Private Wealth Management Group’s Clipper Realty CLPR Stock Holding History

Private Wealth Management Group’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	-144	Closed	-$435	–	1463
2026 Q1	$435	Hold	144	–	–	﹤0.01%	1381
2025 Q4	$551	Hold	144	–	–	﹤0.01%	1389
2025 Q3	$548	Hold	144	–	–	﹤0.01%	1413
2025 Q2	$529	Sell	144 -148	-51%	-$566	﹤0.01%	1419
2025 Q1	$1.12K	Hold	292	–	–	﹤0.01%	1231
2024 Q4	$1.34K	Hold	292	–	–	﹤0.01%	1218
2024 Q3	$1.67K	Buy	292 +134	+85%	+$600	﹤0.01%	1135
2024 Q2	$571	Buy	+158	New	+$631	﹤0.01%	1411

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

Private Wealth Management Group's CLPR Position: Q2 2026 in Review

Private Wealth Management Group sold out of Clipper Realty (CLPR) in Q2 2026, closing a stake of 144 shares — an estimated $435 sold.

Private Wealth Management Group first reported a position in CLPR in Q2 2024 and held it in 8 quarters. The position peaked at $1.67K in Q3 2024. 67 funds tracked by Wall St. Rank hold CLPR as of Q2 2026.

Private Wealth Management Group reported no remaining Clipper Realty position as of Q2 2026 after selling out during the quarter.
Private Wealth Management Group sold 144 Clipper Realty shares in Q2 2026, an estimated $435.
Private Wealth Management Group first reported a position in Clipper Realty in Q2 2024 and held it in 8 quarters.
Private Wealth Management Group's Clipper Realty position peaked at $1.67K in Q3 2024.
67 funds tracked by Wall St. Rank held Clipper Realty as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.