RWM
CLPR

Rialto Wealth Management’s Clipper Realty CLPR Stock Holding History

Rialto Wealth Management’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
2025
Q4 		– Sell
-133
Closed -$506 – 1715
2025
Q3 		$506 Hold
133
– – ﹤0.01% 1237
2025
Q2 		$489 Sell
133
-1
-0.7% -$4 ﹤0.01% 1169
2025
Q1 		$515 Buy
+134
New +$562 ﹤0.01% 813

Other funds holding CLPR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AFG
American Financial Group Cincinnati, Ohio $270M AUM 3.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
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
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Rialto Wealth Management's CLPR Position: Q4 2025 in Review

Rialto Wealth Management sold out of Clipper Realty (CLPR) in Q4 2025, closing a stake of 133 shares — an estimated $506 sold.

Rialto Wealth Management first reported a position in CLPR in Q1 2025 and held it in 3 quarters. The position peaked at $515 in Q1 2025. 76 funds tracked by Wall St. Rank hold CLPR as of Q4 2025.

  • Rialto Wealth Management reported no remaining Clipper Realty position as of Q4 2025 after selling out during the quarter.
  • Rialto Wealth Management sold 133 Clipper Realty shares in Q4 2025, an estimated $506.
  • Rialto Wealth Management first reported a position in Clipper Realty in Q1 2025 and held it in 3 quarters.
  • Rialto Wealth Management's Clipper Realty position peaked at $515 in Q1 2025.
  • 76 funds tracked by Wall St. Rank held Clipper Realty as of Q4 2025.

Based on Rialto Wealth Management's 13F filing for Q4 2025, filed 12 Jan 2026.