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 Q2	–	Sell	-2,646	Closed	-$7.99K	–	2763
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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

AFG

American Financial Group Cincinnati, Ohio $284M AUM 12.01% 1-Year Est. Return

AFS

Amtrust Financial Services New York $336M AUM 16.35% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

RBF Capital San Francisco, California $2.41B AUM 39.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Pinnacle Wealth Planning Services sold out of Clipper Realty (CLPR) in Q2 2026, closing a stake of 2,646 shares — an estimated $7.99K sold.

Pinnacle Wealth Planning Services first reported a position in CLPR in Q2 2023 and held it in 10 quarters. The position peaked at $198K in Q3 2024. 67 funds tracked by Wall St. Rank hold CLPR as of Q2 2026.

Pinnacle Wealth Planning Services reported no remaining Clipper Realty position as of Q2 2026 after selling out during the quarter.
Pinnacle Wealth Planning Services sold 2,646 Clipper Realty shares in Q2 2026, an estimated $7.99K.
Pinnacle Wealth Planning Services first reported a position in Clipper Realty in Q2 2023 and held it in 10 quarters.
Pinnacle Wealth Planning Services's Clipper Realty position peaked at $198K in Q3 2024.
67 funds tracked by Wall St. Rank held Clipper Realty as of Q2 2026.

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