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 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

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

Private Wealth Management Group's CLPR Position: Q1 2026 in Review

Private Wealth Management Group held its Clipper Realty (CLPR) position steady in Q1 2026 at 144 shares worth $435. The position accounts for ﹤0.01% of the portfolio, ranked #1381.

Private Wealth Management Group first reported a position in CLPR in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.67K in Q3 2024. 76 funds tracked by Wall St. Rank hold CLPR as of Q1 2026.

Private Wealth Management Group held 144 shares of Clipper Realty worth $435 as of Q1 2026.
Private Wealth Management Group left its Clipper Realty share count unchanged in Q1 2026.
Clipper Realty made up ﹤0.01% of Private Wealth Management Group's portfolio in Q1 2026, its #1381 holding.
Private Wealth Management Group first reported a position in Clipper Realty in Q2 2024 and has held it in 8 quarters since.
Private Wealth Management Group's Clipper Realty position peaked at $1.67K in Q3 2024.
76 funds tracked by Wall St. Rank held Clipper Realty as of Q1 2026.

Based on Private Wealth Management Group's 13F filing for Q1 2026, filed 23 Apr 2026.