Position in CLDT
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$272,551
+$154,320 QoQ
Shares Held
20,601
+37.1% QoQ
Ownership
0.044%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#5
of 16 holders
Holding Since
Dec 2022
11 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, 2026Sequoia Financial Advisors, LLC holds $3,940,684 across 10 REIT - Hotel & Motel names. CLDT ranks #7 (6.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HST |
Host Hotels & Resorts, Inc.
|
41,909 | $993,662 | |
| 2 | APLE |
Apple Hospitality REIT, Inc.
|
36,899 | $620,272 | |
| 3 | PK |
Park Hotels & Resorts Inc.
|
40,727 | $580,359 | |
| 4 | RHP |
Ryman Hospitality Properties, Inc.
|
2,580 | $331,659 | |
| 5 | SVC |
Service Properties Trust
|
39,050 | $329,972 | |
| 6 | DRH |
DiamondRock Hospitality Co
|
22,772 | $277,362 | |
| 7 | CLDT |
Chatham Lodging Trust
This page
|
20,601 | $272,551 | |
| 8 | PEB |
Pebblebrook Hotel Trust
|
11,001 | $213,529 |
All Filings in CLDT
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $272,551 | 20,601 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $118,231 | 15,023 | Shares | Sole | 2026-04-30 | |
| 2024-12-31 | $127,573 | 14,254 | Shares | Sole | 2025-08-08 | |
| 2024-09-30 | $119,595 | 14,037 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $113,682 | 13,343 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $131,490 | 13,006 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $215,793 | 20,130 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $124,103 | 12,968 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $120,641 | 12,889 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $141,698 | 13,508 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $171,080 | 13,943 | Shares | Sole | 2023-02-10 | |
| No filing history on record for this holder in this stock. | ||||||