True Wealth Design’s Clipper Realty CLPR Stock Holding History

True Wealth Design’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 Q2	$77	Buy	28 +17	+155%	+$54	﹤0.01%	2563
2026 Q1	$34	Buy	11 +9	+450%	+$30	﹤0.01%	2593
2025 Q4	$8	Sell	2 -3	-60%	-$11	﹤0.01%	2532
2025 Q3	$19	Sell	5 -2	-29%	-$8	﹤0.01%	2661
2025 Q2	$26	Hold	7	–	–	﹤0.01%	2485
2025 Q1	$27	Buy	+7	New	+$29	﹤0.01%	2526

Other funds holding CLPR

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

CWP

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

APW

Allied Private Wealth Boca Raton, Florida $156M AUM

AFC

Ares Financial Consulting Calabasas, California $139M AUM

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

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

True Wealth Design increased its Clipper Realty (CLPR) stake by 155% in Q2 2026, buying an estimated $54 and bringing the position to 28 shares worth $77. The position accounts for ﹤0.01% of the portfolio, ranked #2563.

True Wealth Design first reported a position in CLPR in Q1 2025 and has held it in 6 quarters since. 6 funds tracked by Wall St. Rank hold CLPR as of Q2 2026.

True Wealth Design held 28 shares of Clipper Realty worth $77 as of Q2 2026.
True Wealth Design bought 17 Clipper Realty shares in Q2 2026, an estimated $54.
Clipper Realty made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2563 holding.
True Wealth Design first reported a position in Clipper Realty in Q1 2025 and has held it in 6 quarters since.
6 funds tracked by Wall St. Rank held Clipper Realty as of Q2 2026.

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