Naviter Wealth’s Clipper Realty CLPR Stock Holding History

Naviter Wealth’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
2023 Q4	–	Sell	-12,500	Closed	-$64.8K	–	221
2023 Q3	$64.8K	Buy	+12,500	New	+$74.7K	0.02%	208

Other funds holding CLPR

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

AFG

American Financial Group Cincinnati, Ohio $270M AUM 3.25% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AFS

Amtrust Financial Services New York $300M AUM 12.98% 1-Year Est. Return

OWSCM

One William Street Capital Management New York $1.18B AUM 38% 1-Year Est. Return

Naviter Wealth's CLPR Position: Q4 2023 in Review

Naviter Wealth sold out of Clipper Realty (CLPR) in Q4 2023, closing a stake of 12,500 shares — an estimated $64.8K sold.

Naviter Wealth first reported a position in CLPR in Q3 2023 and held it in 1 quarter. The position peaked at $64.8K in Q3 2023. 66 funds tracked by Wall St. Rank hold CLPR as of Q4 2023.

Naviter Wealth reported no remaining Clipper Realty position as of Q4 2023 after selling out during the quarter.
Naviter Wealth sold 12,500 Clipper Realty shares in Q4 2023, an estimated $64.8K.
Naviter Wealth first reported a position in Clipper Realty in Q3 2023 and held it in 1 quarter.
Naviter Wealth's Clipper Realty position peaked at $64.8K in Q3 2023.
66 funds tracked by Wall St. Rank held Clipper Realty as of Q4 2023.

Based on Naviter Wealth's 13F filing for Q4 2023, filed 5 Feb 2024.