WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Position in CLDT — Chatham Lodging Trust
CIK 1632972
PLYMOUTH, MN
Position in CLDT
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$475,605
+$242,701 QoQ
Shares Held
35,949
+21.5% QoQ
Ownership
0.077%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#3
of 16 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 5.285265236863334.ToString("F0")%
Shared 0.ToString("F0")%
None 94.71473476313666.ToString("F0")%
Common Shares in CLDT Over Time
Shares Held
Position Value (USD)
Position in REIT - Hotel & Motel
Real Estate · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $21,550,958 across 11 REIT - Hotel & Motel names. CLDT ranks #8 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HST |
Host Hotels & Resorts, Inc.
|
613,745 | $14,551,893 | |
| 2 | PK |
Park Hotels & Resorts Inc.
|
140,330 | $1,999,702 | |
| 3 | DRH |
DiamondRock Hospitality Co
|
73,434 | $894,426 | |
| 4 | XHR |
Xenia Hotels & Resorts, Inc.
|
41,113 | $837,060 | |
| 5 | PEB |
Pebblebrook Hotel Trust
|
35,960 | $697,983 | |
| 6 | APLE |
Apple Hospitality REIT, Inc.
|
31,610 | $531,364 | |
| 7 | RLJ |
RLJ Lodging Trust
|
40,210 | $476,488 | |
| 8 | CLDT |
Chatham Lodging Trust
This page
|
35,949 | $475,605 |
All Filings in CLDT
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $475,605 | 35,949 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $232,904 | 29,594 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $189,038 | 27,759 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $156,202 | 23,279 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $123,494 | 17,718 | Shares | Sole | 2025-07-10 | |
| No filing history on record for this holder in this stock. | ||||||