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CLDT

Root Financial Partners’s Chatham Lodging CLDT Stock Holding History

Root Financial Partners’s Portfolio CLDT Stock Details CLDT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-53
Closed -$417 – 944
2026
Q1 		$417 Buy
+53
New +$395 ﹤0.01% 2923

Other funds holding CLDT

PLC
Peapod Lane Capital Bedford Hills, New York $148M AUM 89.92% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
PDN
Pensionfund DSM Netherlands Sittard, Netherlands $194M AUM 19.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
RAM
Resona Asset Management Koto-Ku,tokyo, Japan $21.3B AUM 36.92% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

Root Financial Partners's CLDT Position: Q2 2026 in Review

Root Financial Partners sold out of Chatham Lodging (CLDT) in Q2 2026, closing a stake of 53 shares — an estimated $417 sold.

Root Financial Partners first reported a position in CLDT in Q1 2026 and held it in 1 quarter. The position peaked at $417 in Q1 2026. 34 funds tracked by Wall St. Rank hold CLDT as of Q2 2026.

  • Root Financial Partners reported no remaining Chatham Lodging position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 53 Chatham Lodging shares in Q2 2026, an estimated $417.
  • Root Financial Partners first reported a position in Chatham Lodging in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Chatham Lodging position peaked at $417 in Q1 2026.
  • 34 funds tracked by Wall St. Rank held Chatham Lodging as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.