IFP Advisors, Inc

Position in CLDT — Chatham Lodging Trust

CIK 1641866 TAMPA, FL

Position in CLDT

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$21,300

+$11,306 QoQ

Shares Held

1,610

+26.8% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#143

of 180 holders

Holding Since

Mar 2020

16 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

IFP Advisors, Inc holds $427,217 across 13 REIT - Hotel & Motel names. CLDT ranks #5 (5.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HST	Host Hotels & Resorts, Inc.	7,982	$189,253
2	XHR	Xenia Hotels & Resorts, Inc.	3,894	$79,281
3	PK	Park Hotels & Resorts Inc.	5,065	$72,176
4	SVC	Service Properties Trust	659	$27,825
5	CLDT	Chatham Lodging Trust This page	1,610	$21,300
6	DRH	DiamondRock Hospitality Co	855	$10,413
7	RHP	Ryman Hospitality Properties, Inc.	74	$9,512
8	APLE	Apple Hospitality REIT, Inc.	439	$7,379

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$21,300	1,610	+26.8%	Shares	Sole	2026-07-20
2026-03-31	$9,994	1,270	-6.2%	Shares	Sole	2026-04-13
2025-12-31	$9,220	1,354	+39.6%	Shares	Sole	2026-02-06
2025-09-30	$6,508	970	+11.2%	Shares	Sole	2026-02-06
2025-06-30	$6,077	872	+145.6%	Shares	Sole	2025-07-24
2022-12-31	$19	355	-48.3%	Shares	Sole	2023-02-07
2022-09-30	$6,780	687	0.0%	Shares	Sole	2022-11-08
2022-06-30	$7,179	687	0.0%	Shares	Sole	2022-09-06
2022-03-31	$9,473	687	+6145.5%	Shares	Sole	2022-09-06
2021-09-30	$134	11	0.0%	Shares	Sole	2021-10-06
2021-06-30	$141	11	0.0%	Shares	Sole	2021-07-13
2021-03-31	$144	11	0.0%	Shares	Sole	2021-04-30
2020-12-31	$118	11	0.0%	Shares	Sole	2021-01-25
2020-09-30	$83	11	0.0%	Shares	Sole	2020-10-29
2020-06-30	$67	11	-99.5%	Shares	Sole	2020-08-05
2020-03-31	$11,945	2,011	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.