PWA
CLPR

Physician Wealth Advisors’s Clipper Realty CLPR Stock Holding History

Physician Wealth Advisors’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
Q1 		– Sell
-263
Closed -$1K – 2094
2025
Q4 		$1K Hold
263
– – ﹤0.01% 1619
2025
Q3 		$1K Hold
263
– – ﹤0.01% 1580
2025
Q2 		$966 Buy
+263
New +$1K ﹤0.01% 1455

Other funds holding CLPR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AFG
American Financial Group Cincinnati, Ohio $270M AUM 3.25% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AFS
Amtrust Financial Services New York $300M AUM 12.98% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

Physician Wealth Advisors's CLPR Position: Q1 2026 in Review

Physician Wealth Advisors sold out of Clipper Realty (CLPR) in Q1 2026, closing a stake of 263 shares — an estimated $1K sold.

Physician Wealth Advisors first reported a position in CLPR in Q2 2025 and held it in 3 quarters. The position peaked at $1K in Q4 2025. 76 funds tracked by Wall St. Rank hold CLPR as of Q1 2026.

  • Physician Wealth Advisors reported no remaining Clipper Realty position as of Q1 2026 after selling out during the quarter.
  • Physician Wealth Advisors sold 263 Clipper Realty shares in Q1 2026, an estimated $1K.
  • Physician Wealth Advisors first reported a position in Clipper Realty in Q2 2025 and held it in 3 quarters.
  • Physician Wealth Advisors's Clipper Realty position peaked at $1K in Q4 2025.
  • 76 funds tracked by Wall St. Rank held Clipper Realty as of Q1 2026.

Based on Physician Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.