Position in CLDT
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$467,580
+$209,250 QoQ
Shares Held
59,413
+56.6% QoQ
Ownership
0.127%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
5 quarters on record
Voting authority
Sole 0.11108679918536347.ToString("F0")%
Shared 0.ToString("F0")%
None 99.88891320081463.ToString("F0")%
Common Shares in CLDT Over Time
Shares Held
Position Value (USD)
Position in REIT - Hotel & Motel
Real Estate · as of Mar 31, 2026Creative Planning holds $13,718,152 across 12 REIT - Hotel & Motel names. CLDT ranks #8 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HST |
Host Hotels & Resorts, Inc.
|
379,751 | $7,276,029 | |
| 2 | SVC |
Service Properties Trust
|
188,698 | $1,278,428 | |
| 3 | APLE |
Apple Hospitality REIT, Inc.
|
92,793 | $1,068,047 | |
| 4 | RHP |
Ryman Hospitality Properties, Inc.
|
10,077 | $929,804 | |
| 5 | PK |
Park Hotels & Resorts Inc.
|
80,556 | $848,254 | |
| 6 | DRH |
DiamondRock Hospitality Co
|
65,446 | $613,229 | |
| 7 | XHR |
Xenia Hotels & Resorts, Inc.
|
34,638 | $513,681 | |
| 8 | CLDT |
Chatham Lodging Trust
This page
|
59,413 | $467,580 |
All Filings in CLDT
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||