Optimum Investment Advisors’s Chatham Lodging CLDT Stock Holding History

Optimum Investment Advisors’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
2025 Q3	$20.1K	Hold	3,000	–	–	0.01%	441
2025 Q2	$20.9K	Hold	3,000	–	–	0.01%	436
2025 Q1	$21.4K	Hold	3,000	–	–	0.01%	434
2024 Q4	$26.9K	Hold	3,000	–	–	0.01%	399
2024 Q3	$25.6K	Hold	3,000	–	–	0.01%	417
2024 Q2	$25.6K	Hold	3,000	–	–	0.01%	419
2024 Q1	$30.3K	Hold	3,000	–	–	0.01%	410
2023 Q4	$32.2K	Hold	3,000	–	–	0.02%	389
2023 Q3	$28.7K	Hold	3,000	–	–	0.01%	428
2023 Q2	$28.1K	Hold	3,000	–	–	0.01%	437
2023 Q1	$31.5K	Hold	3,000	–	–	0.02%	426
2022 Q4	$36.8K	Hold	3,000	–	–	0.02%	423
2022 Q3	$30K	Hold	3,000	–	–	0.02%	446
2022 Q2	$31K	Hold	3,000	–	–	0.02%	461
2022 Q1	$41K	Hold	3,000	–	–	0.02%	470
2021 Q4	$41K	Hold	3,000	–	–	0.02%	499
2021 Q3	$37K	Hold	3,000	–	–	0.02%	506
2021 Q2	$39K	Hold	3,000	–	–	0.01%	563
2021 Q1	$39K	Hold	3,000	–	–	0.01%	551
2020 Q4	$32K	Hold	3,000	–	–	0.01%	548
2020 Q3	$23K	Hold	3,000	–	–	0.01%	579
2020 Q2	$18K	Hold	3,000	–	–	0.01%	617
2020 Q1	$18K	Hold	3,000	–	–	0.01%	592
2019 Q4	$55K	Hold	3,000	–	–	0.02%	500
2019 Q3	$54K	Hold	3,000	–	–	0.02%	501
2019 Q2	$57K	Hold	3,000	–	–	0.02%	481
2019 Q1	$58K	Hold	3,000	–	–	0.02%	477
2018 Q4	$53K	Hold	3,000	–	–	0.02%	462
2018 Q3	$63K	Hold	3,000	–	–	0.02%	490
2018 Q2	$64K	Hold	3,000	–	–	0.02%	479
2018 Q1	$57K	Buy	+3,000	New	+$62.4K	0.02%	508
2015 Q1	$118K	Buy	+4,000	New	+$120K	0.04%	353

Other funds holding CLDT

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

DSC

Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

Sculptor Capital New York $9.61B AUM 27.5% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Optimum Investment Advisors's CLDT Position: Q3 2025 in Review

Optimum Investment Advisors held its Chatham Lodging (CLDT) position steady in Q3 2025 at 3,000 shares worth $20.1K. The position accounts for 0.01% of the portfolio, ranked #441.

Optimum Investment Advisors first reported a position in CLDT in Q1 2015 and has held it in 32 quarters since. The position peaked at $118K in Q1 2015. 161 funds tracked by Wall St. Rank hold CLDT as of Q3 2025.

Optimum Investment Advisors held 3,000 shares of Chatham Lodging worth $20.1K as of Q3 2025.
Optimum Investment Advisors left its Chatham Lodging share count unchanged in Q3 2025.
Chatham Lodging made up 0.01% of Optimum Investment Advisors's portfolio in Q3 2025, its #441 holding.
Optimum Investment Advisors first reported a position in Chatham Lodging in Q1 2015 and has held it in 32 quarters since.
Optimum Investment Advisors's Chatham Lodging position peaked at $118K in Q1 2015.
161 funds tracked by Wall St. Rank held Chatham Lodging as of Q3 2025.

Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.