2 2026.
  • Chatham Lodging made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #3671 holding.
  • 181 funds tracked by Wall St. Rank held Chatham Lodging as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.