TWD
CLDT

True Wealth Design’s Chatham Lodging CLDT Stock Holding History

True Wealth Design’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 		$1.87K Sell
141
-8
-5% -$83 ﹤0.01% 1713
2026
Q1 		$1.17K Buy
149
+22
+17% +$164 ﹤0.01% 1742
2025
Q4 		$865 Sell
127
-259
-67% -$1.72K ﹤0.01% 1761
2025
Q3 		$2.59K Buy
386
+120
+45% +$859 ﹤0.01% 1372
2025
Q2 		$1.85K Buy
266
+250
+1,563% +$1.75K ﹤0.01% 1211
2025
Q1 		$115 Buy
+16
New +$133 ﹤0.01% 2151
2024
Q4 		– Sell
-914
Closed -$7.79K – 1389
2024
Q3 		$7.79K Buy
914
+7
+0.8% +$59 ﹤0.01% 468
2024
Q2 		$7.72K Buy
907
+7
+0.8% +$63 ﹤0.01% 255
2024
Q1 		$9.1K Buy
900
+6
+0.7% +$63 ﹤0.01% 249
2023
Q4 		$9.59K Buy
894
+6
+0.7% +$60 ﹤0.01% 234
2023
Q3 		$8.5K Buy
888
+6
+0.7% +$57 ﹤0.01% 211
2023
Q2 		$8.25K Buy
882
+6
+0.7% +$59 ﹤0.01% 222
2023
Q1 		$9.19K Buy
876
+5
+0.6% +$61 ﹤0.01% 246
2022
Q4 		$10.7K Buy
+871
New +$10.7K ﹤0.01% 216

Other funds holding CLDT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

True Wealth Design's CLDT Position: Q2 2026 in Review

True Wealth Design reduced its Chatham Lodging (CLDT) stake by 5.4% in Q2 2026, selling an estimated $83 and leaving 141 shares worth $1.87K. The position accounts for ﹤0.01% of the portfolio, ranked #1713.

True Wealth Design first reported a position in CLDT in Q4 2022 and has held it in 14 quarters since. The position peaked at $10.7K in Q4 2022. 181 funds tracked by Wall St. Rank hold CLDT as of Q2 2026.

  • True Wealth Design held 141 shares of Chatham Lodging worth $1.87K as of Q2 2026.
  • True Wealth Design sold 8 Chatham Lodging shares in Q2 2026, an estimated $83.
  • Chatham Lodging made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1713 holding.
  • True Wealth Design first reported a position in Chatham Lodging in Q4 2022 and has held it in 14 quarters since.
  • True Wealth Design's Chatham Lodging position peaked at $10.7K in Q4 2022.
  • 181 funds tracked by Wall St. Rank held Chatham Lodging as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.