Wealthspire Advisors (New York)’s Comstock Holding Companies CHCI Stock Holding History

Wealthspire Advisors (New York)’s Portfolio CHCI Stock Details CHCI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$281K	Buy	+14,857	New	+$184K	﹤0.01%	746
2021 Q3	–	Sell	-12,000	Closed	-$72K	–	583
2021 Q2	$72K	Sell	12,000 -1,000	-8%	-$5.68K	﹤0.01%	361
2021 Q1	$75K	Buy	13,000 +1,000	+8%	+$4.81K	﹤0.01%	694
2020 Q4	$38K	Buy	+12,000	New	+$33.2K	﹤0.01%	576
2020 Q2	–	Sell	-20,774	Closed	-$31K	–	313
2020 Q1	$31K	Buy	+20,774	New	+$40.8K	﹤0.01%	550

Other funds holding CHCI

THC

Truffle Hound Capital Bethesda, Maryland $386M AUM 57.88% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

MBAM

Mink Brook Asset Management West Palm Beach, Florida $179M AUM 37.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SCM

Saber Capital Management Fuquay Varina, North Carolina $135M AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

CCM

Corsair Capital Management New York $673M AUM 109.99% 1-Year Est. Return

RRA

Round Rock Advisors Wilton, Connecticut $654M AUM 22.95% 1-Year Est. Return

GatePass Capital Independence, Ohio $214M AUM 29.83% 1-Year Est. Return

Wealthspire Advisors (New York)'s CHCI Position: Q1 2026 in Review

Wealthspire Advisors (New York) opened a new position in Comstock Holding Companies (CHCI) in Q1 2026: 14,857 shares worth $281K. The stake represents ﹤0.01% of the portfolio and ranks #746 among its holdings. This is a return to the name: Wealthspire Advisors (New York) previously reported a position in CHCI as recently as Q2 2021.

Wealthspire Advisors (New York) first reported a position in CHCI in Q1 2020 and has held it in 5 quarters since. 35 funds tracked by Wall St. Rank hold CHCI as of Q1 2026.

Wealthspire Advisors (New York) held 14,857 shares of Comstock Holding Companies worth $281K as of Q1 2026.
Comstock Holding Companies was a new Wealthspire Advisors (New York) position in Q1 2026.
Comstock Holding Companies made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #746 holding.
Wealthspire Advisors (New York) first reported a position in Comstock Holding Companies in Q1 2020 and has held it in 5 quarters since.
35 funds tracked by Wall St. Rank held Comstock Holding Companies as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.