LRI Investments’s Chatham Lodging CLDT Stock Holding History

LRI Investments’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	$2.91K	Hold	220	–	–	﹤0.01%	1219
2026 Q1	$1.73K	Hold	220	–	–	﹤0.01%	1274
2025 Q4	$1.5K	Hold	220	–	–	﹤0.01%	1235
2025 Q3	$1.48K	Sell	220 -122	-36%	-$873	﹤0.01%	1233
2025 Q2	$2.38K	Hold	342	–	–	﹤0.01%	1147
2025 Q1	$2.44K	Hold	342	–	–	﹤0.01%	1080
2024 Q4	$3.06K	Hold	342	–	–	﹤0.01%	1019
2024 Q3	$3.08K	Sell	342 -103	-23%	-$873	﹤0.01%	1016
2024 Q2	$3.79K	Buy	+445	New	+$4K	﹤0.01%	965

Other funds holding CLDT

PLC

Peapod Lane Capital Bedford Hills, New York $148M AUM 89.92% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

MAM

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

PDN

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

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

BAM

Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return

Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

RAM

Resona Asset Management Koto-Ku,tokyo, Japan $21.3B AUM 36.92% 1-Year Est. Return

LRI Investments's CLDT Position: Q2 2026 in Review

LRI Investments held its Chatham Lodging (CLDT) position steady in Q2 2026 at 220 shares worth $2.91K. The position accounts for ﹤0.01% of the portfolio, ranked #1219.

LRI Investments first reported a position in CLDT in Q2 2024 and has held it in 9 quarters since. The position peaked at $3.79K in Q2 2024. 39 funds tracked by Wall St. Rank hold CLDT as of Q2 2026.

LRI Investments held 220 shares of Chatham Lodging worth $2.91K as of Q2 2026.
LRI Investments left its Chatham Lodging share count unchanged in Q2 2026.
Chatham Lodging made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1219 holding.
LRI Investments first reported a position in Chatham Lodging in Q2 2024 and has held it in 9 quarters since.
LRI Investments's Chatham Lodging position peaked at $3.79K in Q2 2024.
39 funds tracked by Wall St. Rank held Chatham Lodging as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.