Pinnacle Wealth Planning Services’s Clipper Realty CLPR Stock Holding History

Pinnacle Wealth Planning Services’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	$7.99K	Sell	2,646 -14,318	-84%	-$48.4K	﹤0.01%	2094
2025 Q4	$64.8K	Sell	16,964 -4,244	-20%	-$15.9K	0.01%	1030
2025 Q3	$80.6K	Hold	21,208	–	–	0.01%	475
2025 Q2	$77.8K	Buy	21,208 +1,589	+8%	+$6.07K	0.01%	444
2025 Q1	$75.3K	Sell	19,619 -1,289	-6%	-$5.41K	0.01%	389
2024 Q4	$95.8K	Sell	20,908 -13,883	-40%	-$78.1K	0.01%	372
2024 Q3	$198K	Buy	34,791 +16,621	+91%	+$74.4K	0.03%	465
2024 Q2	$65.6K	Buy	+18,170	New	+$72.6K	0.01%	497
2023 Q4	–	Sell	-16,856	Closed	-$87.3K	–	491
2023 Q3	$87.3K	Sell	16,856 -2,865	-15%	-$17.1K	0.01%	426
2023 Q2	$112K	Buy	+19,721	New	+$107K	0.02%	425

Other funds holding CLPR

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 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 Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

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

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

Pinnacle Wealth Planning Services's CLPR Position: Q1 2026 in Review

Pinnacle Wealth Planning Services reduced its Clipper Realty (CLPR) stake by 84% in Q1 2026, selling an estimated $48.4K and leaving 2,646 shares worth $7.99K. The position accounts for ﹤0.01% of the portfolio, ranked #2094.

Pinnacle Wealth Planning Services first reported a position in CLPR in Q2 2023 and has held it in 10 quarters since. The position peaked at $198K in Q3 2024. 76 funds tracked by Wall St. Rank hold CLPR as of Q1 2026.

Pinnacle Wealth Planning Services held 2,646 shares of Clipper Realty worth $7.99K as of Q1 2026.
Pinnacle Wealth Planning Services sold 14,318 Clipper Realty shares in Q1 2026, an estimated $48.4K.
Clipper Realty made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #2094 holding.
Pinnacle Wealth Planning Services first reported a position in Clipper Realty in Q2 2023 and has held it in 10 quarters since.
Pinnacle Wealth Planning Services's Clipper Realty position peaked at $198K in Q3 2024.
76 funds tracked by Wall St. Rank held Clipper Realty as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.