Root Financial Partners
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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
Q3 		$2.29K Buy
+171
New +$2.25K ﹤0.01% 2583
2026
Q2 		– Sell
-53
Closed -$417 – 944
2026
Q1 		$417 Buy
+53
New +$395 ﹤0.01% 2923

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Peapod Lane Capital
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Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Root Financial Partners's CLDT Position: Q3 2026 in Review

Root Financial Partners opened a new position in Chatham Lodging (CLDT) in Q3 2026: 171 shares worth $2.29K. The stake represents ﹤0.01% of the portfolio and ranks #2583 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in CLDT as recently as Q1 2026.

Root Financial Partners first reported a position in CLDT in Q1 2026 and has held it in 2 quarters since. 69 funds tracked by Wall St. Rank hold CLDT as of Q3 2026.

  • Root Financial Partners held 171 shares of Chatham Lodging worth $2.29K as of Q3 2026.
  • Chatham Lodging was a new Root Financial Partners position in Q3 2026.
  • Chatham Lodging made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2583 holding.
  • Root Financial Partners first reported a position in Chatham Lodging in Q1 2026 and has held it in 2 quarters since.
  • 69 funds tracked by Wall St. Rank held Chatham Lodging as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.