Position in CLDT
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,029,677
+$562,097 QoQ
Shares Held
77,829
+31.0% QoQ
Ownership
0.167%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#57
of 182 holders
Holding Since
Sep 2024
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CLDT Over Time
Shares Held
Position Value (USD)
Position in REIT - Hotel & Motel
Real Estate · as of Jun 30, 2026Creative Planning holds $21,370,136 across 12 REIT - Hotel & Motel names. CLDT ranks #5 (4.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HST |
Host Hotels & Resorts, Inc.
|
530,381 | $12,575,333 | |
| 2 | APLE |
Apple Hospitality REIT, Inc.
|
100,887 | $1,695,910 | |
| 3 | RHP |
Ryman Hospitality Properties, Inc.
|
11,561 | $1,486,165 | |
| 4 | PK |
Park Hotels & Resorts Inc.
|
101,223 | $1,442,427 | |
| 5 | CLDT |
Chatham Lodging Trust
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|
77,829 | $1,029,677 | |
| 6 | DRH |
DiamondRock Hospitality Co
|
68,729 | $837,118 | |
| 7 | XHR |
Xenia Hotels & Resorts, Inc.
|
35,857 | $730,048 | |
| 8 | PEB |
Pebblebrook Hotel Trust
|
30,157 | $585,347 |
All Filings in CLDT
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,029,677 | 77,829 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $467,580 | 59,413 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $258,330 | 37,934 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $240,385 | 35,825 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $163,571 | 23,468 | Shares | Sole | 2025-08-08 | |
| 2024-09-30 | $89,357 | 10,488 | Shares | Sole | 2024-10-11 | |
| No filing history on record for this holder in this stock. | ||||||