Integrated Wealth Concepts’s Clipper Realty CLPR Stock Holding History

Integrated Wealth Concepts’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	$203	Buy	+75	New	+$237	﹤0.01%	5746

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

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

Integrated Wealth Concepts opened a new position in Clipper Realty (CLPR) in Q2 2026: 75 shares worth $203. The stake represents ﹤0.01% of the portfolio and ranks #5746 among its holdings.

66 funds tracked by Wall St. Rank hold CLPR as of Q2 2026.

Integrated Wealth Concepts held 75 shares of Clipper Realty worth $203 as of Q2 2026.
Clipper Realty was a new Integrated Wealth Concepts position in Q2 2026.
Clipper Realty made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #5746 holding.
66 funds tracked by Wall St. Rank held Clipper Realty as of Q2 2026.

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