PWPS
CLDT

Pinnacle Wealth Planning Services’s Chatham Lodging CLDT Stock Holding History

Pinnacle Wealth Planning Services’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 		$9.15K Hold
692
– – ﹤0.01% 2100
2026
Q1 		$5.45K Hold
692
– – ﹤0.01% 2237
2025
Q4 		$4.71K Buy
+692
New +$4.59K ﹤0.01% 2300
2021
Q1 		– Sell
-692
Closed -$7K – 658
2020
Q4 		$7K Buy
+692
New +$6.63K ﹤0.01% 1508

Other funds holding CLDT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Pinnacle Wealth Planning Services's CLDT Position: Q2 2026 in Review

Pinnacle Wealth Planning Services held its Chatham Lodging (CLDT) position steady in Q2 2026 at 692 shares worth $9.15K. The position accounts for ﹤0.01% of the portfolio, ranked #2100.

Pinnacle Wealth Planning Services first reported a position in CLDT in Q4 2020 and has held it in 4 quarters since. 182 funds tracked by Wall St. Rank hold CLDT as of Q2 2026.

  • Pinnacle Wealth Planning Services held 692 shares of Chatham Lodging worth $9.15K as of Q2 2026.
  • Pinnacle Wealth Planning Services left its Chatham Lodging share count unchanged in Q2 2026.
  • Chatham Lodging made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2100 holding.
  • Pinnacle Wealth Planning Services first reported a position in Chatham Lodging in Q4 2020 and has held it in 4 quarters since.
  • 182 funds tracked by Wall St. Rank held Chatham Lodging as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.